VFHVanguard Financials ETF
VFH Fund Description
VFH tracks a market-cap-weighted index of US stocks from the financials sector.
VFH Factset Analytics Insight
VFH tracks an index composed of stocks from the US financials sector across all market caps. The fund uses a market-cap selection and weighting scheme with a portfolio that captures the broader financials market. In September 2016, the fund sold off all its REITs (except for mortgage REITs), a substantial part of the portfolio. It did so to comply with a change in GICS methodology, the sector framework supporting its underlying index. It increased its allocation to remaining financial industries in accord with the revamped underlying index. To ensure diversification, the index applies investment limits under the current US Internal Revenue Code on regulated investment companies of no more than 25% of value to a single issuer, and the sum of the weights of all issuers with more than 5% not exceeding 50% of total assets.
VFH MSCI ESG Analytics Insight
Vanguard Financials ETF has an MSCI ESG Fund Rating of AA based on a score of 8.20 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. Vanguard Financials ETF ranks in the 79th percentile within its peer group and in the 57th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
VFH MSCI FaCS and Factor Box
MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.
VFH Summary Data
VFH Portfolio Data
VFH Index Data
VFH Portfolio Management
VFH Tax Exposures
VFH Fund Structure
VFH Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of VFH. VFH is rated a 5 out of 5.
VFH Sector/Industry Breakdown
VFH Top 10 Holdings[View All]
VFH Economic Development
VFH Performance Statistics
VFH MSCI ESG Ratings
VFH Benchmark Comparison Summary
VFH Benchmark Comparison Market Cap Size