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 784 institutions that hold shares in the stock, with a total of 54.8 Million shares, which have been reported (via 13F filing form) to have a value of $7.02 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
47,780
shares
|
$6.15 Million
0.07% of portfolio
|
Q1 2025
Added 17.55%
|
|
|
Sol Capital Management CO
|
Jul 22, 2025 Q2 2025 |
47,415
shares
|
$6.1 Million
0.59% of portfolio
|
Q2 2025
Reduced 0.83%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
46,134
shares
|
$5.94 Million
0.02% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
May 12, 2025 Q1 2025 |
45,567
shares
|
$5.87 Million
0.44% of portfolio
|
Q1 2025
Added 12.67%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
45,395
shares
|
$5.84 Million
0.07% of portfolio
|
Q2 2025
Added 1.76%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
44,505
shares
|
$5.73 Million
0.07% of portfolio
|
Q1 2025
Added 4.75%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
44,137
shares
|
$5.68 Million
0.14% of portfolio
|
Q2 2020
Added 21.93%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
May 15, 2025 Q1 2025 |
43,555
shares
|
$5.61 Million
0.56% of portfolio
|
Q1 2025
Reduced 1.2%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
42,926
shares
|
$5.53 Million
0.06% of portfolio
|
Q3 2023
Reduced 3.89%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
42,788
shares
|
$5.51 Million
0.08% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
42,759
shares
|
$5.5 Million
0.05% of portfolio
|
Q1 2025
Added 4.24%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
42,305
shares
|
$5.45 Million
0.03% of portfolio
|
Q1 2025
Added 40.92%
|
|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
May 02, 2025 Q1 2025 |
40,866
shares
|
$5.26 Million
1.09% of portfolio
|
Q1 2025
Added 1.37%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
39,815
shares
|
$5.13 Million
0.12% of portfolio
|
Q1 2025
Added 28.83%
|
|
|
Main Management LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
39,353
shares
|
$5.07 Million
0.41% of portfolio
|
Q3 2023
Reduced 40.56%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
39,167
shares
|
$5.04 Million
0.02% of portfolio
|
Q1 2025
Added 1.85%
|
|
|
Guerra Advisors Inc
Miami, FL |
Apr 25, 2025 Q1 2025 |
38,944
shares
|
$5.01 Million
2.6% of portfolio
|
Q1 2025
New holding
|
|
|
Penobscot Wealth Management
|
Apr 28, 2025 Q1 2025 |
38,529
shares
|
$4.96 Million
2.29% of portfolio
|
Q1 2025
Added 26.01%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
38,212
shares
|
$4.92 Million
0.06% of portfolio
|
Q2 2025
Reduced 19.9%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
May 15, 2025 Q1 2025 |
38,029
shares
|
$4.9 Million
0.03% of portfolio
|
Q1 2025
Added 29.49%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
37,688
shares
|
$4.85 Million
0.08% of portfolio
|
Q3 2022
Reduced 28.39%
|
|
|
Northstar Asset Management LLC
|
Apr 29, 2025 Q1 2025 |
37,151
shares
|
$4.78 Million
1.11% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
37,088
shares
|
$4.77 Million
0.0% of portfolio
|
Q1 2025
Added 1055.03%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Apr 30, 2025 Q1 2025 |
34,730
shares
|
$4.47 Million
0.32% of portfolio
|
Q1 2025
Reduced 24.1%
|
|
|
Argentarii, LLC
Cincinnati, OH |
Jul 14, 2025 Q2 2025 |
34,700
shares
|
$4.47 Million
2.03% of portfolio
|
Q2 2025
Reduced 0.19%
|