The portfolio maintains a cost advantage over competitors, priced within the lowest fee quintile among peers.
Vanguard Financials ETF VFH
Morningstar’s Analysis VFH
Will VFH outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 43.7
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
JPMorgan Chase & Co | 8.32 | 819.8 Mil | Financial Services |
Berkshire Hathaway Inc Class B | 8.30 | 817.9 Mil | Financial Services |
Mastercard Inc Class A | 6.15 | 605.9 Mil | Financial Services |
Visa Inc Class A | 6.06 | 597.3 Mil | Financial Services |
Bank of America Corp | 3.80 | 374.9 Mil | Financial Services |
Wells Fargo & Co | 3.12 | 307.8 Mil | Financial Services |
S&P Global Inc | 2.15 | 211.6 Mil | Financial Services |
American Express Co | 1.98 | 195.1 Mil | Financial Services |
The Goldman Sachs Group Inc | 1.96 | 193.5 Mil | Financial Services |
BlackRock Inc | 1.87 | 183.9 Mil | Financial Services |