/

Macro Radar Buy/Sell Trends Sector Rotation Portfolio Updates Institutions Guru Portfolios Insider Trades Smart Money Form 144 Pre-Sale 13D/13G Ownership 8-K Events Watchlist About Settings Login

/

Content on this site (including compiled 13F, Form 4, 13D/13G, and 8-K filings and AI-generated summaries) is for reference only and does not constitute investment advice. Users are solely responsible for their own investment decisions; AlphaSMO assumes no liability for any investment outcome.

VFH

VFH — Smart Money Tracker (13F)

Vanguard Financials ETF

-$501.2M

Net Activity

Institutions Holding

734

Popularity Rank

#701

Avg Weight

0.22%

Total Value

$6.5B

Ownership Trend

734 institutions currently hold VFH, with 291 net buyers and 313 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

313

Net Buying Institutions

291

Key Holders

Key Holders

Top 5 by Value

Bank Of America CORP /de/

Wells Fargo & Company/mn

PGIM Custom Harvest LLC

Top 5 by Conviction

Marmo Financial Group, LLC

Searcy Financial Services INC /adv

Trust Co Of Oklahoma

Ayalon Insurance Comp Ltd.

Main Management ETF Advisors, LLC

View all 734 holding institutions

Quarterly Activity

Recent Activity

+$5.4B

Total Buy Value

$1.8B

Total Sell Value

New buy57

Trim249

Add234

Sold out64

291

Net Buyers

313

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding VANGUARD FINANCIALS ETF (VFH)?

Major stakeholders currently include Bank Of America CORP /de/ ($2.9B), Morgan Stanley ($442.8M), Wells Fargo & Company/mn ($233.5M). Based on the latest 13F filings, there are a total of 734 tracked investment funds and institutions maintaining positions in VFH.

What is the overall institutional sentiment toward VFH recently?

Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $501.2M, driven by 291 managers accumulating shares while 313 reduced their exposure.

Which institutions have been selling or reducing their VFH positions?

In the latest period, 249 funds trimmed their holdings, and 64 managers completely exited their positions. The aggregate reported sell value was $1.8B.

Are there any notable investors adding VFH to their portfolios?

Yes, buying activity remains notable. 57 institutions opened new positions in {ticker}, and 234 existing holders added to their shares. The total reported buy value for the quarter amounted to $5.4B.

Related Stocks

Trending Institutional Adds

The most-added stocks by 13F institutions this quarter

Microsoft CORP

Institutions Holding

6,150

Total reported value

$2.1T

3245 13F institutions increased their position this quarter

Amazon.com INC

Institutions Holding

5,957

Total reported value

$1.5T

3028 13F institutions increased their position this quarter

Nvidia CORP

Institutions Holding

5,764

Total reported value

$3.0T

2743 13F institutions increased their position this quarter