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 |
|---|---|---|---|---|---|
|
Kdk Private Wealth Management, LLC
Houston, TX |
Aug 13, 2025 Q2 2025 |
9,324
shares
|
$1.23 Million
1.27% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Elm Partners Management LLC
|
Aug 05, 2025 Q2 2025 |
9,231
shares
|
$1.22 Million
0.08% of portfolio
|
Q2 2025
Added 28.94%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Aug 11, 2025 Q2 2025 |
9,216
shares
|
$1.21 Million
0.92% of portfolio
|
Q2 2025
Reduced 3.66%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
9,215
shares
|
$1.21 Million
0.02% of portfolio
|
Q2 2025
Added 33.98%
|
|
|
Cwa Asset Management Group, LLC
|
Jul 17, 2025 Q2 2025 |
8,786
shares
|
$1.16 Million
0.05% of portfolio
|
Q2 2025
Added 1.65%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
8,785
shares
|
$1.16 Million
0.01% of portfolio
|
Q2 2025
Added 2.37%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
8,589
shares
|
$1.13 Million
0.33% of portfolio
|
Q2 2025
New holding
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Aug 14, 2025 Q2 2025 |
8,580
shares
|
$1.13 Million
0.17% of portfolio
|
Q2 2025
Added 6.33%
|
|
|
Gryphon Financial Partners LLC
|
Aug 07, 2025 Q2 2025 |
8,555
shares
|
$1.13 Million
0.14% of portfolio
|
Q2 2023
Added 1.85%
|
|
|
Woodward Diversified Capital, LLC
|
Jul 18, 2025 Q2 2025 |
8,380
shares
|
$1.1 Million
0.56% of portfolio
|
Q2 2025
Added 53.37%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
8,267
shares
|
$1.09 Million
0.06% of portfolio
|
Q2 2025
Reduced 1.04%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
8,225
shares
|
$1.08 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.6%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
8,200
shares
|
$1.08 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
8,163
shares
|
$1.07 Million
0.07% of portfolio
|
Q2 2025
Added 3.29%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
8,150
shares
|
$1.07 Million
0.07% of portfolio
|
Q4 2022
Reduced 0.16%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
8,089
shares
|
$1.06 Million
0.0% of portfolio
|
Q2 2025
Added 29.65%
|
|
|
Reynolds Investment Management, Inc.
|
Jul 27, 2022 Q2 2022 |
8,079
shares
|
$1.06 Million
0.22% of portfolio
|
Q2 2022
Added 0.42%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Aug 13, 2025 Q2 2025 |
8,037
shares
|
$1.06 Million
0.42% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
7,977
shares
|
$1.05 Million
0.0% of portfolio
|
Q2 2023
Reduced 7.59%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
7,914
shares
|
$1.04 Million
0.01% of portfolio
|
Q2 2025
Added 6.87%
|
|
|
17 Capital Partners, LLC
|
May 13, 2025 Q1 2025 |
7,815
shares
|
$1.03 Million
0.6% of portfolio
|
Q1 2025
Added 26.95%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 11, 2025 Q2 2025 |
7,800
shares
|
$1.03 Million
0.06% of portfolio
|
Q2 2025
Added 11.43%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
7,775
shares
|
$1.02 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.51%
|
|
|
Yukon Wealth Management, Inc.
Overland Park, KS |
Aug 01, 2025 Q2 2025 |
7,701
shares
|
$1.01 Million
0.35% of portfolio
|
Q2 2025
Added 6.21%
|
|
|
Claris Financial LLC
Glen Allen, VA |
Aug 26, 2025 Q2 2025 |
7,698
shares
|
$1.01 Million
0.82% of portfolio
|
Q2 2025
Reduced 1.87%
|