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Mid-American Wealth Advisory Group’s Vanguard Financials ETF VFH Stock Holding History

Mid-American Wealth Advisory Group’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
2025
Q3 		– Sell
-39
Closed -$4.96K – 317
2025
Q2 		$4.96K Buy
+39
New +$4.65K ﹤0.01% 229

Other funds holding VFH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Mid-American Wealth Advisory Group's VFH Position: Q3 2025 in Review

Mid-American Wealth Advisory Group sold out of Vanguard Financials ETF (VFH) in Q3 2025, closing a stake of 39 shares — an estimated $4.96K sold.

Mid-American Wealth Advisory Group first reported a position in VFH in Q2 2025 and held it in 1 quarter. The position peaked at $4.96K in Q2 2025. 707 funds tracked by Wall St. Rank hold VFH as of Q3 2025.

  • Mid-American Wealth Advisory Group reported no remaining Vanguard Financials ETF position as of Q3 2025 after selling out during the quarter.
  • Mid-American Wealth Advisory Group sold 39 Vanguard Financials ETF shares in Q3 2025, an estimated $4.96K.
  • Mid-American Wealth Advisory Group first reported a position in Vanguard Financials ETF in Q2 2025 and held it in 1 quarter.
  • Mid-American Wealth Advisory Group's Vanguard Financials ETF position peaked at $4.96K in Q2 2025.
  • 707 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q3 2025.

Based on Mid-American Wealth Advisory Group's 13F filing for Q3 2025, filed 20 Oct 2025.