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Vanguard Financials ETF shares owned by Aegis Wealth Management

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

Historical chart of Aegis Wealth Management investment in Vanguard Financials ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Financials ETF held by Aegis 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 Aegis Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $499k 3.8k 131.24
2025-06-30 $454k 3.8k 119.47
2025-03-31 $454k 3.8k 119.47
2024-12-31 $449k 3.8k 118.07

More positions owned by Aegis Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Short Treas Bd (SHV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Russell 2000 Etf (IWM)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Apple (AAPL)

View all positions for Aegis Wealth Management

Top funds holding Vanguard Financials ETF

Morgan Stanley
Wells Fargo & Company
UBS Group
Green Harvest Asset Management
Raymond James Financial
FMR
LPL Financial
Beacon Capital Management
Ameriprise Financial
Envestnet Asset Management
Two Sigma Investments
Jpmorgan Chase & Co
Royal Bank of Canada
Stifel Financial
Cetera Investment Advisers

View all funds holding Vanguard Financials ETF