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Vanguard Financials ETF shares owned by Legacy Advisors

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

Historical chart of Legacy Advisors investment in Vanguard Financials ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Financials ETF by Legacy Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $263k 2.0k 131.24
2025-03-31 $240k 2.0k 119.47
2024-12-31 $237k 2.0k 118.07
2024-09-30 $222k 2.0k 110.46
2024-06-30 $201k 2.0k 100.34

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View all positions for Legacy 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