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Vanguard Financials ETF shares owned by Long Island Wealth Management

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

Historical chart of Long Island Wealth Management investment in Vanguard Financials ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Financials ETF held by Long Island 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 Long Island Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $3.2M 32k 99.89
2024-03-31 $3.3M 33k 102.39
2023-12-31 $3.0M 33k 92.25

More positions owned by Long Island Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Proshares Tr Sp500 Ex Tech (SPXT)
Innovator Etfs Trust Us Sml Cp Pwr B (KJAN)
Innovator Etfs Trust Intrnl Dev Jan (IJAN)
Vanguard Index Fds Extend Mkt Etf (VXF)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard World Inf Tech Etf (VGT)
Pacer Fds Tr Us Lrg Cp Cash (COWG)
Vanguard Index Fds Value Etf (VTV)
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard World Health Car Etf (VHT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard World Financials Etf (VFH)
Schwab Strategic Tr Intl Eqty Etf (SCHF)

View all positions for Long Island Wealth Management

Top funds holding Vanguard Financials ETF

Bank of America Corporation
Morgan Stanley
Beacon Capital Management
Wells Fargo & Company
Envestnet Asset Management
Green Harvest Asset Management
Jpmorgan Chase & Co
LPL Financial
Raymond James Financial Services Advisors
Royal Bank of Canada
Raymond James & Associates
Stifel Financial
M^T Bank Corporation
Cetera Investment Advisers
KCM Investment Advisors

View all funds holding Vanguard Financials ETF