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Vanguard Financials ETF shares owned by Gentry Private Wealth

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

Historical chart of Gentry Private Wealth investment in Vanguard Financials ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Financials ETF by Gentry Private Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $566k 4.3k 131.24
2025-06-30 $542k 4.3k 127.30
2025-03-31 $505k 4.2k 119.47

More positions owned by Gentry Private Wealth

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Spdr Series Trust Portfolio Intrmd (SPIB)
Spdr Series Trust Nyse Tech Etf (XNTK)
Ishares Tr Core Msci Eafe (IEFA)
Goldman Sachs Etf Tr Muni Income Etf (GMUB)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Ishares U S Etf Tr Short Duration B (NEAR)
Vanguard Index Fds Total Stk Mkt (VTI)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
First Tr Exchng Traded Fd Vi Actv Fctr Lgcp (AFLG)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Goldman Sachs Physical Gold Unit (AAAU)
Apple (AAPL)

View all positions for Gentry Private Wealth

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