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 806 institutions that hold shares in the stock, with a total of 54.3 Million shares, which have been reported (via 13F filing form) to have a value of $7.05 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
4,885
shares
|
$628,113
0.01% of portfolio
|
Q3 2025
Added 17.6%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Nov 03, 2025 Q3 2025 |
4,854
shares
|
$624,127
0.15% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
4,831
shares
|
$621,169
0.13% of portfolio
|
Q3 2025
Added 2.53%
|
|
|
Mainsail Asset Management, LLC
Birmingham, AL |
Oct 28, 2025 Q3 2025 |
4,813
shares
|
$618,855
0.28% of portfolio
|
Q1 2025
Reduced 4.47%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
4,794
shares
|
$616,412
0.05% of portfolio
|
Q2 2025
Reduced 1.18%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
4,755
shares
|
$611,397
0.0% of portfolio
|
Q3 2025
Reduced 90.55%
|
|
|
Carl P. Sherr & Co., LLC
|
Nov 03, 2025 Q3 2025 |
4,743
shares
|
$609,854
0.3% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Nov 04, 2025 Q3 2025 |
4,740
shares
|
$609,469
0.0% of portfolio
|
Q2 2024
Reduced 0.84%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
4,740
shares
|
$609,469
0.25% of portfolio
|
Q1 2023
Added 1.24%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Aug 13, 2025 Q2 2025 |
4,739
shares
|
$609,340
0.34% of portfolio
|
Q2 2025
Reduced 17.34%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
4,730
shares
|
$608,183
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
|
$607,797
0.0% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
4,703
shares
|
$604,711
0.0% of portfolio
|
Q1 2025
Added 23.41%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
4,640
shares
|
$596,611
0.03% of portfolio
|
Q3 2023
Reduced 74.06%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
Aug 07, 2025 Q2 2025 |
4,615
shares
|
$593,396
0.45% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
4,606
shares
|
$592,239
0.04% of portfolio
|
Q3 2025
Added 3.95%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 22, 2025 Q3 2025 |
4,584
shares
|
$589,410
0.02% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Hanover Advisors Inc
Seneca, SC |
Nov 06, 2025 Q3 2025 |
4,561
shares
|
$586,453
0.23% of portfolio
|
Q2 2025
Reduced 3.63%
|
|
|
Petredis Investment Advisors LLC
Warrendale, PA |
Oct 15, 2025 Q3 2025 |
4,513
shares
|
$580,281
0.05% of portfolio
|
Q2 2023
Reduced 35.65%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Aug 07, 2025 Q2 2025 |
4,503
shares
|
$578,995
0.15% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Oct 27, 2025 Q3 2025 |
4,500
shares
|
$578,610
0.28% of portfolio
|
Q3 2025
Added 2.04%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
4,482
shares
|
$576,295
0.03% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
4,392
shares
|
$564,723
0.0% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
4,350
shares
|
$559,323
0.0% of portfolio
|
Q4 2023
Added 365.24%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
4,342
shares
|
$558,294
0.15% of portfolio
|
Q2 2025
New holding
|