Stock ownership · SEC 13F · Q4 2025
VANGUARD FINANCIALS ETF
Who owns VANGUARD FINANCIALS ETF (CUSIP 92204A405)? A look at the institutions behind it, how tightly they hold it, and the latest quarter's moves.
- $4.9M
- Reported value
- 5
- Institutions
- 100%
- Top-5 share
The verdict
According to SEC Form 13F-HR filings in this corpus, VANGUARD FINANCIALS ETF ranks #568 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. 5 institutions report $4.9M as of Q4 2025, with ownership dominated by its top few institutional owners.
- 5
- institutions hold it
- $4.9M
- reported 13F value
- 100%
- held by top 5
- #568
- of 775 by value
Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.
According to SEC Form 13F-HR filings in this corpus, VANGUARD FINANCIALS ETF ranks #568 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders.
How 13F ownership is computed · All tracked stocks · Concentration rankings
SEC Form 13F-HR ownership desk
CUSIP 92204A405 · Q4 2025 $5M reported
VALUE-LIGHT · HOLDERS-FOCUS · CONC-DOM · PHOTO-FINISH · ACTIVITY-QUIET · BOOK-FULL
- VALUE-LIGHT #568/775
- HOLDERS-FOCUS 5 filers
- CONC-DOM 100% top-5
- PHOTO-FINISH SCHWAB EMERGING MARK…
- ACTIVITY-QUIET 0 new
- BOOK-FULL 8Q history
Photo-finish peer on reported value: SCHWAB EMERGING MARKETS
Read with: Ownership concentration guide - VANGUARD FINANCIALS ETF's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.
Reported-value neighbourhood · VANGUARD FINANCIALS ETF
Nearest tracked securities by aggregate 13F reported value, not a full corpus reprint.
Institutional ownership over time
The number of institutions reporting a VANGUARD FINANCIALS ETF position has held steady from 5 to 5 over the last 8 quarters of 13F filings.
Top Institutional Holders
| # | Institution | Shares | Value | Share of reported |
|---|---|---|---|---|
| 1 | Anchor Investment Management, LLC | 34,431 | $4.6M | 93.8% |
| 2 | Tempo Wealth, LLC | 1,567 | $209K | 4.3% |
| 3 | Bell Investment Advisors, Inc | 410 | $55K | 1.1% |
| 4 | Strategic Investment Solutions, Inc. /IL | 244 | $33K | 0.7% |
| 5 | MidFirst Bank | 48 | $6K | 0.1% |
Investment Discretion
SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among VANGUARD FINANCIALS ETF's reported holders for Q4 2025, by reported value:
Frequently Asked Questions
How many institutions hold VANGUARD FINANCIALS ETF?▼
Where does VANGUARD FINANCIALS ETF sit among tracked securities?▼
What is the total institutional value of VANGUARD FINANCIALS ETF?▼
How concentrated is ownership of VANGUARD FINANCIALS ETF?▼
Who is the largest institutional holder of VANGUARD FINANCIALS ETF?▼
Nationwide stocks with similar institutional value or holder count
Two 13F-derived peer sets for VANGUARD FINANCIALS ETF: nearest aggregate reported value and nearest institutional holder count, not catalog browse links.
Similar reported value
Nearest stocks by aggregate 13F reported value ($4.9M here).
Similar holder count
Nearest stocks by number of disclosing 13F holders (5 here).
Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-09-26.