Mustard Seed Financial’s Vanguard Financials ETF VFH Stock Holding History

Mustard Seed Financial’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	$368K	Hold	2,800	–	–	0.19%	71
2026 Q1	$338K	Hold	2,800	–	–	0.2%	64
2025 Q4	$374K	Hold	2,800	–	–	0.24%	61
2025 Q3	$367K	Hold	2,800	–	–	0.24%	64
2025 Q2	$356K	Hold	2,800	–	–	0.26%	61
2025 Q1	$335K	Hold	2,800	–	–	0.27%	62
2024 Q4	$331K	Hold	2,800	–	–	0.27%	63
2024 Q3	$308K	Hold	2,800	–	–	0.26%	66
2024 Q2	$280K	Hold	2,800	–	–	0.27%	66
2024 Q1	$287K	Hold	2,800	–	–	0.29%	65
2023 Q4	$258K	Buy	+2,800	New	+$235K	0.29%	62

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

Mustard Seed Financial's VFH Position: Q2 2026 in Review

Mustard Seed Financial held its Vanguard Financials ETF (VFH) position steady in Q2 2026 at 2,800 shares worth $368K. The position accounts for 0.19% of the portfolio, ranked #71.

Mustard Seed Financial first reported a position in VFH in Q4 2023 and has held it in 11 quarters since. The position peaked at $374K in Q4 2025. 761 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Mustard Seed Financial held 2,800 shares of Vanguard Financials ETF worth $368K as of Q2 2026.
Mustard Seed Financial left its Vanguard Financials ETF share count unchanged in Q2 2026.
Vanguard Financials ETF made up 0.19% of Mustard Seed Financial's portfolio in Q2 2026, its #71 holding.
Mustard Seed Financial first reported a position in Vanguard Financials ETF in Q4 2023 and has held it in 11 quarters since.
Mustard Seed Financial's Vanguard Financials ETF position peaked at $374K in Q4 2025.
761 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Mustard Seed Financial's 13F filing for Q2 2026, filed 5 Aug 2026.