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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

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Financials ETF held by Wheelhouse Advisory Group consolidated in one spreadsheet with up to 7 years of data

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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
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

More positions owned by Wheelhouse Advisory Group

Vanguard S&p 500 Etf Etf (VOO)
Vanguard Health Care Etf Health Care Etf (VHT)
Vanguard S&p 500 Growth Etf Etf (VOOG)
Vanguard Large Cap Etf Etf (VV)
Vanguard Dividend Appreciation Etf Div App Etf (VIG)
Vanguard Mega Cap Growthetf Etf (MGK)
Vanguard Information Technology Etf Etf (VGT)
Avantis Us Small Cap Value Etf Etf (AVSC)
Vanguard Mid Cap Etf Etf (VO)
Vanguard Financials Etf Financials Etf (VFH)
Spdr Bloomberg 1 3 Mnth T Bll Etf Spdr Ser Tr (BIL)
Dimensional Shrt Drt Fxdincm Etf Etf (DFSD)
Vanguard Muni Bnd Tax Exempt Etf Etf (VTEB)
Vanguard Intermediate Term Bond Etf Etf (BIV)
Apple (AAPL)

View all positions for Wheelhouse Advisory Group

Top funds holding Vanguard Financials ETF

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

View all funds holding Vanguard Financials ETF