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Vanguard Financials ETF shares owned by Vivaldi Capital Management

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

Historical chart of Vivaldi Capital Management investment in Vanguard Financials ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Financials ETF by Vivaldi Capital Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $302k 3.2k 93.88
2023-09-30 $207k 2.6k 80.32

More positions owned by Vivaldi Capital Management

Spdr Ser Tr Portfolio S&p500 (SPLG)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Apple (AAPL)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Gaming & Leisure Pptys (GLPI)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Ishares Gold Tr Ishares New (IAU)

View all positions for Vivaldi Capital Management

Top funds holding Vanguard Financials ETF

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

View all funds holding Vanguard Financials ETF