Institutional Ownership Vanguard Financial ETF (VFH)
This table provides information about the institutional ownership of Vanguard Financial ETF (VFH). We have compiled data on the 760 institutions that hold shares in the stock, with a total of 54.4 Million shares, which have been reported (via 13F filing form) to have a value of $6.71 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
23,003,658
shares
|
$2.84 Billion
0.23% of portfolio
|
Q4 2024
Reduced 1.71%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
3,195,672
shares
|
$394 Million
0.03% of portfolio
|
Q4 2024
Added 16.11%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
1,920,782
shares
|
$237 Million
0.04% of portfolio
|
Q4 2024
Added 2.19%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1,582,629
shares
|
$195 Million
0.04% of portfolio
|
Q4 2024
Added 15.81%
|
|
|
Beacon Capital Management, Inc.
|
Feb 11, 2025 Q4 2024 |
1,430,014
shares
|
$176 Million
7.56% of portfolio
|
Q4 2024
Reduced 5.91%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Feb 13, 2025 Q4 2024 |
1,184,343
shares
|
$146 Million
2.75% of portfolio
|
Q4 2024
Added 5.46%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
1,105,688
shares
|
$136 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
1,026,495
shares
|
$127 Million
0.04% of portfolio
|
Q4 2024
Reduced 18.51%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
758,255
shares
|
$93.5 Million
0.04% of portfolio
|
Q4 2024
Added 15.04%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
692,267
shares
|
$85.3 Million
0.02% of portfolio
|
Q4 2024
Added 16.43%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
605,552
shares
|
$74.6 Million
0.09% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
526,304
shares
|
$64.9 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.75%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
468,100
shares
|
$57.7 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
449,443
shares
|
$55.4 Million
0.06% of portfolio
|
Q4 2024
Added 3.78%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Jan 28, 2025 Q4 2024 |
446,507
shares
|
$55 Million
8.76% of portfolio
|
Q4 2024
Added 48.05%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
437,817
shares
|
$54 Million
0.0% of portfolio
|
Q4 2024
Reduced 52.65%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
411,837
shares
|
$50.8 Million
0.11% of portfolio
|
Q4 2024
Reduced 6.69%
|
|
|
M&T Bank Corp
|
Feb 06, 2025 Q4 2024 |
362,356
shares
|
$44.7 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Feb 12, 2025 Q4 2024 |
342,212
shares
|
$42.2 Million
1.42% of portfolio
|
Q4 2024
Reduced 4.68%
|
|
|
Executive Wealth Group LLC
Kirkland, WA |
Apr 11, 2024 Q1 2024 |
322,226
shares
|
$39.7 Million
6.58% of portfolio
|
Q1 2024
Added 200.25%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
284,403
shares
|
$35.1 Million
0.03% of portfolio
|
Q4 2024
Added 2.9%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
237,861
shares
|
$29.3 Million
0.02% of portfolio
|
Q4 2024
Added 3.12%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
220,303
shares
|
$27.2 Million
0.07% of portfolio
|
Q4 2024
Added 12.0%
|
|
|
Wealthfront Advisers LLC
|
Feb 07, 2025 Q4 2024 |
218,700
shares
|
$27 Million
0.02% of portfolio
|
Q4 2024
Added 2906.6%
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
216,909
shares
|
$26.7 Million
0.33% of portfolio
|
Q4 2024
Reduced 51.06%
|