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Vanguard Financials ETF shares owned by Williams & Novak

Quarter-by-quarter ownership of Vanguard Financials ETF (VFH) shares owned by Williams & Novak from 13F filings

Historical chart of Williams & Novak investment in Vanguard Financials ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Financials ETF held by Williams & Novak consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Financials ETF by Williams & Novak

Quarter filed Position value Share count Share price at filing
2024-12-31 $616k 5.2k 118.07
2024-09-30 $672k 6.1k 109.91
2024-06-30 $611k 6.1k 99.88
2024-03-31 $564k 6.1k 92.26
2023-12-31 $564k 6.1k 92.26

More positions owned by Williams & Novak

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Pimco Equity Ser Rafi Dyn Ml Us (MFUS)
Fidelity Covington Trust Enhanced Large (FELC)
Sypris Solutions (SYPR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Ishares Tr Calif Mun Bd Etf (CMF)
Ishares Tr Core Msci Total (IXUS)
Ishares Silver Tr Ishares (SLV)
Pimco Equity Ser Rafi Dyn Emerg (MFEM)
Ishares Tr Core Div Grwth (DGRO)
Pimco CA Municipal Income Fund (PCQ)
Ishares Tr Core Msci Eafe (IEFA)
Pimco Etf Tr Multisector Bd (PYLD)
Ishares Tr International Sl (ISCF)

View all positions for Williams & Novak

Top funds holding Vanguard Financials ETF

Bank of America Corporation
Morgan Stanley
UBS Group
Wells Fargo & Company
Beacon Capital Management
Green Harvest Asset Management
Raymond James Financial
FMR
Envestnet Asset Management
LPL Financial
Ameriprise Financial
Raymond James Financial Services Advisors
Royal Bank of Canada
Raymond James & Associates
Stifel Financial

View all funds holding Vanguard Financials ETF