VFH
FinancialsVanguard Financials Index Fund ETF Shares
Vanguard·Tracks MSCI US Investable Market Financials 25/50 Index·Inception Jan 26, 2004
Composite score
Based on a 0.090% expense ratio.
Based on $14.77B in net assets.
Top-10 holdings represent 46.1% of net assets.
Financials base · ETF wrapper · 1.67% TTM yield.
The composite is a weighted average of the four core sub-scores above (cost, tax efficiency, liquidity, concentration). Missing sub-scores fall back to the per-category median when the category has at least 50% data coverage, so funds without (e.g.) parsed N-PORT holdings aren't accidentally boosted by renormalization. Tracking quality is shown where computable but isn't currently part of the composite weighting. Seemethodologyfor formulas, thetracking-qualitypartial-coverage rationale, and the dimensions we deliberatelydon't score(methodology v0.5.1).
Use VFH in our tools
Tool · Look-through
See what VFH actually holds, in a portfolio
Add your other funds and weights; every underlying position is summed across the basket.
Tool · Cost
Compare VFH's fee against another fund
Compounds the 0.090% expense ratio against a peer over decades.
Tool · Overlap
Compare VFH's holdings with peers
Pairwise holdings heatmap, pre-loaded with similar Financials funds.
Tool · TLH
Find a tax-loss harvesting partner for VFH
Ranks every catalog fund by holdings overlap, flags wash-sale risk.
Tool · Placement
Where should this fund live across your accounts?
Asset-location optimizer — places each fund in taxable / tax-deferred / Roth.
Top holdings
| # | Holding | Weight |
|---|---|---|
| 1 | JPMorgan Chase & Co | 9.15% |
| 2 | Berkshire Hathaway Inc | 7.85% |
| 3 | Mastercard Inc | 5.03% |
| 4 | Bank of America Corp | 4.25% |
| 5 | Visa Inc | 4.17% |
| 6 | Vanguard Cmt Funds-Vanguard Market Liquidity Fund | 3.66% |
| 7 | Goldman Sachs Group Inc/The | 3.51% |
| 8 | Morgan Stanley | 2.97% |
| 9 | Wells Fargo & Co | 2.93% |
| 10 | Citigroup Inc | 2.56% |
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