Vanguard Financials ETF shares owned by MAI Wealth Advisors
Quarter-by-quarter ownership of Vanguard Financials ETF (VFH) shares owned by MAI Wealth Advisors
from 13F filings
Historical chart of MAI Wealth Advisors investment in Vanguard Financials ETF
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Quarterly reported holdings in Vanguard Financials ETF by MAI Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.2M | 32k | 131.24 |
| 2025-06-30 | $4.0M | 31k | 127.30 |
| 2025-03-31 | $3.9M | 33k | 119.47 |
| 2024-12-31 | $3.8M | 32k | 118.07 |
| 2024-09-30 | $959k | 8.7k | 109.90 |
| 2024-06-30 | $857k | 8.6k | 99.88 |
| 2024-03-31 | $889k | 8.7k | 102.39 |
| 2023-12-31 | $493k | 5.3k | 92.25 |
| 2023-09-30 | $473k | 5.9k | 80.31 |
| 2023-06-30 | $530k | 6.5k | 81.23 |
| 2023-03-31 | $549k | 7.1k | 77.89 |
| 2022-12-31 | $610k | 7.4k | 82.73 |
| 2022-09-30 | $539k | 7.2k | 74.47 |
| 2022-06-30 | $580k | 7.5k | 77.15 |
| 2022-03-31 | $1.1M | 11k | 93.37 |
| 2021-12-31 | $1.2M | 12k | 96.58 |
| 2021-09-30 | $836k | 9.0k | 92.64 |
| 2021-06-30 | $374k | 4.1k | 90.51 |
| 2021-03-31 | $335k | 4.0k | 84.51 |
| 2020-12-31 | $208k | 2.9k | 72.73 |