Morgan Stanley
VFH icon

Morgan Stanley’s Vanguard Financials ETF VFH Stock Holding History

Morgan Stanley’s Portfolio VFH Stock Details VFH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$443M Buy
3,665,584
+61,297
+2% +$7.82M 0.03% 585
2025
Q4 		$481M Buy
3,604,287
+35,705
+1% +$4.64M 0.03% 548
2025
Q3 		$468M Buy
3,568,582
+166,054
+5% +$21.5M 0.03% 545
2025
Q2 		$433M Sell
3,402,528
-223,001
-6% -$26.6M 0.03% 555
2025
Q1 		$433M Buy
3,625,529
+429,857
+13% +$52.4M 0.03% 526
2024
Q4 		$377M Buy
3,195,672
+443,385
+16% +$52.4M 0.03% 576
2024
Q3 		$303M Sell
2,752,287
-9,172
-0.3% -$972K 0.02% 643
2024
Q2 		$276M Buy
2,761,459
+36,540
+1% +$3.65M 0.02% 658
2024
Q1 		$279M Sell
2,724,919
-2,719,295
-50% -$261M 0.02% 655
2023
Q4 		$502M Buy
5,444,214
+2,763,765
+103% +$232M 0.02% 674
2023
Q3 		$215M Buy
2,680,449
+72,473
+3% +$6.06M 0.02% 660
2023
Q2 		$212M Sell
2,607,976
-373,600
-13% -$29.3M 0.02% 695
2023
Q1 		$232M Sell
2,981,576
-576,847
-16% -$48.8M 0.02% 636
2022
Q4 		$294M Buy
3,558,423
+27,280
+0.8% +$2.25M 0.03% 535
2022
Q3 		$263M Sell
3,531,143
-745,622
-17% -$60.6M 0.04% 477
2022
Q2 		$330M Sell
4,276,765
-174,218
-4% -$14.7M 0.04% 413
2022
Q1 		$416M Buy
4,450,983
+654,172
+17% +$62.7M 0.06% 307
2021
Q4 		$367M Buy
3,796,811
+440,283
+13% +$42.9M 0.05% 370
2021
Q3 		$311M Buy
3,356,528
+128,195
+4% +$11.8M 0.04% 383
2021
Q2 		$292M Buy
3,228,333
+139,622
+5% +$12.6M 0.04% 421
2021
Q1 		$261M Buy
3,088,711
+324,317
+12% +$25.9M 0.04% 403
2020
Q4 		$201M Buy
2,764,394
+330,733
+14% +$21.8M 0.03% 467
2020
Q3 		$142M Sell
2,433,661
-86,067
-3% -$5.12M 0.03% 481
2020
Q2 		$144M Buy
2,519,728
+50,379
+2% +$2.8M 0.03% 442
2020
Q1 		$125M Sell
2,469,349
-346,149
-12% -$23.6M 0.03% 431
2019
Q4 		$215M Buy
2,815,498
+119,912
+4% +$8.75M 0.05% 362
2019
Q3 		$189M Sell
2,695,586
-69,240
-3% -$4.78M 0.05% 359
2019
Q2 		$191M Sell
2,764,826
-22,275
-0.8% -$1.51M 0.05% 357
2019
Q1 		$180M Sell
2,787,101
-221,423
-7% -$14.4M 0.05% 355
2018
Q4 		$179M Sell
3,008,524
-306,388
-9% -$19.9M 0.05% 341
2018
Q3 		$230M Sell
3,314,912
-72,597
-2% -$5.13M 0.06% 329
2018
Q2 		$228M Sell
3,387,509
-12,524
-0.4% -$874K 0.06% 306
2018
Q1 		$236M Buy
3,400,033
+167,732
+5% +$12.1M 0.07% 293
2017
Q4 		$226M Sell
3,232,301
-6,187
-0.2% -$419K 0.06% 316
2017
Q3 		$212M Buy
3,238,488
+182,362
+6% +$11.5M 0.06% 299
2017
Q2 		$191M Buy
3,056,126
+6,772
+0.2% +$409K 0.06% 343
2017
Q1 		$184M Buy
3,049,354
+189,127
+7% +$11.5M 0.06% 344
2016
Q4 		$170M Buy
2,860,227
+706,092
+33% +$38.6M 0.06% 358
2016
Q3 		$106M Buy
2,154,135
+711,072
+49% +$35.1M 0.04% 511
2016
Q2 		$68.3M Sell
1,443,063
-245,910
-15% -$11.7M 0.02% 647
2016
Q1 		$78.3M Buy
1,688,973
+176,313
+12% +$7.83M 0.03% 551
2015
Q4 		$73.3M Buy
1,512,660
+329,437
+28% +$16.1M 0.03% 611
2015
Q3 		$54.8M Buy
1,183,223
+190,058
+19% +$9.34M 0.02% 743
2015
Q2 		$49.3M Buy
993,165
+335,050
+51% +$16.8M 0.02% 871
2015
Q1 		$32.4M Buy
658,115
+23,074
+4% +$1.13M 0.01% 1107
2014
Q4 		$31.6M Buy
635,041
+93,242
+17% +$4.48M 0.01% 1138
2014
Q3 		$25.2M Buy
541,799
+23,643
+5% +$1.1M 0.01% 1258
2014
Q2 		$24M Buy
518,156
+58,139
+13% +$2.63M 0.01% 1278
2014
Q1 		$20.9M Buy
460,017
+49,387
+12% +$2.19M 0.01% 1334
2013
Q4 		$18.2M Buy
410,630
+7,442
+2% +$319K 0.01% 1420
2013
Q3 		$16.5M Buy
403,188
+50,341
+14% +$2.08M 0.01% 1374
2013
Q2 		$14.1M Buy
+352,847
New +$14M 0.01% 1430

Other funds holding VFH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Morgan Stanley's VFH Position: Q1 2026 in Review

Morgan Stanley increased its Vanguard Financials ETF (VFH) stake by 1.7% in Q1 2026, buying an estimated $7.82M and bringing the position to 3,665,584 shares worth $443M. The position accounts for 0.03% of the portfolio, ranked #585.

Morgan Stanley first reported a position in VFH in Q2 2013 and has held it in 52 quarters since. The position peaked at $502M in Q4 2023. 738 funds tracked by Wall St. Rank hold VFH as of Q1 2026.

  • Morgan Stanley held 3,665,584 shares of Vanguard Financials ETF worth $443M as of Q1 2026.
  • Morgan Stanley bought 61,297 Vanguard Financials ETF shares in Q1 2026, an estimated $7.82M.
  • Vanguard Financials ETF made up 0.03% of Morgan Stanley's portfolio in Q1 2026, its #585 holding.
  • Morgan Stanley first reported a position in Vanguard Financials ETF in Q2 2013 and has held it in 52 quarters since.
  • Morgan Stanley's Vanguard Financials ETF position peaked at $502M in Q4 2023.
  • 738 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.