Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Novak & Powell Financial Services »

Vanguard Financials ETF shares owned by Novak & Powell Financial Services

Quarter-by-quarter ownership of Vanguard Financials ETF (VFH) shares owned by Novak & Powell Financial Services from 13F filings

Historical chart of Novak & Powell Financial Services investment in Vanguard Financials ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Financials ETF held by Novak & Powell Financial Services consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download consolidated filings csv

Download as Excel

Download consolidated filings xlsx

Quarterly reported holdings in Vanguard Financials ETF by Novak & Powell Financial Services

Quarter filed	Position value	Share count	Share price at filing
2024-06-30	$1.5M	15k	99.88
2024-03-31	$460k	15k	30.46
2023-12-31	$1.4M	15k	92.30

More positions owned by Novak & Powell Financial Services

Vanguard Growth Etf Growth Etf (VUG)

Vanguard Large-cap Etf Large Cap Etf (VV)

Invesco Qqq Tr Unit Ser 1 (QQQ)

Spdr S&p 500 Etf Tr Unit (SPY)

Microsoft Corporation (MSFT)

Vanguard Value Etf Value Etf (VTV)

Vanguard Dividend Appreciation Etf Div App Etf (VIG)

Vanguard Total World Stock Etf Tt Wrld St Etf (VT)

Berkshire Hathaway Incorporated Del Class B Cl B New (BRK.B)

Spdr Dow Jones Industrial Average Etf Trust Ut Ser 1 (DIA)

Vanguard Short Term Cor Bd Etf Short Term Treas (VCSH)

Vanguard Total Stock Market Etf Total Stk Mkt (VTI)

NVIDIA Corporation (NVDA)

Ishares Core S&p Mid Cap Etf Core S&p Mcp Etf (IJH)

View all positions for Novak & Powell Financial Services

Top funds holding Vanguard Financials ETF

Bank of America Corporation

Beacon Capital Management

Wells Fargo & Company

Envestnet Asset Management

Green Harvest Asset Management

Jpmorgan Chase & Co

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

© 2024 stockzoa - Track 13F-HR Filings for Hedge Funds and Value Investors.

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z