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 Q2	–	Sell	-2,006	Closed	-$242K	–	1306
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 $1.55T 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

Medallion Wealth Advisors's VFH Position: Q2 2026 in Review

Medallion Wealth Advisors sold out of Vanguard Financials ETF (VFH) in Q2 2026, closing a stake of 2,006 shares — an estimated $242K sold.

Medallion Wealth Advisors first reported a position in VFH in Q4 2024 and held it in 6 quarters. The position peaked at $276K in Q4 2025. 761 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Medallion Wealth Advisors reported no remaining Vanguard Financials ETF position as of Q2 2026 after selling out during the quarter.
Medallion Wealth Advisors sold 2,006 Vanguard Financials ETF shares in Q2 2026, an estimated $242K.
Medallion Wealth Advisors first reported a position in Vanguard Financials ETF in Q4 2024 and held it in 6 quarters.
Medallion Wealth Advisors's Vanguard Financials ETF position peaked at $276K in Q4 2025.
761 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.