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 $6.65 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Advisory Group LLC
Redmond, WA |
Oct 09, 2024 Q3 2024 |
2,105
shares
|
$264,977
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
2,105
shares
|
$264,977
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
2,068
shares
|
$260,319
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
2,060
shares
|
$259,312
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Valley Financial Group, Inc.
Ambler, PA |
Nov 14, 2024 Q3 2024 |
2,051
shares
|
$258,179
0.16% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Nov 15, 2024 Q3 2024 |
2,025
shares
|
$254,907
0.15% of portfolio
|
Q2 2024
Reduced 4.71%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
2,025
shares
|
$254,907
0.0% of portfolio
|
Q4 2024
Reduced 3.85%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Nov 06, 2024 Q3 2024 |
2,013
shares
|
$253,396
0.03% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Private Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
2,008
shares
|
$252,767
0.04% of portfolio
|
Q3 2024
Reduced 15.1%
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
2,005
shares
|
$252,389
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
1,998
shares
|
$251,508
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Optimist Retirement Group LLC
Bellevue, WA |
Jan 27, 2025 Q4 2024 |
1,997
shares
|
$251,382
0.11% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
1,976
shares
|
$248,738
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
1,973
shares
|
$248,361
0.05% of portfolio
|
Q2 2023
Reduced 0.05%
|
|
|
Ellevest, Inc.
|
Nov 13, 2024 Q3 2024 |
1,968
shares
|
$247,731
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Spectrum Financial Alliance LTD LLC
|
Oct 18, 2024 Q3 2024 |
1,949
shares
|
$245,340
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Boltwood Capital Management
|
Jan 06, 2025 Q4 2024 |
1,936
shares
|
$243,703
0.07% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jan 13, 2025 Q4 2024 |
1,902
shares
|
$239,423
0.03% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Bridge Creek Capital Management LLC
|
Jan 13, 2025 Q4 2024 |
1,889
shares
|
$237,787
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Foresight Capital Management Advisors, Inc.
|
Jan 14, 2025 Q4 2024 |
1,882
shares
|
$236,906
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Welch Group, LLC
|
Jan 24, 2025 Q4 2024 |
1,865
shares
|
$234,766
0.01% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
1,843
shares
|
$231,996
0.03% of portfolio
|
Q3 2024
Reduced 38.4%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jan 27, 2025 Q4 2024 |
1,833
shares
|
$230,738
0.03% of portfolio
|
Q4 2024
Reduced 11.66%
|
|
|
Compass Advisory Group LLC
|
Jan 24, 2025 Q4 2024 |
1,824
shares
|
$229,605
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Websterrogers Financial Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
1,818
shares
|
$228,849
0.08% of portfolio
|
Q4 2024
New holding
|