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Vanguard Financials ETF shares owned by World Equity Group

Quarter-by-quarter ownership of Vanguard Financials ETF (VFH) shares owned by World Equity Group from 13F filings

Historical chart of World Equity Group investment in Vanguard Financials ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Financials ETF by World Equity Group

Quarter filed Position value Share count Share price at filing
2025-03-31 $345k 2.9k 118.44
2024-12-31 $4.1M 35k 118.07

More positions owned by World Equity Group

Apple (AAPL)
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Costco Wholesale Corporation (COST)
Palantir Technologies Cl A (PLTR)
First Tr Exchange-traded SHS (FDL)
Spdr Gold Tr Gold Shs (GLD)
Meta Platforms Cl A (META)
Ishares Tr Core S&p500 Etf (IVV)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for World Equity Group

Top funds holding Vanguard Financials ETF

Morgan Stanley
Wells Fargo & Company
UBS Group
Green Harvest Asset Management
Raymond James Financial
FMR
LPL Financial
Beacon Capital Management
Ameriprise Financial
Envestnet Asset Management
Two Sigma Investments
Jpmorgan Chase & Co
Royal Bank of Canada
Stifel Financial
Cetera Investment Advisers

View all funds holding Vanguard Financials ETF