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Vanguard Financials ETF shares owned by Cape Investment Advisory

Quarter-by-quarter ownership of Vanguard Financials ETF (VFH) shares owned by Cape Investment Advisory from 13F filings

Historical chart of Cape Investment Advisory investment in Vanguard Financials ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Financials ETF held by Cape Investment Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Financials ETF by Cape Investment Advisory

Quarter filed Position value Share count Share price at filing
2024-06-30 $133k 1.3k 99.88
2024-03-31 $138k 1.3k 102.39
2023-12-31 $45k 483 92.26
2023-09-30 $157k 1.9k 80.32
2023-06-30 $7.6k 94 81.24
2023-03-31 $5.9k 76 77.89

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View all positions for Cape Investment Advisory

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
Stifel Financial
M^T Bank Corporation
Cetera Investment Advisers
KCM Investment Advisors

View all funds holding Vanguard Financials ETF