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 806 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 |
|---|---|---|---|---|---|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
21,057
shares
|
$2.71 Million
0.95% of portfolio
|
Q4 2024
Added 4.12%
|
|
|
Elm Partners Management LLC
|
Nov 04, 2025 Q3 2025 |
20,825
shares
|
$2.68 Million
0.15% of portfolio
|
Q3 2025
Added 125.6%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
20,620
shares
|
$2.65 Million
0.27% of portfolio
|
Q2 2025
New holding
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
20,460
shares
|
$2.63 Million
0.01% of portfolio
|
Q3 2025
Reduced 73.1%
|
|
|
Horizon Family Wealth, Inc.
|
Nov 07, 2025 Q3 2025 |
19,890
shares
|
$2.56 Million
1.66% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
19,667
shares
|
$2.53 Million
0.04% of portfolio
|
Q2 2025
Added 173.91%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
19,176
shares
|
$2.47 Million
0.02% of portfolio
|
Q1 2025
Added 105.86%
|
|
|
O'Dell Group, LLC
Cincinnati, OH |
Oct 27, 2025 Q3 2025 |
19,019
shares
|
$2.45 Million
0.54% of portfolio
|
Q3 2025
Added 1.18%
|
|
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
Oct 31, 2025 Q3 2025 |
18,648
shares
|
$2.4 Million
1.64% of portfolio
|
Q3 2025
Reduced 1.28%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
18,570
shares
|
$2.39 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
18,071
shares
|
$2.32 Million
0.02% of portfolio
|
Q2 2025
Reduced 5.76%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
18,066
shares
|
$2.32 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investment Management LLC
Edmonds, WA |
Jul 31, 2025 Q2 2025 |
18,053
shares
|
$2.32 Million
1.03% of portfolio
|
Q2 2025
Reduced 2.88%
|
|
|
Transcend Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
17,936
shares
|
$2.31 Million
0.17% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
17,833
shares
|
$2.29 Million
0.07% of portfolio
|
Q3 2025
Reduced 9.33%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
17,821
shares
|
$2.29 Million
0.03% of portfolio
|
Q2 2025
Added 1.76%
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
17,730
shares
|
$2.28 Million
0.15% of portfolio
|
Q3 2025
Reduced 6.13%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
17,497
shares
|
$2.25 Million
0.01% of portfolio
|
Q2 2025
Added 68.6%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
May 05, 2025 Q1 2025 |
17,321
shares
|
$2.23 Million
0.38% of portfolio
|
Q1 2025
Reduced 49.72%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Aug 14, 2025 Q2 2025 |
17,319
shares
|
$2.23 Million
0.37% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
17,303
shares
|
$2.22 Million
0.49% of portfolio
|
Q3 2025
Reduced 5.04%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Oct 21, 2025 Q3 2025 |
17,258
shares
|
$2.22 Million
0.32% of portfolio
|
Q3 2025
Added 39.22%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Aug 13, 2025 Q2 2025 |
16,939
shares
|
$2.18 Million
0.52% of portfolio
|
Q2 2025
Reduced 4.76%
|
|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
16,580
shares
|
$2.13 Million
0.96% of portfolio
|
Q3 2024
Reduced 2.75%
|
|
|
Retireful, LLC
|
Oct 17, 2025 Q3 2025 |
16,551
shares
|
$2.13 Million
2.2% of portfolio
|
Q3 2025
New holding
|