VFH
FinancialsVanguard Financials Index Fund ETF Shares
Vanguard · Tracks MSCI US Investable Market Financials 25/50 Index · Inception Feb 4, 2004
Composite score
Based on a 0.090% expense ratio.
Based on $13.81B in net assets.
Top-10 holdings represent 45.1% of net assets.
Financials base · ETF wrapper · 1.68% 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. See methodology for formulas, the tracking-quality partial-coverage rationale, and the dimensions we deliberately don't score (methodology v0.5.1).
Use VFH in our tools
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
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Asset-location optimizer — places each fund in taxable / tax-deferred / Roth.
Top holdings
| # | Holding | Weight |
|---|---|---|
| 1 | JPMorgan Chase & Co | 9.30% |
| 2 | Berkshire Hathaway Inc | 8.36% |
| 3 | Mastercard Inc | 5.29% |
| 4 | Visa Inc | 4.21% |
| 5 | Bank of America Corp | 4.01% |
| 6 | Wells Fargo & Co | 3.13% |
| 7 | Vanguard Cmt Funds-Vanguard Market Liquidity Fund | 3.11% |
| 8 | Goldman Sachs Group Inc/The | 2.97% |
| 9 | Morgan Stanley | 2.39% |
| 10 | Citigroup Inc | 2.29% |
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