Vanguard Financials ETF shares owned by AE Wealth Management
Quarter-by-quarter ownership of Vanguard Financials ETF (VFH) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth Management investment in Vanguard Financials ETF
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Quarterly reported holdings in Vanguard Financials ETF by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $5.7M | 59k | 97.00 |
| 2024-06-30 | $5.1M | 58k | 88.00 |
| 2024-03-31 | $5.9M | 58k | 102.38 |
| 2023-12-31 | $8.5M | 91k | 94.02 |
| 2023-09-30 | $9.9M | 123k | 80.32 |
| 2023-06-30 | $10M | 125k | 81.24 |
| 2023-03-31 | $12M | 159k | 77.89 |
| 2022-12-31 | $26M | 318k | 82.73 |
| 2022-09-30 | $24M | 325k | 74.44 |
| 2022-06-30 | $22M | 283k | 77.19 |
| 2022-03-31 | $26M | 274k | 93.39 |
| 2021-12-31 | $22M | 224k | 96.57 |
| 2021-09-30 | $20M | 217k | 92.65 |
| 2021-06-30 | $1.6M | 18k | 90.44 |
| 2021-03-31 | $2.8M | 33k | 84.51 |
| 2020-12-31 | $1.9M | 27k | 72.83 |
| 2020-09-30 | $549k | 9.4k | 58.54 |
| 2020-06-30 | $651k | 11k | 57.21 |
| 2020-03-31 | $4.3M | 84k | 50.71 |
| 2019-12-31 | $553k | 7.2k | 76.31 |
| 2019-09-30 | $466k | 6.7k | 69.93 |
| 2019-06-30 | $516k | 7.5k | 69.04 |
| 2019-03-31 | $385k | 6.0k | 64.54 |
| 2018-12-31 | $353k | 5.9k | 59.38 |
| 2018-09-30 | $2.2M | 32k | 69.37 |
| 2018-06-30 | $2.0M | 30k | 67.45 |
| 2018-03-31 | $1.9M | 27k | 69.46 |
| 2017-12-31 | $546k | 7.8k | 69.98 |
| 2017-09-30 | $517k | 7.9k | 65.35 |
| 2017-06-30 | $477k | 7.6k | 62.55 |
| 2017-03-31 | $217k | 3.6k | 60.36 |