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Vanguard Financials ETF shares owned by Optima Capital

Quarter-by-quarter ownership of Vanguard Financials ETF (VFH) shares owned by Optima Capital from 13F filings

Historical chart of Optima Capital investment in Vanguard Financials ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Financials ETF held by Optima Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Financials ETF by Optima Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $227k 1.7k 131.24
2025-06-30 $589k 4.6k 127.30
2025-03-31 $950k 8.0k 119.47
2024-12-31 $993k 8.4k 118.07

More positions owned by Optima Capital

Doubleline Etf Trust Opportunistic Co (DBND)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
J P Morgan Exchange Traded F Income Etf (JPIE)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Wisdomtree Tr Wisdomtree Us Va (WTV)
Ishares Tr Core Msci Eafe (IEFA)
Cambria Etf Tr Global Value Etf (GVAL)
Wisdomtree Tr Floatng Rat Trea (USFR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)
Spdr Series Trust Portfolio Sh Tsr (SPTS)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Optima Capital

Top funds holding Vanguard Financials ETF

Morgan Stanley
Wells Fargo & Company
UBS Group
Green Harvest Asset Management
Raymond James Financial
FMR
LPL Financial
Beacon Capital Management
Ameriprise Financial
Envestnet Asset Management
Two Sigma Investments
Jpmorgan Chase & Co
Royal Bank of Canada
Stifel Financial
Cetera Investment Advisers

View all funds holding Vanguard Financials ETF