Vanguard Financials ETFVFHETF
13F holders, Q4 2024 (December 31)706holders +74
68new positions
35sold out
7famous investors
$118.06avg. 13F price*
At the end of Q4 2024, 706 institutions reported holding Vanguard Financials ETF (VFH) in their 13F filings, up 74 from Q3 2024. 68 opened new positions and 35 sold out. The largest holders were Bank of America Corp. ($2.7B), Morgan Stanley ($377.3M) and UBS Group AG ($226.8M). 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 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 68 | $85.8M |
| Exits | 35 | $20.8M |
All 13F filers, Q3 2024 → Q4 2024: 2,814,491 shares bought and 2,314,409 shares sold, net +500,082 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 706 holders
| Bank of America Corp. | 0.25% | Reduce -1.7% | 23,003,658 | $2.7B |
| Morgan Stanley | 0.03% | Add +16.1% | 3,195,672 | $377.3M |
| UBS Group AG | 0.05% | Add +2.2% | 1,920,782 | $226.8M |
| Wells Fargo & Company | 0.05% | Add +15.8% | 1,582,629 | $186.9M |
| Beacon Capital Management, Inc. | 7.31% | Reduce -5.9% | 1,430,014 | $168.8M |
| PGIM Custom Harvest LLC | 2.73% | Add +5.5% | 1,184,343 | $139.8M |
| Raymond James Financial Inc. | 0.05% | — | 1,105,688 | $130.5M |
| FMR LLC | 0.01% | Reduce -1.1% | 1,063,681 | $125.6M |
| Envestnet Asset Management Inc. | 0.04% | Reduce -18.5% | 1,026,495 | $121.2M |
| LPL Financial LLC | 0.04% | Add +15.0% | 758,255 | $89.5M |
| Ameriprise Financial Inc. | 0.02% | Add +16.4% | 692,267 | $81.7M |
| Royal Bank of Canada | 0.01% | Reduce -4.8% | 526,304 | $62.1M |
| Stifel Financial Corp. | 0.06% | Add +3.8% | 449,443 | $53.1M |
| Advisors Preferred, LLC | 8.46% | Add +48.0% | 446,507 | $52.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -52.6% | 437,817 | $51.7M |
| Cetera Investment Advisers | 0.10% | Reduce -6.7% | 411,837 | $48.6M |
| M&T Bank Corp | 0.14% | Reduce -0.3% | 362,356 | $42.8M |
| KCM Investment Advisors LLC | 1.40% | Reduce -4.7% | 342,212 | $40.4M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Add +2.9% | 284,403 | $33.6M |
| PNC Financial Services Group, Inc. | 0.02% | Add +3.1% | 237,861 | $28.1M |
| Rockefeller Capital Management L.P. | 0.07% | Add +12.0% | 220,303 | $25.9M |
| Synovus Financial Corp. | 0.33% | Reduce -51.1% | 216,909 | $25.6M |
| Tiff Advisory Services, LLC | 8.21% | No change | 213,451 | $25.2M |
| Osaic Holdings, Inc. | 0.06% | Reduce -5.3% | 212,166 | $25.1M |
| TD Waterhouse Canada Inc. | 0.19% | Add +9.0% | 200,190 | $23.6M |
| Barclays PLC | 0.01% | Add +88.2% | 185,101 | $21.9M |
| Allianz SE | 0.56% | Add +113119.8% | 183,416 | $21.7M |
| Soros Fund Management | 0.52% | No change | 174,588 | $20.6M |
| Prudential PLC | 0.10% | New | 169,200 | $20.0M |
| Commonwealth Equity Services, LLC | 0.03% | Add +9.3% | 165,211 | $19.5M |
| Hamilton Wealth, LLC | 4.73% | Add +19.3% | 165,189 | $19.5M |
| Estate Counselors, LLC | 2.05% | Add +0.3% | 162,570 | $19.2M |
| Captrust Financial Advisors | 0.05% | Reduce -3.8% | 155,482 | $18.4M |
| MML Investors Services, LLC | 0.06% | Add +126.5% | 153,903 | $18.2M |
| Lido Advisors, LLC | 0.11% | Add +4.6% | 151,627 | $17.9M |
| Avantax Advisory Services, Inc. | 0.11% | Reduce -1.5% | 147,883 | $17.5M |
| Full Sail Capital, LLC | 1.11% | Reduce -2.1% | 147,077 | $17.4M |
| Cedar Mountain Advisors, LLC | 3.80% | Reduce -0.1% | 146,575 | $17.3M |
| Trust Co. of Oklahoma | 5.31% | Reduce -0.2% | 140,725 | $16.6M |
| CMH Wealth Management LLC | 3.73% | Add +1.3% | 137,867 | $16.3M |
| Theory Financial LLC | 6.80% | Reduce -2.4% | 137,715 | $16.3M |
| Edmond DE Rothschild Holding S.A. | 0.26% | Add +1.2% | 130,340 | $15.4M |
| Corient Private Wealth LP | 0.02% | Reduce -2.5% | 134,265 | $14.7M |
| Janney Montgomery Scott LLC | 0.04% | Add +43.9% | 123,456 | $14.6M |
| HighTower Advisors, LLC | 0.02% | Add +6.3% | 122,105 | $14.4M |
| Mariner, LLC | 0.02% | Add +2.7% | 120,842 | $14.3M |
| Atria Wealth Solutions, Inc. | 0.15% | Reduce -0.6% | 119,323 | $14.1M |
| Truist Financial Corp. | 0.02% | Add +4.3% | 118,004 | $13.9M |
| WBH Advisory Inc. | 1.28% | Reduce -0.0% | 117,137 | $13.8M |
| Sanctuary Advisors, LLC | 0.09% | Add +13.2% | 108,250 | $13.7M |
| EWG Elevate Inc. | 3.94% | New | 109,420 | $12.9M |
| Principal Securities, Inc. | 0.29% | Add +1.7% | 107,931 | $12.7M |
| Bordeaux Wealth Advisors LLC | 2.03% | Reduce -1.0% | 106,799 | $12.6M |
| MassMutual Private Wealth & Trust, FSB | 0.35% | Reduce -0.5% | 104,948 | $12.4M |
| Exchange Capital Management, Inc. | 1.84% | Add +0.4% | 97,960 | $11.6M |
| Thrivent Financial for Lutherans | 0.02% | Add +776.7% | 97,890 | $11.6M |
| Fifth Third Bancorp | 0.04% | Add +1.5% | 96,832 | $11.4M |
| Cresset Asset Management, LLC | 0.05% | Reduce -0.8% | 92,151 | $10.9M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -12.5% | 90,611 | $10.7M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +3.4% | 89,878 | $10.6M |
| Atlas Capital Advisors Inc. | 1.30% | Reduce -2.2% | 86,544 | $10.2M |
| Winthrop Capital Management, LLC | 2.69% | Reduce -12.6% | 85,607 | $10.1M |
| Strategic Wealth Partners, Ltd. | 0.80% | Add +2.5% | 76,183 | $9.6M |
| Ayalon Insurance Comp Ltd. | 2.94% | No change | 80,662 | $9.5M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +3.7% | 79,096 | $9.3M |
| Northeast Financial Consultants Inc | 0.39% | Add +0.2% | 78,963 | $9.3M |
| Chai Trust Co. LLC | 0.47% | Add +3.6% | 76,839 | $9.1M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Reduce -7.3% | 76,832 | $9.1M |
| Creative Planning | 0.01% | Reduce -8.9% | 75,771 | $8.9M |
| Axiom Financial Strategies, LLC | 4.81% | Add +1.7% | 72,962 | $8.6M |
| Callan Capital, LLC | 0.61% | Reduce -0.6% | 71,214 | $8.4M |
| Wall Street Financial Group, Inc. | 8.13% | Add +8.5% | 70,525 | $8.3M |
| Cavalier Investments, LLC | 2.71% | Add +4.3% | 68,729 | $8.1M |
| Wheelhouse Advisory Group LLC | 4.71% | Add +3.0% | 67,232 | $7.9M |
| Richmond Brothers, Inc. | 5.07% | Add +5.2% | 67,031 | $7.9M |
| Invst, LLC | 0.96% | Reduce -13.5% | 66,807 | $7.9M |
| Sabal Trust CO | 0.45% | Add +0.5% | 65,920 | $7.8M |
| Allen Investment Management, LLC | 0.09% | Add +45.5% | 64,172 | $7.6M |
| Polianta Ltd | 3.56% | Reduce -4.0% | 63,100 | $7.5M |
| Robertson Stephens Wealth Management, LLC | 0.25% | Reduce -16.5% | 59,389 | $7.0M |
| LCM Capital Management Inc | 3.95% | Add +0.4% | 59,262 | $7.0M |
| Keeley-Teton Advisors, LLC | 0.81% | Add +0.3% | 59,113 | $7.0M |
| TAP Consulting, LLC | 1.42% | Reduce -1.9% | 58,836 | $6.9M |
| Founders Grove Wealth Partners, LLC | 1.96% | — | 57,375 | $6.8M |
| AE Wealth Management LLC | 0.06% | Reduce -5.3% | 56,076 | $6.6M |
| Financial Freedom, LLC | 3.38% | Add +0.1% | 54,235 | $6.4M |
| Curran Financial Partners, LLC | 1.61% | Reduce -1.2% | 51,879 | $6.1M |
| Exchange Traded Concepts, LLC | 0.12% | Add +0.9% | 51,699 | $6.1M |
| WFA Asset Management Corp | 3.26% | Reduce -6.8% | 51,023 | $6.0M |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 2.26% | No change | 50,190 | $5.9M |
| Quadrature Capital Ltd | 0.12% | New | 50,102 | $5.9M |
| Kestra Advisory Services, LLC | 0.03% | Add +5.9% | 49,831 | $5.9M |
| Tranquilli Financial Advisor LLC | 3.60% | Reduce -0.3% | 48,189 | $5.7M |
| CW Advisors, LLC | 0.08% | Reduce -1.2% | 47,481 | $5.6M |
| SOL Capital Management CO | 0.62% | Reduce -0.6% | 47,460 | $5.6M |
| Concourse Financial Group Securities, Inc. | 0.31% | Add +16.9% | 44,649 | $5.5M |
| Comerica Bank | 0.02% | Add +0.4% | 45,837 | $5.4M |
| Trek Financial, LLC | 0.40% | New | 45,755 | $5.4M |
| Kinloch Capital, LLC | 2.68% | Reduce -14.5% | 45,367 | $5.4M |
| Merit Financial Group, LLC | 0.09% | Add +0.4% | 43,901 | $5.2M |
"% of holder's portfolio" is VFH's weight in each manager's 13F, not the share of Vanguard Financials ETF the manager owns.