MASECO Private Wealth’s Vanguard Financials ETF VFH Stock Holding History

MASECO Private Wealth’s Portfolio VFH Stock Details VFH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$228K	Buy	1,736 +1,363	+365%	+$174K	0.01%	110
2026 Q1	$45.1K	Hold	373	–	–	﹤0.01%	147
2025 Q4	$49.8K	Hold	373	–	–	﹤0.01%	176
2025 Q3	$49K	Hold	373	–	–	﹤0.01%	91
2025 Q2	$47.5K	Buy	+373	New	+$44.5K	﹤0.01%	174

Other funds holding VFH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

MASECO Private Wealth's VFH Position: Q2 2026 in Review

MASECO Private Wealth increased its Vanguard Financials ETF (VFH) stake by 365% in Q2 2026, buying an estimated $174K and bringing the position to 1,736 shares worth $228K. The position accounts for 0.01% of the portfolio, ranked #110.

MASECO Private Wealth first reported a position in VFH in Q2 2025 and has held it in 5 quarters since. 759 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

MASECO Private Wealth held 1,736 shares of Vanguard Financials ETF worth $228K as of Q2 2026.
MASECO Private Wealth bought 1,363 Vanguard Financials ETF shares in Q2 2026, an estimated $174K.
Vanguard Financials ETF made up 0.01% of MASECO Private Wealth's portfolio in Q2 2026, its #110 holding.
MASECO Private Wealth first reported a position in Vanguard Financials ETF in Q2 2025 and has held it in 5 quarters since.
759 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on MASECO Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.