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 779 institutions that hold shares in the stock, with a total of 54.1 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 |
|---|---|---|---|---|---|
|
Wbh Advisory Inc
|
May 09, 2025 Q1 2025 |
115,965
shares
|
$14.2 Million
1.3% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
|
Searcy Financial Services Inc
|
Apr 17, 2025 Q1 2025 |
109,871
shares
|
$13.5 Million
5.63% of portfolio
|
Q1 2025
New holding
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
108,920
shares
|
$13.4 Million
0.38% of portfolio
|
Q1 2025
Added 3.78%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
108,250
shares
|
$13.3 Million
0.09% of portfolio
|
Q4 2024
Added 13.19%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
107,931
shares
|
$13.3 Million
0.29% of portfolio
|
Q4 2024
Added 1.66%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
107,109
shares
|
$13.2 Million
0.02% of portfolio
|
Q1 2025
Reduced 11.36%
|
|
|
Bordeaux Wealth Advisors LLC
|
Apr 24, 2025 Q1 2025 |
105,029
shares
|
$12.9 Million
2.33% of portfolio
|
Q1 2025
Reduced 1.66%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
103,521
shares
|
$12.7 Million
0.02% of portfolio
|
Q1 2025
Added 30.88%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
100,856
shares
|
$12.4 Million
0.04% of portfolio
|
Q1 2025
Added 12.21%
|
|
|
Exchange Capital Management, Inc.
|
May 01, 2025 Q1 2025 |
100,086
shares
|
$12.3 Million
2.14% of portfolio
|
Q1 2025
Added 2.17%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
May 06, 2025 Q1 2025 |
99,962
shares
|
$12.3 Million
3.29% of portfolio
|
Q1 2025
Added 16.77%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
97,221
shares
|
$11.9 Million
0.07% of portfolio
|
Q1 2025
Added 5.5%
|
|
|
Allen Investment Management LLC
|
May 07, 2025 Q1 2025 |
95,861
shares
|
$11.8 Million
0.13% of portfolio
|
Q1 2025
Added 49.38%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
95,775
shares
|
$11.8 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
94,294
shares
|
$11.6 Million
0.14% of portfolio
|
Q1 2025
Reduced 20.98%
|
|
|
Marmo Financial Group, LLC
Johnson City, TN |
Apr 16, 2025 Q1 2025 |
93,039
shares
|
$11.4 Million
6.08% of portfolio
|
Q1 2025
Added 219.27%
|
|
|
Ewg Elevate Inc.
|
Apr 09, 2025 Q1 2025 |
89,298
shares
|
$11 Million
4.42% of portfolio
|
Q1 2025
Reduced 18.39%
|
|
|
Prudential PLC
London, England, X0 |
May 13, 2025 Q1 2025 |
89,200
shares
|
$11 Million
0.05% of portfolio
|
Q1 2025
Reduced 47.28%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
89,114
shares
|
$11 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.65%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
83,290
shares
|
$10.2 Million
2.89% of portfolio
|
Q3 2022
Added 4.88%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
May 16, 2025 Q1 2025 |
80,761
shares
|
$9.92 Million
0.43% of portfolio
|
Q1 2025
Added 2.28%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
80,203
shares
|
$9.86 Million
1.2% of portfolio
|
Q1 2025
Reduced 7.33%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
78,880
shares
|
$9.69 Million
0.01% of portfolio
|
Q1 2025
Added 4.1%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Apr 14, 2025 Q1 2025 |
77,824
shares
|
$9.56 Million
4.17% of portfolio
|
Q1 2025
Added 52.53%
|
|
|
Chai Trust CO LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
76,839
shares
|
$9.44 Million
1.14% of portfolio
|
Q4 2024
Added 3.62%
|