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Vanguard Financials ETF shares owned by Tandem Wealth Advisors

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

Historical chart of Tandem Wealth Advisors investment in Vanguard Financials ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Financials ETF by Tandem Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.3M 25k 131.24
2025-06-30 $3.3M 26k 127.30
2025-03-31 $3.0M 25k 119.21

More positions owned by Tandem Wealth Advisors

iShares Core U.S. Aggregate Bond ETF Etf (AGG)
SPDR S&P Mid Cap 400 ETF Etf (MDY)
iShares MSCI EAFE ETF Etf (EFA)
Spdr S&p 500 Etf Etf (SPY)
iShares Core Dividend Growth ETF Etf (DGRO)
iShares MBS ETF Etf (MBB)
Vanguard Short-Term Corporate Bond Index Fund ETF Etf (VCSH)
Invesco S&P 500 Equal Weight ETF Etf (RSP)
iShares MSCI Emerging Markets ETF Etf (EEM)
Vanguard Information Technology Index Fund ETF Etf (VGT)
Argent Mid Cap ETF Etf (AMID)
Vanguard Total Stock Market ETF Etf (VTI)
Vanguard Financials Index Fund ETF Etf (VFH)
Vanguard Total Bond Market ETF Etf (BND)
Apple Stock (AAPL)

View all positions for Tandem Wealth Advisors

Top funds holding Vanguard Financials ETF

Morgan Stanley
Wells Fargo & Company
UBS Group
Green Harvest Asset Management
Raymond James Financial
FMR
LPL Financial
Beacon Capital Management
Ameriprise Financial
Envestnet Asset Management
Two Sigma Investments
Jpmorgan Chase & Co
Royal Bank of Canada
Stifel Financial
Cetera Investment Advisers

View all funds holding Vanguard Financials ETF