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 |
|---|---|---|---|---|---|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
27,207
shares
|
$3.47 Million
0.04% of portfolio
|
Q3 2025
Added 4.05%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
27,110
shares
|
$3.46 Million
0.05% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
City State Bank
Norwalk, IA |
Oct 16, 2025 Q3 2025 |
26,939
shares
|
$3.44 Million
1.05% of portfolio
|
Q3 2025
Reduced 3.09%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
26,846
shares
|
$3.43 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
26,567
shares
|
$3.39 Million
0.05% of portfolio
|
Q3 2025
Added 2.99%
|
|
|
Empirical Asset Management, LLC
|
Nov 10, 2025 Q3 2025 |
26,432
shares
|
$3.38 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
25,774
shares
|
$3.29 Million
0.04% of portfolio
|
Q3 2025
Reduced 10.27%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
25,755
shares
|
$3.29 Million
0.05% of portfolio
|
Q3 2025
Reduced 2.27%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
25,622
shares
|
$3.27 Million
0.09% of portfolio
|
Q3 2025
Reduced 4.11%
|
|
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
25,320
shares
|
$3.23 Million
1.63% of portfolio
|
Q3 2025
Reduced 2.8%
|
|
|
Joule Financial, LLC
|
Nov 03, 2025 Q3 2025 |
25,058
shares
|
$3.2 Million
0.99% of portfolio
|
Q3 2025
Reduced 2.46%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
24,624
shares
|
$3.14 Million
0.01% of portfolio
|
Q3 2025
Added 8.3%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
24,557
shares
|
$3.14 Million
0.04% of portfolio
|
Q3 2025
Added 24.86%
|
|
|
Trinity Legacy Partners, LLC
|
Nov 04, 2025 Q3 2025 |
23,545
shares
|
$3.01 Million
0.73% of portfolio
|
Q3 2025
Added 0.95%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
23,323
shares
|
$2.98 Million
0.78% of portfolio
|
Q4 2024
Reduced 20.57%
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
22,856
shares
|
$2.92 Million
1.12% of portfolio
|
Q4 2022
Added 0.41%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
22,710
shares
|
$2.9 Million
0.09% of portfolio
|
Q3 2025
Reduced 3.41%
|
|
|
Praetorian Wealth Management, Inc.
|
Oct 14, 2025 Q3 2025 |
22,509
shares
|
$2.87 Million
0.62% of portfolio
|
Q3 2025
Added 1.4%
|
|
|
Novare Capital Management LLC
|
Nov 03, 2025 Q3 2025 |
22,257
shares
|
$2.84 Million
0.23% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Oct 15, 2025 Q3 2025 |
22,013
shares
|
$2.81 Million
1.03% of portfolio
|
Q3 2025
Added 70.63%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Oct 22, 2025 Q3 2025 |
21,932
shares
|
$2.8 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
|
$2.8 Million
0.77% of portfolio
|
Q2 2025
Added 19.31%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
21,896
shares
|
$2.8 Million
0.02% of portfolio
|
Q3 2025
Added 8.47%
|
|
|
North Crest Asset Manangement, LLC
|
Oct 29, 2025 Q3 2025 |
21,668
shares
|
$2.77 Million
0.07% of portfolio
|
Q3 2025
Added 2.35%
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
21,596
shares
|
$2.76 Million
0.2% of portfolio
|
Q3 2025
Added 8.88%
|
|