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Vanguard Financials ETF shares owned by Fourth Dimension Wealth

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

Historical chart of Fourth Dimension Wealth investment in Vanguard Financials ETF

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

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Quarterly reported holdings in Vanguard Financials ETF by Fourth Dimension Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $122k 911 133.49
2025-09-30 $120k 911 131.24
2025-06-30 $116k 911 127.30
2025-03-31 $109k 911 119.47
2024-12-31 $101k 851 118.10

More positions owned by Fourth Dimension Wealth

Apple Common Stock (AAPL)
State Street MF Closed and MF Open (SPTM)
State Street MF Closed and MF Open (XLK)
Janus Henderson MF Closed and MF Open (JMBS)
Nvidia Corp Common Stock (NVDA)
State Street MF Closed and MF Open (SPTI)
Spdr Dow MF Closed and MF Open (DIA)
Vanguard Growth MF Closed and MF Open (VUG)
Amazon Common Stock (AMZN)
Spdr Developed MF Closed and MF Open (SPDW)
Goldman Sachs MF Closed and MF Open (GSLC)
State Street MF Closed and MF Open (SPTS)
Invesco Qqq MF Closed and MF Open (QQQ)
State Street MF Closed and MF Open (XLF)
State Street MF Closed and MF Open (XLV)

View all positions for Fourth Dimension Wealth

Top funds holding Vanguard Financials ETF

Wells Fargo & Company
UBS Group
Green Harvest Asset Management
Raymond James Financial
LPL Financial
FMR
Ameriprise Financial
Beacon Capital Management
Envestnet Asset Management
Two Sigma Investments
Jpmorgan Chase & Co
Royal Bank of Canada
Stifel Financial
Cetera Investment Advisers
Northwestern Mutual Wealth Management Company

View all funds holding Vanguard Financials ETF