Vanguard Financials ETFVFHETF
13F holders, Q2 2024 (June 30)617holders −5
47new positions
52sold out
7famous investors
$99.86avg. 13F price*
At the end of Q2 2024, 617 institutions reported holding Vanguard Financials ETF (VFH) in their 13F filings, down 5 from Q1 2024. 47 opened new positions and 52 sold out. The largest holders were Bank of America Corp. ($2.4B), Morgan Stanley ($275.8M) and UBS Group AG ($175.1M). 7 famous investors held it, including George Soros (0.5% of Soros Fund Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Vanguard Financials ETF
- CUSIP
- 92204A405
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 47 | $203.4M |
| Exits | 52 | $40.7M |
All 13F filers, Q1 2024 → Q2 2024: 3,702,407 shares bought and 1,710,601 shares sold, net +1,991,806 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 617 holders
| Bank of America Corp. | 0.23% | Reduce -1.2% | 23,533,497 | $2.4B |
| Morgan Stanley | 0.02% | Add +1.3% | 2,761,459 | $275.8M |
| UBS Group AG | 0.05% | New | 1,752,833 | $175.1M |
| Beacon Capital Management, Inc. | 6.88% | Reduce -4.3% | 1,599,408 | $159.7M |
| Wells Fargo & Company | 0.04% | Reduce -1.8% | 1,403,449 | $140.2M |
| FMR LLC | 0.01% | Reduce -1.7% | 1,079,901 | $107.9M |
| Envestnet Asset Management Inc. | 0.04% | Reduce -12.6% | 1,040,569 | $103.9M |
| PGIM Custom Harvest LLC | 2.29% | Add +56.2% | 1,027,284 | $102.6M |
| JPMorgan Chase & Co. | 0.01% | Add +219.3% | 883,524 | $88.2M |
| LPL Financial LLC | 0.03% | Add +9.1% | 652,973 | $65.2M |
| Raymond James Financial Services Advisors, Inc. | 0.09% | Add +4.5% | 600,815 | $60.0M |
| Royal Bank of Canada | 0.01% | Reduce -2.2% | 509,033 | $50.8M |
| Raymond James & Associates | 0.03% | Add +9.4% | 471,964 | $47.1M |
| Ameriprise Financial Inc. | 0.01% | Reduce -4.7% | 460,313 | $46.0M |
| Stifel Financial Corp. | 0.05% | Reduce -19.8% | 424,608 | $42.4M |
| M&T Bank Corp | 0.13% | Reduce -2.3% | 395,054 | $39.5M |
| Cetera Investment Advisers | 0.08% | Reduce -7.5% | 361,675 | $36.1M |
| KCM Investment Advisors LLC | 1.29% | Add +0.1% | 357,292 | $35.7M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Add +7.2% | 254,006 | $25.4M |
| Morningstar Investment Services LLC | 0.27% | Reduce -8.2% | 252,067 | $25.2M |
| PNC Financial Services Group, Inc. | 0.02% | Reduce -1.9% | 235,865 | $23.6M |
| Osaic Holdings, Inc. | 0.05% | Reduce -25.4% | 229,843 | $23.0M |
| Synovus Financial Corp. | 0.30% | Reduce -1.4% | 224,102 | $22.4M |
| Tiff Advisory Services, LLC | 7.35% | No change | 213,451 | $21.3M |
| Rockefeller Capital Management L.P. | 0.05% | Reduce -0.8% | 189,317 | $18.9M |
| TD Waterhouse Canada Inc. | 0.16% | Add +1.0% | 176,860 | $17.7M |
| Captrust Financial Advisors | 0.06% | Add +6.3% | 174,697 | $17.4M |
| Soros Fund Management | 0.54% | No change | 174,588 | $17.4M |
| Estate Counselors, LLC | 1.77% | Add +28.4% | 162,130 | $16.2M |
| Full Sail Capital, LLC | 1.03% | Reduce -0.7% | 153,423 | $15.3M |
| Avantax Advisory Services, Inc. | 0.11% | Reduce -1.4% | 152,531 | $15.2M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -1.4% | 150,886 | $15.1M |
| Cedar Mountain Advisors, LLC | 3.54% | Add +0.6% | 143,688 | $14.4M |
| Hamilton Wealth, LLC | 3.74% | Add +27.9% | 139,194 | $13.9M |
| CMH Wealth Management LLC | 3.38% | Add +1.0% | 136,875 | $13.7M |
| Trust Co. of Oklahoma | 4.74% | Reduce -2.1% | 135,099 | $13.5M |
| Corient Private Wealth LP | 0.02% | Add +21.6% | 134,588 | $13.4M |
| Goldman Sachs Group Inc. | 0.00% | Add +24.1% | 131,033 | $13.1M |
| Lido Advisors, LLC | 0.11% | Add +11.6% | 128,462 | $12.9M |
| Atria Wealth Solutions, Inc. | 0.14% | Reduce -8.5% | 127,894 | $12.8M |
| WBH Advisory Inc. | 1.21% | Reduce -0.3% | 119,495 | $11.9M |
| Mariner, LLC | 0.02% | Reduce -2.5% | 114,193 | $11.4M |
| HighTower Advisors, LLC | 0.02% | Reduce -0.8% | 110,447 | $11.0M |
| Sanctuary Advisors, LLC | 0.08% | — | 110,195 | $10.9M |
| Bordeaux Wealth Advisors LLC | 2.06% | New | 107,584 | $10.7M |
| Marmo Financial Group, LLC | 6.36% | Reduce -6.7% | 105,320 | $10.5M |
| Theory Financial LLC | 4.88% | Add +153.1% | 103,342 | $10.3M |
| MassMutual Private Wealth & Trust, FSB | 0.31% | Add +2.1% | 103,142 | $10.3M |
| Truist Financial Corp. | 0.02% | Add +12.6% | 102,485 | $10.2M |
| Principal Securities, Inc. | 0.28% | Add +2.2% | 101,339 | $10.1M |
| Winthrop Capital Management, LLC | 5.00% | Add +1.0% | 100,032 | $10.0M |
| Exchange Capital Management, Inc. | 1.60% | Add +4.5% | 98,320 | $9.8M |
| Allianz SE | 0.29% | No change | 97,714 | $9.8M |
| Fifth Third Bancorp | 0.04% | Reduce -0.1% | 96,092 | $9.6M |
| Cresset Asset Management, LLC | 0.04% | Add +3.2% | 94,803 | $9.5M |
| Atlas Capital Advisors Inc. | 1.21% | Add +16.7% | 93,021 | $9.3M |
| Ayalon Insurance Comp Ltd. | 2.94% | Reduce -3.3% | 89,092 | $8.9M |
| Janney Montgomery Scott LLC | 0.03% | Reduce -2.4% | 87,632 | $8.8M |
| Northeast Financial Consultants Inc | 0.39% | Reduce -2.7% | 84,412 | $8.4M |
| Invst, LLC | 0.90% | Reduce -3.7% | 81,783 | $8.2M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -27.8% | 80,737 | $8.1M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Reduce -10.6% | 79,576 | $7.9M |
| Creative Planning | 0.01% | Reduce -8.5% | 78,934 | $7.9M |
| Calton & Associates, Inc. | 3.72% | Reduce -0.7% | 74,434 | $7.4M |
| Callan Capital, LLC | 0.57% | Reduce -1.0% | 69,206 | $6.9M |
| Chai Trust Co. LLC | 1.04% | Add +10.2% | 67,852 | $6.8M |
| Wheelhouse Advisory Group LLC | 4.53% | Add +2.4% | 63,676 | $6.4M |
| Cavalier Investments, LLC | 1.90% | Add +3.0% | 61,826 | $6.2M |
| Sabal Trust CO | 0.37% | Add +7.5% | 61,585 | $6.2M |
| TAP Consulting, LLC | 1.27% | Add +11.3% | 60,255 | $6.0M |
| WFA Asset Management Corp | 3.40% | Reduce -22.6% | 60,208 | $6.0M |
| Keeley-Teton Advisors, LLC | 0.76% | Reduce -0.4% | 59,435 | $5.9M |
| LCM Capital Management Inc | 3.69% | Add +2.8% | 59,214 | $5.9M |
| AE Wealth Management LLC | 0.06% | Reduce -0.9% | 57,562 | $5.7M |
| Curran Financial Partners, LLC | 1.89% | Add +0.3% | 56,474 | $5.6M |
| Kestra Advisory Services, LLC | 0.03% | Add +158.9% | 55,301 | $5.5M |
| Kinloch Capital, LLC | 2.84% | Add +10.1% | 54,539 | $5.4M |
| Financial Freedom, LLC | 3.09% | Add +0.8% | 54,417 | $5.4M |
| Axiom Financial Strategies, LLC | 3.49% | Reduce -0.2% | 53,739 | $5.4M |
| Exchange Traded Concepts, LLC | 0.13% | Add +0.4% | 51,218 | $5.1M |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 2.08% | No change | 50,190 | $5.0M |
| Greytown Advisors Inc. | 2.93% | Reduce -15.0% | 49,770 | $5.0M |
| SOL Capital Management CO | 0.58% | Reduce -4.8% | 48,690 | $4.9M |
| Tranquilli Financial Advisor LLC | 3.21% | Reduce -2.4% | 47,900 | $4.8M |
| CW Advisors, LLC | 0.08% | Add +0.5% | 47,326 | $4.7M |
| Integrated Wealth Concepts LLC | 0.06% | Add +4.4% | 45,384 | $4.5M |
| Focus Financial Network, Inc. | 0.19% | Add +148.1% | 41,801 | $4.5M |
| Allen Investment Management, LLC | 0.05% | No change | 44,098 | $4.4M |
| Merit Financial Group, LLC | 0.10% | Add +0.2% | 43,441 | $4.3M |
| Bartlett & Co. Wealth Management LLC | 0.07% | No change | 42,926 | $4.3M |
| Comerica Bank | 0.02% | Reduce -0.9% | 42,324 | $4.2M |
| Atria Investments, Inc | 0.05% | Reduce -1.7% | 41,610 | $4.2M |
| Wall Street Financial Group, Inc. | 7.04% | — | 41,481 | $4.1M |
| Main Management LLC | 0.33% | No change | 39,353 | $3.9M |
| Johnson Investment Counsel Inc. | 0.04% | Reduce -1.5% | 38,908 | $3.9M |
| NORTHSTAR ASSET MANAGEMENT Co | 0.90% | Add +0.1% | 37,276 | $3.7M |
| Frank, Rimerman Advisors LLC | 0.26% | No change | 37,214 | $3.7M |
| Zurich Insurance Group Ltd | 0.03% | No change | 35,732 | $3.6M |
| Susquehanna International Group, LLP | 0.01% | Add +42.2% | 35,579 | $3.6M |
| Pathstone Holdings, LLC | 0.02% | Reduce -0.7% | 34,810 | $3.5M |
"% of holder's portfolio" is VFH's weight in each manager's 13F, not the share of Vanguard Financials ETF the manager owns.