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MPWM Advisory Solutions’s Vanguard Financials ETF VFH Stock Holding History

MPWM Advisory Solutions’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 		– Sell
-1,140
Closed -$152K – 603
2025
Q4 		$152K Hold
1,140
– – 0.08% 103
2025
Q3 		$150K Hold
1,140
– – 0.09% 96
2025
Q2 		$145K Hold
1,140
– – 0.09% 96
2025
Q1 		$136K Hold
1,140
– – 0.1% 81
2024
Q4 		$135K Buy
+1,140
New +$135K 0.1% 88

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
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
MMEA
Main Management ETF Advisors San Francisco, California $3.3B AUM 33.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MPWM Advisory Solutions's VFH Position: Q1 2026 in Review

MPWM Advisory Solutions sold out of Vanguard Financials ETF (VFH) in Q1 2026, closing a stake of 1,140 shares — an estimated $152K sold.

MPWM Advisory Solutions first reported a position in VFH in Q4 2024 and held it in 5 quarters. The position peaked at $152K in Q4 2025. 744 funds tracked by Wall St. Rank hold VFH as of Q1 2026.

  • MPWM Advisory Solutions reported no remaining Vanguard Financials ETF position as of Q1 2026 after selling out during the quarter.
  • MPWM Advisory Solutions sold 1,140 Vanguard Financials ETF shares in Q1 2026, an estimated $152K.
  • MPWM Advisory Solutions first reported a position in Vanguard Financials ETF in Q4 2024 and held it in 5 quarters.
  • MPWM Advisory Solutions's Vanguard Financials ETF position peaked at $152K in Q4 2025.
  • 744 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2026.

Based on MPWM Advisory Solutions's 13F filing for Q1 2026, filed 13 May 2026.