Vanguard Financials ETFVFHETF
13F holders, Q3 2024 (September 30)632holders +15
50new positions
34sold out
6famous investors
$109.93avg. 13F price*
At the end of Q3 2024, 632 institutions reported holding Vanguard Financials ETF (VFH) in their 13F filings, up 15 from Q2 2024. 50 opened new positions and 34 sold out. The largest holders were Bank of America Corp. ($2.6B), Morgan Stanley ($302.5M) and UBS Group AG ($206.6M). 6 famous investors held it, including George Soros (0.5% of Soros Fund Management's portfolio), Paul Tudor Jones (0.1% 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 50 | $93.1M |
| Exits | 34 | $11.7M |
All 13F filers, Q2 2024 → Q3 2024: 2,618,880 shares bought and 943,862 shares sold, net +1,675,018 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 632 holders
| Bank of America Corp. | 0.23% | Reduce -0.6% | 23,404,890 | $2.6B |
| Morgan Stanley | 0.02% | Reduce -0.3% | 2,752,287 | $302.5M |
| UBS Group AG | 0.06% | Add +7.2% | 1,879,626 | $206.6M |
| Beacon Capital Management, Inc. | 6.96% | Reduce -5.0% | 1,519,852 | $167.0M |
| Wells Fargo & Company | 0.04% | Reduce -2.6% | 1,366,526 | $150.2M |
| Envestnet Asset Management Inc. | 0.04% | Add +21.1% | 1,259,691 | $138.5M |
| PGIM Custom Harvest LLC | 2.50% | Add +9.3% | 1,123,061 | $123.4M |
| FMR LLC | 0.01% | Reduce -0.5% | 1,074,973 | $118.2M |
| JPMorgan Chase & Co. | 0.01% | Add +4.7% | 924,677 | $101.6M |
| LPL Financial LLC | 0.03% | Add +0.9% | 659,138 | $72.4M |
| Raymond James Financial Services Advisors, Inc. | 0.09% | Add +0.8% | 605,552 | $66.6M |
| Ameriprise Financial Inc. | 0.02% | Add +29.2% | 594,600 | $65.3M |
| Royal Bank of Canada | 0.01% | Add +8.6% | 552,533 | $60.7M |
| Raymond James & Associates | 0.03% | Reduce -0.8% | 468,100 | $51.4M |
| Synovus Financial Corp. | 0.56% | Add +97.8% | 443,222 | $48.7M |
| Cetera Investment Advisers | 0.11% | Add +22.0% | 441,359 | $48.5M |
| Stifel Financial Corp. | 0.05% | Add +2.0% | 433,070 | $47.6M |
| M&T Bank Corp | 0.13% | Reduce -8.0% | 363,441 | $39.9M |
| KCM Investment Advisors LLC | 1.35% | Add +0.5% | 358,998 | $39.5M |
| Advisors Preferred, LLC | 5.02% | New | 301,595 | $32.9M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Add +8.8% | 276,382 | $30.4M |
| Morningstar Investment Services LLC | 0.27% | Reduce -3.3% | 243,799 | $26.7M |
| PNC Financial Services Group, Inc. | 0.02% | Reduce -2.2% | 230,675 | $25.4M |
| Osaic Holdings, Inc. | 0.06% | Reduce -2.5% | 224,019 | $24.6M |
| Tiff Advisory Services, LLC | 7.80% | No change | 213,451 | $23.5M |
| Rockefeller Capital Management L.P. | 0.06% | Add +3.9% | 196,692 | $21.6M |
| TD Waterhouse Canada Inc. | 0.16% | Add +3.8% | 183,644 | $20.0M |
| Soros Fund Management | 0.54% | No change | 174,588 | $19.2M |
| Estate Counselors, LLC | 1.85% | Reduce -0.0% | 162,060 | $17.8M |
| Captrust Financial Advisors | 0.05% | Reduce -7.5% | 161,645 | $17.8M |
| Commonwealth Equity Services, LLC | 0.03% | Add +0.2% | 151,224 | $16.6M |
| Full Sail Capital, LLC | 1.06% | Reduce -2.1% | 150,202 | $16.5M |
| Avantax Advisory Services, Inc. | 0.11% | Reduce -1.5% | 150,195 | $16.5M |
| Cedar Mountain Advisors, LLC | 3.63% | Add +2.1% | 146,654 | $16.1M |
| Theory Financial LLC | 7.04% | Add +36.6% | 141,151 | $16.0M |
| Lido Advisors, LLC | 0.12% | Add +12.8% | 144,912 | $15.9M |
| Trust Co. of Oklahoma | 5.03% | Add +4.4% | 140,985 | $15.5M |
| Hamilton Wealth, LLC | 3.72% | Reduce -0.6% | 138,418 | $15.2M |
| Corient Private Wealth LP | 0.02% | Add +2.3% | 137,723 | $15.1M |
| CMH Wealth Management LLC | 3.54% | Reduce -0.5% | 136,166 | $15.0M |
| Edmond DE Rothschild Holding S.A. | 0.23% | New | 128,850 | $14.2M |
| Atria Wealth Solutions, Inc. | 0.14% | Reduce -6.1% | 120,056 | $13.2M |
| Mariner, LLC | 0.02% | Add +3.0% | 117,656 | $12.9M |
| WBH Advisory Inc. | 1.22% | Reduce -2.0% | 117,143 | $12.9M |
| HighTower Advisors, LLC | 0.02% | Add +4.0% | 114,910 | $12.6M |
| Truist Financial Corp. | 0.02% | Add +10.3% | 113,088 | $12.4M |
| Sanctuary Advisors, LLC | 0.08% | Reduce -13.2% | 95,636 | $11.9M |
| Bordeaux Wealth Advisors LLC | 2.14% | Add +0.2% | 107,840 | $11.9M |
| Principal Securities, Inc. | 0.28% | Add +4.8% | 106,172 | $11.7M |
| MassMutual Private Wealth & Trust, FSB | 0.33% | Add +2.2% | 105,418 | $11.6M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -21.0% | 103,525 | $11.4M |
| Barclays PLC | 0.00% | Add +11076.1% | 98,350 | $10.8M |
| Winthrop Capital Management, LLC | 5.12% | Reduce -2.1% | 97,910 | $10.8M |
| Exchange Capital Management, Inc. | 1.71% | Reduce -0.8% | 97,527 | $10.7M |
| Fifth Third Bancorp | 0.04% | Reduce -0.7% | 95,439 | $10.5M |
| Cresset Asset Management, LLC | 0.04% | Reduce -2.0% | 92,938 | $10.3M |
| Atlas Capital Advisors Inc. | 1.49% | Reduce -4.9% | 88,454 | $9.7M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +7.7% | 86,924 | $9.6M |
| Janney Montgomery Scott LLC | 0.03% | Reduce -2.1% | 85,816 | $9.4M |
| Creative Planning | 0.01% | Add +5.4% | 83,200 | $9.1M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Add +4.1% | 82,856 | $9.1M |
| Ayalon Insurance Comp Ltd. | 2.77% | Reduce -9.5% | 80,662 | $8.9M |
| Northeast Financial Consultants Inc | 0.38% | Reduce -6.6% | 78,835 | $8.7M |
| Invst, LLC | 1.03% | Reduce -5.5% | 77,256 | $8.5M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +450.3% | 76,276 | $8.4M |
| Strategic Wealth Partners, Ltd. | 0.79% | New | 74,329 | $8.2M |
| Chai Trust Co. LLC | 0.39% | Add +9.3% | 74,153 | $8.2M |
| Axiom Financial Strategies, LLC | 4.16% | Add +33.5% | 71,756 | $7.9M |
| Callan Capital, LLC | 0.55% | Add +3.5% | 71,636 | $7.9M |
| Robertson Stephens Wealth Management, LLC | 0.29% | Add +375.6% | 71,157 | $7.9M |
| MML Investors Services, LLC | 0.03% | Add +120.5% | 67,951 | $7.5M |
| Citadel Advisors | 0.01% | Add +370.1% | 67,573 | $7.4M |
| Cavalier Investments, LLC | 2.22% | Add +6.6% | 65,897 | $7.2M |
| Polianta Ltd | 3.39% | New | 65,700 | $7.2M |
| Sabal Trust CO | 0.39% | Add +6.5% | 65,571 | $7.2M |
| Wheelhouse Advisory Group LLC | 4.62% | Add +2.5% | 65,288 | $7.2M |
| Wall Street Financial Group, Inc. | 7.53% | Add +56.7% | 64,994 | $7.1M |
| Richmond Brothers, Inc. | 4.32% | New | 63,741 | $7.0M |
| TAP Consulting, LLC | 1.30% | Reduce -0.5% | 59,950 | $6.6M |
| AE Wealth Management LLC | 0.06% | Add +2.9% | 59,210 | $6.5M |
| LCM Capital Management Inc | 3.73% | Reduce -0.3% | 59,020 | $6.5M |
| Keeley-Teton Advisors, LLC | 0.71% | Reduce -0.8% | 58,942 | $6.5M |
| WFA Asset Management Corp | 3.27% | Reduce -9.1% | 54,723 | $6.0M |
| Financial Freedom, LLC | 3.15% | Reduce -0.4% | 54,180 | $6.0M |
| Kinloch Capital, LLC | 2.83% | Reduce -2.7% | 53,086 | $5.8M |
| Curran Financial Partners, LLC | 1.64% | Reduce -7.0% | 52,498 | $5.8M |
| Exchange Traded Concepts, LLC | 0.13% | No change | 51,218 | $5.6M |
| Clark Capital Management Group, Inc. | 0.04% | New | 50,970 | $5.6M |
| Susquehanna International Group, LLP | 0.01% | Add +42.8% | 50,796 | $5.6M |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 2.15% | No change | 50,190 | $5.5M |
| Tranquilli Financial Advisor LLC | 3.33% | Add +0.9% | 48,325 | $5.3M |
| Tudor Investment Corporation | 0.06% | Add +305.9% | 48,271 | $5.3M |
| CW Advisors, LLC | 0.07% | Add +1.6% | 48,074 | $5.3M |
| SOL Capital Management CO | 0.58% | Reduce -2.0% | 47,735 | $5.2M |
| Calton & Associates, Inc. | 1.99% | Reduce -36.2% | 47,463 | $5.2M |
| Kestra Advisory Services, LLC | 0.03% | Reduce -14.9% | 47,071 | $5.2M |
| Comerica Bank | 0.02% | Add +7.9% | 45,652 | $5.0M |
| Allen Investment Management, LLC | 0.06% | No change | 44,098 | $4.8M |
| Merit Financial Group, LLC | 0.11% | Add +0.7% | 43,723 | $4.8M |
| Bartlett & Co. Wealth Management LLC | 0.07% | Add +1.1% | 43,413 | $4.8M |
"% of holder's portfolio" is VFH's weight in each manager's 13F, not the share of Vanguard Financials ETF the manager owns.