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Vanguard Financials ETF shares owned by Bordeaux Wealth Advisors

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

Historical chart of Bordeaux Wealth Advisors investment in Vanguard Financials ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Financials ETF held by Bordeaux Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Financials ETF by Bordeaux Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-06-30 $13M 105k 127.30
2025-03-31 $13M 105k 119.47
2024-12-31 $12M 108k 109.91
2024-09-30 $12M 108k 109.91
2024-06-30 $11M 108k 99.88

More positions owned by Bordeaux Wealth Advisors

NVIDIA Corporation (NVDA)
Vanguard Index Fds Total Stk Mkt (VTI)
Alphabet Cap Stk Cl C (GOOG)
Apple (AAPL)
Microsoft Corporation (MSFT)
Boeing Company (BA)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Rus 1000 Etf (IWB)
Meta Platforms Cl A (META)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard World Financials Etf (VFH)
Vanguard World Inf Tech Etf (VGT)
Vanguard World Health Car Etf (VHT)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)

View all positions for Bordeaux Wealth Advisors

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