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 |
|---|---|---|---|---|---|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
6,664
shares
|
$877,382
0.0% of portfolio
|
Q2 2025
Added 8.82%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
6,639
shares
|
$874,090
0.04% of portfolio
|
Q2 2025
Added 82.59%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
6,558
shares
|
$863,426
0.06% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
6,537
shares
|
$860,661
0.02% of portfolio
|
Q2 2025
Added 24.25%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Aug 04, 2025 Q2 2025 |
6,391
shares
|
$841,439
0.11% of portfolio
|
Q2 2025
Reduced 1.4%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Aug 05, 2025 Q2 2025 |
6,387
shares
|
$840,912
0.03% of portfolio
|
Q2 2025
Added 22.52%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
6,358
shares
|
$837,094
0.01% of portfolio
|
Q1 2023
Added 2.71%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
6,357
shares
|
$836,962
0.01% of portfolio
|
Q2 2025
Reduced 20.56%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Jul 24, 2025 Q2 2025 |
6,305
shares
|
$830,116
0.3% of portfolio
|
Q2 2025
Reduced 1.67%
|
|
|
Quantitative Investment Management, LLC
Charlottesville, VA |
Aug 14, 2025 Q2 2025 |
6,279
shares
|
$826,693
0.11% of portfolio
|
Q2 2025
Reduced 50.52%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
6,204
shares
|
$816,818
0.24% of portfolio
|
Q3 2024
Added 7.19%
|
|
|
Mc Guire Investment Group, LLC
|
Jul 18, 2025 Q2 2025 |
6,174
shares
|
$812,868
0.11% of portfolio
|
Q2 2025
Added 6.54%
|
|
|
Hardy Reed LLC
|
Jul 23, 2025 Q2 2025 |
6,170
shares
|
$812,342
0.06% of portfolio
|
Q1 2025
Reduced 2.3%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Aug 14, 2025 Q2 2025 |
6,126
shares
|
$806,549
0.2% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
6,104
shares
|
$803,652
0.04% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Brandywine Oak Private Wealth LLC
|
Jul 24, 2025 Q2 2025 |
6,101
shares
|
$803,257
0.07% of portfolio
|
Q2 2025
Reduced 3.69%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
6,052
shares
|
$796,806
0.05% of portfolio
|
Q2 2025
Added 3.88%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Aug 01, 2025 Q2 2025 |
6,008
shares
|
$791,013
0.13% of portfolio
|
Q2 2025
Reduced 54.08%
|
|
|
Morris Financial Concepts, Inc.
|
Jul 28, 2025 Q2 2025 |
6,006
shares
|
$790,749
0.31% of portfolio
|
Q3 2024
Added 22.75%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
5,963
shares
|
$785,088
0.0% of portfolio
|
Q2 2025
Added 162.23%
|
|
|
Matisse Capital
|
Jul 23, 2025 Q2 2025 |
5,871
shares
|
$772,975
0.36% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Harrell Investment Partners, LLC
Austin, TX |
Jul 15, 2025 Q2 2025 |
5,855
shares
|
$770,869
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
5,819
shares
|
$766,129
0.13% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 11, 2025 Q2 2025 |
5,811
shares
|
$765,076
0.0% of portfolio
|
Q2 2025
Added 3.71%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
5,785
shares
|
$761,653
0.09% of portfolio
|
Q4 2022
Reduced 0.52%
|