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Vanguard Financials ETF shares owned by Optimist Retirement Group

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

Historical chart of Optimist Retirement Group investment in Vanguard Financials ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Financials ETF by Optimist Retirement Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $216k 1.6k 131.23
2025-06-30 $209k 1.6k 127.30
2025-03-31 $237k 2.0k 119.45
2024-12-31 $236k 2.0k 118.06
2024-09-30 $218k 2.0k 109.91

More positions owned by Optimist Retirement Group

Paccar (PCAR)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Spdr Series Trust S&P 600 SMCP GRW (SLYG)
Spdr Series Trust S&p 600 Smcp Val (SLYV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Vanguard Index Fds Small Cp Etf (VB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Abbvie (ABBV)
Kla Corp Com New (KLAC)
International Business Machines (IBM)
Broadcom (AVGO)
Eli Lilly & Co. (LLY)

View all positions for Optimist Retirement Group

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