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Vanguard Financials ETF shares owned by Berkeley Capital Partners

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

Historical chart of Berkeley Capital Partners investment in Vanguard Financials ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Financials ETF by Berkeley Capital Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.3M 33k 131.24
2025-06-30 $3.8M 30k 127.30
2022-03-31 $4.9M 53k 93.40
2021-09-30 $250k 2.7k 92.59
2017-12-31 $4.9M 70k 70.04
2017-09-30 $4.7M 72k 65.36
2017-06-30 $5.0M 79k 62.55
2017-03-31 $4.7M 78k 60.47