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Vanguard Financials ETF shares owned by IVC Wealth Advisors

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

Historical chart of IVC Wealth Advisors investment in Vanguard Financials ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Financials ETF by IVC Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $234k 1.8k 131.24
2025-06-30 $227k 1.8k 127.30

More positions owned by IVC Wealth Advisors

Vanguard Index Fds Growth Etf (VUG)
Apple (AAPL)
Putnam Etf Trust Focused Lar Cap (PVAL)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr Usd Inv Grde Etf (USIG)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
NVIDIA Corporation (NVDA)
Ishares Tr Hdg Msci Eafe (HEFA)
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG)
Meta Platforms Cl A (META)
Ishares Tr Ishs 1-5yr Invs (IGSB)

View all positions for IVC 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