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 788 institutions that hold shares in the stock, with a total of 54.8 Million shares, which have been reported (via 13F filing form) to have a value of $7.06 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Evoke Wealth, LLC
|
May 13, 2025 Q1 2025 |
5,013
shares
|
$645,373
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
5,005
shares
|
$644,343
0.01% of portfolio
|
Q1 2025
Reduced 2.85%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jul 14, 2025 Q2 2025 |
4,956
shares
|
$638,035
0.3% of portfolio
|
Q2 2025
Added 3.81%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
4,941
shares
|
$636,104
0.02% of portfolio
|
Q4 2024
Reduced 3.83%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Apr 21, 2025 Q1 2025 |
4,940
shares
|
$635,975
0.35% of portfolio
|
Q1 2025
Reduced 11.47%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
4,926
shares
|
$634,173
0.73% of portfolio
|
Q1 2024
Reduced 5.2%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
4,899
shares
|
$630,697
0.04% of portfolio
|
Q1 2025
Added 13.38%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
May 05, 2025 Q1 2025 |
4,894
shares
|
$630,053
0.16% of portfolio
|
Q1 2025
Reduced 10.74%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
4,851
shares
|
$624,517
0.05% of portfolio
|
Q1 2025
Reduced 4.94%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
4,827
shares
|
$621,427
0.03% of portfolio
|
Q1 2025
Added 37.17%
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
4,823
shares
|
$620,913
0.02% of portfolio
|
Q2 2025
Reduced 3.44%
|
|
|
Mainsail Asset Management, LLC
Birmingham, AL |
Jul 23, 2025 Q2 2025 |
4,813
shares
|
$619,625
0.38% of portfolio
|
Q1 2025
Reduced 4.47%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
4,771
shares
|
$614,218
0.1% of portfolio
|
Q2 2025
Reduced 23.38%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
May 12, 2025 Q1 2025 |
4,740
shares
|
$610,227
0.0% of portfolio
|
Q2 2024
Reduced 0.84%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
4,740
shares
|
$610,227
0.25% of portfolio
|
Q1 2023
Added 1.24%
|
|
|
Hanover Advisors Inc
Seneca, SC |
May 14, 2025 Q1 2025 |
4,733
shares
|
$609,326
0.25% of portfolio
|
Q1 2025
Added 4.48%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
4,730
shares
|
$608,940
0.15% of portfolio
|
Q4 2024
Reduced 14.42%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
4,726
shares
|
$608,425
0.0% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
4,718
shares
|
$607,395
0.02% of portfolio
|
Q1 2025
Added 19.75%
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
4,709
shares
|
$606,236
0.0% of portfolio
|
Q1 2025
Added 4.44%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
4,703
shares
|
$605,464
0.0% of portfolio
|
Q1 2025
Added 23.41%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
4,697
shares
|
$604,691
0.14% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
4,644
shares
|
$597,868
0.02% of portfolio
|
Q1 2025
Reduced 2.66%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
4,640
shares
|
$597,353
0.03% of portfolio
|
Q3 2023
Reduced 74.06%
|
|
|
Optima Capital LLC
Portland, OR |
Jul 14, 2025 Q2 2025 |
4,628
shares
|
$595,808
0.32% of portfolio
|
Q2 2025
Reduced 41.79%
|