Vanguard Financials ETF shares owned by Medallion Wealth Advisors
Quarter-by-quarter ownership of Vanguard Financials ETF (VFH) shares owned by Medallion Wealth Advisors
from 13F filings
Historical chart of Medallion Wealth Advisors investment in Vanguard Financials ETF
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Quarterly reported holdings in Vanguard Financials ETF by Medallion Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $242k | 2.0k | 120.81 |
| 2025-12-31 | $275k | 2.1k | 133.37 |
| 2025-09-30 | $269k | 2.1k | 130.46 |
| 2025-06-30 | $267k | 2.1k | 129.16 |
| 2025-03-31 | $249k | 2.1k | 120.00 |
| 2024-12-31 | $245k | 2.1k | 118.19 |