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-MID · BOOK-FULL

  • VALUE-LIGHT #568/775
  • HOLDERS-FOCUS 5 filers
  • CONC-DOM 100% top-5
  • PHOTO-FINISH SCHWAB EMERGING MARK…
  • ACTIVITY-MID 4 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.

VANGUARD FINANCIALS… · this …$5MSCHWAB EMERGING MARK… · near$5MSYNCHRONY FINANCIAL · near$5MAIR LEASE · near$5MFLEXSHARES TR · near$5M
Aggregate reported institutional value ($)
Largest institutional holders of VANGUARD FINANCIALS ETF
  1. 1
    Anchor Investment Management, LLC $4.6M
  2. 2
    Tempo Wealth, LLC $209K
  3. 3
    Bell Investment Advisors, Inc $55K
  4. 4
    Strategic Investment Solutions, Inc. /IL $33K
  5. 5
    MidFirst Bank $6K

Top 5 reported holders by value · Q4 2025

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.

0246810 Q1'24Q2'24Q3'24Q4'24Q1'25Q2'25Q3'25Q4'25 5
Distinct 13F filers holding VANGUARD FINANCIALS ETF, by quarter

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:

Sole discretion (SOLE)
100.0%

Latest Quarter Activity · Q4 2025

New positions (4)

Anchor Investment Management, LLC $4.6M
Tempo Wealth, LLC $209K
Strategic Investment Solutions, Inc. /IL $33K
MidFirst Bank $6K

Complete exits (6)

CIBC Private Wealth Group LLC exited
Capital Square, LLC exited
Cherry Tree Wealth Management, LLC exited
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) exited
CENTAURUS FINANCIAL, INC. exited
Vermillion & White Wealth Management Group, LLC exited

Frequently Asked Questions

How many institutions hold VANGUARD FINANCIALS ETF?▼
VANGUARD FINANCIALS ETF is held by 5 institutional investors per the latest SEC Form 13F filings as of Q4 2025.
Where does VANGUARD FINANCIALS ETF sit among tracked securities?▼
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. The ordinal is recomputed live among securities with ≥5 reporting holders. See /methodology/#corpus-placement.
What is the total institutional value of VANGUARD FINANCIALS ETF?▼
Institutions report $4.9M of VANGUARD FINANCIALS ETF as of Q4 2025.
How concentrated is ownership of VANGUARD FINANCIALS ETF?▼
The top five institutional holders account for 100% of the reported institutional value in VANGUARD FINANCIALS ETF, making ownership dominated by its top few institutional owners.
Who is the largest institutional holder of VANGUARD FINANCIALS ETF?▼
Anchor Investment Management, LLC is the largest reported holder of VANGUARD FINANCIALS ETF with $4.6M across 34,431 shares as of Q4 2025.

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).

SCHWAB EMERGING MARKETS $4.9M SYNCHRONY FINANCIAL $4.9M AIR LEASE CORP $4.9M FLEXSHARES TR $4.9M

Similar holder count

Nearest stocks by number of disclosing 13F holders (5 here).

ABRDN PHYSICAL PREC MTL BSKT SHS ETF 5 AES CORP 5 AGNC INVT CORP 5 ALBEMARLE CORP 5

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 2026-05-16.