Vanguard Financials ETFVFHETF
13F holders, Q2 2026 (June 30)761holders +17
69new positions
47sold out
5famous investors
$131.59avg. 13F price*
At the end of Q2 2026, 761 institutions reported holding Vanguard Financials ETF (VFH) in their 13F filings, up 17 from Q1 2026. 69 opened new positions and 47 sold out. The largest holders were Bank of America Corp. ($2.8B), Morgan Stanley ($490.8M) and UBS Group AG ($255.1M). 5 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Steve Cohen (0.0% of Point72 Asset Management's portfolio).
- Company
- Vanguard Financials ETF
- CUSIP
- 92204A405
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 69 | $34.8M |
| Exits | 47 | $143.3M |
All 13F filers, Q1 2026 → Q2 2026: 1,350,834 shares bought and 5,313,503 shares sold, net −3,962,669 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 761 holders
| Bank of America Corp. | 0.18% | Reduce -11.5% | 21,196,317 | $2.8B |
| Morgan Stanley | 0.03% | Add +1.7% | 3,729,437 | $490.8M |
| UBS Group AG | 0.04% | Add +1.7% | 1,938,513 | $255.1M |
| Wells Fargo & Company | 0.04% | Reduce -6.3% | 1,811,916 | $238.4M |
| PGIM Custom Harvest LLC | 2.78% | Add +3.9% | 1,686,235 | $221.9M |
| Raymond James Financial Inc. | 0.04% | Reduce -4.5% | 1,221,644 | $160.8M |
| LPL Financial LLC | 0.03% | Add +5.0% | 964,920 | $127.0M |
| FMR LLC | 0.01% | Reduce -3.5% | 930,485 | $122.5M |
| Ameriprise Financial Inc. | 0.02% | Reduce -20.3% | 742,857 | $97.8M |
| Royal Bank of Canada | 0.01% | Add +10.2% | 639,191 | $84.1M |
| Two Sigma Investments, LP | 0.06% | Reduce -9.6% | 605,000 | $79.6M |
| Envestnet Asset Management Inc. | 0.02% | Add +7.6% | 485,154 | $63.8M |
| Beacon Capital Management, Inc. | 3.81% | Reduce -13.8% | 478,035 | $62.9M |
| Stifel Financial Corp. | 0.05% | Reduce -2.5% | 451,392 | $59.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -1.0% | 435,273 | $57.3M |
| Cetera Investment Advisers | 0.05% | Add +3.0% | 430,033 | $56.6M |
| Lido Advisors, LLC | 0.16% | Add +3.3% | 344,493 | $45.3M |
| Osaic Holdings, Inc. | 0.05% | Add +18.0% | 303,034 | $39.9M |
| Allianz SE | 0.37% | No change | 267,713 | $35.2M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Reduce -15.3% | 243,922 | $32.1M |
| Rockefeller Capital Management L.P. | 0.05% | Reduce -1.0% | 242,805 | $32.0M |
| M&T Bank Corp | 0.09% | Reduce -6.4% | 236,897 | $31.2M |
| TD Waterhouse Canada Inc. | 0.08% | Add +3.9% | 221,005 | $29.7M |
| Pinnacle Financial Partners, Inc. | 0.19% | Reduce -0.0% | 212,066 | $27.9M |
| KCM Investment Advisors LLC | 0.79% | Add +3.6% | 200,509 | $26.4M |
| Ameritas Advisory Services, LLC | 0.53% | Add +48.7% | 197,536 | $26.0M |
| Corient Private Wealth LP | 0.04% | Reduce -6.9% | 192,960 | $25.4M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -7.0% | 188,644 | $24.8M |
| Ayalon Insurance Comp Ltd. | 2.87% | No change | 178,031 | $23.4M |
| Sanctuary Advisors, LLC | 0.11% | Add +42.6% | 172,422 | $22.7M |
| Janney Montgomery Scott LLC | 0.04% | Add +4.8% | 158,789 | $20.9M |
| Main Management LLC | 1.39% | Add +0.1% | 157,223 | $20.7M |
| CMH Wealth Management LLC | 3.03% | Add +3.8% | 150,808 | $19.8M |
| Cedar Mountain Advisors, LLC | 3.32% | Add +0.9% | 146,558 | $19.3M |
| Trust Co. of Oklahoma | 4.83% | Reduce -0.5% | 142,855 | $18.8M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -5.1% | 142,504 | $18.8M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -3.7% | 138,842 | $18.3M |
| Edmond DE Rothschild Holding S.A. | 0.24% | No change | 138,679 | $18.3M |
| Mariner, LLC | 0.02% | Reduce -3.7% | 136,363 | $17.9M |
| Fifth Third Bancorp | 0.03% | Reduce -1.9% | 133,814 | $17.6M |
| HighTower Advisors, LLC | 0.02% | Reduce -3.2% | 129,075 | $17.0M |
| Assetmark, Inc. | 0.03% | Add +144.7% | 120,753 | $15.9M |
| Focus Partners Wealth | 0.02% | Reduce -4.1% | 115,665 | $15.2M |
| Cresset Asset Management, LLC | 0.06% | Add +11.2% | 115,066 | $15.1M |
| Searcy Financial Services Inc. | 5.04% | Reduce -0.1% | 114,112 | $15.0M |
| MassMutual Private Wealth & Trust, FSB | 0.37% | Reduce -2.1% | 108,624 | $14.3M |
| Retirement Planning Group, LLC | 0.36% | Add +1491.9% | 108,505 | $14.3M |
| Winthrop Capital Management, LLC | 3.31% | Add +1.0% | 104,157 | $13.7M |
| Jones Financial Companies LLLP | 0.01% | Add +12.5% | 103,222 | $13.6M |
| Quantinno Capital Management LP | 0.02% | Add +103.0% | 100,363 | $13.2M |
| WBH Advisory Inc. | 0.88% | Reduce -1.7% | 99,170 | $13.1M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -6.3% | 97,503 | $12.8M |
| Allen Investment Management, LLC | 0.15% | No change | 95,861 | $12.6M |
| MML Investors Services, LLC | 0.02% | Reduce -46.0% | 89,745 | $11.8M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +5.7% | 89,445 | $11.8M |
| Wheelhouse Advisory Group LLC | 3.27% | Add +5.2% | 88,023 | $11.6M |
| Creative Planning | 0.01% | Add +3.8% | 81,376 | $10.7M |
| Mosley Wealth Management | 3.38% | Add +2191.6% | 80,709 | $10.6M |
| Truist Financial Corp. | 0.01% | Reduce -9.3% | 79,657 | $10.5M |
| Chai Trust Co. LLC | 0.71% | Add +0.6% | 78,503 | $10.3M |
| Cerity Partners LLC | 0.01% | Reduce -9.3% | 72,024 | $9.5M |
| Hancock Whitney Corp. | 0.15% | Add +14.2% | 67,154 | $8.8M |
| Madison Asset Management, LLC | 0.10% | Reduce -1.8% | 64,266 | $8.5M |
| Summit Financial, LLC | 0.09% | Add +7.4% | 63,181 | $8.3M |
| LCM Capital Management Inc | 3.63% | Add +1.8% | 63,009 | $8.3M |
| Founders Grove Wealth Partners, LLC | 1.64% | Add +5.5% | 62,306 | $8.2M |
| Calton & Associates, Inc. | 1.18% | Reduce -30.3% | 61,387 | $8.1M |
| Kestra Advisory Services, LLC | 0.03% | Reduce -33.5% | 60,191 | $7.9M |
| Atlas Capital Advisors Inc. | 0.84% | Reduce -2.6% | 58,483 | $7.7M |
| Bellwether Advisors, LLC | 1.13% | New | 58,048 | $7.6M |
| BTG Pactual Asset Management US LLC | 0.53% | Add +2.9% | 53,391 | $7.0M |
| Gibraltar Capital Management, Inc. | 1.06% | Add +2.9% | 52,142 | $6.9M |
| Citadel Advisors | 0.00% | Add +161.3% | 51,543 | $6.8M |
| Annex Advisory Services, LLC | 0.12% | Reduce -0.9% | 51,200 | $6.7M |
| Johnson Investment Counsel Inc. | 0.05% | Add +3.6% | 49,276 | $6.5M |
| Penobscot Wealth Management | 1.70% | Add +2.1% | 48,290 | $6.4M |
| Curran Financial Partners, LLC | 0.94% | New | 48,196 | $6.3M |
| Integrated Wealth Concepts LLC | 0.04% | Add +0.3% | 48,166 | $6.3M |
| Theory Financial LLC | 1.94% | Reduce -2.3% | 46,809 | $6.2M |
| AlphaCore Capital LLC | 0.11% | Reduce -5.1% | 46,790 | $6.2M |
| Bank of Montreal | 0.00% | Reduce -3.9% | 46,549 | $6.1M |
| Equitable Holdings, Inc. | 0.04% | Reduce -9.0% | 46,168 | $6.1M |
| Merit Financial Group, LLC | 0.04% | Reduce -0.2% | 46,016 | $6.1M |
| Wall Street Financial Group, Inc. | 3.16% | Add +3.0% | 44,949 | $5.9M |
| Altura Wealth Advisors Inc. | 1.98% | Add +12.6% | 44,706 | $5.9M |
| LMG Wealth Partners, LLC | 0.92% | Add +6.8% | 43,632 | $5.7M |
| Cascade Financial Partners, LLC | 0.48% | Add +11.6% | 42,323 | $5.6M |
| Bartlett & Co. Wealth Management LLC | 0.07% | No change | 42,292 | $5.6M |
| Frank, Rimerman Advisors LLC | 0.31% | Reduce -12.3% | 41,579 | $5.5M |
| Natixis Advisors, LLC | 0.01% | Reduce -0.5% | 41,026 | $5.4M |
| Pathstone Holdings, LLC | 0.02% | Add +4.7% | 40,312 | $5.3M |
| Silver Coast Investments LLC | 1.55% | Add +2.1% | 39,595 | $5.2M |
| Foundations Investment Advisors, LLC | 0.05% | Add +5.4% | 39,230 | $5.2M |
| NORTHSTAR ASSET MANAGEMENT Co | 0.95% | Add +0.3% | 36,706 | $5.1M |
| Captrust Financial Advisors | 0.01% | Reduce -59.0% | 38,338 | $5.0M |
| MAI Capital Management | 0.02% | Add +21.1% | 37,853 | $5.0M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -1.2% | 53,420 | $4.8M |
| Anchor Investment Management, LLC | 0.36% | Add +1.6% | 36,585 | $4.8M |
| Quaker Wealth Management, LLC | 1.40% | Add +3.0% | 36,583 | $4.8M |
| Waverly Advisors, LLC | 0.03% | Add +16.2% | 34,450 | $4.5M |
"% of holder's portfolio" is VFH's weight in each manager's 13F, not the share of Vanguard Financials ETF the manager owns.