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 |
|---|---|---|---|---|---|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
5,780
shares
|
$760,994
0.0% of portfolio
|
Q2 2025
Reduced 14.55%
|
|
|
Invictus Private Wealth, LLC
Denver, CO |
Jul 24, 2025 Q2 2025 |
5,770
shares
|
$759,678
0.05% of portfolio
|
Q1 2025
Reduced 6.29%
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Aug 07, 2025 Q2 2025 |
5,723
shares
|
$753,490
0.35% of portfolio
|
Q2 2025
Reduced 2.62%
|
|
|
Retirement Planning Group
|
Jul 30, 2025 Q2 2025 |
5,720
shares
|
$753,095
0.04% of portfolio
|
Q2 2025
Reduced 6.49%
|
|
|
Dagco, Inc.
|
Aug 14, 2025 Q2 2025 |
5,713
shares
|
$752,173
0.21% of portfolio
|
Q2 2025
Reduced 3.98%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
5,709
shares
|
$751,646
0.02% of portfolio
|
Q2 2025
Reduced 13.01%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
5,667
shares
|
$746,117
0.03% of portfolio
|
Q1 2025
Added 0.89%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
5,652
shares
|
$744,142
0.01% of portfolio
|
Q3 2024
Reduced 3.81%
|
|
|
Waldron Private Wealth LLC
|
Jul 31, 2025 Q2 2025 |
5,616
shares
|
$739,402
0.03% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Ifrah Financial Services, Inc.
|
Jul 29, 2025 Q2 2025 |
5,595
shares
|
$736,637
0.2% of portfolio
|
Q2 2025
Reduced 1.13%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
5,524
shares
|
$727,289
0.02% of portfolio
|
Q1 2025
Reduced 8.59%
|
|
|
Avantax Planning Partners, Inc.
|
Aug 11, 2025 Q2 2025 |
5,482
shares
|
$721,760
0.02% of portfolio
|
Q2 2025
Added 16.19%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
5,437
shares
|
$715,835
0.02% of portfolio
|
Q2 2025
Reduced 16.97%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
5,423
shares
|
$713,992
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Leavell Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
5,365
shares
|
$706,355
0.03% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Jul 24, 2025 Q2 2025 |
5,353
shares
|
$704,775
0.27% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Long Island Wealth Management, Inc.
Melville, NY |
Aug 12, 2025 Q2 2025 |
5,268
shares
|
$693,584
0.35% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Jul 24, 2025 Q2 2025 |
5,215
shares
|
$686,606
0.56% of portfolio
|
Q4 2024
Reduced 14.72%
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Jul 22, 2025 Q2 2025 |
5,180
shares
|
$681,998
0.11% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
5,096
shares
|
$670,939
0.02% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Focused Wealth Management, Inc
|
Jul 15, 2025 Q2 2025 |
5,065
shares
|
$666,857
0.08% of portfolio
|
Q2 2025
Added 51.78%
|
|
|
Evoke Wealth, LLC
|
Aug 07, 2025 Q2 2025 |
5,013
shares
|
$660,011
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
5,007
shares
|
$659,221
0.01% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jul 14, 2025 Q2 2025 |
4,956
shares
|
$652,506
0.3% of portfolio
|
Q2 2025
Added 3.81%
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Sep 04, 2025 Q2 2025 |
4,951
shares
|
$651,848
0.42% of portfolio
|
Q2 2025
Reduced 2.75%
|