VFH · VANGUARD FINANCIALS INDEX FUND ETF
$142.05
-1.04 (-0.73%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 4
Total Value: $34,538,682
Total Shares: 262,452
Institutional Ownership Trend
20 quarters
Holder Concentration
Across 4 13F filers · Δ vs Mar 31, 2026Top Holder
73.5%
−25.4 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
6,106
Highly concentrated−3,688
Quarterly Activity
vs Mar 31, 2026
New
4
Increased
0
Decreased
0
Sold Out
2
Unchanged
0
Holder count:
+2
Institutional value:
+11.8%
Shares held:
+2.6%
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Large Corient Private Wealth LLC | 192,960 | $25,393,536 | |
| Mega CITADEL ADVISORS LLC | 69,443 | $9,138,698 | |
| Mid Parkside Financial Bank & Trust | 35 | $4,606 | |
| Small TUCKER ASSET MANAGEMENT LLC | 14 | $1,842 |
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Large M&T Bank Corp | 253,016 | $30,566,859 | |
| Mid Dakota Wealth Management | 2,668 | $322,321 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Large Corient Private Wealth LLC VFH | $25,393,536 | 73.52% | 192,960 | Shares | 2026-08-27 | |
| Mega CITADEL ADVISORS LLC VFH | $6,783,058 | 19.64% | 51,543 | Shares | 2026-09-02 | |
| Mega CITADEL ADVISORS LLC VFH | $1,513,400 | 4.38% | 11,500 | Put | 2026-09-02 | |
| Mega CITADEL ADVISORS LLC VFH | $842,240 | 2.44% | 6,400 | Call | 2026-09-02 | |
| Mid Parkside Financial Bank & Trust Bank VFH | $4,606 | 0.01% | 35 | Shares | 2026-09-04 | |
| Small TUCKER ASSET MANAGEMENT LLC VFH | $1,842 | 0.01% | 14 | Shares | 2026-08-27 |