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 782 institutions that hold shares in the stock, with a total of 55 Million shares, which have been reported (via 13F filing form) to have a value of $7.04 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
9,215
shares
|
$1.18 Million
0.02% of portfolio
|
Q2 2025
Added 33.98%
|
|
|
Bailard, Inc.
|
May 02, 2025 Q1 2025 |
8,811
shares
|
$1.13 Million
0.03% of portfolio
|
Q1 2025
Reduced 4.67%
|
|
|
Cwa Asset Management Group, LLC
|
Apr 21, 2025 Q1 2025 |
8,643
shares
|
$1.11 Million
0.05% of portfolio
|
Q1 2025
Added 99.7%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
8,582
shares
|
$1.1 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Gryphon Financial Partners LLC
|
May 12, 2025 Q1 2025 |
8,555
shares
|
$1.1 Million
0.15% of portfolio
|
Q2 2023
Added 1.85%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
8,532
shares
|
$1.09 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.21%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
8,405
shares
|
$1.08 Million
0.04% of portfolio
|
Q1 2025
Added 4.89%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
8,354
shares
|
$1.07 Million
0.07% of portfolio
|
Q1 2025
Reduced 2.42%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 08, 2025 Q1 2025 |
8,288
shares
|
$1.06 Million
0.0% of portfolio
|
Q1 2025
Added 5.02%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
8,228
shares
|
$1.05 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
8,150
shares
|
$1.04 Million
0.07% of portfolio
|
Q4 2022
Reduced 0.16%
|
|
|
Reynolds Investment Management, Inc.
|
Jul 27, 2022 Q2 2022 |
8,079
shares
|
$1.04 Million
0.22% of portfolio
|
Q2 2022
Added 0.42%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
May 14, 2025 Q1 2025 |
8,069
shares
|
$1.03 Million
0.16% of portfolio
|
Q1 2025
Added 12.82%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
May 12, 2025 Q1 2025 |
8,036
shares
|
$1.03 Million
0.43% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
8,002
shares
|
$1.03 Million
0.02% of portfolio
|
Q1 2025
Reduced 7.69%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
7,977
shares
|
$1.02 Million
0.0% of portfolio
|
Q2 2023
Reduced 7.59%
|
|
|
Optima Capital LLC
Portland, OR |
Jun 12, 2025 Q1 2025 |
7,950
shares
|
$1.02 Million
0.61% of portfolio
|
Q1 2025
Reduced 5.45%
|
|
|
Community Bank, N.A.
|
Apr 21, 2025 Q1 2025 |
7,940
shares
|
$1.02 Million
0.13% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
7,904
shares
|
$1.01 Million
0.03% of portfolio
|
Q1 2025
Added 159.32%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
7,903
shares
|
$1.01 Million
0.07% of portfolio
|
Q1 2025
Added 0.78%
|
|
|
Fulcrum Equity Management
|
May 01, 2025 Q1 2025 |
7,893
shares
|
$1.01 Million
1.06% of portfolio
|
Q1 2025
New holding
|
|
|
Claris Financial LLC
Glen Allen, VA |
Jun 17, 2025 Q1 2025 |
7,845
shares
|
$1.01 Million
0.66% of portfolio
|
Q4 2024
New holding
|
|
|
17 Capital Partners, LLC
|
May 13, 2025 Q1 2025 |
7,815
shares
|
$1 Million
0.6% of portfolio
|
Q1 2025
Added 26.95%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Apr 28, 2025 Q1 2025 |
7,733
shares
|
$990,906
0.05% of portfolio
|
Q1 2025
Added 1.78%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
7,687
shares
|
$985,012
0.01% of portfolio
|
Q3 2023
Reduced 11.2%
|