Vanguard Financials ETFVFHETF
13F holders, Q1 2025 (March 31)703holders −3
53new positions
48sold out
5famous investors
$119.48avg. 13F price*
At the end of Q1 2025, 703 institutions reported holding Vanguard Financials ETF (VFH) in their 13F filings, down 3 from Q4 2024. 53 opened new positions and 48 sold out. The largest holders were Bank of America Corp. ($2.7B), Morgan Stanley ($433.1M) and UBS Group AG ($227.8M). 5 famous investors held it, including George Soros (0.5% of Soros Fund Management's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management'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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 53 | $72.4M |
| Exits | 48 | $44.1M |
All 13F filers, Q4 2024 → Q1 2025: 3,041,629 shares bought and 2,737,396 shares sold, net +304,233 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 703 holders
| Bank of America Corp. | 0.24% | Reduce -0.1% | 22,992,787 | $2.7B |
| Morgan Stanley | 0.03% | Add +13.4% | 3,625,529 | $433.1M |
| UBS Group AG | 0.05% | Reduce -0.7% | 1,906,612 | $227.8M |
| Wells Fargo & Company | 0.05% | Add +5.0% | 1,661,360 | $198.5M |
| PGIM Custom Harvest LLC | 3.47% | Add +2.7% | 1,215,977 | $145.3M |
| Raymond James Financial Inc. | 0.05% | Reduce -2.5% | 1,077,650 | $128.7M |
| Envestnet Asset Management Inc. | 0.04% | Add +1.2% | 1,038,465 | $124.1M |
| FMR LLC | 0.01% | Reduce -2.6% | 1,036,027 | $123.8M |
| Ameriprise Financial Inc. | 0.03% | Add +24.7% | 863,486 | $103.2M |
| LPL Financial LLC | 0.04% | Add +3.6% | 785,932 | $93.9M |
| JPMorgan Chase & Co. | 0.00% | Add +23.1% | 539,110 | $64.4M |
| Royal Bank of Canada | 0.01% | Reduce -1.9% | 516,452 | $61.7M |
| Stifel Financial Corp. | 0.06% | Add +5.3% | 473,173 | $56.5M |
| Cetera Investment Advisers | 0.11% | Add +13.8% | 468,599 | $56.0M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +47.3% | 418,997 | $50.1M |
| M&T Bank Corp | 0.15% | Reduce -2.3% | 353,901 | $42.3M |
| Beacon Capital Management, Inc. | 2.10% | Reduce -76.2% | 340,791 | $42.3M |
| KCM Investment Advisors LLC | 1.50% | Add +1.7% | 348,157 | $41.6M |
| BNP Paribas Financial Markets | 0.03% | Add +7562075.0% | 302,487 | $36.1M |
| Osaic Holdings, Inc. | 0.07% | Add +26.8% | 269,089 | $32.2M |
| PNC Financial Services Group, Inc. | 0.01% | Add +0.6% | 239,267 | $28.6M |
| Allianz SE | 0.73% | Add +25.6% | 230,365 | $27.5M |
| Synovus Financial Corp. | 0.34% | Add +0.1% | 217,197 | $25.9M |
| Rockefeller Capital Management L.P. | 0.06% | Reduce -2.4% | 215,055 | $25.7M |
| Tiff Advisory Services, LLC | 6.07% | No change | 213,451 | $25.5M |
| TD Waterhouse Canada Inc. | 0.19% | Reduce -1.1% | 198,000 | $23.6M |
| Barings LLC | 0.54% | New | 177,546 | $21.2M |
| Soros Fund Management | 0.53% | No change | 174,588 | $20.9M |
| Lido Advisors, LLC | 0.12% | Add +14.4% | 173,524 | $20.7M |
| Commonwealth Equity Services, LLC | 0.03% | Add +4.8% | 173,181 | $20.7M |
| Theory Financial LLC | 8.67% | Add +24.9% | 172,028 | $20.6M |
| MML Investors Services, LLC | 0.07% | Add +9.5% | 168,475 | $20.1M |
| Estate Counselors, LLC | 2.02% | Add +0.2% | 162,940 | $19.5M |
| Hamilton Wealth, LLC | 4.44% | Reduce -6.6% | 154,217 | $18.4M |
| Captrust Financial Advisors | 0.05% | Reduce -2.1% | 152,149 | $18.2M |
| Cedar Mountain Advisors, LLC | 3.91% | Reduce -0.3% | 146,211 | $17.5M |
| Full Sail Capital, LLC | 1.12% | Reduce -1.4% | 145,074 | $17.3M |
| Avantax Advisory Services, Inc. | 0.10% | Reduce -2.1% | 144,728 | $17.3M |
| Edmond DE Rothschild Holding S.A. | 0.29% | Add +7.2% | 139,712 | $16.7M |
| Trust Co. of Oklahoma | 5.69% | Reduce -2.0% | 137,944 | $16.5M |
| CMH Wealth Management LLC | 4.05% | Reduce -1.8% | 135,356 | $16.2M |
| Janney Montgomery Scott LLC | 0.05% | Add +9.0% | 134,514 | $16.1M |
| Truist Financial Corp. | 0.03% | Add +13.5% | 133,885 | $16.0M |
| Ayalon Insurance Comp Ltd. | 4.94% | Add +58.8% | 128,081 | $15.3M |
| Corient Private Wealth LP | 0.02% | Reduce -7.3% | 124,524 | $14.9M |
| GWN Securities Inc. | 0.83% | Add +1201.1% | 119,230 | $14.7M |
| HighTower Advisors, LLC | 0.02% | Reduce -0.8% | 121,091 | $14.5M |
| WBH Advisory Inc. | 1.29% | Reduce -1.0% | 115,965 | $13.9M |
| Searcy Financial Services Inc. | 5.68% | New | 109,871 | $13.1M |
| Sanctuary Advisors, LLC | 0.09% | Add +0.9% | 109,216 | $13.0M |
| MassMutual Private Wealth & Trust, FSB | 0.38% | Add +3.8% | 108,920 | $13.0M |
| Mariner, LLC | 0.02% | Reduce -11.4% | 107,109 | $12.8M |
| Principal Securities, Inc. | 0.29% | No change | 107,931 | $12.7M |
| Bordeaux Wealth Advisors LLC | 2.32% | Reduce -1.7% | 105,029 | $12.5M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +30.9% | 103,521 | $12.4M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +12.2% | 100,856 | $12.0M |
| Exchange Capital Management, Inc. | 1.94% | Add +2.2% | 100,086 | $12.0M |
| Winthrop Capital Management, LLC | 3.29% | Add +16.8% | 99,962 | $11.9M |
| Cresset Asset Management, LLC | 0.06% | Add +5.5% | 97,221 | $11.6M |
| Allen Investment Management, LLC | 0.13% | Add +49.4% | 95,861 | $11.5M |
| Fifth Third Bancorp | 0.04% | Reduce -1.1% | 95,775 | $11.4M |
| Atria Wealth Solutions, Inc. | 0.14% | Reduce -21.0% | 94,294 | $11.3M |
| Marmo Financial Group, LLC | 6.08% | Add +219.3% | 93,039 | $11.1M |
| EWG Elevate Inc. | 4.04% | Reduce -18.4% | 89,298 | $10.7M |
| Prudential PLC | 0.05% | Reduce -47.3% | 89,200 | $10.7M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -1.6% | 89,114 | $10.6M |
| Northeast Financial Consultants Inc | 0.43% | Add +2.3% | 80,761 | $9.6M |
| Atlas Capital Advisors Inc. | 1.20% | Reduce -7.3% | 80,203 | $9.6M |
| Creative Planning | 0.01% | Add +4.1% | 78,880 | $9.4M |
| Chai Trust Co. LLC | 0.57% | No change | 76,839 | $9.2M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Reduce -2.3% | 75,043 | $9.0M |
| Callan Capital, LLC | 0.62% | Reduce -1.5% | 70,163 | $8.4M |
| Wheelhouse Advisory Group LLC | 4.78% | Add +4.1% | 69,993 | $8.4M |
| Wall Street Financial Group, Inc. | 8.66% | Reduce -0.8% | 69,966 | $8.4M |
| Cavalier Investments, LLC | 2.78% | Reduce -0.2% | 68,611 | $8.2M |
| Richmond Brothers, Inc. | 5.18% | Add +2.2% | 68,534 | $8.2M |
| WFA Asset Management Corp | 4.17% | Add +52.5% | 77,824 | $8.0M |
| Sabal Trust CO | 0.43% | Reduce -1.1% | 65,195 | $7.8M |
| Polianta Ltd | 3.64% | No change | 63,100 | $7.5M |
| LCM Capital Management Inc | 4.27% | Add +2.7% | 60,886 | $7.3M |
| Robertson Stephens Wealth Management, LLC | 0.27% | Add +0.6% | 59,722 | $7.1M |
| AE Wealth Management LLC | 0.06% | Add +6.3% | 59,609 | $7.1M |
| Founders Grove Wealth Partners, LLC | 1.96% | Add +2.8% | 58,995 | $7.0M |
| Keeley-Teton Advisors, LLC | 0.85% | Reduce -0.8% | 58,659 | $7.0M |
| Kinloch Capital, LLC | 3.35% | Add +29.2% | 58,619 | $7.0M |
| Susquehanna International Group, LLP | 0.01% | Add +45.4% | 57,588 | $6.9M |
| Summit Financial, LLC | 0.19% | New | 57,280 | $6.8M |
| Financial Freedom, LLC | 3.69% | Reduce -0.9% | 53,757 | $6.4M |
| Invst, LLC | 0.86% | Reduce -20.9% | 52,862 | $6.3M |
| Madison Asset Management, LLC | 0.07% | Add +186.4% | 51,746 | $6.2M |
| Gibraltar Capital Management, Inc. | 1.30% | New | 50,190 | $6.0M |
| Tranquilli Financial Advisor LLC | 3.67% | Add +0.6% | 48,490 | $5.8M |
| Natixis Advisors, LLC | 0.01% | Add +18.7% | 48,006 | $5.7M |
| SOL Capital Management CO | 0.63% | Add +0.7% | 47,810 | $5.7M |
| Integrated Wealth Concepts LLC | 0.07% | Add +17.6% | 47,780 | $5.7M |
| Exchange Traded Concepts, LLC | 0.10% | Reduce -7.7% | 47,706 | $5.7M |
| Comerica Bank | 0.02% | Add +0.7% | 46,134 | $5.5M |
| Frank, Rimerman Advisors LLC | 0.43% | Add +12.7% | 45,567 | $5.4M |
| Merit Financial Group, LLC | 0.08% | Add +1.6% | 44,609 | $5.3M |
| Atria Investments, Inc | 0.07% | Add +4.8% | 44,505 | $5.3M |
"% of holder's portfolio" is VFH's weight in each manager's 13F, not the share of Vanguard Financials ETF the manager owns.