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Vanguard Financials ETF shares owned by NRI Wealth Management LC

Quarter-by-quarter ownership of Vanguard Financials ETF (VFH) shares owned by NRI Wealth Management LC from 13F filings

Historical chart of NRI Wealth Management LC investment in Vanguard Financials ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Financials ETF held by NRI Wealth Management LC consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Financials ETF by NRI Wealth Management LC

Quarter filed Position value Share count Share price at filing
2024-06-30 $347k 3.5k 99.88
2024-03-31 $383k 3.7k 102.39
2023-12-31 $422k 4.6k 92.26

More positions owned by NRI Wealth Management LC

Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard World Inf Tech Etf (VGT)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Amazon (AMZN)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Hca Holdings (HCA)
Microsoft Corporation (MSFT)
Chipotle Mexican Grill (CMG)
Alphabet Cap Stk Cl C (GOOG)
Netflix (NFLX)
Lam Research Corporation (LRCX)
Mastercard Incorporated Cl A (MA)

View all positions for NRI Wealth Management LC

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