Vanguard Financials ETF shares owned by Wheelhouse Advisory Group
Quarter-by-quarter ownership of Vanguard Financials ETF (VFH) shares owned by Wheelhouse Advisory Group
from 13F filings
Historical chart of Wheelhouse Advisory Group investment in Vanguard Financials ETF
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Quarterly reported holdings in Vanguard Financials ETF by Wheelhouse Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.8M | 75k | 131.24 |
| 2025-06-30 | $9.2M | 72k | 127.30 |
| 2025-03-31 | $8.4M | 70k | 119.47 |
| 2024-12-31 | $7.9M | 67k | 118.07 |
| 2024-09-30 | $7.2M | 65k | 109.91 |
| 2024-06-30 | $6.4M | 64k | 101.14 |
| 2024-03-31 | $6.4M | 62k | 102.39 |
| 2023-12-31 | $5.5M | 59k | 92.26 |