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Vanguard Financials ETF shares owned by LMG Wealth Partners

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

Historical chart of LMG Wealth Partners investment in Vanguard Financials ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Financials ETF by LMG Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.1M 23k 92.26
2023-09-30 $1.6M 21k 80.32
2023-06-30 $879k 11k 81.24
2023-03-31 $532k 6.8k 77.89

More positions owned by LMG Wealth Partners

Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Rus 2000 Grw Etf (IWO)
Cardinal Health (CAH)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Prudential Financial (PRU)
Wal-Mart Stores (WMT)
Ishares Tr Core Us Aggbd Et (AGG)
Chevron Corporation (CVX)
Vanguard Admiral Fds SMLCP 600 GRTH (VIOG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr S&p 500 Val Etf (IVE)
Pepsi (PEP)

View all positions for LMG Wealth Partners

Top funds holding Vanguard Financials ETF

Bank of America Corporation
UBS Group
Beacon Capital Management
Wells Fargo & Company
Advisors Preferred
Raymond James Financial Services Advisors
Royal Bank of Canada
Raymond James & Associates
Stifel Financial
M^T Bank Corporation
Advisor Group Holdings
Jpmorgan Chase & Co
Executive Wealth Group
Pnc Financial Services
TIFF Advisory Services

View all funds holding Vanguard Financials ETF