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 |
|---|---|---|---|---|---|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Aug 13, 2025 Q2 2025 |
4,940
shares
|
$650,400
0.31% of portfolio
|
Q1 2025
Reduced 11.47%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
4,926
shares
|
$648,557
0.73% of portfolio
|
Q1 2024
Reduced 5.2%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Aug 12, 2025 Q2 2025 |
4,869
shares
|
$641,052
0.15% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
4,823
shares
|
$634,996
0.02% of portfolio
|
Q2 2025
Reduced 3.44%
|
|
|
Mainsail Asset Management, LLC
Birmingham, AL |
Jul 23, 2025 Q2 2025 |
4,813
shares
|
$633,679
0.38% of portfolio
|
Q1 2025
Reduced 4.47%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
4,794
shares
|
$631,178
0.05% of portfolio
|
Q2 2025
Reduced 1.18%
|
|
|
Carl P. Sherr & Co., LLC
|
Aug 08, 2025 Q2 2025 |
4,777
shares
|
$628,939
0.31% of portfolio
|
Q2 2025
Reduced 7.94%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
4,771
shares
|
$628,149
0.1% of portfolio
|
Q2 2025
Reduced 23.38%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
4,740
shares
|
$624,068
0.25% of portfolio
|
Q1 2023
Added 1.24%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Aug 06, 2025 Q2 2025 |
4,740
shares
|
$624,068
0.0% of portfolio
|
Q2 2024
Reduced 0.84%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Aug 13, 2025 Q2 2025 |
4,739
shares
|
$623,936
0.34% of portfolio
|
Q2 2025
Reduced 17.34%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
4,730
shares
|
$622,751
0.15% of portfolio
|
Q4 2024
Reduced 14.42%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
4,727
shares
|
$622,356
0.0% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
4,712
shares
|
$620,381
0.14% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
4,703
shares
|
$619,196
0.0% of portfolio
|
Q1 2025
Added 23.41%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
4,640
shares
|
$610,902
0.03% of portfolio
|
Q3 2023
Reduced 74.06%
|
|
|
Optima Capital LLC
Portland, OR |
Jul 14, 2025 Q2 2025 |
4,628
shares
|
$609,322
0.32% of portfolio
|
Q2 2025
Reduced 41.79%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
Aug 07, 2025 Q2 2025 |
4,615
shares
|
$607,610
0.45% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
4,605
shares
|
$606,294
0.02% of portfolio
|
Q2 2025
Reduced 4.6%
|
|
|
Hanover Advisors Inc
Seneca, SC |
Aug 12, 2025 Q2 2025 |
4,561
shares
|
$600,501
0.24% of portfolio
|
Q2 2025
Reduced 3.63%
|
|
|
N.E.W. Advisory Services LLC
|
Aug 18, 2025 Q2 2025 |
4,537
shares
|
$597,341
0.06% of portfolio
|
Q2 2025
Added 1.07%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
4,515
shares
|
$594,444
0.02% of portfolio
|
Q2 2025
Reduced 2.78%
|
|
|
Petredis Investment Advisors LLC
Warrendale, PA |
Jul 11, 2025 Q2 2025 |
4,513
shares
|
$594,181
0.05% of portfolio
|
Q2 2023
Reduced 35.65%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Aug 07, 2025 Q2 2025 |
4,503
shares
|
$592,864
0.15% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
4,489
shares
|
$591,021
0.0% of portfolio
|
Q2 2025
Reduced 35.36%
|