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 712 institutions that hold shares in the stock, with a total of 52.8 Million shares, which have been reported (via 13F filing form) to have a value of $6.62 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
9,487
shares
|
$1.19 Million
0.01% of portfolio
|
Q3 2024
Added 20.26%
|
|
|
Bailard, Inc.
|
Oct 30, 2024 Q3 2024 |
9,311
shares
|
$1.17 Million
0.03% of portfolio
|
Q3 2024
Reduced 4.55%
|
|
|
Principle Wealth Partners LLC
|
Jan 29, 2025 Q4 2024 |
9,243
shares
|
$1.16 Million
0.08% of portfolio
|
Q4 2024
Reduced 1.49%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
9,203
shares
|
$1.15 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Community Bank, N.A.
|
Nov 14, 2024 Q3 2024 |
9,070
shares
|
$1.14 Million
0.13% of portfolio
|
Q3 2024
Reduced 9.49%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
9,033
shares
|
$1.13 Million
0.03% of portfolio
|
Q3 2024
Added 12.52%
|
|
|
Elevation Capital Advisory, LLC
Bend, OR |
Nov 04, 2024 Q3 2024 |
8,914
shares
|
$1.12 Million
0.43% of portfolio
|
Q3 2024
Reduced 3.95%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
8,803
shares
|
$1.1 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.18%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
8,727
shares
|
$1.09 Million
0.01% of portfolio
|
Q3 2024
Added 1.77%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
8,725
shares
|
$1.09 Million
0.0% of portfolio
|
Q1 2024
Reduced 54.48%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
8,669
shares
|
$1.09 Million
0.02% of portfolio
|
Q4 2024
Added 30.7%
|
|
|
Gryphon Financial Partners LLC
|
Nov 08, 2024 Q3 2024 |
8,555
shares
|
$1.07 Million
0.13% of portfolio
|
Q2 2023
Added 1.85%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
8,230
shares
|
$1.03 Million
0.02% of portfolio
|
Q4 2024
Added 10.51%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
8,150
shares
|
$1.02 Million
0.07% of portfolio
|
Q4 2022
Reduced 0.16%
|
|
|
Reynolds Investment Management, Inc.
|
Jul 27, 2022 Q2 2022 |
8,079
shares
|
$1.01 Million
0.22% of portfolio
|
Q2 2022
Added 0.42%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
8,045
shares
|
$1.01 Million
0.0% of portfolio
|
Q3 2024
Reduced 71.01%
|
|
|
Bigelow Investment Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
8,042
shares
|
$1.01 Million
0.4% of portfolio
|
Q3 2024
Added 34.8%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Nov 01, 2024 Q3 2024 |
8,033
shares
|
$1.01 Million
0.37% of portfolio
|
Q3 2024
Reduced 2.42%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
8,013
shares
|
$1.01 Million
0.07% of portfolio
|
Q4 2024
Added 113.68%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
8,000
shares
|
$1 Million
0.05% of portfolio
|
Q3 2024
Reduced 20.0%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
7,977
shares
|
$1 Million
0.0% of portfolio
|
Q2 2023
Reduced 7.59%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
7,842
shares
|
$983,778
0.06% of portfolio
|
Q4 2024
Added 2.32%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
7,787
shares
|
$976,879
0.0% of portfolio
|
Q3 2024
Reduced 31.99%
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
7,770
shares
|
$974,746
0.07% of portfolio
|
Q3 2024
Reduced 5.15%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
7,687
shares
|
$964,334
0.01% of portfolio
|
Q3 2023
Reduced 11.2%
|