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Vanguard Financials ETF shares owned by BBR Partners

Quarter-by-quarter ownership of Vanguard Financials ETF (VFH) shares owned by BBR Partners from 13F filings

Historical chart of BBR Partners investment in Vanguard Financials ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Financials ETF held by BBR Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Financials ETF by BBR Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $872k 6.5k 133.49
2025-09-30 $1.2M 9.2k 131.24

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Spdr S&p 500 Etf Tr Tr Unit (SPY)
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Ishares Tr Core S&p500 Etf (IVV)
United Parcel Service CL B (UPS)
Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Alphabet Cap Stk Cl A (GOOGL)
Kkr & Co Cl A (KKR)
Exchange Listed Fds Tr Long Pond Real E (LPRE)
Vanguard World Fds Inf Tech Etf (VGT)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Philip Morris International (PM)
Alphabet Cap Stk Cl C (GOOG)

View all positions for BBR Partners

Top funds holding Vanguard Financials ETF

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

View all funds holding Vanguard Financials ETF