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 |
|---|---|---|---|---|---|
|
Ballast, Inc.
|
Jul 29, 2025 Q2 2025 |
2,171
shares
|
$285,833
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Jul 16, 2025 Q2 2025 |
2,127
shares
|
$280,040
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Zhang Financial LLC
|
Aug 01, 2025 Q2 2025 |
2,114
shares
|
$278,329
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
2,108
shares
|
$277,539
0.01% of portfolio
|
Q2 2025
Reduced 7.42%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Aug 07, 2025 Q2 2025 |
2,093
shares
|
$275,564
0.03% of portfolio
|
Q2 2025
Reduced 2.38%
|
|
|
Capital Performance Advisors LLP
|
Aug 04, 2025 Q2 2025 |
2,093
shares
|
$275,564
0.05% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
2,053
shares
|
$270,297
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Aug 06, 2025 Q2 2025 |
2,047
shares
|
$269,508
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Oldfather Financial Services, LLC
|
Jul 10, 2025 Q2 2025 |
2,047
shares
|
$269,508
0.09% of portfolio
|
Q2 2025
Added 4.33%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Aug 07, 2025 Q2 2025 |
2,024
shares
|
$266,479
0.04% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Jul 14, 2025 Q2 2025 |
2,006
shares
|
$264,109
0.07% of portfolio
|
Q1 2025
Reduced 44.78%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 05, 2025 Q2 2025 |
2,005
shares
|
$263,978
0.01% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
2,003
shares
|
$263,714
0.02% of portfolio
|
Q2 2025
Reduced 5.25%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Aug 11, 2025 Q2 2025 |
2,000
shares
|
$263,320
0.0% of portfolio
|
Q2 2025
Reduced 84.73%
|
|
|
Boltwood Capital Management
|
Jul 08, 2025 Q2 2025 |
1,998
shares
|
$263,056
0.07% of portfolio
|
Q2 2025
Added 1.78%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Jul 18, 2025 Q2 2025 |
1,989
shares
|
$261,871
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Valley Financial Group, Inc.
Ambler, PA |
Aug 14, 2025 Q2 2025 |
1,977
shares
|
$260,291
0.15% of portfolio
|
Q2 2025
Reduced 2.47%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Jul 16, 2025 Q2 2025 |
1,974
shares
|
$259,896
0.08% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
1,973
shares
|
$259,765
0.05% of portfolio
|
Q2 2023
Reduced 0.05%
|
|
|
Ellevest, Inc.
|
Aug 05, 2025 Q2 2025 |
1,968
shares
|
$259,106
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Jul 09, 2025 Q2 2025 |
1,957
shares
|
$257,658
0.07% of portfolio
|
Q2 2025
Reduced 8.68%
|
|
|
Spectrum Financial Alliance LTD LLC
|
Aug 14, 2025 Q2 2025 |
1,949
shares
|
$256,605
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Sep 09, 2025 Q2 2025 |
1,940
shares
|
$255,420
0.03% of portfolio
|
Q2 2025
Added 3.63%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
1,909
shares
|
$251,338
0.05% of portfolio
|
Q4 2023
Added 0.47%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jul 09, 2025 Q2 2025 |
1,905
shares
|
$250,812
0.03% of portfolio
|
Q2 2025
Added 0.05%
|