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Vanguard Financials ETF shares owned by Copia Wealth Management

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

Historical chart of Copia Wealth Management investment in Vanguard Financials ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Financials ETF by Copia Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $36k 300 120.81

More positions owned by Copia Wealth Management

Strive Enhanced Income Short Maturity Etf Etf (BUXX)
Eldridge Aaa Clo Etf Etf (CLOX)
Spdr Gold Shares Etf (GLD)
State Street Spdr Portfolio S&p 500 Etf Etf (SPYM)
Vanguard Russell 2000 Etf Etf (VTWO)
Eldridge Bbb-b Clo Etf Etf (CLOZ)
Ishares 0-5 Year Tips Bond Etf Etf (STIP)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
F/m Us Treasury 3 Month Bill Fund Etf (TBIL)
State Street Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Simplify Health Care Etf Etf (PINK)
Vanguard International High Dividend Yield Etf Etf (VYMI)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
State Street Spdr S&p 600 Small Cap Growth Etf Etf (SLYG)
Ishares Msci Eafe Etf Etf (EFA)

View all positions for Copia Wealth Management

Top funds holding Vanguard Financials ETF

Bank of America Corporation
Morgan Stanley
Wells Fargo & Company
UBS Group
Green Harvest Asset Management
Raymond James Financial
FMR
Ameriprise Financial
LPL Financial
Two Sigma Investments
Royal Bank of Canada
Beacon Capital Management
Stifel Financial
Envestnet Asset Management
Cetera Investment Advisers

View all funds holding Vanguard Financials ETF