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Vanguard Financials ETF shares owned by Foundations Investment Advisors

Quarter-by-quarter ownership of Vanguard Financials ETF (VFH) shares owned by Foundations Investment Advisors from 13F filings

Historical chart of Foundations Investment Advisors investment in Vanguard Financials ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Financials ETF held by Foundations Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Financials ETF by Foundations Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.3M 32k 102.39
2023-12-31 $3.0M 32k 94.03
2023-09-30 $2.4M 30k 80.32
2023-06-30 $1.8M 22k 81.24
2023-03-31 $984k 13k 77.89
2021-09-30 $1.1M 11k 95.07

More positions owned by Foundations Investment Advisors

Exchange Listed Fds Tr Cabana Target 10 (TDSC)
Ishares Tr Core S&p500 Etf (IVV)
Exchange Listed Fds Tr Cabana Moderate (CLSM)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Exchange Listed Fds Tr Cabana Trgt Beta (TDSB)
Ishares Tr S&p 500 Grwt Etf (IVW)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Short Treas Bd (SHV)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Two Rds Shared Tr Regents Pk Hdgd (RPHS)
Apple (AAPL)

View all positions for Foundations Investment Advisors

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