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 Q3	$226K	Hold	1,736	–	–	0.01%	113
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

CMH Wealth Management Portsmouth, New Hampshire $664M AUM 22.7% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return

Trust Company of Oklahoma Tulsa, Oklahoma $377M AUM 28.32% 1-Year Est. Return

MASECO Private Wealth's VFH Position: Q3 2026 in Review

MASECO Private Wealth held its Vanguard Financials ETF (VFH) position steady in Q3 2026 at 1,736 shares worth $226K. The position accounts for 0.01% of the portfolio, ranked #113.

MASECO Private Wealth first reported a position in VFH in Q2 2025 and has held it in 6 quarters since. The position peaked at $228K in Q2 2026. 484 funds tracked by Wall St. Rank hold VFH as of Q3 2026.

MASECO Private Wealth held 1,736 shares of Vanguard Financials ETF worth $226K as of Q3 2026.
MASECO Private Wealth left its Vanguard Financials ETF share count unchanged in Q3 2026.
Vanguard Financials ETF made up 0.01% of MASECO Private Wealth's portfolio in Q3 2026, its #113 holding.
MASECO Private Wealth first reported a position in Vanguard Financials ETF in Q2 2025 and has held it in 6 quarters since.
MASECO Private Wealth's Vanguard Financials ETF position peaked at $228K in Q2 2026.
484 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q3 2026.

Based on MASECO Private Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.