Medallion Wealth Advisors’s Vanguard Financials ETF VFH Stock Holding History

Medallion Wealth 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 Q1	$242K	Sell	2,006 -59	-3%	-$7.52K	0.08%	224
2025 Q4	$276K	Hold	2,065	–	–	0.09%	201
2025 Q3	$271K	Buy	2,065 +1	+0%	+$129	0.1%	195
2025 Q2	$263K	Sell	2,064 -9	-0.4%	-$1.07K	0.1%	190
2025 Q1	$248K	Hold	2,073	–	–	0.11%	175
2024 Q4	$248K	Buy	+2,073	New	+$245K	0.12%	163

Other funds holding VFH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Medallion Wealth Advisors's VFH Position: Q1 2026 in Review

Medallion Wealth Advisors reduced its Vanguard Financials ETF (VFH) stake by 2.9% in Q1 2026, selling an estimated $7.52K and leaving 2,006 shares worth $242K. The position accounts for 0.08% of the portfolio, ranked #224.

Medallion Wealth Advisors first reported a position in VFH in Q4 2024 and has held it in 6 quarters since. The position peaked at $276K in Q4 2025. 739 funds tracked by Wall St. Rank hold VFH as of Q1 2026.

Medallion Wealth Advisors held 2,006 shares of Vanguard Financials ETF worth $242K as of Q1 2026.
Medallion Wealth Advisors sold 59 Vanguard Financials ETF shares in Q1 2026, an estimated $7.52K.
Vanguard Financials ETF made up 0.08% of Medallion Wealth Advisors's portfolio in Q1 2026, its #224 holding.
Medallion Wealth Advisors first reported a position in Vanguard Financials ETF in Q4 2024 and has held it in 6 quarters since.
Medallion Wealth Advisors's Vanguard Financials ETF position peaked at $276K in Q4 2025.
739 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.