Mount Yale Investment Advisors’s Vanguard Financials ETF VFH Stock Holding History

Mount Yale Investment 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 Q1	$842K	Buy	+6,972	New	+$889K	0.02%	566

Other funds holding VFH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mount Yale Investment Advisors's VFH Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Vanguard Financials ETF (VFH) in Q1 2026: 6,972 shares worth $842K. The stake represents 0.02% of the portfolio and ranks #566 among its holdings.

743 funds tracked by Wall St. Rank hold VFH as of Q1 2026.

Mount Yale Investment Advisors held 6,972 shares of Vanguard Financials ETF worth $842K as of Q1 2026.
Vanguard Financials ETF was a new Mount Yale Investment Advisors position in Q1 2026.
Vanguard Financials ETF made up 0.02% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #566 holding.
743 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.