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 701 institutions that hold shares in the stock, with a total of 52.6 Million shares, which have been reported (via 13F filing form) to have a value of $6.37 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
23,404,890
shares
|
$2.87 Billion
0.22% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
2,752,287
shares
|
$338 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
1,879,626
shares
|
$231 Million
0.05% of portfolio
|
Q3 2024
Added 7.23%
|
|
|
Beacon Capital Management, Inc.
|
Oct 15, 2024 Q3 2024 |
1,519,852
shares
|
$187 Million
7.19% of portfolio
|
Q3 2024
Reduced 4.97%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1,366,526
shares
|
$168 Million
0.03% of portfolio
|
Q3 2024
Reduced 2.63%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
1,259,691
shares
|
$155 Million
0.05% of portfolio
|
Q3 2024
Added 21.06%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 13, 2024 Q3 2024 |
1,123,061
shares
|
$138 Million
2.53% of portfolio
|
Q3 2024
Added 9.32%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
924,677
shares
|
$114 Million
0.01% of portfolio
|
Q3 2024
Added 4.66%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
659,138
shares
|
$80.9 Million
0.03% of portfolio
|
Q3 2024
Added 0.94%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
605,552
shares
|
$74.4 Million
0.09% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
594,600
shares
|
$73 Million
0.02% of portfolio
|
Q3 2024
Added 29.17%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
552,533
shares
|
$67.9 Million
0.01% of portfolio
|
Q3 2024
Added 8.55%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
468,100
shares
|
$57.5 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
443,222
shares
|
$54.4 Million
0.57% of portfolio
|
Q3 2024
Added 97.78%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
441,359
shares
|
$54.2 Million
0.11% of portfolio
|
Q3 2024
Added 22.03%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
433,070
shares
|
$53.2 Million
0.05% of portfolio
|
Q3 2024
Added 1.99%
|
|
|
M&T Bank Corp
|
Nov 19, 2024 Q3 2024 |
363,441
shares
|
$44.6 Million
0.13% of portfolio
|
Q3 2024
Reduced 8.0%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 06, 2024 Q3 2024 |
358,998
shares
|
$44.1 Million
1.36% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Executive Wealth Group LLC
Kirkland, WA |
Apr 11, 2024 Q1 2024 |
322,226
shares
|
$39.6 Million
6.58% of portfolio
|
Q1 2024
Added 200.25%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Oct 15, 2024 Q3 2024 |
301,595
shares
|
$37 Million
5.14% of portfolio
|
Q3 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
276,382
shares
|
$33.9 Million
0.03% of portfolio
|
Q3 2024
Added 8.81%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
Nov 07, 2024 Q3 2024 |
243,799
shares
|
$29.9 Million
0.27% of portfolio
|
Q3 2024
Reduced 3.28%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
230,675
shares
|
$28.3 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.2%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
224,019
shares
|
$27.5 Million
0.06% of portfolio
|
Q3 2024
Reduced 2.53%
|
|
|
Tiff Advisory Services Inc
|
Nov 05, 2024 Q3 2024 |
213,451
shares
|
$26.2 Million
7.8% of portfolio
|
Q1 2022
Added 95.2%
|