Vanguard Financials ETF shares owned by Institute For Wealth Management
Quarter-by-quarter ownership of Vanguard Financials ETF (VFH) shares owned by Institute For Wealth Management
from 13F filings
Historical chart of Institute For Wealth Management investment in Vanguard Financials ETF
Tip: Access up to 7 years of quarterly data
All positions including Vanguard Financials ETF held by Institute For Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Vanguard Financials ETF by Institute For Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.2M | 12k | 102.39 |
| 2023-12-31 | $1.0M | 11k | 92.26 |
| 2023-09-30 | $907k | 11k | 80.32 |
| 2023-03-31 | $817k | 11k | 77.89 |
| 2022-12-31 | $256k | 3.1k | 82.74 |
| 2022-09-30 | $230k | 3.1k | 74.43 |
| 2022-06-30 | $466k | 6.0k | 77.22 |
| 2022-03-31 | $1.3M | 14k | 93.36 |
| 2021-12-31 | $1.3M | 13k | 96.59 |
| 2021-09-30 | $1.3M | 14k | 92.68 |
| 2021-06-30 | $1.1M | 12k | 90.44 |
| 2021-03-31 | $968k | 12k | 84.48 |
| 2020-09-30 | $555k | 9.5k | 58.55 |
| 2020-06-30 | $632k | 11k | 57.16 |
| 2020-03-31 | $433k | 8.5k | 50.76 |
| 2019-12-31 | $993k | 13k | 76.26 |
| 2019-09-30 | $932k | 13k | 70.02 |
| 2019-06-30 | $1.3M | 19k | 69.01 |
| 2019-03-31 | $1.0M | 16k | 64.72 |
| 2018-12-31 | $344k | 5.8k | 59.37 |
| 2018-09-30 | $1.3M | 19k | 70.09 |
| 2018-06-30 | $1.6M | 24k | 67.59 |
| 2018-03-31 | $1.6M | 23k | 69.25 |
| 2017-12-31 | $2.6M | 36k | 71.65 |
| 2017-09-30 | $899k | 14k | 65.38 |
| 2017-06-30 | $1.2M | 19k | 62.65 |
| 2015-12-31 | $253k | 5.2k | 48.50 |
| 2015-03-31 | $238k | 4.8k | 49.38 |
| 2014-09-30 | $150k | 3.2k | 46.63 |
| 2014-06-30 | $149k | 3.2k | 46.53 |
| 2014-03-31 | $184k | 4.0k | 45.63 |
| 2013-12-31 | $209k | 4.7k | 44.38 |
More positions owned by Institute For Wealth Management
View all positions for Institute For Wealth Management