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Vanguard Financials ETF shares owned by FineMark National Bank & Trust

Quarter-by-quarter ownership of Vanguard Financials ETF (VFH) shares owned by FineMark National Bank & Trust from 13F filings

Historical chart of FineMark National Bank & Trust investment in Vanguard Financials ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Financials ETF held by FineMark National Bank & Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Financials ETF by FineMark National Bank & Trust

Quarter filed Position value Share count Share price at filing
2025-09-30 $343k 2.6k 131.24
2025-06-30 $314k 2.5k 127.30
2025-03-31 $294k 2.5k 119.47
2024-12-31 $291k 2.5k 118.07
2024-09-30 $277k 2.5k 109.91
2024-06-30 $255k 2.6k 99.88
2016-12-31 $35k 589 59.42
2015-06-30 $2.0k 49 40.82

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Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
United Parcel Service CL B (UPS)
Apple (AAPL)
Microsoft Corporation (MSFT)
Broadcom (AVGO)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl C (GOOG)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
JPMorgan Chase & Co. (JPM)
Ishares Tr Russell 2000 Etf (IWM)
Amazon (AMZN)
Ishares Tr Msci Eafe Etf (EFA)
Meta Platforms Cl A (META)
Home Depot (HD)

View all positions for FineMark National Bank & Trust

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