Mutual Advisors’s Vanguard Financials ETF VFH Stock Holding History

Mutual 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	$238K	Sell	1,967 -357	-15%	-$45.5K	0.01%	1213
2025 Q4	$310K	Buy	2,324 +4	+0.2%	+$520	0.01%	1067
2025 Q3	$297K	Buy	2,320 +267	+13%	+$34.6K	0.01%	1062
2025 Q2	$268K	Buy	+2,053	New	+$245K	0.01%	1013
2020 Q3	–	Sell	-23,162	Closed	-$1.32M	–	709
2020 Q2	$1.32M	Buy	+23,162	New	+$1.29M	0.13%	179

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 $377B AUM 19.32% 1-Year Est. Return

Mutual Advisors's VFH Position: Q1 2026 in Review

Mutual Advisors reduced its Vanguard Financials ETF (VFH) stake by 15% in Q1 2026, selling an estimated $45.5K and leaving 1,967 shares worth $238K. The position accounts for 0.01% of the portfolio, ranked #1213.

Mutual Advisors first reported a position in VFH in Q2 2020 and has held it in 5 quarters since. The position peaked at $1.32M in Q2 2020. 738 funds tracked by Wall St. Rank hold VFH as of Q1 2026.

Mutual Advisors held 1,967 shares of Vanguard Financials ETF worth $238K as of Q1 2026.
Mutual Advisors sold 357 Vanguard Financials ETF shares in Q1 2026, an estimated $45.5K.
Vanguard Financials ETF made up 0.01% of Mutual Advisors's portfolio in Q1 2026, its #1213 holding.
Mutual Advisors first reported a position in Vanguard Financials ETF in Q2 2020 and has held it in 5 quarters since.
Mutual Advisors's Vanguard Financials ETF position peaked at $1.32M in Q2 2020.
738 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.