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 $6.50B 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 $2.79B in its June 30, 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 $2.89B, representing an estimated gain of +3.59% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 71% of the total disclosed VFH value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Morgan Stanley, Ubs Group Ag, 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
747
Total Reported Value
$6.50B
Largest Holder
Bank Of America Corp
Largest Position
$2.79B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
49
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 | 0.18% | 21,196,317 | $2,789,435,280 | $2,889,481,933 | +$100,046,653 | +3.59% | |
| Morgan Stanley | 0.03% | 3,729,437 | $490,794,144 | $508,396,852 | +$17,602,708 | +3.59% | |
| Ubs Group Ag | 0.04% | 1,938,513 | $255,108,355 | $264,258,092 | +$9,149,737 | +3.59% | |
| Wells Fargo & Company/Mn | 0.04% | 1,811,916 | $238,448,240 | $247,000,389 | +$8,552,149 | +3.59% | |
| Pgim Custom Harvest Llc | 2.78% | 1,686,235 | $221,908,501 | $229,867,555 | +$7,959,054 | +3.59% | |
| Raymond James Financial Inc | 0.04% | 1,221,644 | $160,768,268 | $166,534,510 | +$5,766,242 | +3.59% | |
| Lpl Financial Llc | 0.03% | 964,920 | $126,983,407 | $131,537,894 | +$4,554,487 | +3.59% | |
| Fmr Llc | 0.01% | 930,485 | $122,451,857 | $126,843,715 | +$4,391,858 | +3.59% | |
| Ameriprise Financial Inc | 0.02% | 742,857 | $97,764,694 | $101,266,266 | +$3,501,572 | +3.58% | |
| Royal Bank Of Canada | 0.01% | 639,191 | $84,118,000 | $87,134,517 | +$3,016,517 | +3.59% | |
| Two Sigma Investments, Lp | 0.06% | 605,000 | $79,618,000 | $82,473,600 | +$2,855,600 | +3.59% | |
| Envestnet Asset Management Inc | 0.02% | 485,154 | $63,846,265 | $66,136,193 | +$2,289,928 | +3.59% | |
| Beacon Capital Management, Inc. | 3.81% | 478,035 | $62,909,387 | $65,165,731 | +$2,256,344 | +3.59% | |
| Stifel Financial Corp | 0.05% | 451,392 | $59,402,812 | $61,533,757 | +$2,130,945 | +3.59% | |
| Jpmorgan Chase & Co | 0.00% | 435,273 | $57,347,335 | $59,336,415 | +$1,989,080 | +3.47% | |
| Cetera Investment Advisers | 0.05% | 430,033 | $56,592,180 | $58,622,099 | +$2,029,919 | +3.59% | |
| Lido Advisors, Llc | 0.16% | 344,493 | $45,335,303 | $46,961,286 | +$1,625,983 | +3.59% | |
| Osaic Holdings, Inc. | 0.05% | 303,034 | $39,904,064 | $41,309,595 | +$1,405,531 | +3.52% | |
| Allianz Se | 0.37% | 267,713 | $35,231,031 | $36,494,636 | +$1,263,605 | +3.59% | |
| Rockefeller Capital Management L.P. | 0.05% | 242,805 | $31,953,210 | $33,099,178 | +$1,145,968 | +3.59% | |
| M&T Bank Corp | 0.10% | 253,016 | $30,566,495 | $34,491,141 | +$3,924,646 | +12.84% | |
| Td Waterhouse Canada Inc. | 0.08% | 221,005 | $29,692,371 | $30,127,402 | +$435,031 | +1.47% | |
| Pinnacle Financial Partners, Inc. | 0.19% | 212,066 | $27,907,946 | $28,908,837 | +$1,000,891 | +3.59% | |
| Kcm Investment Advisors Llc | 0.78% | 200,509 | $26,386,971 | $27,333,387 | +$946,416 | +3.59% | |
| Ameritas Advisory Services, Llc | 0.52% | 197,536 | $25,995,715 | $26,928,108 | +$932,393 | +3.59% | |
| Corient Private Wealth Llc | 0.04% | 192,960 | $25,393,487 | $26,304,307 | +$910,820 | +3.59% | |
| Ayalon Insurance Comp Ltd. | 2.87% | 178,031 | $23,429,000 | $24,269,186 | +$840,186 | +3.59% | |
| Sanctuary Advisors, Llc | 0.11% | 172,422 | $22,690,754 | $23,504,567 | +$813,813 | +3.59% | |
| Pnc Financial Services Group, Inc. | 0.01% | 163,224 | $21,480,253 | $22,250,696 | +$770,443 | +3.59% | |
| Janney Montgomery Scott Llc | 0.04% | 158,789 | $20,897,000 | $21,646,116 | +$749,116 | +3.58% | |
| Cmh Wealth Management Llc | 3.03% | 150,808 | $19,846,333 | $20,558,147 | +$711,814 | +3.59% | |
| Cedar Mountain Advisors, Llc | 3.32% | 146,558 | $19,287,061 | $19,978,787 | +$691,726 | +3.59% | |
| Trust Co Of Oklahoma | 4.83% | 142,855 | $18,799,718 | $19,473,994 | +$674,276 | +3.59% | |
| Mercer Global Advisors Inc | 0.02% | 142,504 | $18,753,520 | $19,426,145 | +$672,625 | +3.59% | |
| Goldman Sachs Group Inc | 0.00% | 138,842 | $18,271,642 | $18,926,941 | +$655,299 | +3.59% | |
| Edmond De Rothschild Holding S.A. | 0.24% | 138,679 | $18,250,156 | $18,904,721 | +$654,565 | +3.59% | |
| Mariner, Llc | 0.02% | 136,363 | $17,945,448 | $18,589,004 | +$643,556 | +3.59% | |
| Fifth Third Bancorp | 0.03% | 133,814 | $17,609,849 | $18,241,524 | +$631,675 | +3.59% | |
| Assetmark, Inc | 0.03% | 120,753 | $15,891,098 | $16,461,049 | +$569,951 | +3.59% | |
| Focus Partners Wealth | 0.02% | 115,665 | $15,221,682 | $15,767,453 | +$545,771 | +3.59% | |
| Cresset Asset Management, Llc | 0.06% | 115,066 | $15,142,644 | $15,685,797 | +$543,153 | +3.59% | |
| Searcy Financial Services Inc | 5.04% | 114,112 | $15,017,089 | $15,555,748 | +$538,659 | +3.59% | |
| Massmutual Private Wealth & Trust, Fsb | 0.37% | 108,624 | $14,294,918 | $14,807,624 | +$512,706 | +3.59% | |
| Retirement Planning Group, Llc | 0.36% | 108,505 | $14,279,292 | $14,791,402 | +$512,110 | +3.59% | |
| Winthrop Capital Management, Llc | 3.31% | 104,157 | $13,707,000 | $14,198,682 | +$491,682 | +3.59% | |
| Jones Financial Companies Lllp | 0.01% | 103,222 | $13,570,353 | $14,071,223 | +$500,870 | +3.69% | |
| Quantinno Capital Management Lp | 0.02% | 100,363 | $13,207,782 | $13,681,484 | +$473,702 | +3.59% | |
| Wbh Advisory Inc | 0.88% | 99,170 | $13,050,772 | $13,518,854 | +$468,082 | +3.59% | |
| Commonwealth Equity Services, Llc | 0.02% | 97,503 | $12,831,427 | $13,291,609 | +$460,182 | +3.59% | |
| Allen Investment Management, Llc | 0.15% | 95,861 | $12,615,308 | $13,067,772 | +$452,464 | +3.59% |
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.