Mosaic Financial Group’s Vanguard Financials ETF VFH Stock Holding History

Mosaic Financial 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
2026 Q2	$610K	Buy	4,633 +7	+0.2%	+$893	0.39%	61
2026 Q1	$559K	Buy	4,626 +3	+0.1%	+$383	0.4%	59
2025 Q4	$617K	Buy	4,623 +5	+0.1%	+$649	0.42%	52
2025 Q3	$606K	Buy	4,618 +3	+0.1%	+$388	0.43%	53
2025 Q2	$587K	Buy	4,615 +4	+0.1%	+$477	0.45%	51
2025 Q1	$551K	Buy	4,611 +4	+0.1%	+$487	0.45%	50
2024 Q4	$544K	Buy	4,607 +10	+0.2%	+$1.18K	0.39%	55
2024 Q3	$505K	Sell	4,597 -2,373	-34%	-$251K	0.36%	60
2024 Q2	$696K	Hold	6,970	–	–	0.5%	47
2024 Q1	$714K	Buy	+6,970	New	+$669K	0.57%	42

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

Mosaic Financial Group's VFH Position: Q2 2026 in Review

Mosaic Financial Group increased its Vanguard Financials ETF (VFH) stake by 0.15% in Q2 2026, buying an estimated $893 and bringing the position to 4,633 shares worth $610K. The position accounts for 0.39% of the portfolio, ranked #61.

Mosaic Financial Group first reported a position in VFH in Q1 2024 and has held it in 10 quarters since. The position peaked at $714K in Q1 2024. 758 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Mosaic Financial Group held 4,633 shares of Vanguard Financials ETF worth $610K as of Q2 2026.
Mosaic Financial Group bought 7 Vanguard Financials ETF shares in Q2 2026, an estimated $893.
Vanguard Financials ETF made up 0.39% of Mosaic Financial Group's portfolio in Q2 2026, its #61 holding.
Mosaic Financial Group first reported a position in Vanguard Financials ETF in Q1 2024 and has held it in 10 quarters since.
Mosaic Financial Group's Vanguard Financials ETF position peaked at $714K in Q1 2024.
758 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Mosaic Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.