Mission Wealth Management’s Vanguard Financials ETF VFH Stock Holding History

Mission Wealth Management’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	$1.91M	Buy	14,513 +3,658	+34%	+$467K	0.02%	323
2026 Q1	$1.31M	Buy	10,855 +114	+1%	+$14.5K	0.03%	280
2025 Q4	$1.43M	Sell	10,741 -2,987	-22%	-$388K	0.03%	270
2025 Q3	$1.8M	Buy	13,728 +2,262	+20%	+$293K	0.04%	231
2025 Q2	$1.46M	Buy	11,466 +1,184	+12%	+$141K	0.03%	250
2025 Q1	$1.23M	Buy	10,282 +409	+4%	+$49.8K	0.03%	263
2024 Q4	$1.17M	Buy	9,873 +22	+0.2%	+$2.6K	0.03%	252
2024 Q3	$1.08M	Sell	9,851 -258	-3%	-$27.3K	0.03%	277
2024 Q2	$1.01M	Sell	10,109 -460	-4%	-$45.9K	0.03%	266
2024 Q1	$1.08M	Sell	10,569 -146	-1%	-$14K	0.03%	275
2023 Q4	$989K	Buy	10,715 +288	+3%	+$24.2K	0.03%	238
2023 Q3	$837K	Sell	10,427 -362	-3%	-$30.3K	0.03%	248
2023 Q2	$876K	Sell	10,789 -3,071	-22%	-$241K	0.03%	248
2023 Q1	$1.08M	Buy	13,860 +2,717	+24%	+$230K	0.05%	205
2022 Q4	$922K	Buy	11,143 +1,341	+14%	+$111K	0.04%	217
2022 Q3	$730K	Sell	9,802 -885	-8%	-$72K	0.04%	240
2022 Q2	$825K	Sell	10,687 -1,058	-9%	-$89.3K	0.04%	222
2022 Q1	$1.1M	Buy	11,745 +1,199	+11%	+$115K	0.05%	188
2021 Q4	$1.02M	Sell	10,546 -642	-6%	-$62.6K	0.05%	195
2021 Q3	$1.04M	Hold	11,188	–	–	0.05%	173
2021 Q2	$1.01M	Buy	11,188 +1,912	+21%	+$173K	0.05%	167
2021 Q1	$784K	Buy	9,276 +2,645	+40%	+$211K	0.05%	176
2020 Q4	$483K	Buy	+6,631	New	+$438K	0.03%	249
2020 Q1	–	Sell	-3,560	Closed	-$272K	–	349
2019 Q4	$272K	Buy	3,560 +417	+13%	+$30.4K	0.03%	271
2019 Q3	$220K	Hold	3,143	–	–	0.02%	293
2019 Q2	$217K	Buy	+3,143	New	+$213K	0.02%	293
2018 Q4	–	Sell	-3,374	Closed	-$234K	–	300
2018 Q3	$234K	Hold	3,374	–	–	0.03%	246
2018 Q2	$228K	Buy	+3,374	New	+$236K	0.03%	232

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

Mission Wealth Management's VFH Position: Q2 2026 in Review

Mission Wealth Management increased its Vanguard Financials ETF (VFH) stake by 34% in Q2 2026, buying an estimated $467K and bringing the position to 14,513 shares worth $1.91M. The position accounts for 0.02% of the portfolio, ranked #323.

Mission Wealth Management first reported a position in VFH in Q2 2018 and has held it in 28 quarters since. 759 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Mission Wealth Management held 14,513 shares of Vanguard Financials ETF worth $1.91M as of Q2 2026.
Mission Wealth Management bought 3,658 Vanguard Financials ETF shares in Q2 2026, an estimated $467K.
Vanguard Financials ETF made up 0.02% of Mission Wealth Management's portfolio in Q2 2026, its #323 holding.
Mission Wealth Management first reported a position in Vanguard Financials ETF in Q2 2018 and has held it in 28 quarters since.
759 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.