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 778 institutions that hold shares in the stock, with a total of 54.1 Million shares, which have been reported (via 13F filing form) to have a value of $6.64 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
7,405
shares
|
$908,519
0.01% of portfolio
|
Q1 2025
Reduced 1.58%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
7,376
shares
|
$904,961
0.19% of portfolio
|
Q1 2025
Reduced 1.55%
|
|
|
Ascent Group, LLC
|
May 15, 2025 Q1 2025 |
7,302
shares
|
$895,882
0.04% of portfolio
|
Q1 2025
Reduced 2.89%
|
|
|
Yukon Wealth Management, Inc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
7,251
shares
|
$889,625
0.36% of portfolio
|
Q1 2025
New holding
|
|
|
Saxon Interests, Inc.
|
Apr 25, 2025 Q1 2025 |
7,190
shares
|
$882,141
0.41% of portfolio
|
Q1 2025
Added 6.3%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
7,180
shares
|
$880,914
0.01% of portfolio
|
Q1 2025
Reduced 3.9%
|
|
|
Elm Partners Management LLC
|
May 13, 2025 Q1 2025 |
7,159
shares
|
$878,337
0.07% of portfolio
|
Q1 2025
Reduced 2.9%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
7,140
shares
|
$876,006
0.17% of portfolio
|
Q1 2023
New holding
|
|
|
Wp Advisors, LLC
|
May 12, 2025 Q1 2025 |
7,137
shares
|
$875,638
0.28% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
7,126
shares
|
$874,288
0.03% of portfolio
|
Q2 2023
Added 0.74%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 14, 2025 Q1 2025 |
7,000
shares
|
$858,830
0.05% of portfolio
|
Q1 2025
Reduced 12.5%
|
|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
6,945
shares
|
$852,082
0.01% of portfolio
|
Q1 2025
Added 49.19%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
6,878
shares
|
$843,861
0.02% of portfolio
|
Q1 2025
Added 265.07%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
6,878
shares
|
$843,861
0.0% of portfolio
|
Q1 2025
Added 4.62%
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
6,873
shares
|
$843,248
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
May 09, 2025 Q1 2025 |
6,850
shares
|
$840,426
0.1% of portfolio
|
Q1 2024
Reduced 5.52%
|
|
|
Baker Ellis Asset Management LLC
|
Apr 15, 2025 Q1 2025 |
6,810
shares
|
$835,518
0.12% of portfolio
|
Q3 2024
Reduced 12.8%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 09, 2025 Q1 2025 |
6,764
shares
|
$829,875
0.0% of portfolio
|
Q1 2025
Reduced 14.63%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
6,732
shares
|
$825,949
0.01% of portfolio
|
Q4 2024
Reduced 4.82%
|
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
6,732
shares
|
$825,949
0.02% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
May 13, 2025 Q1 2025 |
6,730
shares
|
$825,703
0.45% of portfolio
|
Q1 2025
Added 2.44%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
6,563
shares
|
$805,214
0.03% of portfolio
|
Q1 2025
Added 11.94%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
6,558
shares
|
$804,601
0.06% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
6,548
shares
|
$803,374
0.02% of portfolio
|
Q1 2025
Added 249.04%
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
May 06, 2025 Q1 2025 |
6,525
shares
|
$800,552
0.49% of portfolio
|
Q1 2025
Reduced 0.28%
|