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Vanguard Financials ETF shares owned by Strategic Wealth Partners

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

Historical chart of Strategic Wealth Partners investment in Vanguard Financials ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Financials ETF by Strategic Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $8.2M 74k 109.91
2024-03-31 $7.7M 75k 102.39
2023-12-31 $6.3M 68k 92.26
2023-09-30 $5.4M 67k 80.32
2023-06-30 $5.1M 63k 81.24
2019-09-30 $5 76 0.07
2018-12-31 $3.0k 56 53.57