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 717 institutions that hold shares in the stock, with a total of 52.9 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 |
|---|---|---|---|---|---|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
6,645
shares
|
$839,130
0.01% of portfolio
|
Q3 2024
Added 3.52%
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
6,636
shares
|
$837,994
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Jan 15, 2025 Q4 2024 |
6,606
shares
|
$834,205
0.12% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
6,571
shares
|
$829,785
0.01% of portfolio
|
Q3 2024
Added 26.71%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Jan 30, 2025 Q4 2024 |
6,570
shares
|
$829,659
0.42% of portfolio
|
Q4 2024
Added 12.67%
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Feb 04, 2025 Q4 2024 |
6,543
shares
|
$826,250
0.49% of portfolio
|
Q4 2024
Added 9.67%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
6,488
shares
|
$819,304
0.02% of portfolio
|
Q3 2024
Added 7.22%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Feb 06, 2025 Q4 2024 |
6,464
shares
|
$816,273
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
6,358
shares
|
$802,888
0.01% of portfolio
|
Q1 2023
Added 2.71%
|
|
|
Brandywine Oak Private Wealth LLC
|
Jan 27, 2025 Q4 2024 |
6,335
shares
|
$799,983
0.07% of portfolio
|
Q1 2024
Reduced 0.02%
|
|
|
Hardy Reed LLC
|
Feb 03, 2025 Q4 2024 |
6,315
shares
|
$797,458
0.07% of portfolio
|
Q4 2023
Added 2.22%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
6,205
shares
|
$783,567
0.0% of portfolio
|
Q3 2024
Added 4.04%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
6,204
shares
|
$783,441
0.24% of portfolio
|
Q3 2024
Added 7.19%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
6,198
shares
|
$782,683
0.0% of portfolio
|
Q4 2024
Reduced 1.87%
|
|
|
Invictus Private Wealth, LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
6,166
shares
|
$778,642
0.05% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
17 Capital Partners, LLC
|
Jan 28, 2025 Q4 2024 |
6,156
shares
|
$777,379
0.46% of portfolio
|
Q4 2024
Added 9.28%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 14, 2024 Q3 2024 |
6,095
shares
|
$769,676
0.2% of portfolio
|
Q3 2024
Added 15.92%
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Feb 03, 2025 Q4 2024 |
6,085
shares
|
$768,413
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Safeguard Investment Advisory Group, LLC
|
Nov 14, 2024 Q3 2024 |
6,080
shares
|
$767,782
0.19% of portfolio
|
Q3 2024
Reduced 1.92%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
6,047
shares
|
$763,615
0.05% of portfolio
|
Q3 2024
Added 29.76%
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
6,043
shares
|
$763,110
0.02% of portfolio
|
Q4 2024
Added 25.17%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
6,034
shares
|
$761,973
0.0% of portfolio
|
Q3 2024
Added 123.4%
|
|
|
Morris Financial Concepts, Inc.
|
Jan 29, 2025 Q4 2024 |
6,006
shares
|
$758,437
0.31% of portfolio
|
Q3 2024
Added 22.75%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
5,985
shares
|
$755,785
0.01% of portfolio
|
Q4 2024
Added 11.08%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
5,912
shares
|
$746,567
0.04% of portfolio
|
Q4 2024
Added 130.4%
|