Evid Invest
Who owns VFHWhat VFH owns — n/a

Who owns Vanguard Financials ETF?

Institutional ownership of VFH from SEC Form 13F filings across 434 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

434

13F holders

$5.74B

value, 2026 filers

44.6%

of shares outstanding (44.2M sh)

54

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of VFH's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1BANK OF AMERICA CORP /DE/21.2M$2.79B0.2%21.4%-11.5%
2MORGAN STANLEY3.7M$490.8M0.0%3.8%+1.7%
3UBS Group AG1.9M$255.1M0.0%2%+1.7%
4WELLS FARGO & COMPANY/MN1.8M$238.4M0.0%1.8%-6.3%
5RAYMOND JAMES FINANCIAL INC1.2M$160.8M0.0%1.2%-4.5%
6LPL Financial LLC964,920$127.0M0.0%1%+5.1%
7FMR LLC930,485$122.5M0.0%0.9%-3.5%
8AMERIPRISE FINANCIAL INC742,857$97.8M0.0%0.7%-20.3%
9ROYAL BANK OF CANADA639,191$84.1M0.0%0.6%+10.2%
10TWO SIGMA INVESTMENTS, LP605,000$79.6M0.1%0.6%-9.6%
11ENVESTNET ASSET MANAGEMENT INC485,154$63.8M0.0%0.5%+7.6%
12Beacon Capital Management, Inc.478,035$62.9M3.8%0.5%-56.9%
13STIFEL FINANCIAL CORP451,392$59.4M0.0%0.5%-2.5%
14JPMORGAN CHASE & CO435,273$57.3M0.0%0.4%-1.0%
15Cetera Investment Advisers430,033$56.6M0.1%0.4%+3.0%
16Lido Advisors, LLC344,493$45.3M0.1%0.3%+3.3%
17OSAIC HOLDINGS, INC.303,034$39.9M0.0%0.3%+18.0%
18NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO243,922$32.1M0.0%0.2%-15.3%
19Rockefeller Capital Management L.P.242,805$32.0M0.0%0.2%-1.0%
20M&T Bank Corp236,897$31.2M0.1%0.2%-2.5%
21TD Waterhouse Canada Inc.221,005$29.7M0.1%0.2%+3.9%
22Pinnacle Financial Partners, Inc.212,066$27.9M0.2%0.2%0.0%
23KCM INVESTMENT ADVISORS LLC200,509$26.4M0.8%0.2%+3.6%
24Ameritas Advisory Services, LLC197,536$26.0M0.5%0.2%+48.7%
25Corient Private Wealth LP193,969$25.5M0.0%0.2%-6.4%

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.