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 |
|---|---|---|---|---|---|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
286
shares
|
$36,001
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
270
shares
|
$33,987
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
266
shares
|
$33,484
0.01% of portfolio
|
Q3 2024
Reduced 21.3%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
251
shares
|
$31,595
0.01% of portfolio
|
Q3 2023
Added 0.4%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
250
shares
|
$31,470
0.0% of portfolio
|
Q2 2022
Reduced 19.87%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
238
shares
|
$29,959
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
235
shares
|
$29,581
0.01% of portfolio
|
Q4 2024
Added 379.59%
|
|
|
Pittenger & Anderson Inc
|
Jan 31, 2025 Q4 2024 |
233
shares
|
$29,330
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
225
shares
|
$28,323
0.01% of portfolio
|
Q2 2024
Reduced 83.02%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
223
shares
|
$28,071
0.0% of portfolio
|
Q4 2023
Reduced 23.89%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
221
shares
|
$27,819
0.0% of portfolio
|
Q3 2024
Added 1478.57%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Jan 28, 2025 Q4 2024 |
218
shares
|
$27,441
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Human Investing LLC
|
Jan 31, 2025 Q4 2024 |
202
shares
|
$25,427
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
City Holding CO
|
Jan 16, 2025 Q4 2024 |
200
shares
|
$25,176
0.0% of portfolio
|
Q3 2019
New holding
|
|
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
Jan 14, 2025 Q4 2024 |
200
shares
|
$25,176
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
200
shares
|
$25,176
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 13, 2024 Q3 2024 |
200
shares
|
$25,176
0.02% of portfolio
|
Q4 2017
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 13, 2024 Q3 2024 |
197
shares
|
$24,798
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Jan 29, 2025 Q4 2024 |
195
shares
|
$24,546
0.02% of portfolio
|
Q3 2024
Added 323.91%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 16, 2025 Q4 2024 |
190
shares
|
$23,917
0.02% of portfolio
|
Q4 2024
Added 39.71%
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
Nov 14, 2024 Q3 2024 |
186
shares
|
$23,413
0.02% of portfolio
|
Q1 2024
Reduced 35.64%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Jan 28, 2025 Q4 2024 |
169
shares
|
$21,273
0.01% of portfolio
|
Q1 2023
Reduced 35.0%
|
|
|
Fwl Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
169
shares
|
$21,273
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Toth Financial Advisory Corp
|
Jan 21, 2025 Q4 2024 |
162
shares
|
$20,392
0.0% of portfolio
|
Q3 2024
Reduced 48.08%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
155
shares
|
$19,511
0.0% of portfolio
|
Q3 2024
Added 0.65%
|