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 712 institutions that hold shares in the stock, with a total of 52.8 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 |
|---|---|---|---|---|---|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Oct 23, 2024 Q3 2024 |
4,844
shares
|
$607,679
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
4,796
shares
|
$601,658
0.02% of portfolio
|
Q3 2024
Reduced 5.57%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Nov 12, 2024 Q3 2024 |
4,740
shares
|
$594,633
0.0% of portfolio
|
Q2 2024
Reduced 0.84%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
4,740
shares
|
$594,633
0.25% of portfolio
|
Q1 2023
Added 1.24%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
4,730
shares
|
$593,378
0.15% of portfolio
|
Q4 2024
Reduced 14.42%
|
|
|
Waters Parkerson & Co., LLC
|
Nov 12, 2024 Q3 2024 |
4,700
shares
|
$589,615
0.03% of portfolio
|
Q2 2023
Added 9.3%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Nov 14, 2024 Q3 2024 |
4,657
shares
|
$584,220
0.3% of portfolio
|
Q3 2024
Added 3.58%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
4,655
shares
|
$583,969
0.01% of portfolio
|
Q4 2024
Reduced 8.47%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
4,640
shares
|
$582,088
0.03% of portfolio
|
Q3 2023
Reduced 74.06%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
4,634
shares
|
$581,335
0.14% of portfolio
|
Q1 2024
Added 0.15%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
Nov 15, 2024 Q3 2024 |
4,597
shares
|
$576,693
0.36% of portfolio
|
Q3 2024
Reduced 34.05%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
4,519
shares
|
$566,908
0.03% of portfolio
|
Q3 2024
Added 15482.76%
|
|
|
Petredis Investment Advisors LLC
Warrendale, PA |
Jan 21, 2025 Q4 2024 |
4,513
shares
|
$566,155
0.06% of portfolio
|
Q2 2023
Reduced 35.65%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
4,509
shares
|
$565,654
0.0% of portfolio
|
Q3 2024
Reduced 6.72%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
4,503
shares
|
$564,901
0.0% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
4,467
shares
|
$560,385
0.14% of portfolio
|
Q4 2024
Added 1.06%
|
|
|
N.E.W. Advisory Services LLC
|
Jan 23, 2025 Q4 2024 |
4,464
shares
|
$560,008
0.05% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Crestwood Advisors Group LLC
|
Oct 30, 2024 Q3 2024 |
4,450
shares
|
$558,252
0.01% of portfolio
|
Q3 2024
Reduced 9.28%
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Oct 31, 2024 Q3 2024 |
4,445
shares
|
$557,625
0.42% of portfolio
|
Q3 2024
New holding
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Jan 29, 2025 Q4 2024 |
4,410
shares
|
$553,234
0.31% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Simmons Bank
|
Nov 05, 2024 Q3 2024 |
4,367
shares
|
$547,840
0.04% of portfolio
|
Q2 2024
Added 1.56%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
4,350
shares
|
$545,707
0.0% of portfolio
|
Q4 2023
Added 365.24%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 06, 2025 Q4 2024 |
4,328
shares
|
$542,947
0.03% of portfolio
|
Q4 2024
Added 1.76%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Nov 13, 2024 Q3 2024 |
4,327
shares
|
$542,822
0.02% of portfolio
|
Q1 2020
New holding
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Jan 24, 2025 Q4 2024 |
4,321
shares
|
$542,069
0.33% of portfolio
|
Q4 2024
Added 10.99%
|