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 |
|---|---|---|---|---|---|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
21,057
shares
|
$2.77 Million
0.95% of portfolio
|
Q4 2024
Added 4.12%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
20,620
shares
|
$2.71 Million
0.27% of portfolio
|
Q2 2025
New holding
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
20,187
shares
|
$2.66 Million
0.02% of portfolio
|
Q2 2025
Added 5.67%
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
19,834
shares
|
$2.61 Million
0.19% of portfolio
|
Q2 2025
Added 16.02%
|
|
|
Horizon Family Wealth, Inc.
|
Aug 08, 2025 Q2 2025 |
19,783
shares
|
$2.6 Million
1.67% of portfolio
|
Q2 2025
Added 45.5%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
19,668
shares
|
$2.59 Million
0.08% of portfolio
|
Q2 2025
Added 2.83%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
19,667
shares
|
$2.59 Million
0.04% of portfolio
|
Q2 2025
Added 173.91%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
19,176
shares
|
$2.52 Million
0.02% of portfolio
|
Q1 2025
Added 105.86%
|
|
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
Jul 16, 2025 Q2 2025 |
18,889
shares
|
$2.49 Million
1.71% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
18,888
shares
|
$2.49 Million
0.17% of portfolio
|
Q2 2025
Added 1.19%
|
|
|
O'Dell Group, LLC
Cincinnati, OH |
Aug 05, 2025 Q2 2025 |
18,798
shares
|
$2.47 Million
0.6% of portfolio
|
Q2 2025
New holding
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
18,570
shares
|
$2.44 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
18,221
shares
|
$2.4 Million
0.53% of portfolio
|
Q2 2025
Reduced 4.29%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
18,071
shares
|
$2.38 Million
0.02% of portfolio
|
Q2 2025
Reduced 5.76%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
18,066
shares
|
$2.38 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investment Management LLC
Edmonds, WA |
Jul 31, 2025 Q2 2025 |
18,053
shares
|
$2.38 Million
1.03% of portfolio
|
Q2 2025
Reduced 2.88%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Aug 01, 2025 Q2 2025 |
18,008
shares
|
$2.37 Million
0.43% of portfolio
|
Q2 2025
Reduced 84.9%
|
|
|
Transcend Capital Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
17,836
shares
|
$2.35 Million
0.18% of portfolio
|
Q2 2025
Reduced 1.9%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
17,821
shares
|
$2.35 Million
0.03% of portfolio
|
Q2 2025
Added 1.76%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
17,497
shares
|
$2.3 Million
0.01% of portfolio
|
Q2 2025
Added 68.6%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
May 05, 2025 Q1 2025 |
17,321
shares
|
$2.28 Million
0.38% of portfolio
|
Q1 2025
Reduced 49.72%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Aug 14, 2025 Q2 2025 |
17,319
shares
|
$2.28 Million
0.37% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Aug 13, 2025 Q2 2025 |
16,939
shares
|
$2.23 Million
0.52% of portfolio
|
Q2 2025
Reduced 4.76%
|
|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
16,580
shares
|
$2.18 Million
0.96% of portfolio
|
Q3 2024
Reduced 2.75%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
16,506
shares
|
$2.17 Million
0.0% of portfolio
|
Q2 2025
Added 8.04%
|