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Vanguard Financials ETF shares owned by Disciplined Investors

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

Historical chart of Disciplined Investors investment in Vanguard Financials ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Financials ETF by Disciplined Investors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.7M 13k 131.24
2025-06-30 $1.8M 15k 127.30
2025-03-31 $1.7M 14k 119.47
2024-12-31 $1.6M 14k 116.19

More positions owned by Disciplined Investors

Ishares Tr Intl Sel Div Etf (IDV)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Select Sector Spdr Tr Technology (XLK)
Apple (AAPL)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Series Trust Portfolio S&p600 (SPSM)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Global Core Plus (DFGP)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Cadence Bank (CADE)

View all positions for Disciplined Investors

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