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 788 institutions that hold shares in the stock, with a total of 54.8 Million shares, which have been reported (via 13F filing form) to have a value of $7.06 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
12,609
shares
|
$1.62 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
12,543
shares
|
$1.61 Million
0.01% of portfolio
|
Q1 2025
Added 1.13%
|
|
|
Bigelow Investment Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
12,506
shares
|
$1.61 Million
0.7% of portfolio
|
Q2 2025
Added 5.76%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
12,484
shares
|
$1.61 Million
0.15% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
12,478
shares
|
$1.61 Million
0.04% of portfolio
|
Q1 2025
Added 308.98%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
12,385
shares
|
$1.59 Million
0.19% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
One Charles Private Wealth Services, LLC
|
May 08, 2025 Q1 2025 |
12,345
shares
|
$1.59 Million
0.51% of portfolio
|
Q1 2025
Added 0.91%
|
|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
12,254
shares
|
$1.58 Million
0.55% of portfolio
|
Q4 2024
New holding
|
|
|
Goal Vest Advisory LLC
|
Apr 07, 2025 Q1 2025 |
12,055
shares
|
$1.55 Million
0.4% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Evolution Wealth Advisors, LLC
|
May 09, 2025 Q1 2025 |
12,047
shares
|
$1.55 Million
0.25% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
11,974
shares
|
$1.54 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Rba Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
11,969
shares
|
$1.54 Million
0.57% of portfolio
|
Q2 2025
Added 4.56%
|
|
|
Private Wealth Advisors, LLC
Fresno, CA |
May 12, 2025 Q1 2025 |
11,953
shares
|
$1.54 Million
0.53% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
May 13, 2025 Q1 2025 |
11,889
shares
|
$1.53 Million
1.03% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Elevation Capital Advisory, LLC
Bend, OR |
May 12, 2025 Q1 2025 |
11,553
shares
|
$1.49 Million
0.6% of portfolio
|
Q1 2025
Reduced 36.23%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
11,522
shares
|
$1.48 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.55%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
11,465
shares
|
$1.48 Million
0.21% of portfolio
|
Q1 2025
Reduced 13.54%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
11,442
shares
|
$1.47 Million
0.73% of portfolio
|
Q2 2025
Added 3.67%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
11,417
shares
|
$1.47 Million
0.17% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
11,294
shares
|
$1.45 Million
0.03% of portfolio
|
Q1 2025
Reduced 3.69%
|
|
|
Neuberger Berman Group LLC
New York, NY |
May 13, 2025 Q1 2025 |
11,247
shares
|
$1.45 Million
0.0% of portfolio
|
Q1 2025
Reduced 5.15%
|
|
|
Fischer Financial Services, Inc.
Harrisburg, PA |
Jul 16, 2025 Q2 2025 |
11,190
shares
|
$1.44 Million
0.41% of portfolio
|
Q2 2025
Reduced 4.07%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
11,044
shares
|
$1.42 Million
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
11,007
shares
|
$1.42 Million
0.02% of portfolio
|
Q2 2025
Reduced 34.22%
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
10,869
shares
|
$1.4 Million
0.16% of portfolio
|
Q4 2022
Reduced 2.47%
|