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 790 institutions that hold shares in the stock, with a total of 55.1 Million shares, which have been reported (via 13F filing form) to have a value of $7.28 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
City State Bank
Norwalk, IA |
Jul 31, 2025 Q2 2025 |
27,799
shares
|
$3.66 Million
1.14% of portfolio
|
Q2 2025
Reduced 1.93%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
26,979
shares
|
$3.55 Million
0.02% of portfolio
|
Q2 2025
Added 5.38%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
26,924
shares
|
$3.54 Million
0.02% of portfolio
|
Q2 2025
Added 1.05%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
26,902
shares
|
$3.54 Million
0.05% of portfolio
|
Q2 2025
Reduced 3.51%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
26,720
shares
|
$3.52 Million
0.1% of portfolio
|
Q2 2025
Reduced 8.91%
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
26,354
shares
|
$3.47 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
|
$3.46 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
|
$3.44 Million
0.04% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
Aug 14, 2025 Q2 2025 |
26,050
shares
|
$3.43 Million
1.69% of portfolio
|
Q2 2025
Added 2.99%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
25,795
shares
|
$3.4 Million
0.06% of portfolio
|
Q2 2025
Added 5.13%
|
|
|
Transatlantique Private Wealth LLC
|
Aug 05, 2025 Q2 2025 |
25,699
shares
|
$3.38 Million
1.24% of portfolio
|
Q2 2025
Added 7.05%
|
|
|
Joule Financial, LLC
|
Jul 22, 2025 Q2 2025 |
25,690
shares
|
$3.38 Million
1.07% of portfolio
|
Q2 2025
Added 2.65%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
23,512
shares
|
$3.1 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
Trinity Legacy Partners, LLC
|
Jul 21, 2025 Q2 2025 |
23,324
shares
|
$3.07 Million
0.75% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
23,323
shares
|
$3.07 Million
0.78% of portfolio
|
Q4 2024
Reduced 20.57%
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
22,856
shares
|
$3.01 Million
1.12% of portfolio
|
Q4 2022
Added 0.41%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
22,736
shares
|
$2.99 Million
0.01% of portfolio
|
Q2 2025
Added 8.39%
|
|
|
Novare Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
22,322
shares
|
$2.94 Million
0.23% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
22,287
shares
|
$2.93 Million
0.02% of portfolio
|
Q2 2025
Added 8.84%
|
|
|
Praetorian Wealth Management, Inc.
|
Jul 09, 2025 Q2 2025 |
22,199
shares
|
$2.92 Million
0.66% of portfolio
|
Q2 2025
Added 1.18%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Jul 18, 2025 Q2 2025 |
22,062
shares
|
$2.9 Million
1.36% of portfolio
|
Q2 2025
Reduced 1.48%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
21,911
shares
|
$2.88 Million
0.77% of portfolio
|
Q2 2025
Added 19.31%
|
|
|
Keybank National Association
|
Aug 04, 2025 Q2 2025 |
21,433
shares
|
$2.82 Million
0.01% of portfolio
|
Q2 2025
Added 420.09%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
21,268
shares
|
$2.8 Million
0.03% of portfolio
|
Q2 2025
Added 6.91%
|
|
|
North Crest Asset Manangement, LLC
|
Jul 10, 2025 Q2 2025 |
21,171
shares
|
$2.79 Million
0.08% of portfolio
|
Q2 2025
Reduced 2.85%
|