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Vanguard Financials ETF shares owned by Cornerstone Planning

Quarter-by-quarter ownership of Vanguard Financials ETF (VFH) shares owned by Cornerstone Planning from 13F filings

Historical chart of Cornerstone Planning investment in Vanguard Financials ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Financials ETF held by Cornerstone Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Financials ETF by Cornerstone Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.9M 16k 120.89

More positions owned by Cornerstone Planning

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)
Ishares Tr Ibds Dec28 Etf (IBDT)
NVIDIA Corporation (NVDA)
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)
Ishares Tr Ibonds 2026 Term (IBHF)
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)
Ishares Tr Ibonds 27 Etf (IBDS)
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)
Ishares Tr Ibonds Dec 2030 (IBDV)
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV)
Ishares Tr Ibonds Dec 2032 (IBDX)
Ishares Tr Ibonds Dec 2031 (IBDW)
Invesco Exch Trd Slf Idx Bulletshs 2032 (BSCW)
Apple (AAPL)

View all positions for Cornerstone Planning

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
Main Management ETF Advisors
LPL Financial
Two Sigma Investments
Royal Bank of Canada
Beacon Capital Management
Stifel Financial
Envestnet Asset Management

View all funds holding Vanguard Financials ETF