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Vanguard Financials ETF shares owned by Activest Wealth Management

Quarter-by-quarter ownership of Vanguard Financials ETF (VFH) shares owned by Activest Wealth Management from 13F filings

Historical chart of Activest Wealth Management investment in Vanguard Financials ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Financials ETF held by Activest Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Financials ETF by Activest Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $0 0 0.00
2022-12-31 $59k 715 82.73
2022-09-30 $53k 715 74.13
2021-12-31 $49k 510 96.08

More positions owned by Activest Wealth Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Apple (AAPL)
Wisdomtree Tr Floatng Rat Trea (USFR)
Amazon (AMZN)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Ishares Tr Msci Acwi Etf (ACWI)
Meta Platforms Cl A (META)
Select Sector Spdr Tr Financial (XLF)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Activest Wealth Management

Top funds holding Vanguard Financials ETF

Bank of America Corporation
UBS Group
Beacon Capital Management
Wells Fargo & Company
Raymond James Financial Services Advisors
Royal Bank of Canada
Raymond James & Associates
Stifel Financial
M^T Bank Corporation
Advisor Group Holdings
KCM Investment Advisors
Jpmorgan Chase & Co
Executive Wealth Group
Pnc Financial Services
TIFF Advisory Services

View all funds holding Vanguard Financials ETF