Vanguard Financials ETFVFHETF
13F holders, Q1 2024 (March 31)622holders
4famous investors
$102.28avg. 13F price*
At the end of Q1 2024, 622 institutions reported holding Vanguard Financials ETF (VFH) in their 13F filings. The largest holders were Bank of America Corp. ($2.4B), Morgan Stanley ($279.0M) and Beacon Capital Management, Inc. ($169.7M). 4 famous investors held it, including George Soros (0.7% of Soros Fund Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Vanguard Financials ETF
- CUSIP
- 92204A405
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 78 | $44.7M |
| Exits | 45 | $919.8M |
Ownership 622 holders
| Bank of America Corp. | 0.24% | Reduce -1.9% | 23,817,609 | $2.4B |
| Morgan Stanley | 0.02% | Add +0.1% | 2,724,919 | $279.0M |
| Beacon Capital Management, Inc. | 7.11% | Add +206.2% | 1,671,708 | $169.7M |
| Wells Fargo & Company | 0.04% | Reduce -0.6% | 1,428,685 | $146.3M |
| Envestnet Asset Management Inc. | 0.05% | Add +171.0% | 1,189,940 | $121.8M |
| FMR LLC | 0.01% | Reduce -1.8% | 1,098,114 | $112.4M |
| PGIM Custom Harvest LLC | 1.67% | Add +22.4% | 657,822 | $67.4M |
| LPL Financial LLC | 0.03% | Add +0.1% | 598,767 | $61.3M |
| Raymond James Financial Services Advisors, Inc. | 0.09% | Reduce -0.1% | 575,085 | $58.9M |
| Stifel Financial Corp. | 0.06% | Add +25.8% | 529,118 | $54.2M |
| Royal Bank of Canada | 0.01% | Reduce -1.2% | 520,685 | $53.3M |
| Ameriprise Financial Inc. | 0.01% | Reduce -4.8% | 482,911 | $49.5M |
| Raymond James & Associates | 0.03% | Reduce -4.0% | 431,234 | $44.2M |
| M&T Bank Corp | 0.14% | Reduce -2.7% | 404,134 | $41.4M |
| Cetera Investment Advisers | 0.09% | Add +702.9% | 390,808 | $40.0M |
| KCM Investment Advisors LLC | 1.36% | Add +3.9% | 356,950 | $36.5M |
| Executive Wealth Group LLC | 6.58% | Add +200.3% | 322,226 | $31.6M |
| Osaic Holdings, Inc. | 0.07% | Reduce -16.1% | 308,062 | $31.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -19.9% | 276,674 | $28.3M |
| Morningstar Investment Services LLC | 0.31% | Reduce -66.5% | 274,676 | $28.0M |
| PNC Financial Services Group, Inc. | 0.02% | Reduce -0.2% | 240,348 | $24.6M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Reduce -4.7% | 236,979 | $24.3M |
| Synovus Financial Corp. | 0.30% | Reduce -0.4% | 227,362 | $23.3M |
| Tiff Advisory Services, LLC | 9.53% | No change | 213,451 | $21.9M |
| Rockefeller Capital Management L.P. | 0.06% | Add +34.3% | 190,794 | $19.5M |
| Soros Fund Management | 0.70% | No change | 174,588 | $17.9M |
| TD Waterhouse Canada Inc. | 0.13% | Add +19.1% | 175,105 | $17.6M |
| Captrust Financial Advisors | 0.06% | Reduce -5.0% | 164,414 | $16.8M |
| Avantax Advisory Services, Inc. | 0.14% | Add +7.0% | 154,642 | $15.8M |
| Full Sail Capital, LLC | 1.10% | Reduce -0.5% | 154,531 | $15.8M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -1.2% | 152,944 | $15.7M |
| Cedar Mountain Advisors, LLC | 3.68% | Reduce -0.2% | 142,771 | $14.6M |
| Atria Wealth Solutions, Inc. | 0.16% | Add +54.2% | 139,838 | $14.3M |
| Trust Co. of Oklahoma | 5.02% | Reduce -2.1% | 138,011 | $14.1M |
| CMH Wealth Management LLC | 3.53% | Reduce -6.5% | 135,523 | $13.9M |
| Estate Counselors, LLC | 1.48% | No change | 126,280 | $12.9M |
| WBH Advisory Inc. | 1.26% | Reduce -0.5% | 119,916 | $12.3M |
| Mariner, LLC | 0.02% | Reduce -1.7% | 117,132 | $12.0M |
| Lido Advisors, LLC | 0.11% | Add +14.7% | 115,074 | $11.8M |
| Marmo Financial Group, LLC | 7.03% | Add +2.9% | 112,930 | $11.6M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +5.0% | 111,857 | $11.5M |
| HighTower Advisors, LLC | 0.02% | Reduce -8.6% | 111,394 | $11.4M |
| Corient Private Wealth LP | 0.02% | Reduce -27.5% | 110,664 | $11.3M |
| Hamilton Wealth, LLC | 3.48% | Add +3.3% | 108,860 | $11.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +10.7% | 105,624 | $10.8M |
| MassMutual Private Wealth & Trust, FSB | 0.32% | Add +2.2% | 100,985 | $10.3M |
| Principal Securities, Inc. | 0.32% | Add +4.4% | 99,151 | $10.2M |
| Winthrop Capital Management, LLC | 4.67% | Add +0.8% | 99,043 | $10.1M |
| Allianz SE | 0.32% | — | 97,714 | $10.0M |
| Fifth Third Bancorp | 0.04% | Reduce -0.9% | 96,221 | $9.9M |
| New York Life Investment Management LLC | 0.10% | Reduce -18.0% | 95,913 | $9.8M |
| Exchange Capital Management, Inc. | 1.57% | Add +1.4% | 94,135 | $9.6M |
| Ayalon Insurance Comp Ltd. | 3.14% | Add +10.0% | 92,129 | $9.4M |
| Cresset Asset Management, LLC | 0.05% | Add +7.5% | 91,838 | $9.4M |
| Truist Financial Corp. | 0.01% | Reduce -0.3% | 91,038 | $9.3M |
| Janney Montgomery Scott LLC | 0.03% | Reduce 0.0% | 89,759 | $9.2M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Add +78.5% | 88,958 | $9.1M |
| Northeast Financial Consultants Inc | 0.44% | Reduce -17.7% | 86,729 | $8.9M |
| Creative Planning | 0.01% | Reduce -11.5% | 86,303 | $8.8M |
| Invst, LLC | 1.02% | Add +0.8% | 84,929 | $8.6M |
| Atlas Capital Advisors Inc. | 1.28% | Add +17.5% | 79,699 | $8.2M |
| WFA Asset Management Corp | 4.17% | Reduce -4.5% | 77,824 | $8.0M |
| Strategic Wealth Partners, Ltd. | 0.84% | Add +10.6% | 75,010 | $7.7M |
| Calton & Associates, Inc. | 3.74% | Reduce -11.0% | 74,986 | $7.7M |
| Citadel Advisors | 0.01% | Add +93.4% | 72,845 | $7.5M |
| Callan Capital, LLC | 0.63% | Reduce -1.1% | 69,903 | $7.2M |
| Wheelhouse Advisory Group LLC | 4.89% | Add +4.6% | 62,167 | $6.4M |
| Chai Trust Co. LLC | 0.68% | Add +13.2% | 61,562 | $6.3M |
| Cavalier Investments, LLC | 2.24% | Add +5.9% | 59,997 | $6.1M |
| Keeley-Teton Advisors, LLC | 0.75% | Reduce -2.3% | 59,685 | $6.1M |
| Clark Capital Management Group, Inc. | 0.05% | New | 59,103 | $6.1M |
| Greytown Advisors Inc. | 3.37% | Reduce -12.6% | 58,524 | $6.0M |
| AE Wealth Management LLC | 0.07% | Reduce -36.1% | 58,117 | $6.0M |
| LCM Capital Management Inc | 3.81% | Add +0.4% | 57,613 | $5.9M |
| Sabal Trust CO | 0.34% | Reduce -8.4% | 57,276 | $5.9M |
| Curran Financial Partners, LLC | 2.01% | Reduce -0.6% | 56,311 | $5.8M |
| MML Investors Services, LLC | 0.02% | Add +27.8% | 54,713 | $5.6M |
| TAP Consulting, LLC | 1.22% | Add +7.3% | 54,164 | $5.5M |
| Financial Freedom, LLC | 3.28% | Reduce -0.7% | 54,010 | $5.5M |
| Axiom Financial Strategies, LLC | 3.51% | Reduce -12.4% | 53,852 | $5.5M |
| SOL Capital Management CO | 0.66% | Reduce -2.3% | 51,140 | $5.2M |
| Exchange Traded Concepts, LLC | 0.14% | Add +85.3% | 50,999 | $5.2M |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 2.12% | No change | 50,190 | $5.1M |
| Kinloch Capital, LLC | 2.61% | Add +23.6% | 49,528 | $5.1M |
| Tranquilli Financial Advisor LLC | 3.35% | Add +131.9% | 49,073 | $5.0M |
| CW Advisors, LLC | 0.08% | Add +27.6% | 47,090 | $4.8M |
| Allen Investment Management, LLC | 0.06% | No change | 44,098 | $4.5M |
| Integrated Wealth Concepts LLC | 0.06% | Add +4.5% | 43,457 | $4.4M |
| Bartlett & Co. Wealth Management LLC | 0.07% | No change | 42,926 | $4.4M |
| Comerica Bank | 0.02% | Add +1.9% | 42,704 | $4.4M |
| Atria Investments, Inc | 0.06% | Add +66.4% | 42,335 | $4.3M |
| Merit Financial Group, LLC | 0.10% | New | 43,363 | $4.3M |
| Retirement Capital Strategies | 1.74% | Add +7.3% | 41,662 | $4.3M |
| Theory Financial LLC | 2.13% | Reduce -9.1% | 40,833 | $4.2M |
| Johnson Investment Counsel Inc. | 0.04% | Reduce -1.9% | 39,486 | $4.0M |
| Main Management LLC | 0.34% | No change | 39,353 | $4.0M |
| Concurrent Investment Advisors, LLC | 0.16% | Reduce -17.3% | 38,074 | $3.9M |
| NORTHSTAR ASSET MANAGEMENT Co | 0.94% | Add +1.2% | 37,241 | $3.8M |
| Frank, Rimerman Advisors LLC | 0.73% | Reduce 0.0% | 37,214 | $3.8M |
| Park National Corp. | 0.14% | Reduce -6.4% | 36,589 | $3.7M |
"% of holder's portfolio" is VFH's weight in each manager's 13F, not the share of Vanguard Financials ETF the manager owns.