Mayflower Financial Advisors’s Vanguard Financials ETF VFH Stock Holding History

Mayflower Financial Advisors’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	$241K	Sell	1,830 -29	-2%	-$3.7K	0.02%	425
2026 Q1	$225K	Sell	1,859 -562	-23%	-$71.7K	0.03%	418
2025 Q4	$323K	Sell	2,421 -677	-22%	-$87.9K	0.04%	328
2025 Q3	$407K	Sell	3,098 -202	-6%	-$26.2K	0.05%	286
2025 Q2	$420K	Hold	3,300	–	–	0.06%	263
2025 Q1	$394K	Hold	3,300	–	–	0.06%	263
2024 Q4	$390K	Hold	3,300	–	–	0.06%	255
2024 Q3	$363K	Sell	3,300 -967	-23%	-$102K	0.05%	266
2024 Q2	$426K	Buy	4,267 +9	+0.2%	+$899	0.07%	235
2024 Q1	$436K	Sell	4,258 -23	-0.5%	-$2.21K	0.07%	227
2023 Q4	$395K	Sell	4,281 -18	-0.4%	-$1.51K	0.05%	227
2023 Q3	$345K	Sell	4,299 -95	-2%	-$7.94K	0.05%	238
2023 Q2	$357K	Buy	+4,394	New	+$345K	0.05%	251

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

Mayflower Financial Advisors's VFH Position: Q2 2026 in Review

Mayflower Financial Advisors reduced its Vanguard Financials ETF (VFH) stake by 1.6% in Q2 2026, selling an estimated $3.7K and leaving 1,830 shares worth $241K. The position accounts for 0.02% of the portfolio, ranked #425.

Mayflower Financial Advisors first reported a position in VFH in Q2 2023 and has held it in 13 quarters since. The position peaked at $436K in Q1 2024. 761 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Mayflower Financial Advisors held 1,830 shares of Vanguard Financials ETF worth $241K as of Q2 2026.
Mayflower Financial Advisors sold 29 Vanguard Financials ETF shares in Q2 2026, an estimated $3.7K.
Vanguard Financials ETF made up 0.02% of Mayflower Financial Advisors's portfolio in Q2 2026, its #425 holding.
Mayflower Financial Advisors first reported a position in Vanguard Financials ETF in Q2 2023 and has held it in 13 quarters since.
Mayflower Financial Advisors's Vanguard Financials ETF position peaked at $436K in Q1 2024.
761 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.