Vanguard Financials ETFVFHETF
13F holders, Q3 2025 (September 30)709holders +3
49new positions
40sold out
6famous investors
$131.10avg. 13F price*
At the end of Q3 2025, 709 institutions reported holding Vanguard Financials ETF (VFH) in their 13F filings, up 3 from Q2 2025. 49 opened new positions and 40 sold out. The largest holders were Bank of America Corp. ($3.1B), Morgan Stanley ($468.3M) and Wells Fargo & Company ($234.2M). 6 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 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 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 49 | $23.1M |
| Exits | 40 | $38.2M |
All 13F filers, Q2 2025 → Q3 2025: 2,515,455 shares bought and 2,187,139 shares sold, net +328,316 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 709 holders
| Bank of America Corp. | 0.23% | Add +2.3% | 23,437,493 | $3.1B |
| Morgan Stanley | 0.03% | Add +4.9% | 3,568,582 | $468.3M |
| Wells Fargo & Company | 0.05% | Add +5.9% | 1,784,138 | $234.2M |
| UBS Group AG | 0.05% | Reduce -2.5% | 1,757,210 | $230.6M |
| PGIM Custom Harvest LLC | 2.80% | Add +2.9% | 1,416,698 | $185.9M |
| Raymond James Financial Inc. | 0.05% | Add +7.6% | 1,162,719 | $152.6M |
| FMR LLC | 0.01% | Reduce -2.0% | 979,961 | $128.6M |
| LPL Financial LLC | 0.04% | Add +11.5% | 970,909 | $127.4M |
| Beacon Capital Management, Inc. | 5.54% | Reduce -12.8% | 884,576 | $116.1M |
| Ameriprise Financial Inc. | 0.03% | Add +3.8% | 850,271 | $111.6M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -15.5% | 611,418 | $80.2M |
| Two Sigma Investments, LP | 0.12% | Add +60.3% | 554,500 | $72.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -1.8% | 528,367 | $69.3M |
| Royal Bank of Canada | 0.01% | Add +3.9% | 481,402 | $63.2M |
| Stifel Financial Corp. | 0.06% | Add +2.0% | 477,929 | $62.7M |
| Cetera Investment Advisers | 0.07% | Add +29.5% | 444,598 | $58.3M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Reduce -1.9% | 414,424 | $54.4M |
| Osaic Holdings, Inc. | 0.06% | Add +11.1% | 329,539 | $43.5M |
| Lido Advisors, LLC | 0.16% | Add +69.0% | 294,498 | $38.7M |
| M&T Bank Corp | 0.12% | Reduce -11.0% | 273,782 | $35.9M |
| Rockefeller Capital Management L.P. | 0.06% | Reduce -1.5% | 227,885 | $29.9M |
| Synovus Financial Corp. | 0.33% | Add +0.4% | 216,804 | $28.5M |
| PNC Financial Services Group, Inc. | 0.02% | Reduce -6.9% | 215,512 | $28.3M |
| Tiff Advisory Services, LLC | 5.83% | No change | 213,451 | $28.0M |
| KCM Investment Advisors LLC | 0.87% | Reduce -40.6% | 204,281 | $26.8M |
| TD Waterhouse Canada Inc. | 0.16% | Add +5.5% | 192,922 | $25.1M |
| Mercer Global Advisors Inc. | 0.04% | Add +1059.9% | 189,392 | $24.9M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -18.3% | 164,210 | $21.6M |
| Mariner, LLC | 0.03% | Add +35.7% | 158,520 | $20.8M |
| MML Investors Services, LLC | 0.06% | Reduce -0.5% | 157,286 | $20.6M |
| Corient Private Wealth LP | 0.03% | Reduce -83.5% | 145,351 | $19.1M |
| Cedar Mountain Advisors, LLC | 3.68% | Reduce -2.3% | 144,194 | $18.9M |
| Theory Financial LLC | 6.66% | Reduce -38.5% | 147,051 | $18.9M |
| Edmond DE Rothschild Holding S.A. | 0.28% | No change | 139,712 | $18.3M |
| Trust Co. of Oklahoma | 5.41% | Add +1.6% | 139,311 | $18.3M |
| Janney Montgomery Scott LLC | 0.04% | Reduce -0.7% | 137,751 | $18.1M |
| HighTower Advisors, LLC | 0.02% | Add +8.5% | 137,475 | $18.0M |
| Allianz SE | 0.38% | Add +297313.0% | 136,810 | $18.0M |
| CMH Wealth Management LLC | 3.69% | Reduce -1.5% | 131,958 | $17.3M |
| Captrust Financial Advisors | 0.03% | Reduce -14.0% | 128,307 | $16.8M |
| Ayalon Insurance Comp Ltd. | 4.25% | No change | 128,081 | $16.8M |
| Full Sail Capital, LLC | 0.92% | Reduce -13.3% | 127,661 | $16.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +12.8% | 116,627 | $15.3M |
| Sanctuary Advisors, LLC | 0.09% | Add +1.3% | 116,247 | $15.3M |
| MassMutual Private Wealth & Trust, FSB | 0.39% | Add +2.7% | 115,528 | $15.2M |
| Searcy Financial Services Inc. | 5.53% | Add +0.4% | 110,878 | $14.6M |
| WBH Advisory Inc. | 1.11% | Reduce -3.2% | 110,403 | $14.5M |
| Winthrop Capital Management, LLC | 3.35% | Add +0.7% | 105,693 | $13.9M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +1.9% | 105,629 | $13.8M |
| Marmo Financial Group, LLC | 6.52% | Add +8.5% | 102,566 | $13.5M |
| Truist Financial Corp. | 0.02% | Reduce -12.0% | 100,400 | $13.2M |
| Allen Investment Management, LLC | 0.14% | No change | 95,861 | $12.6M |
| Fifth Third Bancorp | 0.04% | Reduce -1.4% | 91,656 | $12.0M |
| Cresset Asset Management, LLC | 0.05% | Add +5.5% | 89,796 | $11.8M |
| Calton & Associates, Inc. | 1.76% | Add +16.2% | 89,420 | $11.7M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -4.3% | 87,502 | $11.5M |
| Creative Planning | 0.01% | Add +3.2% | 79,875 | $10.5M |
| Chai Trust Co. LLC | 0.67% | Add +0.4% | 77,442 | $10.2M |
| Wheelhouse Advisory Group LLC | 4.24% | Add +4.0% | 75,034 | $9.8M |
| Hamilton Wealth, LLC | 2.04% | Add +3.5% | 74,456 | $9.8M |
| AlphaCore Capital LLC | 0.30% | Add +2.0% | 68,108 | $8.9M |
| Private Advisor Group, LLC | 0.04% | Reduce -3.0% | 62,622 | $8.2M |
| Jones Financial Companies LLLP | 0.01% | Add +22.6% | 62,253 | $8.2M |
| Madison Asset Management, LLC | 0.09% | Add +18.2% | 62,208 | $8.2M |
| LCM Capital Management Inc | 3.86% | Add +0.4% | 61,382 | $8.1M |
| Robertson Stephens Wealth Management, LLC | 0.24% | Add +1.9% | 59,951 | $7.9M |
| Polianta Ltd | 3.21% | New | 59,300 | $7.8M |
| Hancock Whitney Corp. | 0.14% | Reduce -3.5% | 59,161 | $7.8M |
| Founders Grove Wealth Partners, LLC | 1.76% | Reduce -3.7% | 57,058 | $7.5M |
| Richmond Brothers, Inc. | 4.68% | Reduce -2.1% | 56,515 | $7.4M |
| Federation des caisses Desjardins du Quebec | 0.03% | Add +3.9% | 55,364 | $7.3M |
| Ieq Capital, LLC | 0.02% | Add +1118.5% | 53,517 | $7.0M |
| Kestra Advisory Services, LLC | 0.03% | Add +98.0% | 53,417 | $7.0M |
| Cavalier Investments, LLC | 2.81% | Add +5.4% | 70,912 | $7.0M |
| GAMCO Investors | 0.07% | Reduce -1.6% | 52,304 | $6.9M |
| Curran Financial Partners, LLC | 1.35% | Reduce -3.8% | 52,058 | $6.8M |
| Summit Financial, LLC | 0.10% | Reduce -15.6% | 51,803 | $6.8M |
| Financial Freedom, LLC | 3.33% | Reduce -2.6% | 51,000 | $6.7M |
| Estate Counselors, LLC | 0.57% | No change | 50,980 | $6.7M |
| Gibraltar Capital Management, Inc. | 1.18% | No change | 50,190 | $6.6M |
| Integrated Wealth Concepts LLC | 0.06% | Add +2.4% | 49,162 | $6.5M |
| Frank, Rimerman Advisors LLC | 0.40% | Add +0.5% | 47,294 | $6.2M |
| WFA Asset Management Corp | 3.27% | Reduce -9.1% | 54,723 | $6.0M |
| SOL Capital Management CO | 0.54% | Reduce -3.4% | 45,815 | $6.0M |
| AE Wealth Management LLC | 0.04% | Reduce -29.1% | 45,444 | $6.0M |
| Merit Financial Group, LLC | 0.05% | Reduce -0.5% | 45,187 | $5.9M |
| Natixis Advisors, LLC | 0.01% | Reduce -7.7% | 44,711 | $5.9M |
| BTG Pactual Asset Management US LLC | 0.70% | Add +4.6% | 46,079 | $5.9M |
| Comerica Bank | 0.02% | Reduce -3.6% | 44,127 | $5.8M |
| Johnson Investment Counsel Inc. | 0.05% | Add +0.1% | 43,586 | $5.7M |
| Penobscot Wealth Management | 1.84% | Add +1.1% | 43,582 | $5.7M |
| Bartlett & Co. Wealth Management LLC | 0.07% | Add +0.0% | 42,789 | $5.6M |
| Wall Street Financial Group, Inc. | 4.12% | Reduce -8.3% | 42,744 | $5.6M |
| LMG Wealth Partners, LLC | 0.99% | Add +0.3% | 40,627 | $5.3M |
| Bank of Montreal | 0.00% | Add +297.2% | 40,449 | $5.3M |
| Exchange Traded Concepts, LLC | 0.05% | Add +0.9% | 38,565 | $5.1M |
| Pathstone Holdings, LLC | 0.02% | Add +2.1% | 37,236 | $4.9M |
| Main Management LLC | 0.36% | Reduce -6.2% | 36,970 | $4.9M |
| NORTHSTAR ASSET MANAGEMENT Co | 1.02% | Add +0.1% | 36,381 | $4.8M |
| Concurrent Investment Advisors, LLC | 0.08% | Reduce -9.3% | 36,056 | $4.7M |
"% of holder's portfolio" is VFH's weight in each manager's 13F, not the share of Vanguard Financials ETF the manager owns.