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 790 institutions that hold shares in the stock, with a total of 55.1 Million shares, which have been reported (via 13F filing form) to have a value of $7.28 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
22,910,811
shares
|
$3.02 Billion
0.22% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
3,402,528
shares
|
$448 Million
0.03% of portfolio
|
Q2 2025
Reduced 6.15%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
1,803,271
shares
|
$237 Million
0.04% of portfolio
|
Q2 2025
Reduced 5.42%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1,685,150
shares
|
$222 Million
0.05% of portfolio
|
Q2 2025
Added 1.43%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Aug 13, 2025 Q2 2025 |
1,376,276
shares
|
$181 Million
3.64% of portfolio
|
Q2 2025
Added 13.18%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
1,080,487
shares
|
$142 Million
0.05% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Beacon Capital Management, Inc.
|
Sep 04, 2025 Q2 2025 |
1,014,050
shares
|
$134 Million
6.91% of portfolio
|
Q2 2025
Added 197.56%
|
|
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
Jul 10, 2025 Q2 2025 |
913,614
shares
|
$120 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
870,845
shares
|
$115 Million
0.04% of portfolio
|
Q2 2025
Added 10.8%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
818,817
shares
|
$108 Million
0.03% of portfolio
|
Q2 2025
Reduced 5.17%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
723,843
shares
|
$95.3 Million
0.03% of portfolio
|
Q2 2025
Reduced 30.3%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
605,552
shares
|
$79.7 Million
0.09% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
539,110
shares
|
$71 Million
0.01% of portfolio
|
Q1 2025
Added 23.14%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
468,455
shares
|
$61.7 Million
0.06% of portfolio
|
Q2 2025
Reduced 1.0%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
468,100
shares
|
$61.6 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
463,318
shares
|
$61 Million
0.01% of portfolio
|
Q2 2025
Reduced 10.29%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
422,344
shares
|
$55.6 Million
0.04% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
346,000
shares
|
$45.6 Million
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Aug 06, 2025 Q2 2025 |
343,860
shares
|
$45.3 Million
1.49% of portfolio
|
Q2 2025
Reduced 1.23%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
343,414
shares
|
$45.2 Million
0.08% of portfolio
|
Q2 2025
Reduced 26.71%
|
|
|
Executive Wealth Group LLC
Kirkland, WA |
Apr 11, 2024 Q1 2024 |
322,226
shares
|
$42.4 Million
6.58% of portfolio
|
Q1 2024
Added 200.25%
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
307,655
shares
|
$40.5 Million
0.14% of portfolio
|
Q2 2025
Reduced 13.07%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
296,678
shares
|
$39.1 Million
0.07% of portfolio
|
Q2 2025
Added 41.29%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
271,149
shares
|
$35.7 Million
0.03% of portfolio
|
Q2 2025
Added 29055.81%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
260,248
shares
|
$34.3 Million
0.04% of portfolio
|
Q2 2025
Added 108.99%
|