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 |
|---|---|---|---|---|---|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Jul 29, 2025 Q2 2025 |
629
shares
|
$82,814
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
626
shares
|
$82,419
0.04% of portfolio
|
Q2 2025
Added 16.79%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
619
shares
|
$81,497
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2025 Q2 2025 |
619
shares
|
$81,497
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
607
shares
|
$79,917
0.03% of portfolio
|
Q2 2025
Reduced 51.13%
|
|
|
Lazard Asset Management LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
598
shares
|
$78,732
0.0% of portfolio
|
Q2 2025
Reduced 93.61%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
593
shares
|
$78,074
0.04% of portfolio
|
Q2 2021
Reduced 13.43%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
587
shares
|
$77,284
0.01% of portfolio
|
Q2 2025
Reduced 5.02%
|
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
577
shares
|
$75,967
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
560
shares
|
$73,729
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Aug 14, 2025 Q2 2025 |
544
shares
|
$71,623
0.01% of portfolio
|
Q2 2025
Added 121.14%
|
|
|
Fwl Investment Management, LLC
|
Aug 14, 2025 Q2 2025 |
544
shares
|
$71,623
0.02% of portfolio
|
Q1 2025
Reduced 5.23%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Aug 14, 2025 Q2 2025 |
530
shares
|
$69,779
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
525
shares
|
$69,121
0.02% of portfolio
|
Q2 2024
Reduced 16.0%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
495
shares
|
$65,171
0.0% of portfolio
|
Q1 2025
Reduced 99.16%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Jul 21, 2025 Q2 2025 |
491
shares
|
$64,645
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Aug 14, 2025 Q2 2025 |
490
shares
|
$64,513
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
475
shares
|
$62,538
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
470
shares
|
$61,880
0.0% of portfolio
|
Q2 2025
Reduced 12.96%
|
|
|
Paladin Advisory Group, LLC
|
Aug 06, 2025 Q2 2025 |
444
shares
|
$58,457
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
427
shares
|
$56,218
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
408
shares
|
$53,717
0.0% of portfolio
|
Q1 2023
Added 34.65%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
406
shares
|
$53,453
0.01% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Phillips Financial Management, LLC
|
Jul 30, 2025 Q2 2025 |
403
shares
|
$53,058
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
403
shares
|
$53,058
0.0% of portfolio
|
Q2 2025
Added 8.33%
|