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Vanguard Financials ETF shares owned by Kapstone Financial Advisors

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

Historical chart of Kapstone Financial Advisors investment in Vanguard Financials ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Financials ETF by Kapstone Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $207k 1.7k 120.81

More positions owned by Kapstone Financial Advisors

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Ishares Tr Core High Dv Etf (HDV)
Palantir Technologies Cl A (PLTR)
Ishares Tr S&p 500 Grwt Etf (IVW)
Meta Platforms Cl A (META)
Procter & Gamble Company (PG)
Vanguard Whitehall Fds High Div Yld (VYM)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Ishares Tr Select Divid Etf (DVY)
Ishares Tr Rus 1000 Grw Etf (IWF)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Kapstone Financial Advisors

Top funds holding Vanguard Financials ETF

Bank of America Corporation
Morgan Stanley
Wells Fargo & Company
UBS Group
Green Harvest Asset Management
Raymond James Financial
FMR
Ameriprise Financial
LPL Financial
Two Sigma Investments
Royal Bank of Canada
Beacon Capital Management
Stifel Financial
Envestnet Asset Management
Cetera Investment Advisers

View all funds holding Vanguard Financials ETF