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 |
|---|---|---|---|---|---|
|
Sharper & Granite LLC
El Segundo, CA |
Jul 30, 2025 Q2 2025 |
12,901
shares
|
$1.7 Million
0.63% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
|
One Charles Private Wealth Services, LLC
|
Aug 12, 2025 Q2 2025 |
12,832
shares
|
$1.69 Million
0.5% of portfolio
|
Q2 2025
Added 3.94%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
12,769
shares
|
$1.68 Million
0.01% of portfolio
|
Q2 2025
Added 1.8%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
12,609
shares
|
$1.66 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Bigelow Investment Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
12,506
shares
|
$1.65 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
|
$1.64 Million
0.15% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Private Wealth Advisors, LLC
Fresno, CA |
Aug 14, 2025 Q2 2025 |
12,451
shares
|
$1.64 Million
0.59% of portfolio
|
Q2 2025
Added 4.17%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Aug 07, 2025 Q2 2025 |
12,396
shares
|
$1.63 Million
0.24% of portfolio
|
Q2 2025
Added 221.64%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 12, 2025 Q2 2025 |
12,268
shares
|
$1.62 Million
0.21% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
12,254
shares
|
$1.61 Million
0.55% of portfolio
|
Q4 2024
New holding
|
|
|
Goal Vest Advisory LLC
|
Aug 01, 2025 Q2 2025 |
12,119
shares
|
$1.6 Million
0.39% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Evolution Wealth Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
12,048
shares
|
$1.59 Million
0.23% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
12,038
shares
|
$1.58 Million
0.04% of portfolio
|
Q2 2025
Reduced 3.53%
|
|
|
Brighton Jones LLC
|
Jul 31, 2025 Q2 2025 |
12,033
shares
|
$1.58 Million
0.04% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Rba Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
11,969
shares
|
$1.58 Million
0.57% of portfolio
|
Q2 2025
Added 4.56%
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Aug 11, 2025 Q2 2025 |
11,889
shares
|
$1.57 Million
0.95% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
11,466
shares
|
$1.51 Million
0.03% of portfolio
|
Q2 2025
Added 11.52%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
11,465
shares
|
$1.51 Million
0.2% of portfolio
|
Q1 2025
Reduced 13.54%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
11,442
shares
|
$1.51 Million
0.73% of portfolio
|
Q2 2025
Added 3.67%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
11,418
shares
|
$1.5 Million
0.03% of portfolio
|
Q2 2025
Added 44.46%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
11,417
shares
|
$1.5 Million
0.17% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
11,257
shares
|
$1.48 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Aug 25, 2025 Q2 2025 |
11,250
shares
|
$1.48 Million
0.0% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Fischer Financial Services, Inc.
Harrisburg, PA |
Jul 16, 2025 Q2 2025 |
11,190
shares
|
$1.47 Million
0.41% of portfolio
|
Q2 2025
Reduced 4.07%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
11,007
shares
|
$1.45 Million
0.02% of portfolio
|
Q2 2025
Reduced 34.22%
|