Vanguard Financials ETF (VFH)
| Assets | $12.03B |
| Expense Ratio | 0.10% |
| PE Ratio | 18.42 |
| Shares Out | 95.47M |
| Dividend (ttm) | $1.95 |
| Dividend Yield | 1.57% |
| Ex-Dividend Date | Sep 27, 2024 |
| Payout Ratio | 28.78% |
| 1-Year Return | +42.03% |
| Volume | 241,971 |
| Open | 125.62 |
| Previous Close | 125.06 |
| Day's Range | 124.14 - 125.62 |
| 52-Week Low | 87.05 |
| 52-Week High | 126.85 |
| Beta | 1.10 |
| Holdings | 407 |
| Inception Date | Jan 26, 2004 |
About VFH
Fund Home PageThe Vanguard Financials ETF (VFH) is an exchange-traded fund that is based on the MSCI US IMI 25/50 Financials index. The fund tracks a market cap-weighted index of companies in the US financials sector. VFH was launched on Jan 26, 2004 and is issued by Vanguard.
Top 10 Holdings
41.48% of assets| Name | Symbol | Weight |
|---|---|---|
| JPMorgan Chase & Co. | JPM | 8.52% |
| Berkshire Hathaway Inc. | BRK.B | 7.98% |
| Mastercard Incorporated | MA | 5.54% |
| Visa Inc. | V | 4.17% |
| Bank of America Corporation | BAC | 3.93% |
| Wells Fargo & Company | WFC | 3.03% |
| The Goldman Sachs Group, Inc. | GS | 2.23% |
| American Express Company | AXP | 2.08% |
| S&P Global Inc. | SPGI | 2.05% |
| BlackRock, Inc. | BLK | 1.95% |
Dividends
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| Sep 27, 2024 | $0.553 | Oct 1, 2024 |
| Jun 28, 2024 | $0.461 | Jul 2, 2024 |
| Mar 22, 2024 | $0.400 | Mar 27, 2024 |
| Dec 19, 2023 | $0.540 | Dec 22, 2023 |
| Sep 28, 2023 | $0.505 | Oct 3, 2023 |
| Jun 29, 2023 | $0.440 | Jul 5, 2023 |
News
ETFs See Tremendous Trading Volume After Election
The results of the 2024 presidential election have certainly rocked the markets, and ETFs were no exception. Using Bloomberg data, Scotia ETF Services reports that U.S. ETFs traded about $262 billion...
Trump Victory Sends Bank Stocks Higher, Leading S&P 500 On Regulatory Hopes
After Donald Trump's decisive win in the 2024 U.S. presidential election, Wall Street reacted strongly, particularly in the financial sector. The Financial Select Sector SPDR Fund XLF rose 4.84%, whil...
Breaking Down S&P 500 Returns by Sector Since 2020 Election
The S&P 500 Index has returned nearly 81% since the last presidential election, with a wide disparity between sector performance. The S&P 500's gains since Nov. 3, 2020 reflect an annual return of nea...
VFH: U.S. Financials Offer High IRR Potential
Vanguard Financials Index Fund ETF invests in U.S. Financials sector stocks, with a low expense ratio of 0.10% and $10.1 billion in net assets. VFH's top holdings include JPMorgan Chase, Berkshire Hat...
VFH: Top Holdings Remain Resilient, But Consumer Risks Are Rising
VFH warrants a hold rating due to the resiliency of top holdings despite rising consumer risk factors such as increasing credit card delinquencies and decreasing savings rates. VFH is a passively mana...
VFH: Not Attractive In This Macroeconomic Environment
Vanguard Financials Index Fund ETF has underperformed the S&P 500 index since its inception in 2004. The fund's portfolio of U.S. financial stocks has a slower growth profile than the broader market. ...
VFH: A 2023 Redux In Play Amid Rising Rates (Rating Downgrade)
The forward rate outlook has changed dramatically in recent days, with US Treasury note yields reaching multi-week highs as interest rate volatility ticks back up. Higher interest rates and an inverte...
VFH: A Counterintuitive Credit Event Bet
The Vanguard Financials ETF provides broad exposure to the financial sector with low costs and solid performance history. VFH has a diversified portfolio with top holdings including Berkshire Hathaway...
VFH: A Mixed Picture In The Short Term
Vanguard Financials Index Fund ETF offers opportunities and risks in the short term, with a mix of banks and other financial sub-sectors. The fund has underperformed the overall market in the last two...
With Inflation Still High, These ETFs Will Likely Disappoint This Year
Inflation above 2% has a negative impact on stock prices; the Vanguard Total Stock Market ETF has averaged poor performance during such years. Various sub-sectors of the stock market and sectors of th...
VFH: Low Contagion Risk And Earnings Growth Could Drive Shares Higher
Vanguard Financials Index Fund ETF Shares may be the right choice for investors looking to capitalize on the recent volatility in the financial sector. The financial sector is expected to record robus...
Financials In Focus Ahead Of CPI And The Fed: VFH A Buy
The World Bank raised its global real GDP growth outlook for 2023 to 2.1% but cut 2024 expectations from 2.7% to 2.4%. Vanguard Financials Index Fund ETF is recommended for its low valuation and high ...
Why are banks failing?
Fox News contributor Liz Peek shares her insight on how Fed rate hikes are contributing to U.S. bank failures on ‘The Evening Edit.'
VFH: Targeted QE To Balance High Inflation And Financial Stress
The Fed's recent hike may appear contradictory given the stress level in the banking sector. Looking closer, the U.S. central bank appears to have more of a two-pronged approach, which I term "targete...
Vanguard Financials ETF: A Gamble For Dip Buyers
The price drop of Vanguard Financials ETF does not seem to be a buying opportunity given that the fundamentals of the financial sector are likely to continue to worsen. Despite the failure of several ...
3 Dividend ETFs I Am Greedily Buying In 2023
In 2023, most of the market's interesting opportunities are in dividend-paying sectors. Tightening has a negative effect on the value of high growth opportunities.
Financial Industry ETFs Slump as Banks Report Mixed 4Q Earnings
Three of the largest of the sector's funds posted consecutive losses during the trading week.
The Vanguard Financials ETF: Timely Or Time Up?
As most of you know, rising interest rates are typically a positive catalyst for banks because their net-interest-margin ("NIM) rises and that leads to increased profits. Obviously, we have been - and...
VFH: Banking Is The New Oil
Big bank earnings season has come and gone. The big banks all posted large increases in net interest income.
VFH: Financials Stocks Are Not Expensive But Poorly Positioned Cyclically
VFH invests in financials stocks. VFH has performed about as well (or rather, about as poorly) as the major U.S. equity indices this year.
VFH: Financials Priced To Outperform
As the Federal Reserve scales back quantitative easing, the commodity of money benefits. On the back of normalized interest rates, financials are set to be the best performing sector of the decade.
The Best ETFs To Own When Inflation Is High
Inflation is now well over the Fed's preferred level of 2% and promises to remain overheated during the remainder of 2022.So the question becomes what categories of ETFs (or even mutual funds) an inve...
VFH: Rising Rates A Strong Tailwind For Vanguard Financials ETF
Interest rates are a key driver of earnings for financial services companies. As a result, the current rising interest rate environment is generally bullish for the sector.
Vanguard Financials ETF: Bullish In The Medium Term
Data suggest that the Vanguard Financials ETF has delivered small returns (average annual price gain of 5.63% and a dividend yield of about 1.77%) for long-term investors. However, tailwinds in the fo...