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Vanguard Financials ETF shares owned by Mosaic Financial Group

Quarter-by-quarter ownership of Vanguard Financials ETF (VFH) shares owned by Mosaic Financial Group from 13F filings

Historical chart of Mosaic Financial Group investment in Vanguard Financials ETF

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All positions including Vanguard Financials ETF held by Mosaic Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Financials ETF by Mosaic Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $505k 4.6k 109.85
2024-06-30 $696k 7.0k 99.86
2024-03-31 $714k 7.0k 102.44

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View all positions for Mosaic Financial Group

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
Synovus Financial Corp.
Stifel Financial
M^T Bank Corporation
Cetera Investment Advisers

View all funds holding Vanguard Financials ETF