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 717 institutions that hold shares in the stock, with a total of 52.9 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 |
|---|---|---|---|---|---|
|
N.E.W. Advisory Services LLC
|
Jan 23, 2025 Q4 2024 |
4,464
shares
|
$563,713
0.05% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Feb 06, 2025 Q4 2024 |
4,438
shares
|
$560,430
0.02% of portfolio
|
Q4 2024
Added 6.68%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Jan 29, 2025 Q4 2024 |
4,410
shares
|
$556,894
0.31% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Crestwood Advisors Group LLC
|
Feb 04, 2025 Q4 2024 |
4,400
shares
|
$555,632
0.01% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Feb 06, 2025 Q4 2024 |
4,399
shares
|
$555,505
0.36% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
4,350
shares
|
$549,318
0.0% of portfolio
|
Q4 2023
Added 365.24%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 06, 2025 Q4 2024 |
4,328
shares
|
$546,539
0.03% of portfolio
|
Q4 2024
Added 1.76%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Nov 13, 2024 Q3 2024 |
4,327
shares
|
$546,413
0.02% of portfolio
|
Q1 2020
New holding
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Jan 24, 2025 Q4 2024 |
4,321
shares
|
$545,655
0.33% of portfolio
|
Q4 2024
Added 10.99%
|
|
|
Simmons Bank
|
Feb 04, 2025 Q4 2024 |
4,317
shares
|
$545,150
0.04% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
4,312
shares
|
$544,519
0.01% of portfolio
|
Q3 2024
Added 7.61%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
4,252
shares
|
$536,942
0.02% of portfolio
|
Q3 2024
Added 3.78%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
4,220
shares
|
$532,901
0.0% of portfolio
|
Q3 2024
Added 23.5%
|
|
|
Drw Securities, LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
4,185
shares
|
$528,481
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Keybank National Association
|
Feb 06, 2025 Q4 2024 |
4,121
shares
|
$520,399
0.0% of portfolio
|
Q4 2024
Added 35.47%
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
4,108
shares
|
$518,758
0.05% of portfolio
|
Q4 2024
Reduced 2.58%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
4,075
shares
|
$514,591
0.01% of portfolio
|
Q3 2024
Added 14.5%
|
|
|
Graypoint LLC
|
Jan 10, 2025 Q4 2024 |
4,055
shares
|
$512,065
0.03% of portfolio
|
Q2 2024
Reduced 0.37%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2024 Q3 2024 |
4,054
shares
|
$511,939
0.11% of portfolio
|
Q3 2024
Reduced 1.36%
|
|
|
Kovack Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
4,047
shares
|
$511,055
0.05% of portfolio
|
Q4 2024
Added 15.27%
|
|
|
Keating Wealth Management LLC
Greenwood Village, CO |
Apr 18, 2024 Q1 2024 |
4,007
shares
|
$506,003
0.25% of portfolio
|
Q4 2023
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
4,001
shares
|
$505,246
0.03% of portfolio
|
Q4 2024
Reduced 11.46%
|
|
|
Pure Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
3,986
shares
|
$503,352
0.01% of portfolio
|
Q4 2024
Added 5.51%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
3,982
shares
|
$502,846
0.04% of portfolio
|
Q1 2024
Added 3.13%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
3,962
shares
|
$500,321
0.17% of portfolio
|
Q3 2024
New holding
|