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Vanguard Financials ETF shares owned by Beacon Pointe Advisors

Quarter-by-quarter ownership of Vanguard Financials ETF (VFH) shares owned by Beacon Pointe Advisors from 13F filings

Historical chart of Beacon Pointe Advisors investment in Vanguard Financials ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Financials ETF held by Beacon Pointe Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Financials ETF by Beacon Pointe Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.3M 25k 92.26
2023-09-30 $2.1M 26k 80.32
2023-06-30 $1.8M 23k 81.24
2023-03-31 $1.9M 24k 77.89
2022-12-31 $2.0M 24k 82.73
2022-09-30 $1.6M 22k 74.44
2022-06-30 $1.8M 24k 77.17
2022-03-31 $2.3M 24k 93.41
2021-12-31 $869k 9.0k 96.60
2021-09-30 $825k 8.9k 92.63
2021-06-30 $243k 2.7k 90.57
2021-03-31 $212k 2.5k 84.33