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Vanguard Financials ETF shares owned by Cypress Financial Planning

Quarter-by-quarter ownership of Vanguard Financials ETF (VFH) shares owned by Cypress Financial Planning from 13F filings

Historical chart of Cypress Financial Planning investment in Vanguard Financials ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Financials ETF held by Cypress Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Financials ETF by Cypress Financial Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $240k 2.3k 102.39
2023-12-31 $231k 2.5k 91.62

More positions owned by Cypress Financial Planning

Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Specialized Funds Div App Etf (VIG)
Vaneck Etf Trust Fallen Angel Hg (ANGL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Msci Eafe (IEFA)
Morgan Stanley Com New (MS)
Discover Financial Services (DFS)

View all positions for Cypress Financial Planning

Top funds holding Vanguard Financials ETF

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

View all funds holding Vanguard Financials ETF