Vanguard Financials ETF shares owned by Bernard Wealth Management Corp.
Quarter-by-quarter ownership of Vanguard Financials ETF (VFH) shares owned by Bernard Wealth Management Corp.
from 13F filings
Historical chart of Bernard Wealth Management Corp. investment in Vanguard Financials ETF
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Quarterly reported holdings in Vanguard Financials ETF by Bernard Wealth Management Corp.
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $92k | 686 | 133.49 |
| 2025-09-30 | $90k | 686 | 131.24 |
| 2025-06-30 | $86k | 677 | 127.30 |
| 2025-03-31 | $81k | 677 | 119.47 |
| 2024-12-31 | $80k | 677 | 118.07 |
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