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 765 institutions that hold shares in the stock, with a total of 54.2 Million shares, which have been reported (via 13F filing form) to have a value of $6.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
16,580
shares
|
$1.96 Million
0.96% of portfolio
|
Q3 2024
Reduced 2.75%
|
|
|
Transatlantique Private Wealth LLC
|
Feb 14, 2025 Q4 2024 |
16,321
shares
|
$1.93 Million
0.77% of portfolio
|
Q4 2024
Added 9.79%
|
|
|
Apexium Financial, LP
|
Jan 22, 2025 Q4 2024 |
16,285
shares
|
$1.92 Million
0.13% of portfolio
|
Q4 2024
Added 15.62%
|
|
|
Terra Nova Asset Management LLC
|
Jan 16, 2025 Q4 2024 |
16,262
shares
|
$1.92 Million
1.54% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
15,783
shares
|
$1.86 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.95%
|
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Feb 11, 2025 Q4 2024 |
15,757
shares
|
$1.86 Million
1.64% of portfolio
|
Q4 2024
Reduced 5.22%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
15,650
shares
|
$1.85 Million
0.03% of portfolio
|
Q4 2024
Reduced 4.81%
|
|
|
Harrison & CO Wealth Management, LLC
|
Jan 17, 2023 Q4 2022 |
15,451
shares
|
$1.82 Million
1.25% of portfolio
|
Q4 2022
Added 23.17%
|
|
|
Idaho Trust Bank
Boise, ID |
Feb 07, 2025 Q4 2024 |
15,290
shares
|
$1.8 Million
0.91% of portfolio
|
Q4 2024
Added 5.66%
|
|
|
Laidlaw Wealth Management LLC
New York City, NY |
Jan 31, 2025 Q4 2024 |
15,101
shares
|
$1.78 Million
0.67% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Fiduciary Trust CO
Boston, MA |
Feb 14, 2025 Q4 2024 |
14,810
shares
|
$1.75 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
14,711
shares
|
$1.74 Million
0.04% of portfolio
|
Q1 2025
Reduced 2.61%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
14,700
shares
|
$1.74 Million
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Krilogy Financial LLC
|
Jan 15, 2025 Q4 2024 |
14,603
shares
|
$1.72 Million
0.13% of portfolio
|
Q4 2024
Added 8.56%
|
|
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
Jan 26, 2024 Q4 2023 |
14,595
shares
|
$1.72 Million
0.74% of portfolio
|
Q4 2023
Added 2.81%
|
|
|
Kennicott Capital Management LLC
|
Jan 16, 2025 Q4 2024 |
14,510
shares
|
$1.71 Million
0.89% of portfolio
|
Q1 2024
Reduced 0.19%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
14,100
shares
|
$1.66 Million
0.0% of portfolio
|
Q3 2024
Added 123.81%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
13,976
shares
|
$1.65 Million
0.1% of portfolio
|
Q3 2022
Reduced 42.0%
|
|
|
Disciplined Investors, L.L.C.
Waco, TX |
Feb 12, 2025 Q4 2024 |
13,760
shares
|
$1.62 Million
1.54% of portfolio
|
Q4 2024
New holding
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
13,547
shares
|
$1.6 Million
0.12% of portfolio
|
Q4 2024
Added 1.14%
|
|
|
Bank Of Marin
Novato, CA |
Feb 10, 2025 Q4 2024 |
13,280
shares
|
$1.57 Million
1.28% of portfolio
|
Q2 2024
Reduced 0.4%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
13,261
shares
|
$1.57 Million
0.23% of portfolio
|
Q3 2024
Reduced 7.07%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Feb 07, 2025 Q4 2024 |
13,164
shares
|
$1.55 Million
0.27% of portfolio
|
Q4 2024
Added 2.6%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Jan 29, 2025 Q4 2024 |
12,616
shares
|
$1.49 Million
0.06% of portfolio
|
Q4 2024
Reduced 1.94%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
12,443
shares
|
$1.47 Million
0.15% of portfolio
|
Q4 2024
Added 8.14%
|