Vanguard Financials ETFVFHETF
13F holders, Q2 2025 (June 30)706holders +3
60new positions
53sold out
7famous investors
$127.28avg. 13F price*
At the end of Q2 2025, 706 institutions reported holding Vanguard Financials ETF (VFH) in their 13F filings, up 3 from Q1 2025. 60 opened new positions and 53 sold out. The largest holders were Bank of America Corp. ($2.9B), Morgan Stanley ($433.1M) and UBS Group AG ($229.6M). 7 famous investors held it, including Mario Gabelli (0.1% of GAMCO Investors's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).
- Company
- Vanguard Financials ETF
- CUSIP
- 92204A405
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 60 | $111.7M |
| Exits | 53 | $93.3M |
All 13F filers, Q1 2025 → Q2 2025: 3,205,185 shares bought and 3,334,103 shares sold, net −128,918 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 706 holders
| Bank of America Corp. | 0.24% | Reduce -0.4% | 22,910,811 | $2.9B |
| Morgan Stanley | 0.03% | Reduce -6.2% | 3,402,528 | $433.1M |
| UBS Group AG | 0.05% | Reduce -5.4% | 1,803,271 | $229.6M |
| Wells Fargo & Company | 0.05% | Add +1.4% | 1,685,150 | $214.5M |
| PGIM Custom Harvest LLC | 3.61% | Add +13.2% | 1,376,276 | $175.2M |
| Raymond James Financial Inc. | 0.05% | Add +0.3% | 1,080,487 | $137.5M |
| Beacon Capital Management, Inc. | 6.65% | Add +197.6% | 1,014,050 | $129.1M |
| FMR LLC | 0.01% | Reduce -3.5% | 1,000,198 | $127.3M |
| Corient Private Wealth LP | 0.15% | Add +606.8% | 880,189 | $112.0M |
| LPL Financial LLC | 0.04% | Add +10.8% | 870,845 | $110.9M |
| Ameriprise Financial Inc. | 0.03% | Reduce -5.2% | 818,817 | $104.2M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -30.3% | 723,843 | $92.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.2% | 537,866 | $68.5M |
| Stifel Financial Corp. | 0.06% | Reduce -1.0% | 468,455 | $59.6M |
| Royal Bank of Canada | 0.01% | Reduce -10.3% | 463,318 | $59.0M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +0.8% | 422,344 | $53.8M |
| Two Sigma Investments, LP | 0.08% | New | 346,000 | $44.0M |
| KCM Investment Advisors LLC | 1.48% | Reduce -1.2% | 343,860 | $43.8M |
| Cetera Investment Advisers | 0.07% | Reduce -26.7% | 343,414 | $43.7M |
| M&T Bank Corp | 0.13% | Reduce -13.1% | 307,655 | $39.2M |
| Osaic Holdings, Inc. | 0.07% | Add +10.3% | 296,678 | $37.7M |
| Theory Financial LLC | 11.59% | Add +39.0% | 239,151 | $30.6M |
| PNC Financial Services Group, Inc. | 0.02% | Reduce -3.3% | 231,410 | $29.5M |
| Rockefeller Capital Management L.P. | 0.06% | Add +7.6% | 231,338 | $29.4M |
| Synovus Financial Corp. | 0.34% | Reduce -0.6% | 215,975 | $27.5M |
| Tiff Advisory Services, LLC | 6.44% | No change | 213,451 | $27.2M |
| Commonwealth Equity Services, LLC | 0.03% | Add +16.1% | 201,001 | $25.6M |
| TD Waterhouse Canada Inc. | 0.17% | Reduce -7.6% | 182,957 | $23.4M |
| Lido Advisors, LLC | 0.12% | Add +0.4% | 174,274 | $22.2M |
| MML Investors Services, LLC | 0.06% | Reduce -6.2% | 158,002 | $20.1M |
| Captrust Financial Advisors | 0.04% | Reduce -2.0% | 149,141 | $19.0M |
| Cedar Mountain Advisors, LLC | 3.90% | Add +0.9% | 147,534 | $18.8M |
| Full Sail Capital, LLC | 1.08% | Add +1.5% | 147,311 | $18.8M |
| Edmond DE Rothschild Holding S.A. | 0.28% | No change | 139,712 | $17.8M |
| Janney Montgomery Scott LLC | 0.05% | Add +3.1% | 138,670 | $17.7M |
| Trust Co. of Oklahoma | 5.56% | Reduce -0.6% | 137,191 | $17.5M |
| CMH Wealth Management LLC | 3.97% | Reduce -1.0% | 133,988 | $17.1M |
| Ayalon Insurance Comp Ltd. | 4.71% | No change | 128,081 | $16.3M |
| HighTower Advisors, LLC | 0.02% | Add +4.7% | 126,724 | $16.1M |
| Mariner, LLC | 0.02% | Add +9.1% | 116,799 | $14.9M |
| Sanctuary Advisors, LLC | 0.09% | Add +5.0% | 114,706 | $14.6M |
| Truist Financial Corp. | 0.02% | Reduce -14.8% | 114,044 | $14.5M |
| WBH Advisory Inc. | 1.24% | Reduce -1.7% | 114,037 | $14.5M |
| MassMutual Private Wealth & Trust, FSB | 0.38% | Add +3.3% | 112,498 | $14.3M |
| Searcy Financial Services Inc. | 5.72% | Add +0.6% | 110,480 | $14.1M |
| Thrivent Financial for Lutherans | 0.03% | New | 106,001 | $13.5M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +0.1% | 103,650 | $13.4M |
| Winthrop Capital Management, LLC | 3.38% | Add +5.0% | 104,994 | $13.4M |
| Bordeaux Wealth Advisors LLC | 1.71% | Reduce -0.3% | 104,677 | $13.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +16.0% | 103,408 | $13.2M |
| Avantax Advisory Services, Inc. | 0.07% | Reduce -28.9% | 102,976 | $13.1M |
| Exchange Capital Management, Inc. | 1.90% | Reduce -0.1% | 100,023 | $12.7M |
| Allen Investment Management, LLC | 0.13% | No change | 95,861 | $12.2M |
| Marmo Financial Group, LLC | 6.00% | Add +1.6% | 94,553 | $12.0M |
| Fifth Third Bancorp | 0.04% | Reduce -2.9% | 92,960 | $11.8M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Reduce -9.3% | 91,447 | $11.6M |
| Barings LLC | 0.27% | Reduce -49.9% | 88,974 | $11.3M |
| Cresset Asset Management, LLC | 0.05% | Reduce -12.5% | 85,094 | $10.8M |
| Northeast Financial Consultants Inc | 0.42% | No change | 80,761 | $10.3M |
| Atlas Capital Advisors Inc. | 1.21% | Reduce -3.4% | 77,513 | $9.9M |
| Creative Planning | 0.01% | Reduce -1.9% | 77,418 | $9.9M |
| Chai Trust Co. LLC | 0.60% | Add +0.4% | 77,163 | $9.8M |
| Calton & Associates, Inc. | 1.69% | New | 76,976 | $9.8M |
| Assetmark, Inc. | 0.02% | Add +219.5% | 76,063 | $9.7M |
| Wheelhouse Advisory Group LLC | 4.53% | Add +3.0% | 72,127 | $9.2M |
| Hamilton Wealth, LLC | 2.05% | Reduce -53.4% | 71,939 | $9.2M |
| Atria Wealth Solutions, Inc. | 0.20% | Reduce -25.0% | 70,760 | $9.1M |
| Cavalier Investments, LLC | 2.59% | Reduce -2.0% | 67,254 | $8.6M |
| AlphaCore Capital LLC | 0.32% | Add +4880.8% | 66,793 | $8.5M |
| Private Advisor Group, LLC | 0.04% | Add +52.6% | 64,574 | $8.2M |
| AE Wealth Management LLC | 0.06% | Add +7.5% | 64,093 | $8.2M |
| Summit Financial, LLC | 0.18% | Add +7.1% | 61,367 | $7.8M |
| Hancock Whitney Corp. | 0.15% | New | 61,339 | $7.8M |
| LCM Capital Management Inc | 4.05% | Add +0.5% | 61,159 | $7.8M |
| Founders Grove Wealth Partners, LLC | 1.89% | Add +0.5% | 59,265 | $7.5M |
| Robertson Stephens Wealth Management, LLC | 0.26% | Reduce -1.5% | 58,836 | $7.5M |
| Richmond Brothers, Inc. | 4.81% | Reduce -15.8% | 57,714 | $7.3M |
| Curran Financial Partners, LLC | 1.52% | New | 54,121 | $6.9M |
| Federation des caisses Desjardins du Quebec | 0.03% | Add +93.5% | 53,293 | $6.8M |
| GAMCO Investors | 0.07% | New | 53,181 | $6.8M |
| Madison Asset Management, LLC | 0.07% | Add +1.7% | 52,625 | $6.7M |
| Financial Freedom, LLC | 3.59% | Reduce -2.6% | 52,373 | $6.7M |
| Estate Counselors, LLC | 0.64% | Reduce -68.7% | 50,980 | $6.5M |
| Jones Financial Companies LLLP | 0.00% | Add +37.0% | 50,799 | $6.4M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Reduce -33.0% | 50,314 | $6.4M |
| Gibraltar Capital Management, Inc. | 1.25% | No change | 50,190 | $6.4M |
| Natixis Advisors, LLC | 0.01% | Add +0.9% | 48,458 | $6.2M |
| Integrated Wealth Concepts LLC | 0.06% | Add +0.5% | 47,994 | $6.1M |
| SOL Capital Management CO | 0.59% | Reduce -0.8% | 47,415 | $6.0M |
| WFA Asset Management Corp | 3.40% | Reduce -22.6% | 60,208 | $6.0M |
| Frank, Rimerman Advisors LLC | 0.40% | Add +3.3% | 47,074 | $6.0M |
| Wall Street Financial Group, Inc. | 5.36% | Reduce -33.4% | 46,632 | $5.9M |
| Susquehanna International Group, LLP | 0.01% | Reduce -20.0% | 46,059 | $5.9M |
| Comerica Bank | 0.02% | Reduce -0.8% | 45,779 | $5.8M |
| Merit Financial Group, LLC | 0.06% | Add +1.8% | 45,395 | $5.8M |
| BTG Pactual Asset Management US LLC | 0.76% | Add +1.1% | 44,046 | $5.6M |
| Johnson Investment Counsel Inc. | 0.05% | Add +1.9% | 43,560 | $5.5M |
| Penobscot Wealth Management | 1.96% | Add +11.9% | 43,103 | $5.5M |
| Bartlett & Co. Wealth Management LLC | 0.08% | Add +0.0% | 42,788 | $5.4M |
| Kingsview Wealth Management, LLC | 0.09% | Add +1471.4% | 42,711 | $5.4M |
"% of holder's portfolio" is VFH's weight in each manager's 13F, not the share of Vanguard Financials ETF the manager owns.