MGO One Seven’s Vanguard Financials ETF VFH Stock Holding History

MGO One Seven’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	$337K	Buy	2,561 +57	+2%	+$7.27K	0.01%	1189
2026 Q1	$303K	Buy	2,504 +93	+4%	+$11.9K	0.01%	1131
2025 Q4	$322K	Sell	2,411 -322	-12%	-$41.8K	0.01%	1080
2025 Q3	$359K	Buy	2,733 +142	+5%	+$18.4K	0.01%	951
2025 Q2	$330K	Buy	+2,591	New	+$309K	0.01%	900
2025 Q1	–	Sell	-1,749	Closed	-$207K	–	1193
2024 Q4	$207K	Buy	+1,749	New	+$207K	0.01%	1004
2024 Q1	–	Sell	-2,452	Closed	-$226K	–	977
2023 Q4	$226K	Buy	+2,452	New	+$206K	0.01%	801
2023 Q2	–	Sell	-4,713	Closed	-$367K	–	911
2023 Q1	$367K	Buy	4,713 +1,163	+33%	+$98.4K	0.02%	588
2022 Q4	$294K	Sell	3,550 -263	-7%	-$21.7K	0.03%	559
2022 Q3	$341K	Sell	3,813 -5,018	-57%	-$408K	0.01%	496
2022 Q2	$682K	Sell	8,831 -401	-4%	-$33.9K	0.09%	247
2022 Q1	$862K	Buy	9,232 +4,871	+112%	+$466K	0.09%	239
2021 Q4	$421K	Buy	4,361 +1,145	+36%	+$112K	0.04%	409
2021 Q3	$320K	Buy	+3,216	New	+$297K	0.04%	435
2019 Q1	–	Sell	-133	Closed	-$7K	–	1592
2018 Q4	$7K	Buy	+133	New	+$8.63K	﹤0.01%	1276

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

MGO One Seven's VFH Position: Q2 2026 in Review

MGO One Seven increased its Vanguard Financials ETF (VFH) stake by 2.3% in Q2 2026, buying an estimated $7.27K and bringing the position to 2,561 shares worth $337K. The position accounts for 0.01% of the portfolio, ranked #1189.

MGO One Seven first reported a position in VFH in Q4 2018 and has held it in 15 quarters since. The position peaked at $862K in Q1 2022. 758 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

MGO One Seven held 2,561 shares of Vanguard Financials ETF worth $337K as of Q2 2026.
MGO One Seven bought 57 Vanguard Financials ETF shares in Q2 2026, an estimated $7.27K.
Vanguard Financials ETF made up 0.01% of MGO One Seven's portfolio in Q2 2026, its #1189 holding.
MGO One Seven first reported a position in Vanguard Financials ETF in Q4 2018 and has held it in 15 quarters since.
MGO One Seven's Vanguard Financials ETF position peaked at $862K in Q1 2022.
758 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on MGO One Seven's 13F filing for Q2 2026, filed 31 Jul 2026.