Ibex Wealth Advisors »

Vanguard Financials ETF shares owned by Ibex Wealth Advisors

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

Historical chart of Ibex Wealth Advisors investment in Vanguard Financials ETF

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Financials ETF by Ibex Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $564k 4.3k 131.24
2025-06-30 $547k 4.3k 127.30

More positions owned by Ibex Wealth Advisors

Nvidia Corp Common Stock (NVDA)
Broadcom Common Stock (AVGO)
Palantir Technologies Common Stock (PLTR)
Microsoft Corp Common Stock (MSFT)
Applovin Corp Common Stock (APP)
Apple Common Stock (AAPL)
Williams Cos Common Stock (WMB)
Amazon Common Stock (AMZN)
Jackson Financial Common Stock (JXN)
At&t Common Stock (T)
Meta Platforms Common Stock (META)
U S Treasury MF Closed and MF Open (TBIL)
Vertiv Holdings Common Stock (VRT)
Alphabet Common Stock (GOOGL)
Abbvie Common Stock (ABBV)

View all positions for Ibex Wealth Advisors

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