Vanguard Financials ETF shares owned by Moneta Group Investment Advisors
Quarter-by-quarter ownership of Vanguard Financials ETF (VFH) shares owned by Moneta Group Investment Advisors
from 13F filings
Historical chart of Moneta Group Investment Advisors investment in Vanguard Financials ETF
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Quarterly reported holdings in Vanguard Financials ETF by Moneta Group Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $2.5M | 19k | 133.49 |
| 2025-09-30 | $2.3M | 17k | 131.24 |
| 2025-06-30 | $2.3M | 18k | 127.30 |
| 2025-03-31 | $2.1M | 18k | 119.47 |
| 2024-12-31 | $1.8M | 16k | 118.07 |
| 2024-09-30 | $1.8M | 16k | 109.91 |
| 2024-06-30 | $1.5M | 15k | 99.88 |
| 2024-03-31 | $1.5M | 14k | 102.39 |
| 2023-12-31 | $543k | 5.9k | 92.26 |
| 2023-09-30 | $478k | 5.9k | 80.32 |
| 2023-06-30 | $495k | 6.1k | 81.24 |
| 2023-03-31 | $528k | 6.8k | 77.89 |
| 2022-12-31 | $602M | 7.3M | 82.73 |
| 2022-06-30 | $249k | 3.2k | 77.19 |
| 2022-03-31 | $218k | 2.3k | 93.40 |
| 2021-12-31 | $226k | 2.3k | 96.58 |
| 2021-09-30 | $217k | 2.3k | 92.66 |
| 2018-09-30 | $411k | 5.9k | 69.39 |
| 2018-06-30 | $71k | 1.1k | 67.17 |
More positions owned by Moneta Group Investment Advisors
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