Vanguard Financials ETF shares owned by ValMark Advisers
Quarter-by-quarter ownership of Vanguard Financials ETF (VFH) shares owned by ValMark Advisers
from 13F filings
Historical chart of ValMark Advisers investment in Vanguard Financials ETF
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Quarterly reported holdings in Vanguard Financials ETF by ValMark Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.0M | 7.8k | 133.50 |
| 2025-09-30 | $1.0M | 7.9k | 131.24 |
| 2025-06-30 | $990k | 7.8k | 127.30 |
| 2025-03-31 | $983k | 8.2k | 119.47 |
| 2024-12-31 | $972k | 8.2k | 118.07 |
| 2024-09-30 | $819k | 7.4k | 109.90 |
| 2024-06-30 | $729k | 7.3k | 99.88 |
| 2024-03-31 | $727k | 7.1k | 102.39 |
| 2023-12-31 | $643k | 7.0k | 92.26 |
| 2023-09-30 | $611k | 7.6k | 80.32 |
| 2023-06-30 | $586k | 7.2k | 81.24 |
| 2023-03-31 | $561k | 7.2k | 77.89 |
| 2022-12-31 | $559k | 6.8k | 82.73 |
| 2022-09-30 | $831k | 11k | 74.48 |
| 2022-06-30 | $854k | 11k | 77.20 |
| 2022-03-31 | $998k | 11k | 93.39 |
| 2021-12-31 | $557k | 5.8k | 96.52 |
| 2021-09-30 | $530k | 5.7k | 92.59 |
| 2021-06-30 | $514k | 5.7k | 90.38 |
| 2021-03-31 | $1.2M | 14k | 84.48 |
| 2020-12-31 | $375k | 5.1k | 72.91 |
| 2020-09-30 | $294k | 5.0k | 58.50 |
| 2020-06-30 | $217k | 3.8k | 57.32 |