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 |
|---|---|---|---|---|---|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Aug 05, 2025 Q2 2025 |
911
shares
|
$119,942
0.05% of portfolio
|
Q1 2025
Added 7.05%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
906
shares
|
$119,283
0.01% of portfolio
|
Q4 2024
Added 26.49%
|
|
|
Sym Financial Corp
|
Aug 01, 2025 Q2 2025 |
899
shares
|
$118,362
0.01% of portfolio
|
Q4 2024
Added 27.88%
|
|
|
Lom Asset Management LTD
Hamilton, |
Aug 07, 2025 Q2 2025 |
882
shares
|
$116,124
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
Aug 12, 2025 Q2 2025 |
880
shares
|
$115,860
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
848
shares
|
$111,647
0.0% of portfolio
|
Q2 2024
Reduced 8.62%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
834
shares
|
$109,804
0.07% of portfolio
|
Q1 2025
Added 67.47%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Aug 11, 2025 Q2 2025 |
833
shares
|
$109,672
0.04% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jul 10, 2025 Q2 2025 |
825
shares
|
$108,619
0.03% of portfolio
|
Q4 2022
Added 725.0%
|
|
|
Hanson & Doremus Investment Management
|
Jul 17, 2025 Q2 2025 |
808
shares
|
$106,381
0.01% of portfolio
|
Q1 2025
Added 53.61%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
805
shares
|
$105,986
0.01% of portfolio
|
Q3 2022
Added 129.34%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
790
shares
|
$104,011
0.0% of portfolio
|
Q1 2025
Reduced 3.66%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
790
shares
|
$104,011
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Peterson Wealth Services
|
Jul 31, 2025 Q2 2025 |
773
shares
|
$101,773
0.03% of portfolio
|
Q2 2025
Added 6.92%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Aug 15, 2025 Q2 2025 |
758
shares
|
$99,798
0.03% of portfolio
|
Q4 2021
Reduced 29.88%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
725
shares
|
$95,453
0.0% of portfolio
|
Q2 2025
Reduced 49.34%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
721
shares
|
$94,926
0.01% of portfolio
|
Q4 2022
Reduced 34.45%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
717
shares
|
$94,400
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
711
shares
|
$93,610
0.0% of portfolio
|
Q2 2024
Reduced 24.04%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
683
shares
|
$89,923
0.0% of portfolio
|
Q2 2025
Added 253.89%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Jul 24, 2025 Q2 2025 |
677
shares
|
$89,133
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
676
shares
|
$89,002
0.06% of portfolio
|
Q1 2025
Reduced 3.01%
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Jul 24, 2025 Q2 2025 |
666
shares
|
$87,685
0.04% of portfolio
|
Q1 2025
Reduced 1.48%
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
663
shares
|
$87,290
0.0% of portfolio
|
Q1 2025
Reduced 57.58%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
663
shares
|
$87,290
0.03% of portfolio
|
Q2 2025
Added 0.15%
|