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Who Owns Vanguard Financials ETF

Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in Vanguard Financials ETF.

Who crossed 5% of VFH →
Managers holding
36
as of 2026-09-30
Reported value
$64.5M
summed across filings
Shares held
495.9K
Added vs trimmed
6 / 9
since each filer's last quarter

Positions as of 2026-09-30

Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.

ManagerValue
Ayalon Insurance Comp Ltd.ETP178K shheld$23.2M
SEARCY FINANCIAL SERVICES INC /ADVFINANCIALS ETF112K shtrimmed$14.6M
MassMutual Private Wealth & Trust, FSBExchange Traded Fund104K shtrimmed$13.5M
PARK NATIONAL CORP /OH/Com24.5K shtrimmed$3.2M
Farther Finance Advisors, LLCETF13.8K shtrimmed$1.8M
Apella Capital, LLCFINANCIALS ETF8K shadded$1M
Valeo Financial Advisors, LLCETF6.5K shtrimmed$851.4K
ZynergyRetirementPlanningLLCFINANCIALS ETF4.9K shtrimmed$631.7K
Williams & Novak Wealth Management, LLCFINANCIALS ETF4.3K shheld$555.5K
Venture Visionary Partners LLCFINANCIALS ETF4K shtrimmed$523.7K
First Heartland Consultants, Inc.FINANCIALS ETF3.7K shheld$477K
Wedmont Private CapitalFINANCIALS ETF3.4K shadded$443.3K
Galvin, Gaustad & Stein, LLCFINANCIALS ETF3.4K shtrimmed$441.4K
Acropolis Investment Management, LLCFINANCIALS ETF3.1K shtrimmed$403.5K
Breakwater Capital GroupFINANCIALS ETF2.7K shheld$351.4K
Peterson Wealth Advisors, LLCFINANCIALS ETF2.6K shadded$342.5K
Hardin Capital Partners, LLCFINANCIALS ETF2.5K sh—$329.8K
BOS Asset Management, LLCFINANCIALS ETF1.9K shheld$251.8K
INSPIRION WEALTH ADVISORS, LLCFINANCIALS ETF1.9K shheld$240.7K
CHAPIN DAVIS, INC.FINANCIALS ETF1.8K shadded$233.6K
Cooper Financial GroupFINANCIALS ETF1.6K sh—$207.8K
Aventus Investment Advisors, Inc.ETF1.5K shheld$192.5K
CoreCap Advisors, LLCETF1.3K shadded$167.7K
ARMSTRONG ADVISORY GROUP, INCFINANCIALS ETF1.1K shheld$138.2K
Bangor Savings BankFINANCIALS ETF782 shheld$101.7K
Davis Capital ManagementETF591 shheld$76.9K
GAMMA Investing LLCETF570 shheld$74.2K
Bullock Wealth Management GroupETF486 shadded$63.3K
Rosenberg Matthew HamiltonETF345 shheld$44.9K
Grove Bank & TrustFINANCIALS ETF332 shheld$43.2K
AMERICAN NATIONAL BANK & TRUSTFINANCIALS ETF146 shheld$19K
FIRST COMMUNITY TRUST NAFINANCIALS ETF120 shheld$15.6K
TOTH FINANCIAL ADVISORY CORPFINANCIALS ETF105 shheld$13.7K
Olistico Wealth, LLCETF39 shheld$5.1K
Central Pacific Bank - Trust DivisionFINANCIALS ETF13 shheld$1.7K
TOMPKINS FINANCIAL CORPFINANCIALS ETF1 shheld$130

Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.

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