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 717 institutions that hold shares in the stock, with a total of 52.9 Million shares, which have been reported (via 13F filing form) to have a value of $6.62 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Lummis Asset Management, LP
Fort Worth, TX |
Jan 15, 2025 Q4 2024 |
31
shares
|
$3,914
0.0% of portfolio
|
Q4 2024
New holding
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
30
shares
|
$3,788
0.0% of portfolio
|
Q3 2021
Reduced 25.0%
|
|
Ogorek Anthony Joseph
|
Jan 24, 2025 Q4 2024 |
30
shares
|
$3,788
0.0% of portfolio
|
Q4 2024
New holding
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
21
shares
|
$2,651
0.0% of portfolio
|
Q4 2024
New holding
|
|
Resources Management Corp
West Hartford, CT |
Nov 15, 2024 Q3 2024 |
15
shares
|
$1,894
0.0% of portfolio
|
Q3 2024
Reduced 57.14%
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 03, 2025 Q4 2024 |
13
shares
|
$1,641
0.0% of portfolio
|
Q1 2024
New holding
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
9
shares
|
$1,136
0.0% of portfolio
|
Q3 2024
Added 80.0%
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2024 Q3 2024 |
9
shares
|
$1,136
0.0% of portfolio
|
Q2 2023
New holding
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
3
shares
|
$378
0.0% of portfolio
|
Q3 2024
Reduced 91.67%
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
2
shares
|
$252
0.0% of portfolio
|
Q3 2023
New holding
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
Closed
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|