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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
2024-03-31 $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

More positions owned by Strategic Wealth Partners

Ishares Tr Core Div Grwth (DGRO)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Mbs Etf (MBB)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfolio Short (SPSB)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Apple (AAPL)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Invesco Exchange Traded Fd T Intl Divi Achi (PID)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Short Treas Bd (SHV)
Ishares Tr Russell 2000 Etf (IWM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
JPMorgan Chase & Co. (JPM)

View all positions for Strategic Wealth Partners

Top funds holding Vanguard Financials ETF

Bank of America Corporation
Morgan Stanley
Beacon Capital Management
Wells Fargo & Company
FMR
Envestnet Asset Management
Green Harvest Asset Management
Jpmorgan Chase & Co
LPL Financial
Raymond James Financial Services Advisors
Royal Bank of Canada
Ameriprise Financial
Raymond James & Associates
Stifel Financial
M^T Bank Corporation

View all funds holding Vanguard Financials ETF