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Vanguard Financials ETF shares owned by Crown Wealth Group

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

Historical chart of Crown Wealth Group investment in Vanguard Financials ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Financials ETF by Crown Wealth Group

Quarter filed Position value Share count Share price at filing
2025-03-31 $4.1M 35k 119.47
2024-12-31 $4.2M 36k 118.07

More positions owned by Crown Wealth Group

Dimensional Etf Trust Us Equity Market (DFUS)
Spdr Series Trust Portfolio S&p500 (SPLG)
Innovator Etfs Trust Defined Wlt Shld (BALT)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Microsoft Corporation (MSFT)
Calamos Etf Tr Russell 2000 Str (CPRY)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Large Cap Max Bu (DMAX)
Ishares Tr Msci Usa Qlt Fct (QUAL)
NVIDIA Corporation (NVDA)
Vaneck Etf Trust Semiconductr Etf (SMH)
Dimensional Etf Trust Us High Profitab (DUHP)
Apple (AAPL)
Vanguard World Comm Srvc Etf (VOX)

View all positions for Crown Wealth Group

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