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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
Q2 		$825K Sell
6,273
-699
-10% -$89.2K 0.02% 636
2026
Q1 		$842K Buy
+6,972
New +$889K 0.02% 566

Other funds holding VFH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Mount Yale Investment Advisors's VFH Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its Vanguard Financials ETF (VFH) stake by 10% in Q2 2026, selling an estimated $89.2K and leaving 6,273 shares worth $825K. The position accounts for 0.02% of the portfolio, ranked #636.

Mount Yale Investment Advisors first reported a position in VFH in Q1 2026 and has held it in 2 quarters since. The position peaked at $842K in Q1 2026. 761 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

  • Mount Yale Investment Advisors held 6,273 shares of Vanguard Financials ETF worth $825K as of Q2 2026.
  • Mount Yale Investment Advisors sold 699 Vanguard Financials ETF shares in Q2 2026, an estimated $89.2K.
  • Vanguard Financials ETF made up 0.02% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #636 holding.
  • Mount Yale Investment Advisors first reported a position in Vanguard Financials ETF in Q1 2026 and has held it in 2 quarters since.
  • Mount Yale Investment Advisors's Vanguard Financials ETF position peaked at $842K in Q1 2026.
  • 761 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.