VFH — VANGUARD WORLD FDS VANGUARD FINLS ETF

Ownership history in First Command Advisory Services, Inc.  ·  3 quarters on record

This page tracks every 13F SEC filing in which First Command Advisory Services, Inc. reported a position in VANGUARD WORLD FDS VANGUARD FINLS ETF (VFH). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
7.03% (2018 Q1)
Avg. % of fund
2.34%
First filed
2017 Q4
Last filed
2025 Q3
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 97 -3,954,956 -100.0% 0.00% $13K $130.58
2018 Q1 ADDED 3,955,053 +3,954,887 +2382462.0% 7.03% $147.3M $58.69
2017 Q4 INITIATED 166 — — 0.00% $12K —
% of Fund (quarterly)    VFH price (monthly, adj. close)

Other funds also holding VFH

As of 2025 Q4 — sorted by position size

Marmo Financial Group, LLC 3Y 6.49% THEORY FINANCIAL LLC 3Y 6.33% Beacon Capital Management, Inc. 3Y 7Y 5.66% SEARCY FINANCIAL SERVICES INC /ADV 3Y 7Y 5.51% Wall Street Financial Group, Inc. 5.36% TIFF ADVISORY SERVICES, LLC 3Y 7Y 4.9% Richmond Brothers, Inc. 3Y 4.41% Wheelhouse Advisory Group LLC 4.13% LCM Capital Management Inc 3Y 3.95% CMH Wealth Management LLC 3Y 7Y 3.78%
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