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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
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)
Apple (AAPL)
Alphabet Cap Stk Cl C (GOOG)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Rus 1000 Etf (IWB)
Boeing Company (BA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard World Health Car Etf (VHT)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard World Financials Etf (VFH)
Vanguard World Inf Tech Etf (VGT)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)

View all positions for Bordeaux Wealth Advisors

Top funds holding Vanguard Financials ETF

Bank of America Corporation
Morgan Stanley
Beacon Capital Management
Wells Fargo & Company
Envestnet Asset Management
Green Harvest Asset Management
Jpmorgan Chase & Co
LPL Financial
Raymond James Financial Services Advisors
Royal Bank of Canada
Raymond James & Associates
Synovus Financial Corp.
Stifel Financial
M^T Bank Corporation
Cetera Investment Advisers

View all funds holding Vanguard Financials ETF