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 805 institutions that hold shares in the stock, with a total of 54.3 Million shares, which have been reported (via 13F filing form) to have a value of $7.05 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
9,189
shares
|
$1.19 Million
0.28% of portfolio
|
Q3 2025
Reduced 48.97%
|
|
|
Bbr Partners, LLC
New York, NY |
Nov 07, 2025 Q3 2025 |
9,159
shares
|
$1.19 Million
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Cwa Asset Management Group, LLC
|
Oct 22, 2025 Q3 2025 |
8,786
shares
|
$1.14 Million
0.04% of portfolio
|
Q2 2025
Added 1.65%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
8,785
shares
|
$1.14 Million
0.01% of portfolio
|
Q2 2025
Added 2.37%
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
8,654
shares
|
$1.12 Million
0.07% of portfolio
|
Q3 2025
Added 6.01%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
8,589
shares
|
$1.12 Million
0.33% of portfolio
|
Q2 2025
New holding
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Aug 14, 2025 Q2 2025 |
8,580
shares
|
$1.11 Million
0.17% of portfolio
|
Q2 2025
Added 6.33%
|
|
|
Gryphon Financial Partners LLC
|
Aug 07, 2025 Q2 2025 |
8,555
shares
|
$1.11 Million
0.14% of portfolio
|
Q2 2023
Added 1.85%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
8,475
shares
|
$1.1 Million
0.0% of portfolio
|
Q3 2025
Added 3.04%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
8,232
shares
|
$1.07 Million
0.06% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Woodward Diversified Capital, LLC
|
Oct 21, 2025 Q3 2025 |
8,210
shares
|
$1.07 Million
0.54% of portfolio
|
Q3 2025
Reduced 2.03%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
8,200
shares
|
$1.07 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
8,150
shares
|
$1.06 Million
0.07% of portfolio
|
Q4 2022
Reduced 0.16%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
8,144
shares
|
$1.06 Million
0.01% of portfolio
|
Q3 2025
Added 20.58%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
8,089
shares
|
$1.05 Million
0.0% of portfolio
|
Q2 2025
Added 29.65%
|
|
|
Reynolds Investment Management, Inc.
|
Jul 27, 2022 Q2 2022 |
8,079
shares
|
$1.05 Million
0.22% of portfolio
|
Q2 2022
Added 0.42%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
7,977
shares
|
$1.04 Million
0.0% of portfolio
|
Q2 2023
Reduced 7.59%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
7,937
shares
|
$1.03 Million
0.01% of portfolio
|
Q3 2025
Added 2.08%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
7,914
shares
|
$1.03 Million
0.01% of portfolio
|
Q2 2025
Added 6.87%
|
|
|
17 Capital Partners, LLC
|
May 13, 2025 Q1 2025 |
7,815
shares
|
$1.02 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
|
$1.01 Million
0.06% of portfolio
|
Q2 2025
Added 11.43%
|
|
|
Yukon Wealth Management, Inc.
Overland Park, KS |
Aug 01, 2025 Q2 2025 |
7,701
shares
|
$1 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 Million
0.82% of portfolio
|
Q2 2025
Reduced 1.87%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
7,687
shares
|
$998,848
0.01% of portfolio
|
Q3 2023
Reduced 11.2%
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
7,642
shares
|
$993,001
0.05% of portfolio
|
Q3 2025
Added 33.6%
|