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Vanguard Financials ETF shares owned by GoalVest Advisory

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

Historical chart of GoalVest Advisory investment in Vanguard Financials ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Financials ETF by GoalVest Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.7M 13k 131.24
2025-06-30 $1.5M 12k 127.30
2025-03-31 $1.4M 12k 119.47
2024-12-31 $1.4M 12k 118.07

More positions owned by GoalVest Advisory

Vanguard S&p 500 Etf Etf (VOO)
Vanguard Growth Etf Etf (VUG)
Spdr Portfolio Intermediate Term Corporate Bond Etf Etf (SPIB)
Vanguard Total Stock Market Etf Etf (VTI)
Ishares Core Msci Eafe Etf Etf (IEFA)
Spdr Nyse Technology Etf Etf (XNTK)
Palantir Technologies Inc Cl A Stock (PLTR)
Goldman Sachs Municipal Income Etf Etf (GMUB)
Vanguard Ftse Europe Etf Etf (VGK)
Nvidia Corporation Stock (NVDA)
Tesla Stock (TSLA)
Microsoft Corp Stock (MSFT)
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
Goldman Sachs Physical Gold Etf Etf (AAAU)
Jpmorgan Chase & Co Stock (JPM)

View all positions for GoalVest Advisory

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