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Vanguard Financials ETF shares owned by KDK Private Wealth Management

Quarter-by-quarter ownership of Vanguard Financials ETF (VFH) shares owned by KDK Private Wealth Management from 13F filings

Historical chart of KDK Private Wealth Management investment in Vanguard Financials ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Financials ETF by KDK Private Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2M 9.2k 131.24
2025-06-30 $1.2M 9.3k 127.30

More positions owned by KDK Private Wealth Management

Enterprise Products Partners (EPD)
Ishares Tr Russell 3000 Etf (IWV)
Ishares Tr Core S&p500 Etf (IVV)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Short Treas Bd (SHV)
Vanguard World Inf Tech Etf (VGT)
Fidelity Covington Trust Msci Indl Indx (FIDU)
Apple (AAPL)
Fidelity Covington Trust Msci Finls Idx (FNCL)
Fidelity Covington Trust Msci Hlth Care I (FHLC)
Select Sector Spdr Tr Technology (XLK)
Fidelity Covington Trust Msci Consm Dis (FDIS)
Fidelity Covington Trust Msci Commntn Svc (FCOM)
Vanguard World Financials Etf (VFH)

View all positions for KDK Private Wealth Management

Top funds holding Vanguard Financials ETF

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
Northwestern Mutual Wealth Management Company

View all funds holding Vanguard Financials ETF