VFH

VANGUARD FINANCIALS ETF
USCUSIP 92204A405
Institutional Owners
222
+20 QoQ
13F Value Held
$767.6M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)56 adding · 35 trimming
Insider net (180d)+$0
Price history not yet available for VFH.

Top institutional holders

222 13F filers
#FundPosition valueSharesLast moveAs of
1PGIM Custom Harvest LLC
$196.2M
1.62MAddedQ1 2026
2Beacon Capital Management, Inc.
$67.0M
554.3KNewQ1 2026
3Lido Advisors, LLC
$40.3M
333.5KAddedQ1 2026
4Rockefeller Capital Management L.P.
$33.0M
247.5KNewQ4 2025
5TD Waterhouse Canada Inc.
$25.7M
212.8KAddedQ1 2026
6KCM INVESTMENT ADVISORS LLC
$23.4M
193.5KReducedQ1 2026
7SOROS FUND MANAGEMENT LLC
$20.9M
174.6KHeldQ1 2025
8MML INVESTORS SERVICES, LLC
$20.1M
166.3KReducedQ1 2026
9EDMOND DE ROTHSCHILD HOLDING S.A.
$16.8M
138.7KHeldQ1 2026
10Ameritas Advisory Services, LLC
$16.1M
132.9KReducedQ1 2026
11Sanctuary Advisors, LLC
$14.6M
120.9KAddedQ1 2026
12Cresset Asset Management, LLC
$12.5M
103.5KAddedQ1 2026
13Allen Investment Management, LLC
$11.6M
95.9KHeldQ1 2026
14Kestra Advisory Services, LLC
$10.9M
90.5KAddedQ1 2026
15Madison Asset Management, LLC
$7.9M
65.5KAddedQ1 2026
16Robertson Stephens Wealth Management, LLC
$7.9M
65.1KReducedQ1 2026
17Summit Financial, LLC
$7.1M
58.8KAddedQ1 2026
18Equitable Holdings, Inc.
$6.8M
50.8KAddedQ1 2026
19IEQ CAPITAL, LLC
$6.5M
53.6KAddedQ1 2026
20Annex Advisory Services, LLC
$6.2M
51.6KReducedQ1 2026
21ASSETMARK, INC
$6.0M
49.4KAddedQ1 2026
22AlphaCore Capital LLC
$6.0M
49.3KReducedQ1 2026
23Integrated Wealth Concepts LLC
$5.8M
48.0KAddedQ1 2026
24JOHNSON INVESTMENT COUNSEL INC
$5.7M
47.5KAddedQ1 2026
25BARTLETT & CO. WEALTH MANAGEMENT LLC
$5.4M
42.3KReducedQ1 2026

Fund activity — latest quarter

Opened (NEW)
14
funds
Added
42
funds
Reduced
35
funds
Exited
0
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

213 funds+212 since Q4 2022
0107213Q4 2022Q3 2023Q2 2024Q1 2025Q4 2025Q1 2026
funds holding aggregate valuelatest $749M

Funds that own VFH also own

CompanyCo-held byCombined value
Microsoft CorporationMSFT220 funds$39.1B
Apple Inc - USAAPL219 funds$51.0B
Nvidia CorporationNVDA219 funds$46.8B
TATE STR SPDR S&P 500 ETF TSPY219 funds$35.1B
GOOGLE INCGOOGL219 funds$26.1B
Broadcom LtdAVGO219 funds$18.3B
Amazon.com IncAMZN218 funds$29.7B
LPHABET INCGOOG218 funds$17.9B
Visa Inc Class AV218 funds$10.5B
ISHARES TRXOM218 funds$9.8B
Jpmorgan Chase & Co - USJPM217 funds$17.6B
Meta Platforms, Inc.META217 funds$16.1B

Ranked by how many of VFH's institutional holders also hold each name — a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for VFH. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.