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Vanguard Financials ETF shares owned by Cypress Financial Planning

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

Historical chart of Cypress Financial Planning investment in Vanguard Financials ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Financials ETF by Cypress Financial Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $219k 2.0k 109.91
2024-06-30 $214k 2.1k 99.88
2024-03-31 $240k 2.3k 102.39
2023-12-31 $231k 2.5k 91.62

More positions owned by Cypress Financial Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ishares Tr Core Div Grwth (DGRO)
Vaneck Etf Trust Fallen Angel Hg (ANGL)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core Msci Eafe (IEFA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Morgan Stanley Com New (MS)
Discover Financial Services (DFS)

View all positions for Cypress Financial Planning

Top funds holding Vanguard Financials ETF

Bank of America Corporation
UBS Group
Beacon Capital Management
Wells Fargo & Company
Envestnet Asset Management
Green Harvest Asset Management
FMR
Jpmorgan Chase & Co
LPL Financial
Raymond James Financial Services Advisors
Ameriprise Financial
Royal Bank of Canada
Raymond James & Associates
Synovus Financial Corp.
Cetera Investment Advisers

View all funds holding Vanguard Financials ETF