Vanguard Financials ETF shares owned by Mission Wealth Management
Quarter-by-quarter ownership of Vanguard Financials ETF (VFH) shares owned by Mission Wealth Management
from 13F filings
Historical chart of Mission Wealth Management investment in Vanguard Financials ETF
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Quarterly reported holdings in Vanguard Financials ETF by Mission Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.8M | 14k | 131.24 |
| 2025-06-30 | $1.5M | 12k | 127.30 |
| 2025-03-31 | $1.2M | 10k | 119.47 |
| 2024-12-31 | $1.2M | 9.9k | 118.07 |
| 2024-09-30 | $1.1M | 9.9k | 109.92 |
| 2024-06-30 | $1.0M | 10k | 99.88 |
| 2024-03-31 | $1.1M | 11k | 102.39 |
| 2023-12-31 | $989k | 11k | 92.26 |
| 2023-09-30 | $838k | 10k | 80.32 |
| 2023-06-30 | $877k | 11k | 81.24 |
| 2023-03-31 | $1.1M | 14k | 77.89 |
| 2022-12-31 | $922k | 11k | 82.73 |
| 2022-09-30 | $730k | 9.8k | 74.47 |
| 2022-06-30 | $825k | 11k | 77.20 |
| 2022-03-31 | $1.1M | 12k | 93.40 |
| 2021-12-31 | $1.0M | 11k | 96.53 |
| 2021-09-30 | $1.0M | 11k | 92.69 |
| 2021-06-30 | $1.0M | 11k | 90.45 |
| 2021-03-31 | $784k | 9.3k | 84.52 |
| 2020-12-31 | $483k | 6.6k | 72.84 |
| 2019-12-31 | $272k | 3.6k | 76.40 |
| 2019-09-30 | $220k | 3.1k | 70.00 |
| 2019-06-30 | $217k | 3.1k | 69.04 |
| 2018-09-30 | $234k | 3.4k | 69.35 |
| 2018-06-30 | $228k | 3.4k | 67.58 |