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 805 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 $6.99 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
33,593
shares
|
$4.29 Million
0.37% of portfolio
|
Q3 2025
Added 3.87%
|
|
|
Clear Creek Financial Management, LLC
|
Nov 07, 2025 Q3 2025 |
33,491
shares
|
$4.28 Million
0.42% of portfolio
|
Q3 2025
Added 62.42%
|
|
|
Esg Planning
Santa Clara, CA |
Nov 13, 2025 Q3 2025 |
33,368
shares
|
$4.26 Million
2.13% of portfolio
|
Q3 2025
Added 19.87%
|
|
|
Silver Coast Investments LLC
San Diego, X1 |
Oct 29, 2025 Q3 2025 |
33,250
shares
|
$4.25 Million
1.5% of portfolio
|
Q3 2025
Reduced 1.51%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
33,243
shares
|
$4.25 Million
0.07% of portfolio
|
Q3 2025
Added 4.09%
|
|
|
Quaker Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
33,112
shares
|
$4.23 Million
1.5% of portfolio
|
Q3 2025
Reduced 3.86%
|
|
|
Berkeley Capital Partners, LLC
|
Nov 07, 2025 Q3 2025 |
33,109
shares
|
$4.23 Million
1.06% of portfolio
|
Q3 2025
Added 12.25%
|
|
|
North Forty Two & Co.
Lake Oswego, OR |
Nov 14, 2025 Q3 2025 |
32,847
shares
|
$4.19 Million
4.21% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
31,866
shares
|
$4.07 Million
0.03% of portfolio
|
Q3 2025
Reduced 3.61%
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
31,732
shares
|
$4.05 Million
0.63% of portfolio
|
Q1 2024
Reduced 1.63%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
31,652
shares
|
$4.04 Million
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
31,526
shares
|
$4.03 Million
0.42% of portfolio
|
Q3 2022
Added 23.04%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
31,471
shares
|
$4.02 Million
0.02% of portfolio
|
Q3 2025
Added 41.21%
|
|
|
First Financial Corp
|
Oct 09, 2025 Q3 2025 |
29,493
shares
|
$3.77 Million
1.53% of portfolio
|
Q3 2025
Reduced 1.46%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
29,400
shares
|
$3.75 Million
0.14% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
28,868
shares
|
$3.69 Million
0.15% of portfolio
|
Q3 2025
Added 1.86%
|
|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
Oct 30, 2025 Q3 2025 |
28,227
shares
|
$3.6 Million
2.26% of portfolio
|
Q3 2025
Reduced 8.28%
|
|
|
Axiom Financial Strategies, LLC
New Albany, IN |
Nov 14, 2025 Q3 2025 |
28,102
shares
|
$3.59 Million
1.68% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Transatlantique Private Wealth LLC
|
Nov 10, 2025 Q3 2025 |
28,097
shares
|
$3.59 Million
1.23% of portfolio
|
Q3 2025
Added 9.33%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
28,024
shares
|
$3.58 Million
0.37% of portfolio
|
Q2 2023
Reduced 0.83%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 07, 2025 Q3 2025 |
27,617
shares
|
$3.53 Million
0.05% of portfolio
|
Q3 2025
Reduced 1.37%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
27,609
shares
|
$3.53 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.04%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
27,506
shares
|
$3.51 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.98%
|
|
|
Park National Corp
|
Jan 05, 2026 Q4 2025 |
27,500
shares
|
$3.51 Million
0.12% of portfolio
|
Q4 2025
Reduced 18.29%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
27,485
shares
|
$3.51 Million
0.0% of portfolio
|
Q3 2025
Added 637.26%
|
|