Vanguard Financials ETF shares owned by Efficient Wealth Management
Quarter-by-quarter ownership of Vanguard Financials ETF (VFH) shares owned by Efficient Wealth Management
from 13F filings
Historical chart of Efficient Wealth Management investment in Vanguard Financials ETF
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Quarterly reported holdings in Vanguard Financials ETF by Efficient Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.3M | 17k | 131.19 |
| 2025-06-30 | $2.3M | 19k | 119.45 |
| 2024-12-31 | $2.3M | 20k | 118.07 |
| 2024-09-30 | $2.2M | 20k | 109.86 |
| 2024-06-30 | $2.1M | 21k | 99.84 |
| 2024-03-31 | $2.3M | 23k | 102.41 |
| 2023-12-31 | $2.2M | 24k | 92.25 |
| 2023-09-30 | $2.0M | 25k | 80.28 |
| 2023-06-30 | $2.5M | 31k | 81.21 |
| 2023-03-31 | $1.8M | 22k | 82.70 |
| 2022-12-31 | $1.4M | 19k | 74.40 |
| 2022-09-30 | $1.4M | 19k | 74.45 |
| 2022-06-30 | $1.1M | 14k | 77.21 |
| 2022-03-31 | $515k | 5.5k | 93.42 |
| 2021-03-31 | $5.0k | 63 | 79.37 |
| 2020-12-31 | $5.0k | 63 | 79.37 |
| 2020-09-30 | $4.0k | 63 | 63.49 |
| 2020-06-30 | $4.0k | 62 | 64.52 |
| 2020-03-31 | $3.0k | 62 | 48.39 |
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