VFH Institutional Ownership & Shareholders
VANGUARD FINANCIALS ETF (VFH) is currently held by 762 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $6.50B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $2.96B, representing an estimated gain of +6.25% 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
762
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
36
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 | $2,963,669,043 | +$174,233,763 | +6.25% | |
| Morgan Stanley | 0.03% | 3,729,437 | $490,794,144 | $521,449,881 | +$30,655,737 | +6.25% | |
| Ubs Group Ag | 0.04% | 1,938,513 | $255,108,355 | $271,042,888 | +$15,934,533 | +6.25% | |
| Wells Fargo & Company/Mn | 0.04% | 1,811,916 | $238,448,240 | $253,342,095 | +$14,893,855 | +6.25% | |
| Pgim Custom Harvest Llc | 2.78% | 1,686,235 | $221,908,501 | $235,769,378 | +$13,860,877 | +6.25% | |
| Raymond James Financial Inc | 0.04% | 1,221,644 | $160,768,268 | $170,810,264 | +$10,041,996 | +6.25% | |
| Lpl Financial Llc | 0.03% | 964,920 | $126,983,407 | $134,915,114 | +$7,931,707 | +6.25% | |
| Fmr Llc | 0.01% | 930,485 | $122,451,857 | $130,100,413 | +$7,648,556 | +6.25% | |
| Ameriprise Financial Inc | 0.02% | 742,857 | $97,764,694 | $103,866,266 | +$6,101,572 | +6.24% | |
| Royal Bank Of Canada | 0.01% | 639,191 | $84,118,000 | $89,371,686 | +$5,253,686 | +6.25% | |
| Beacon Capital Management, Inc. | 5.08% | 620,761 | $80,754,759 | $86,794,803 | +$6,040,044 | +7.48% | |
| Two Sigma Investments, Lp | 0.06% | 605,000 | $79,618,000 | $84,591,100 | +$4,973,100 | +6.25% | |
| Envestnet Asset Management Inc | 0.02% | 485,154 | $63,846,265 | $67,834,232 | +$3,987,967 | +6.25% | |
| Stifel Financial Corp | 0.05% | 451,392 | $59,402,812 | $63,113,629 | +$3,710,817 | +6.25% | |
| Jpmorgan Chase & Co | 0.00% | 435,273 | $57,347,335 | $60,859,871 | +$3,512,536 | +6.13% | |
| Cetera Investment Advisers | 0.05% | 430,033 | $56,592,180 | $60,127,214 | +$3,535,034 | +6.25% | |
| Lido Advisors, Llc | 0.16% | 344,493 | $45,335,303 | $48,167,011 | +$2,831,708 | +6.25% | |
| Osaic Holdings, Inc. | 0.05% | 303,034 | $39,904,064 | $42,370,214 | +$2,466,150 | +6.18% | |
| Allianz Se | 0.37% | 267,713 | $35,231,031 | $37,431,632 | +$2,200,601 | +6.25% | |
| Rockefeller Capital Management L.P. | 0.05% | 242,805 | $31,953,210 | $33,948,995 | +$1,995,785 | +6.25% | |
| M&T Bank Corp | 0.10% | 253,016 | $30,566,495 | $35,376,697 | +$4,810,202 | +15.74% | |
| Td Waterhouse Canada Inc. | 0.08% | 224,954 | $29,323,226 | $31,453,068 | +$2,129,842 | +7.26% | |
| Pinnacle Financial Partners, Inc. | 0.19% | 212,066 | $27,907,946 | $29,651,068 | +$1,743,122 | +6.25% | |
| Ameritas Advisory Services, Llc | 0.52% | 197,536 | $25,995,715 | $27,619,484 | +$1,623,769 | +6.25% | |
| Corient Private Wealth Llc | 0.04% | 192,960 | $25,393,487 | $26,979,667 | +$1,586,180 | +6.25% | |
| Kcm Investment Advisors Llc | 0.73% | 189,853 | $24,697,999 | $26,545,246 | +$1,847,247 | +7.48% | |
| Sanctuary Advisors, Llc | 0.11% | 172,422 | $22,690,754 | $24,108,044 | +$1,417,290 | +6.25% | |
| Pnc Financial Services Group, Inc. | 0.01% | 163,224 | $21,480,253 | $22,821,980 | +$1,341,727 | +6.25% | |
| Janney Montgomery Scott Llc | 0.04% | 158,789 | $20,897,000 | $22,201,878 | +$1,304,878 | +6.24% | |
| Cmh Wealth Management Llc | 3.07% | 156,428 | $20,349,719 | $21,871,763 | +$1,522,044 | +7.48% | |
| Mercer Global Advisors Inc | 0.02% | 142,504 | $18,753,520 | $19,924,909 | +$1,171,389 | +6.25% | |
| Cedar Mountain Advisors, Llc | 3.17% | 143,861 | $18,714,938 | $20,114,645 | +$1,399,707 | +7.48% | |
| Goldman Sachs Group Inc | 0.00% | 138,842 | $18,271,642 | $19,412,888 | +$1,141,246 | +6.25% | |
| Edmond De Rothschild Holding S.A. | 0.24% | 138,679 | $18,250,156 | $19,390,098 | +$1,139,942 | +6.25% | |
| Trust Co Of Oklahoma | 4.77% | 138,273 | $17,987,935 | $19,333,331 | +$1,345,396 | +7.48% | |
| Mariner, Llc | 0.02% | 136,363 | $17,945,448 | $19,066,275 | +$1,120,827 | +6.25% | |
| Fifth Third Bancorp | 0.03% | 133,814 | $17,609,849 | $18,709,873 | +$1,100,024 | +6.25% | |
| Assetmark, Inc | 0.03% | 122,079 | $15,881,195 | $17,069,086 | +$1,187,891 | +7.48% | |
| Focus Partners Wealth | 0.02% | 115,665 | $15,221,682 | $16,172,280 | +$950,598 | +6.25% | |
| Cresset Asset Management, Llc | 0.06% | 115,066 | $15,142,644 | $16,088,528 | +$945,884 | +6.25% | |
| Searcy Financial Services Inc | 5.21% | 112,002 | $14,570,348 | $15,660,120 | +$1,089,772 | +7.48% | |
| Retirement Planning Group, Llc | 0.35% | 108,978 | $14,176,995 | $15,237,304 | +$1,060,309 | +7.48% | |
| Winthrop Capital Management, Llc | 3.31% | 104,157 | $13,707,000 | $14,563,232 | +$856,232 | +6.25% | |
| Jones Financial Companies Lllp | 0.01% | 103,222 | $13,570,353 | $14,432,500 | +$862,147 | +6.35% | |
| Massmutual Private Wealth & Trust, Fsb | 0.36% | 104,022 | $13,532,222 | $14,544,356 | +$1,012,134 | +7.48% | |
| Quantinno Capital Management Lp | 0.02% | 100,363 | $13,207,782 | $14,032,755 | +$824,973 | +6.25% | |
| Wbh Advisory Inc | 0.88% | 99,170 | $13,050,772 | $13,865,949 | +$815,177 | +6.25% | |
| Commonwealth Equity Services, Llc | 0.02% | 97,087 | $12,630,024 | $13,574,704 | +$944,680 | +7.48% | |
| Allen Investment Management, Llc | 0.15% | 95,861 | $12,615,308 | $13,403,285 | +$787,977 | +6.25% | |
| Marmo Financial Group, Llc | 6.14% | 102,669 | $12,403,576 | $14,355,180 | +$1,951,604 | +15.73% |
Frequently asked questions about VFH
Who are the largest institutional holders of VFH?
The largest institutional holders of VFH reported in the latest SEC Form 13F filings include Bank Of America Corp, Morgan Stanley, Ubs Group Ag, Wells Fargo & Company/Mn, and Pgim Custom Harvest Llc. InsiderSet ranks institutional holders by their latest reported VFH position.
What is VFH institutional ownership?
This page tracks VFH positions reported by institutional investment managers through SEC Form 13F. VANGUARD FINANCIALS ETF (VFH) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own VFH?
InsiderSet currently tracks 762 institutional managers reporting VFH holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of VFH shareholders.
How much VFH stock do institutions own?
Institutional investment managers disclosed approximately $6.50B in VFH holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was VFH institutional ownership last updated?
The latest VFH institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional VFH holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its VFH position after the reporting date.
Are institutions buying or selling VFH?
Institutional buying and selling can be analyzed by comparing VFH positions across consecutive 13F reporting periods. InsiderSet's VFH Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View VFH ownership changes.
How has VFH institutional ownership changed over time?
InsiderSet tracks VFH institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.