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

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

CWM

CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

TCOO

Trust Company of Oklahoma Tulsa, Oklahoma $389M AUM 34.72% 1-Year Est. Return

SFS

Searcy Financial Services Overland Park, Kansas $298M AUM 20.59% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

WAG

Wheelhouse Advisory Group St. Louis, Missouri $354M AUM 18.57% 1-Year Est. Return

FGWP

Founders Grove Wealth Partners Richmond, Virginia $501M AUM 23.49% 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. 261 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.
261 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.