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 784 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 $7.02 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cwa Asset Management Group, LLC
|
Jul 17, 2025 Q2 2025 |
8,786
shares
|
$1.13 Million
0.05% of portfolio
|
Q2 2025
Added 1.65%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
8,589
shares
|
$1.11 Million
0.33% of portfolio
|
Q2 2025
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
8,582
shares
|
$1.1 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Gryphon Financial Partners LLC
|
May 12, 2025 Q1 2025 |
8,555
shares
|
$1.1 Million
0.15% of portfolio
|
Q2 2023
Added 1.85%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
8,532
shares
|
$1.1 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.21%
|
|
|
Woodward Diversified Capital, LLC
|
Jul 18, 2025 Q2 2025 |
8,380
shares
|
$1.08 Million
0.56% of portfolio
|
Q2 2025
Added 53.37%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
8,354
shares
|
$1.08 Million
0.07% of portfolio
|
Q1 2025
Reduced 2.42%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 08, 2025 Q1 2025 |
8,288
shares
|
$1.07 Million
0.0% of portfolio
|
Q1 2025
Added 5.02%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
8,150
shares
|
$1.05 Million
0.07% of portfolio
|
Q4 2022
Reduced 0.16%
|
|
|
Reynolds Investment Management, Inc.
|
Jul 27, 2022 Q2 2022 |
8,079
shares
|
$1.04 Million
0.22% of portfolio
|
Q2 2022
Added 0.42%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
May 14, 2025 Q1 2025 |
8,069
shares
|
$1.04 Million
0.16% of portfolio
|
Q1 2025
Added 12.82%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
May 12, 2025 Q1 2025 |
8,036
shares
|
$1.03 Million
0.43% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
8,002
shares
|
$1.03 Million
0.02% of portfolio
|
Q1 2025
Reduced 7.69%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
7,977
shares
|
$1.03 Million
0.0% of portfolio
|
Q2 2023
Reduced 7.59%
|
|
|
Community Bank, N.A.
|
Apr 21, 2025 Q1 2025 |
7,940
shares
|
$1.02 Million
0.13% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
7,904
shares
|
$1.02 Million
0.03% of portfolio
|
Q1 2025
Added 159.32%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
7,903
shares
|
$1.02 Million
0.07% of portfolio
|
Q1 2025
Added 0.78%
|
|
|
Fulcrum Equity Management
|
May 01, 2025 Q1 2025 |
7,893
shares
|
$1.02 Million
1.06% of portfolio
|
Q1 2025
New holding
|
|
|
Claris Financial LLC
Glen Allen, VA |
Jun 17, 2025 Q1 2025 |
7,845
shares
|
$1.01 Million
0.66% of portfolio
|
Q4 2024
New holding
|
|
|
17 Capital Partners, LLC
|
May 13, 2025 Q1 2025 |
7,815
shares
|
$1.01 Million
0.6% of portfolio
|
Q1 2025
Added 26.95%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
7,775
shares
|
$1 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.51%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
7,687
shares
|
$989,624
0.01% of portfolio
|
Q3 2023
Reduced 11.2%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
7,498
shares
|
$965,292
0.01% of portfolio
|
Q1 2025
Added 2.75%
|
|
|
First Premier Bank
|
Jul 11, 2025 Q2 2025 |
7,480
shares
|
$962,975
0.23% of portfolio
|
Q1 2025
Added 6.54%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
7,405
shares
|
$953,319
0.01% of portfolio
|
Q1 2025
Reduced 1.58%
|