Vanguard Financials ETFVFHETF
13F holders, Q1 2026 (March 31)744holders −9
57new positions
62sold out
6famous investors
$120.77avg. 13F price*
At the end of Q1 2026, 744 institutions reported holding Vanguard Financials ETF (VFH) in their 13F filings, down 9 from Q4 2025. 57 opened new positions and 62 sold out. The largest holders were Bank of America Corp. ($2.9B), Morgan Stanley ($442.8M) and Wells Fargo & Company ($233.5M). 6 famous investors held it, including Mario Gabelli (0.1% of GAMCO Investors's portfolio), Steve Cohen (0.0% of Point72 Asset Management'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
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 57 | $220.3M |
| Exits | 62 | $95.0M |
All 13F filers, Q4 2025 → Q1 2026: 3,837,630 shares bought and 2,386,060 shares sold, net +1,451,570 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 744 holders
| Bank of America Corp. | 0.21% | Add +1.6% | 23,948,132 | $2.9B |
| Morgan Stanley | 0.03% | Add +1.7% | 3,665,584 | $442.8M |
| Wells Fargo & Company | 0.05% | Add +6.7% | 1,932,970 | $233.5M |
| UBS Group AG | 0.04% | Add +10.2% | 1,906,091 | $230.3M |
| PGIM Custom Harvest LLC | 3.06% | Add +7.8% | 1,623,706 | $196.2M |
| Raymond James Financial Inc. | 0.05% | Add +3.4% | 1,279,151 | $154.5M |
| FMR LLC | 0.01% | Reduce -0.4% | 964,644 | $116.5M |
| Ameriprise Financial Inc. | 0.03% | Reduce -2.6% | 931,719 | $112.9M |
| Main Management ETF Advisors, LLC | 4.17% | New | 924,885 | $111.7M |
| LPL Financial LLC | 0.03% | Reduce -7.4% | 918,506 | $111.0M |
| Two Sigma Investments, LP | 0.07% | New | 669,100 | $80.8M |
| Royal Bank of Canada | 0.01% | Add +9.4% | 579,925 | $70.1M |
| Beacon Capital Management, Inc. | 3.77% | Reduce -30.1% | 554,302 | $67.0M |
| Stifel Financial Corp. | 0.05% | Reduce -1.5% | 462,752 | $55.9M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -20.0% | 450,804 | $54.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -7.2% | 439,490 | $52.0M |
| Cetera Investment Advisers | 0.05% | Reduce -7.1% | 417,604 | $50.5M |
| Lido Advisors, LLC | 0.16% | Add +3.9% | 333,523 | $40.3M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Reduce -21.9% | 287,995 | $34.8M |
| Allianz SE | 0.36% | Add +581884.8% | 267,713 | $32.3M |
| Osaic Holdings, Inc. | 0.05% | Reduce -20.7% | 256,745 | $31.0M |
| M&T Bank Corp | 0.10% | Reduce -6.6% | 253,016 | $30.6M |
| Rockefeller Capital Management L.P. | 0.05% | Reduce -1.4% | 245,185 | $29.6M |
| TD Waterhouse Canada Inc. | 0.08% | Add +6.1% | 212,792 | $25.7M |
| Pinnacle Financial Partners, Inc. | 0.20% | Reduce -1.5% | 212,119 | $25.6M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -2.9% | 202,755 | $24.5M |
| Corient Private Wealth LP | 0.03% | Reduce -0.7% | 207,300 | $24.3M |
| KCM Investment Advisors LLC | 0.78% | Reduce -4.7% | 193,484 | $23.4M |
| Ayalon Insurance Comp Ltd. | 4.39% | Add +39.0% | 178,031 | $21.5M |
| MML Investors Services, LLC | 0.06% | Reduce -1.3% | 166,330 | $20.1M |
| Main Management LLC | 1.38% | Add +209.7% | 157,110 | $19.0M |
| Janney Montgomery Scott LLC | 0.05% | Add +6.8% | 151,450 | $18.3M |
| Mercer Global Advisors Inc. | 0.03% | Reduce -3.6% | 150,228 | $18.1M |
| CMH Wealth Management LLC | 3.01% | Add +9.9% | 145,284 | $17.6M |
| Cedar Mountain Advisors, LLC | 3.43% | Reduce -0.5% | 145,240 | $17.5M |
| Goldman Sachs Group Inc. | 0.00% | Add +43.6% | 144,203 | $17.4M |
| Trust Co. of Oklahoma | 5.05% | Add +1.8% | 143,602 | $17.3M |
| Mariner, LLC | 0.02% | Reduce -18.9% | 141,654 | $17.1M |
| Edmond DE Rothschild Holding S.A. | 0.24% | No change | 138,679 | $16.8M |
| Fifth Third Bancorp | 0.03% | Add +49.5% | 136,333 | $16.5M |
| HighTower Advisors, LLC | 0.02% | Add +1.4% | 133,399 | $16.1M |
| Ameritas Advisory Services, LLC | 0.62% | Reduce -24.2% | 132,878 | $16.1M |
| Sanctuary Advisors, LLC | 0.08% | Add +2.5% | 120,922 | $14.6M |
| Focus Partners Wealth | 0.02% | Add +1.7% | 120,635 | $14.6M |
| Searcy Financial Services Inc. | 5.12% | Add +2.6% | 114,275 | $13.8M |
| MassMutual Private Wealth & Trust, FSB | 0.36% | Reduce -1.8% | 110,931 | $13.4M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -30.1% | 103,999 | $12.6M |
| Cresset Asset Management, LLC | 0.05% | Add +8.4% | 103,527 | $12.5M |
| Winthrop Capital Management, LLC | 3.20% | Reduce -1.2% | 103,156 | $12.5M |
| Marmo Financial Group, LLC | 6.14% | Reduce -0.1% | 102,669 | $12.4M |
| WBH Advisory Inc. | 0.91% | Reduce -7.6% | 100,902 | $12.2M |
| Allen Investment Management, LLC | 0.14% | No change | 95,861 | $11.6M |
| Captrust Financial Advisors | 0.02% | Reduce -28.0% | 93,490 | $11.3M |
| Thrivent Financial for Lutherans | 0.02% | Reduce -27.0% | 92,079 | $11.1M |
| Kestra Advisory Services, LLC | 0.04% | Add +68.7% | 90,471 | $10.9M |
| Jones Financial Companies LLLP | 0.01% | Add +9.1% | 91,748 | $10.8M |
| Calton & Associates, Inc. | 1.53% | Reduce -0.3% | 88,050 | $10.6M |
| Truist Financial Corp. | 0.01% | Reduce -10.4% | 87,810 | $10.6M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -1.7% | 84,626 | $10.2M |
| Wheelhouse Advisory Group LLC | 3.35% | Add +3.7% | 83,692 | $10.1M |
| Cerity Partners LLC | 0.01% | Add +144.1% | 79,403 | $9.6M |
| Creative Planning | 0.01% | Add +3.5% | 78,423 | $9.5M |
| Chai Trust Co. LLC | 0.80% | No change | 78,063 | $9.4M |
| Madison Asset Management, LLC | 0.10% | Add +0.3% | 65,452 | $7.9M |
| Robertson Stephens Wealth Management, LLC | 0.22% | Reduce -1.1% | 65,095 | $7.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +213.0% | 64,046 | $7.7M |
| LCM Capital Management Inc | 3.75% | Add +1.1% | 61,912 | $7.5M |
| Atlas Capital Advisors Inc. | 0.83% | Reduce -6.7% | 60,063 | $7.3M |
| Founders Grove Wealth Partners, LLC | 1.62% | Add +4.6% | 59,085 | $7.1M |
| Summit Financial, LLC | 0.09% | Add +22.0% | 58,839 | $7.1M |
| Hancock Whitney Corp. | 0.12% | Add +0.2% | 58,818 | $7.1M |
| Equitable Holdings, Inc. | 0.04% | Add +147.9% | 50,752 | $6.8M |
| Ieq Capital, LLC | 0.03% | Add +0.0% | 53,561 | $6.5M |
| BTG Pactual Asset Management US LLC | 0.62% | Add +8.8% | 51,872 | $6.3M |
| Annex Advisory Services, LLC | 0.12% | Reduce -2.0% | 51,646 | $6.2M |
| Richmond Brothers, Inc. | 4.11% | Reduce -1.4% | 51,132 | $6.2M |
| Gibraltar Capital Management, Inc. | 1.05% | Add +1.0% | 50,692 | $6.1M |
| GAMCO Investors | 0.06% | Reduce -2.0% | 50,549 | $6.1M |
| Quantinno Capital Management LP | 0.01% | Add +44.9% | 49,427 | $6.0M |
| Assetmark, Inc. | 0.01% | Add +116.8% | 49,357 | $6.0M |
| AlphaCore Capital LLC | 0.14% | Reduce -27.2% | 49,322 | $6.0M |
| Bank of Montreal | 0.00% | Add +11.7% | 48,443 | $5.9M |
| Integrated Wealth Concepts LLC | 0.05% | Add +13.2% | 48,036 | $5.8M |
| Theory Financial LLC | 2.03% | Reduce -66.6% | 47,928 | $5.8M |
| Johnson Investment Counsel Inc. | 0.05% | Add +3.0% | 47,542 | $5.7M |
| Frank, Rimerman Advisors LLC | 0.38% | Reduce -3.6% | 47,426 | $5.7M |
| Penobscot Wealth Management | 1.69% | Add +4.6% | 47,272 | $5.7M |
| Merit Financial Group, LLC | 0.04% | Add +1.3% | 46,101 | $5.6M |
| Bartlett & Co. Wealth Management LLC | 0.07% | Reduce -1.3% | 42,292 | $5.4M |
| Wall Street Financial Group, Inc. | 3.12% | Add +1.7% | 43,619 | $5.3M |
| Private Advisor Group, LLC | 0.02% | Reduce -26.2% | 42,864 | $5.2M |
| Susquehanna International Group, LLP | 0.01% | Add +154.6% | 42,248 | $5.1M |
| O'shaughnessy Asset Management, LLC | 0.03% | Add +119.1% | 41,686 | $5.0M |
| Natixis Advisors, LLC | 0.01% | Reduce -7.6% | 41,246 | $5.0M |
| LMG Wealth Partners, LLC | 0.90% | Add +3.6% | 40,849 | $4.9M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -52.2% | 54,064 | $4.9M |
| Financial Freedom, LLC | 2.42% | Reduce -17.6% | 40,151 | $4.9M |
| Altura Wealth Advisors Inc. | 2.09% | Add +5.3% | 39,708 | $4.8M |
| Silver Coast Investments LLC | 1.49% | Add +11.2% | 38,771 | $4.7M |
| Pathstone Holdings, LLC | 0.02% | Add +4.7% | 38,504 | $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.