VANGUARD FINANCIALS ETF VFH
$136.18
+1.4% 52w: $116.25 – $136.36
Latest 13F among current holders filed 7 days ago (Aug 26, 2026)
Price — last 12 months
research preview data116.25126.30136.36
Aug 18, 2025 Jul 2, 2026
Institutional holders
743
-8 QoQ
13F value
$6.53B
-7.5% QoQ
Smart-money holders
15
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
2.6×
$6.2M calls / $2.4M puts
Institutional value by quarter
Number of holders
Who owns VFH?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | Bank broker | 23.9M | $2.89B | 0.2% | +1.6% |
| MORGAN STANLEY | Bank broker | 3.7M | $442.8M | 0.0% | +1.7% |
| WELLS FARGO & COMPANY/MN | Bank broker | 1.9M | $233.5M | 0.0% | +6.7% |
| UBS Group AG | Bank broker | 1.9M | $230.3M | 0.0% | +10.2% |
| PGIM Custom Harvest LLC | Wealth advisor | 1.6M | $196.2M | 3.1% | +7.8% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 1.3M | $154.5M | 0.0% | +3.4% |
| FMR LLC | Long only active | 964.6K | $116.5M | 0.0% | -0.4% |
| AMERIPRISE FINANCIAL INC | Bank broker | 931.7K | $112.9M | 0.0% | -2.6% |
| Main Management ETF Advisors, LLC | Wealth advisor | 924.9K | $111.7M | — | New |
| LPL Financial LLC | Bank broker | 918.5K | $111.0M | 0.0% | -7.4% |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 669.1K | $80.8M | 0.1% | New |
| ROYAL BANK OF CANADA | Bank broker | 579.9K | $70.1M | 0.0% | +9.4% |
| Beacon Capital Management, Inc. | Wealth advisor | 554.3K | $67.0M | 3.8% | -30.1% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 462.8K | $55.9M | 0.1% | -1.5% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 450.8K | $54.5M | 0.0% | -20.0% |
| JPMORGAN CHASE & CO | Bank broker | 439.5K | $52.0M | 0.0% | -7.2% |
| Cetera Investment Advisers | Wealth advisor | 417.6K | $50.5M | 0.1% | -7.1% |
| Lido Advisors, LLC | Wealth advisor | 333.5K | $40.3M | 0.2% | +3.9% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 288.0K | $34.8M | 0.0% | -21.8% |
| Allianz SE | Wealth advisor | 267.7K | $32.3M | 0.4% | +581884.8% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 256.7K | $31.0M | 0.0% | -20.7% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 245.2K | $29.6M | 0.1% | -1.4% |
| M&T Bank Corp | Diversified mechanical | 243.1K | $29.4M | 0.1% | -10.2% |
| TD Waterhouse Canada Inc. | Diversified mechanical | 212.8K | $25.7M | 0.1% | +6.1% |
| Pinnacle Financial Partners, Inc. | Diversified mechanical | 212.1K | $25.6M | 0.2% | -1.5% |
| PNC FINANCIAL SERVICES GROUP, INC. | Diversified mechanical | 202.8K | $24.5M | 0.0% | -2.9% |
| Corient Private Wealth LLC | Diversified mechanical | 207.3K | $24.3M | 0.0% | -50.3% |
| KCM INVESTMENT ADVISORS LLC | Other | 193.5K | $23.4M | 0.8% | -4.7% |
| Ayalon Insurance Comp Ltd. | Wealth advisor | 178.0K | $21.5M | 4.4% | +39.0% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 166.3K | $20.1M | 0.1% | -1.3% |
| Main Management LLC | Wealth advisor | 157.1K | $19.0M | 1.4% | +209.7% |
| Janney Montgomery Scott LLC | Diversified mechanical | 151.4K | $18.3M | — | +6.8% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 150.2K | $18.1M | 0.0% | -3.6% |
| CMH Wealth Management LLC | Other | 145.3K | $17.6M | 3.0% | +9.9% |
| Cedar Mountain Advisors, LLC | Wealth advisor | 145.2K | $17.5M | 3.4% | -0.5% |
| GOLDMAN SACHS GROUP INC | Bank broker | 144.2K | $17.4M | 0.0% | +43.6% |
| TRUST CO OF OKLAHOMA | Wealth advisor | 143.6K | $17.3M | 5.1% | +1.8% |
| Mariner, LLC | Diversified mechanical | 141.7K | $17.1M | 0.0% | -18.9% |
| EDMOND DE ROTHSCHILD HOLDING S.A. | Other | 138.7K | $16.8M | 0.2% | Held |
| FIFTH THIRD BANCORP | Diversified mechanical | 136.3K | $16.5M | 0.0% | +49.5% |
| HighTower Advisors, LLC | Diversified mechanical | 133.4K | $16.1M | 0.0% | +1.4% |
| Ameritas Advisory Services, LLC | Wealth advisor | 132.9K | $16.1M | 0.6% | -24.2% |
| Sanctuary Advisors, LLC | Wealth advisor | 120.9K | $14.6M | 0.1% | +2.5% |
| Focus Partners Wealth | Wealth advisor | 120.6K | $14.6M | 0.0% | +1.7% |
| SEARCY FINANCIAL SERVICES INC /ADV | Wealth advisor | 114.3K | $13.8M | — | +2.6% |
| MassMutual Private Wealth & Trust, FSB | Diversified mechanical | 110.9K | $13.4M | 0.4% | -1.8% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 104.0K | $12.6M | 0.0% | -30.1% |
| Cresset Asset Management, LLC | Wealth advisor | 103.5K | $12.5M | 0.1% | +8.4% |
| Winthrop Capital Management, LLC | Wealth advisor | 103.2K | $12.5M | 3.2% | -1.2% |
| Marmo Financial Group, LLC | Wealth advisor | 102.7K | $12.4M | 6.1% | -0.1% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.