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
Download as csvQuarterly 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 |
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