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 |
|---|---|---|---|---|---|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
26,720
shares
|
$3.47 Million
0.1% of portfolio
|
Q2 2025
Reduced 8.91%
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
26,354
shares
|
$3.42 Million
0.06% of portfolio
|
Q2 2025
Reduced 2.46%
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
26,285
shares
|
$3.42 Million
0.01% of portfolio
|
Q2 2025
Added 27.04%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
26,149
shares
|
$3.4 Million
0.04% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
Aug 14, 2025 Q2 2025 |
26,050
shares
|
$3.38 Million
1.69% of portfolio
|
Q2 2025
Added 2.99%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
25,795
shares
|
$3.35 Million
0.06% of portfolio
|
Q2 2025
Added 5.13%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
25,774
shares
|
$3.35 Million
0.04% of portfolio
|
Q3 2025
Reduced 10.27%
|
|
|
Transatlantique Private Wealth LLC
|
Aug 05, 2025 Q2 2025 |
25,699
shares
|
$3.34 Million
1.24% of portfolio
|
Q2 2025
Added 7.05%
|
|
|
Joule Financial, LLC
|
Nov 03, 2025 Q3 2025 |
25,058
shares
|
$3.26 Million
0.99% of portfolio
|
Q3 2025
Reduced 2.46%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
24,624
shares
|
$3.2 Million
0.01% of portfolio
|
Q3 2025
Added 8.3%
|
|
|
Trinity Legacy Partners, LLC
|
Nov 04, 2025 Q3 2025 |
23,545
shares
|
$3.06 Million
0.73% of portfolio
|
Q3 2025
Added 0.95%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
23,512
shares
|
$3.06 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
23,323
shares
|
$3.03 Million
0.78% of portfolio
|
Q4 2024
Reduced 20.57%
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
22,856
shares
|
$2.97 Million
1.12% of portfolio
|
Q4 2022
Added 0.41%
|
|
|
Praetorian Wealth Management, Inc.
|
Oct 14, 2025 Q3 2025 |
22,509
shares
|
$2.92 Million
0.62% of portfolio
|
Q3 2025
Added 1.4%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
22,287
shares
|
$2.9 Million
0.02% of portfolio
|
Q2 2025
Added 8.84%
|
|
|
Novare Capital Management LLC
|
Nov 03, 2025 Q3 2025 |
22,257
shares
|
$2.89 Million
0.23% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Oct 15, 2025 Q3 2025 |
22,013
shares
|
$2.86 Million
1.03% of portfolio
|
Q3 2025
Added 70.63%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Oct 22, 2025 Q3 2025 |
21,932
shares
|
$2.85 Million
1.25% of portfolio
|
Q3 2025
Reduced 0.59%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
21,911
shares
|
$2.85 Million
0.77% of portfolio
|
Q2 2025
Added 19.31%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
21,896
shares
|
$2.85 Million
0.02% of portfolio
|
Q3 2025
Added 8.47%
|
|
|
North Crest Asset Manangement, LLC
|
Oct 29, 2025 Q3 2025 |
21,668
shares
|
$2.82 Million
0.07% of portfolio
|
Q3 2025
Added 2.35%
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
21,596
shares
|
$2.81 Million
0.2% of portfolio
|
Q3 2025
Added 8.88%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
21,268
shares
|
$2.76 Million
0.03% of portfolio
|
Q2 2025
Added 6.91%
|
|
|
Keybank National Association
|
Nov 04, 2025 Q3 2025 |
21,233
shares
|
$2.76 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.93%
|