VANGUARD FINANCIALS ETF (VFH) Institutional Shareholders
VANGUARD FINANCIALS ETF (VFH) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $6.31B in VFH holdings during the latest filing period.
Bank Of America Corp is currently the largest disclosed institutional shareholder of VFH tracked by InsiderSet, reporting ownership valued at approximately $2.89B in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $3.39B, representing an estimated gain of +17.34% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 72% of the total disclosed VFH value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Morgan Stanley, Wells Fargo & Company/Mn, and several other long-term asset managers with concentrated positions in VANGUARD FINANCIALS ETF (VFH).
This page ranks the largest institutional VFH shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
750
Total Reported Value
$6.31B
Largest Holder
Bank Of America Corp
Largest Position
$2.89B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
35
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | 0.21% | 23,948,132 | $2,893,173,812 | $3,394,887,192 | +$501,713,380 | +17.34% | |
| Morgan Stanley | 0.03% | 3,665,584 | $442,839,491 | $519,633,188 | +$76,793,697 | +17.34% | |
| Wells Fargo & Company/Mn | 0.05% | 1,932,970 | $233,522,060 | $274,017,827 | +$40,495,767 | +17.34% | |
| Ubs Group Ag | 0.04% | 1,906,091 | $230,274,854 | $270,207,460 | +$39,932,606 | +17.34% | |
| Pgim Custom Harvest Llc | 3.06% | 1,623,706 | $196,159,877 | $230,176,563 | +$34,016,686 | +17.34% | |
| Raymond James Financial Inc | 0.05% | 1,279,151 | $154,534,277 | $181,332,446 | +$26,798,169 | +17.34% | |
| Fmr Llc | 0.01% | 964,644 | $116,538,664 | $136,747,933 | +$20,209,269 | +17.34% | |
| Ameriprise Financial Inc | 0.03% | 931,719 | $112,924,621 | $132,080,485 | +$19,155,864 | +16.96% | |
| Lpl Financial Llc | 0.03% | 918,506 | $110,964,656 | $130,207,411 | +$19,242,755 | +17.34% | |
| Two Sigma Investments, Lp | 0.07% | 669,100 | $80,833,971 | $94,851,616 | +$14,017,645 | +17.34% | |
| Royal Bank Of Canada | 0.01% | 579,925 | $70,061,000 | $82,210,168 | +$12,149,168 | +17.34% | |
| Beacon Capital Management, Inc. | 3.77% | 554,302 | $66,965,241 | $78,577,852 | +$11,612,611 | +17.34% | |
| Envestnet Asset Management Inc | 0.02% | 485,154 | $63,846,265 | $68,775,431 | +$4,929,166 | +7.72% | |
| Stifel Financial Corp | 0.05% | 462,752 | $55,904,846 | $65,599,724 | +$9,694,878 | +17.34% | |
| Cetera Investment Advisers | 0.05% | 417,604 | $50,450,718 | $59,199,543 | +$8,748,825 | +17.34% | |
| Lido Advisors, Llc | 0.16% | 333,523 | $40,293,119 | $47,280,220 | +$6,987,101 | +17.34% | |
| Northwestern Mutual Wealth Management Co | 0.02% | 287,995 | $34,792,711 | $40,826,171 | +$6,033,460 | +17.34% | |
| Allianz Se | 0.36% | 267,713 | $32,342,407 | $37,950,995 | +$5,608,588 | +17.34% | |
| M&T Bank Corp | 0.09% | 236,897 | $31,175,781 | $33,582,519 | +$2,406,738 | +7.72% | |
| Osaic Holdings, Inc. | 0.05% | 256,745 | $31,032,862 | $36,396,171 | +$5,363,309 | +17.28% | |
| Td Waterhouse Canada Inc. | 0.08% | 221,005 | $29,692,371 | $31,329,669 | +$1,637,298 | +5.51% | |
| Rockefeller Capital Management L.P. | 0.05% | 245,185 | $29,620,831 | $34,757,426 | +$5,136,595 | +17.34% | |
| Pinnacle Financial Partners, Inc. | 0.20% | 212,119 | $25,642,945 | $30,069,989 | +$4,427,044 | +17.26% | |
| Corient Private Wealth Llc | 0.03% | 207,300 | $24,254,116 | $29,386,848 | +$5,132,732 | +21.16% | |
| Kcm Investment Advisors Llc | 0.78% | 193,484 | $23,374,749 | $27,428,292 | +$4,053,543 | +17.34% | |
| Pnc Financial Services Group, Inc. | 0.01% | 172,555 | $20,846,409 | $24,461,397 | +$3,614,988 | +17.34% | |
| Mml Investors Services, Llc | 0.06% | 166,330 | $20,094,333 | $23,578,941 | +$3,484,608 | +17.34% | |
| Cmh Wealth Management Llc | 3.03% | 150,808 | $19,846,333 | $21,378,542 | +$1,532,209 | +7.72% | |
| Cedar Mountain Advisors, Llc | 3.32% | 146,558 | $19,287,061 | $20,776,062 | +$1,489,001 | +7.72% | |
| Trust Co Of Oklahoma | 4.83% | 142,855 | $18,799,718 | $20,251,125 | +$1,451,407 | +7.72% | |
| Mercer Global Advisors Inc | 0.03% | 150,228 | $18,148,990 | $21,296,321 | +$3,147,331 | +17.34% | |
| Goldman Sachs Group Inc | 0.00% | 144,203 | $17,421,125 | $20,442,217 | +$3,021,092 | +17.34% | |
| Mariner, Llc | 0.02% | 141,654 | $17,113,171 | $20,080,871 | +$2,967,700 | +17.34% | |
| Edmond De Rothschild Holding S.A. | 0.24% | 138,679 | $16,753,810 | $19,659,135 | +$2,905,325 | +17.34% | |
| Fifth Third Bancorp | 0.03% | 136,333 | $16,470,341 | $19,326,566 | +$2,856,225 | +17.34% | |
| Hightower Advisors, Llc | 0.02% | 133,399 | $16,116,250 | $18,910,642 | +$2,794,392 | +17.34% | |
| Ameritas Advisory Services, Llc | 0.62% | 132,878 | $16,052,972 | $18,836,785 | +$2,783,813 | +17.34% | |
| Assetmark, Inc | 0.03% | 120,753 | $15,891,098 | $17,117,945 | +$1,226,847 | +7.72% | |
| Searcy Financial Services Inc | 5.04% | 114,112 | $15,017,089 | $16,176,517 | +$1,159,428 | +7.72% | |
| Sanctuary Advisors, Llc | 0.08% | 120,922 | $14,608,593 | $17,141,903 | +$2,533,310 | +17.34% | |
| Focus Partners Wealth | 0.02% | 120,635 | $14,574,065 | $17,101,218 | +$2,527,153 | +17.34% | |
| Massmutual Private Wealth & Trust, Fsb | 0.37% | 108,624 | $14,294,918 | $15,398,538 | +$1,103,620 | +7.72% | |
| Commonwealth Equity Services, Llc | 0.02% | 97,503 | $12,831,427 | $13,822,025 | +$990,598 | +7.72% | |
| Cresset Asset Management, Llc | 0.05% | 103,527 | $12,507,117 | $14,675,988 | +$2,168,871 | +17.34% | |
| Marmo Financial Group, Llc | 6.14% | 102,669 | $12,403,576 | $14,554,357 | +$2,150,781 | +17.34% | |
| Wbh Advisory Inc | 0.91% | 100,902 | $12,192,998 | $14,303,868 | +$2,110,870 | +17.31% | |
| Wheelhouse Advisory Group Llc | 3.27% | 88,023 | $11,583,780 | $12,478,140 | +$894,360 | +7.72% | |
| Allen Investment Management, Llc | 0.14% | 95,861 | $11,580,967 | $13,589,255 | +$2,008,288 | +17.34% | |
| Captrust Financial Advisors | 0.02% | 93,490 | $11,294,497 | $13,253,142 | +$1,958,645 | +17.34% | |
| Jones Financial Companies Lllp | 0.01% | 91,748 | $10,756,485 | $13,006,196 | +$2,249,711 | +20.91% |
Frequently asked questions about VFH
Who owns the most VFH stock?
The largest holders of VFH are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for VANGUARD FINANCIALS ETF (VFH).
Is VFH widely held by superinvestors?
Many widely followed stocks like VFH appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly VFH is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.