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Vanguard Financials ETF shares owned by Simplicity Wealth

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

Historical chart of Simplicity Wealth investment in Vanguard Financials ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Financials ETF by Simplicity Wealth

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.4M 14k 99.88
2024-03-31 $1.8M 17k 102.39

More positions owned by Simplicity Wealth

American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
American Centy Etf Tr Avantis Core Fi (AVIG)
American Centy Etf Tr Intl Eqt Etf (AVDE)
NVIDIA Corporation (NVDA)
Embraer Sponsored Ads (ERJ)
American Centy Etf Tr Avantis Shfxdinc (AVSF)
Ishares Tr Core Total Usd (IUSB)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Microsoft Corporation (MSFT)
First Tr Exchange-traded A Sml Cap Val Alph (FYT)
First Tr Exchange-traded First Tr Enh New (FTSM)
Apple (AAPL)
Ishares Tr Rus Tp200 Gr Etf (IWY)

View all positions for Simplicity Wealth

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