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Vanguard Financials ETF shares owned by Pension & Wealth Management Advisors

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

Historical chart of Pension & Wealth Management Advisors investment in Vanguard Financials ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Financials ETF by Pension & Wealth Management Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.1M 8.3k 131.60
2026-03-31 $1.0M 8.3k 120.81
2025-12-31 $1.1M 8.0k 133.49
2025-09-30 $1.1M 8.0k 131.24
2025-06-30 $1.0M 8.0k 127.30
2025-03-31 $956k 8.0k 119.47
2024-12-31 $473k 4.0k 118.07
2024-09-30 $443 4 110.75
2024-06-30 $401 4 100.25
2024-03-31 $411 4 102.75