Morningstar

Vanguard Financials ETF VFH

Morningstar Medalist Rating
Medalist Rating as of | See Vanguard Investment Hub

Morningstar’s Analysis VFH

Will VFH outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable VFH’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the VFH management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of VFH’s parent organization’s priorities and whether they’re in line with investors’ interests.

A sound investment process and strong management team underpin Vanguard Financials ETF's Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings VFH

More VFH Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 42.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

JPMorgan Chase & Co

8.83 973.5 Mil
Financial Services

Berkshire Hathaway Inc Class B

8.63 950.5 Mil
Financial Services

Mastercard Inc Class A

5.49 605.1 Mil
Financial Services

Visa Inc Class A

4.07 448.8 Mil
Financial Services

Bank of America Corp

3.93 432.5 Mil
Financial Services

Wells Fargo & Co

2.79 307.4 Mil
Financial Services

The Goldman Sachs Group Inc

2.25 248.1 Mil
Financial Services

S&P Global Inc

2.25 247.7 Mil
Financial Services

American Express Co

2.04 224.6 Mil
Financial Services

Progressive Corp

2.02 222.7 Mil
Financial Services

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