Vanguard Financials ETFVFHETF

13F holders, Q4 2025 (December 31)
753holders +44
58new positions
40sold out
10famous investors
$133.26avg. 13F price*

At the end of Q4 2025, 753 institutions reported holding Vanguard Financials ETF (VFH) in their 13F filings, up 44 from Q3 2025. 58 opened new positions and 40 sold out. The largest holders were Bank of America Corp. ($3.1B), Morgan Stanley ($481.1M) and Wells Fargo & Company ($241.8M). 10 famous investors held it, including Mario Gabelli (0.1% of GAMCO Investors's portfolio), Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).

Company
Vanguard Financials ETF
CUSIP
92204A405
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600800 Q1 2024: 622Q1 2024Q2 2024: 617Q2 2024Q3 2024: 632Q3 2024Q4 2024: 706Q4 2024Q1 2025: 703Q1 2025Q2 2025: 706Q2 2025Q3 2025: 709Q3 2025Q4 2025: 753Q4 2025Q1 2026: 744Q1 2026Q2 2026: 761Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions58$56.4M
Exits40$92.8M

All 13F filers, Q3 2025 → Q4 2025: 1,791,659 shares bought and 1,409,742 shares sold, net +381,917 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 753 holders

Bank of America Corp. 0.23% Add +0.6% 23,568,647 $3.1B
Morgan Stanley 0.03% Add +1.0% 3,604,287 $481.1M
Wells Fargo & Company 0.05% Add +1.5% 1,811,174 $241.8M
UBS Group AG 0.05% Reduce -1.6% 1,729,856 $230.9M
PGIM Custom Harvest LLC 2.97% Add +6.3% 1,506,042 $201.0M
Raymond James Financial Inc. 0.05% Add +6.4% 1,236,644 $165.1M
LPL Financial LLC 0.04% Add +2.1% 991,496 $132.4M
FMR LLC 0.01% Reduce -1.2% 968,596 $129.3M
Ameriprise Financial Inc. 0.03% Add +12.5% 956,331 $127.7M
Beacon Capital Management, Inc. 5.66% Reduce -10.4% 792,581 $105.8M
Envestnet Asset Management Inc. 0.02% Reduce -7.8% 563,397 $75.2M
Royal Bank of Canada 0.01% Add +10.2% 530,259 $70.8M
JPMorgan Chase & Co. 0.00% Reduce -10.3% 473,735 $63.2M
Stifel Financial Corp. 0.06% Reduce -1.7% 469,787 $62.7M
Cetera Investment Advisers 0.07% Add +1.1% 449,425 $60.0M
Northwestern Mutual Wealth Management Co. 0.03% Reduce -11.1% 368,508 $49.2M
Osaic Holdings, Inc. 0.06% Reduce -1.7% 323,794 $43.3M
Lido Advisors, LLC 0.17% Add +8.9% 320,865 $42.4M
M&T Bank Corp 0.12% Reduce -1.1% 270,833 $36.2M
Rockefeller Capital Management L.P. 0.06% Add +9.1% 248,651 $33.2M
Pinnacle Financial Partners, Inc. 0.22% — 215,280 $28.8M
Tiff Advisory Services, LLC 4.90% No change 213,451 $28.5M
PNC Financial Services Group, Inc. 0.02% Reduce -3.1% 208,881 $27.9M
Corient Private Wealth LP 0.04% Add +43.6% 208,669 $27.9M
KCM Investment Advisors LLC 0.87% Reduce -0.6% 203,114 $27.1M
TD Waterhouse Canada Inc. 0.17% Add +4.0% 200,562 $26.8M
Ameritas Advisory Services, LLC 0.88% Add +5104.1% 175,274 $23.4M
Mariner, LLC 0.03% Add +10.2% 174,694 $23.3M
MML Investors Services, LLC 0.05% Add +7.1% 168,465 $22.5M
Mercer Global Advisors Inc. 0.03% Reduce -17.7% 155,903 $20.8M
Commonwealth Equity Services, LLC 0.03% Reduce -9.4% 148,753 $19.9M
Cedar Mountain Advisors, LLC 3.76% Add +1.3% 146,030 $19.5M
Janney Montgomery Scott LLC 0.04% Add +2.9% 141,800 $18.9M
Trust Co. of Oklahoma 5.49% Add +1.2% 141,032 $18.8M
Theory Financial LLC 6.33% Reduce -2.5% 143,424 $18.8M
Edmond DE Rothschild Holding S.A. 0.26% Reduce -0.7% 138,679 $18.5M
CMH Wealth Management LLC 3.78% Add +0.2% 132,169 $17.6M
HighTower Advisors, LLC 0.02% Reduce -4.3% 131,515 $17.6M
Captrust Financial Advisors 0.03% Add +1.1% 129,787 $17.3M
Ayalon Insurance Comp Ltd. 4.15% No change 128,081 $17.1M
Thrivent Financial for Lutherans 0.03% New 126,162 $16.8M
Focus Partners Wealth 0.02% Add +1141.1% 118,590 $15.8M
Sanctuary Advisors, LLC 0.09% Add +1.5% 117,970 $15.7M
Wealth Enhancement Advisory Services, LLC 0.02% Add +7.1% 113,114 $15.6M
MassMutual Private Wealth & Trust, FSB 0.39% Reduce -2.3% 112,932 $15.1M
Searcy Financial Services Inc. 5.51% Add +0.5% 111,389 $14.9M
WBH Advisory Inc. 1.08% Reduce -1.1% 109,156 $14.6M
Winthrop Capital Management, LLC 3.25% Reduce -1.2% 104,442 $13.9M
Marmo Financial Group, LLC 6.49% Add +0.2% 102,796 $13.7M
Goldman Sachs Group Inc. 0.00% Reduce -13.9% 100,447 $13.4M
Truist Financial Corp. 0.02% Reduce -2.4% 97,980 $13.1M
Allen Investment Management, LLC 0.14% No change 95,861 $12.8M
Cresset Asset Management, LLC 0.05% Add +6.3% 95,468 $12.7M
Fifth Third Bancorp 0.04% Reduce -0.5% 91,204 $12.2M
Calton & Associates, Inc. 1.73% Reduce -1.3% 88,282 $11.8M
Cambridge Investment Research Advisors, Inc. 0.03% Reduce -1.6% 86,113 $11.5M
Jones Financial Companies LLLP 0.01% Add +35.0% 84,071 $11.2M
Estate Counselors, LLC 0.92% Add +61.6% 82,403 $11.0M
Tudor Investment Corporation 0.06% New 81,340 $10.9M
Wheelhouse Advisory Group LLC 4.13% Add +7.5% 80,676 $10.9M
Chai Trust Co. LLC 0.90% Add +0.8% 78,063 $10.4M
Hamilton Wealth, LLC 1.95% Add +3.3% 76,902 $10.3M
Creative Planning 0.01% Reduce -5.1% 75,775 $10.1M
Cavalier Investments, LLC 3.04% Add +3.2% 73,154 $9.8M
AlphaCore Capital LLC 0.20% Reduce -0.6% 67,734 $9.0M
Robertson Stephens Wealth Management, LLC 0.25% Add +9.7% 65,790 $8.8M
Madison Asset Management, LLC 0.10% Add +4.9% 65,237 $8.7M
Atlas Capital Advisors Inc. 0.96% — 64,344 $8.6M
LCM Capital Management Inc 3.95% Reduce -0.2% 61,232 $8.2M
Hancock Whitney Corp. 0.14% Reduce -0.7% 58,723 $7.8M
Private Advisor Group, LLC 0.04% Reduce -7.3% 58,085 $7.8M
Founders Grove Wealth Partners, LLC 1.70% Reduce -1.0% 56,494 $7.5M
Federation des caisses Desjardins du Quebec 0.03% Reduce -2.1% 54,209 $7.2M
Kestra Advisory Services, LLC 0.03% Add +0.4% 53,640 $7.2M
Ieq Capital, LLC 0.02% Add +0.1% 53,560 $7.1M
Annex Advisory Services, LLC 0.13% New 52,715 $7.0M
Richmond Brothers, Inc. 4.41% Reduce -8.2% 51,883 $6.9M
Curran Financial Partners, LLC 1.31% Reduce -0.4% 51,841 $6.9M
GAMCO Investors 0.07% Reduce -1.4% 51,591 $6.9M
Main Management LLC 0.49% Add +37.2% 50,726 $6.8M
Gibraltar Capital Management, Inc. 1.14% No change 50,190 $6.7M
AE Wealth Management LLC 0.04% Add +8.6% 49,349 $6.6M
Frank, Rimerman Advisors LLC 0.42% Add +4.0% 49,176 $6.6M
Financial Freedom, LLC 3.23% Reduce -4.5% 48,719 $6.5M
Summit Financial, LLC 0.09% Reduce -6.9% 48,217 $6.4M
Exchange Traded Concepts, LLC 0.05% Add +21.6% 46,897 $6.3M
Johnson Investment Counsel Inc. 0.05% Add +6.0% 46,179 $6.2M
SOL Capital Management CO 0.55% Reduce -0.3% 45,665 $6.1M
Merit Financial Group, LLC 0.05% Add +0.8% 45,533 $6.1M
BTG Pactual Asset Management US LLC 0.68% Add +3.5% 47,692 $6.1M
Penobscot Wealth Management 1.86% Add +3.7% 45,192 $6.0M
Comerica Bank 0.02% Add +1.9% 44,972 $6.0M
Natixis Advisors, LLC 0.01% Reduce -0.2% 44,623 $6.0M
Bank of Montreal 0.00% Add +7.2% 43,373 $5.8M
Wall Street Financial Group, Inc. 4.17% Add +0.3% 42,873 $5.7M
Bartlett & Co. Wealth Management LLC 0.07% Add +0.1% 42,847 $5.7M
Integrated Wealth Concepts LLC 0.07% Reduce -13.7% 42,443 $5.7M
Cascade Financial Partners, LLC 0.55% Add +19.4% 40,949 $5.5M
Clear Creek Financial Management, LLC 0.43% Add +17.8% 39,434 $5.3M
LMG Wealth Partners, LLC 0.98% Reduce -3.0% 39,412 $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.

Show all 753 holders