Bernard Wealth Management Corp. Vanguard Financial ETF Transaction History
Bernard Wealth Management Corp.
- $239 Billion
- Q3 2025
A detailed history of Bernard Wealth Management Corp. transactions in Vanguard Financial ETF stock. As of the latest transaction made, Bernard Wealth Management Corp. holds 686 shares of VFH stock, worth $89,138. This represents 0.04% of its overall portfolio holdings.
Number of Shares
686
              Previous 677
              
        
           1.33%
        
      
          
        Holding current value
$89,138
            Previous $86.2 Million
            
        
           4.46%
        
      
          
        % of portfolio
0.04%
            Previous 0.04%
          
        Shares
	  2 transactions
	
  Others Institutions Holding VFH
# of Institutions
801Shares Held
54.5MCall Options Held
81.7KPut Options Held
3.9K- 
    
      Bank Of America Corp Charlotte, NC22.9MShares$2.98 Billion0.22% of portfolio
- 
    
      Morgan Stanley New York, NY3.4MShares$442 Million0.03% of portfolio
- 
    
      Ubs Group Ag1.8MShares$234 Million0.04% of portfolio
- 
    
      Wells Fargo & Company San Francisco, CA1.69MShares$219 Million0.05% of portfolio
- 
    
      Pgim Custom Harvest LLC Newark, NJ1.38MShares$179 Million3.64% of portfolio