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 54.3 Million shares, which have been reported (via 13F filing form) to have a value of $7.05 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nri Wealth Management Lc
Santa Clara, CA |
Jul 18, 2025 Q2 2025 |
33,621
shares
|
$4.37 Million
2.58% of portfolio
|
Q2 2025
Added 9.22%
|
|
|
Silver Coast Investments LLC
San Diego, X1 |
Oct 29, 2025 Q3 2025 |
33,250
shares
|
$4.32 Million
1.5% of portfolio
|
Q3 2025
Reduced 1.51%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
33,243
shares
|
$4.32 Million
0.07% of portfolio
|
Q3 2025
Added 4.09%
|
|
|
Quaker Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
33,112
shares
|
$4.3 Million
1.5% of portfolio
|
Q3 2025
Reduced 3.86%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
33,058
shares
|
$4.3 Million
0.03% of portfolio
|
Q1 2025
Added 2.7%
|
|
|
North Forty Two & Co.
Lake Oswego, OR |
Aug 11, 2025 Q2 2025 |
32,997
shares
|
$4.29 Million
4.47% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
32,340
shares
|
$4.2 Million
0.36% of portfolio
|
Q2 2025
Reduced 2.8%
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
31,732
shares
|
$4.12 Million
0.63% of portfolio
|
Q1 2024
Reduced 1.63%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
31,652
shares
|
$4.11 Million
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
31,526
shares
|
$4.1 Million
0.42% of portfolio
|
Q3 2022
Added 23.04%
|
|
|
Berkeley Capital Partners, LLC
|
Jul 30, 2025 Q2 2025 |
29,496
shares
|
$3.83 Million
0.98% of portfolio
|
Q2 2025
New holding
|
|
|
First Financial Corp
|
Oct 09, 2025 Q3 2025 |
29,493
shares
|
$3.83 Million
1.53% of portfolio
|
Q3 2025
Reduced 1.46%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
29,400
shares
|
$3.82 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
|
$3.75 Million
0.15% of portfolio
|
Q3 2025
Added 1.86%
|
|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
Oct 30, 2025 Q3 2025 |
28,227
shares
|
$3.67 Million
2.26% of portfolio
|
Q3 2025
Reduced 8.28%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
28,183
shares
|
$3.66 Million
0.0% of portfolio
|
Q2 2025
Added 2.4%
|
|
|
Axiom Financial Strategies, LLC
New Albany, IN |
Jul 30, 2025 Q2 2025 |
28,156
shares
|
$3.66 Million
2.0% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
28,062
shares
|
$3.65 Million
0.03% of portfolio
|
Q2 2025
Added 6.56%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
28,024
shares
|
$3.64 Million
0.37% of portfolio
|
Q2 2023
Reduced 0.83%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Aug 08, 2025 Q2 2025 |
28,000
shares
|
$3.64 Million
0.05% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Esg Planning
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
27,837
shares
|
$3.62 Million
2.02% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
27,110
shares
|
$3.52 Million
0.05% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
26,979
shares
|
$3.51 Million
0.02% of portfolio
|
Q2 2025
Added 5.38%
|
|
|
City State Bank
Norwalk, IA |
Oct 16, 2025 Q3 2025 |
26,939
shares
|
$3.5 Million
1.05% of portfolio
|
Q3 2025
Reduced 3.09%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
26,924
shares
|
$3.5 Million
0.02% of portfolio
|
Q2 2025
Added 1.05%
|