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Vanguard Financials ETF shares owned by JBR Co Financial Management

Quarter-by-quarter ownership of Vanguard Financials ETF (VFH) shares owned by JBR Co Financial Management from 13F filings

Historical chart of JBR Co Financial Management investment in Vanguard Financials ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Financials ETF held by JBR Co Financial Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Financials ETF by JBR Co Financial Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $644k 4.9k 131.24
2025-06-30 $629k 4.9k 127.30
2025-03-31 $590k 4.9k 119.47
2024-12-31 $659k 5.6k 118.07
2024-09-30 $616k 5.6k 109.91
2024-06-30 $573k 5.7k 99.88
2024-03-31 $599k 5.8k 102.39
2023-12-31 $545k 5.9k 92.26

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Apple (AAPL)
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Amazon (AMZN)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Alphabet Cap Stk Cl C (GOOG)
Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP)
Pacer Fds Tr Amercn Enrgy Ind (USAI)

View all positions for JBR Co Financial Management

Top funds holding Vanguard Financials ETF

Morgan Stanley
Wells Fargo & Company
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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