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Vanguard Financials ETF shares owned by U.S. Capital Wealth Advisors

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

Historical chart of U.S. Capital Wealth Advisors investment in Vanguard Financials ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Financials ETF held by U.S. Capital 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 U.S. Capital Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.3M 18k 131.24
2025-06-30 $2.5M 20k 127.30
2025-03-31 $2.3M 19k 119.47
2024-12-31 $2.2M 19k 118.07
2024-09-30 $245k 2.2k 109.92
2024-06-30 $316k 3.2k 99.90
2024-03-31 $240k 2.3k 102.41
2023-12-31 $216k 2.3k 92.27
2023-09-30 $234k 2.9k 80.32
2023-06-30 $286k 3.5k 81.25
2022-12-31 $89k 1.1k 82.70
2022-06-30 $243k 3.1k 77.31
2022-03-31 $780k 8.4k 93.38
2021-12-31 $746k 7.7k 96.62
2021-09-30 $705k 7.6k 92.60