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 |
|---|---|---|---|---|---|
|
Mc Guire Investment Group, LLC
|
Apr 24, 2025 Q1 2025 |
5,795
shares
|
$710,988
0.11% of portfolio
|
Q1 2025
Added 5.38%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
5,785
shares
|
$709,761
0.09% of portfolio
|
Q4 2022
Reduced 0.52%
|
|
|
Invictus Private Wealth, LLC
Denver, CO |
May 08, 2025 Q1 2025 |
5,770
shares
|
$707,921
0.05% of portfolio
|
Q1 2025
Reduced 6.29%
|
|
|
Avestar Capital, LLC
|
May 14, 2025 Q1 2025 |
5,740
shares
|
$704,240
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Tudor Financial Inc.
Dayton, OH |
Apr 16, 2025 Q1 2025 |
5,733
shares
|
$703,381
0.41% of portfolio
|
Q1 2025
Added 2.61%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
5,667
shares
|
$695,284
0.03% of portfolio
|
Q1 2025
Added 0.89%
|
|
|
Ifrah Financial Services, Inc.
|
Apr 29, 2025 Q1 2025 |
5,659
shares
|
$694,302
0.2% of portfolio
|
Q1 2025
Reduced 3.64%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
5,652
shares
|
$693,443
0.01% of portfolio
|
Q3 2024
Reduced 3.81%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
May 09, 2025 Q1 2025 |
5,603
shares
|
$687,432
0.0% of portfolio
|
Q1 2025
Added 42.24%
|
|
|
Waldron Private Wealth LLC
|
May 08, 2025 Q1 2025 |
5,595
shares
|
$686,450
0.03% of portfolio
|
Q1 2025
Reduced 3.47%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
5,524
shares
|
$677,739
0.02% of portfolio
|
Q1 2025
Reduced 8.59%
|
|
|
Woodward Diversified Capital, LLC
|
May 02, 2025 Q1 2025 |
5,464
shares
|
$670,378
0.48% of portfolio
|
Q1 2025
Added 5.52%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
5,423
shares
|
$665,347
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
5,390
shares
|
$661,299
0.03% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Apr 25, 2025 Q1 2025 |
5,345
shares
|
$655,778
0.31% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Pure Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
5,261
shares
|
$645,472
0.01% of portfolio
|
Q1 2025
Added 31.99%
|
|
|
Long Island Wealth Management, Inc.
Melville, NY |
May 13, 2025 Q1 2025 |
5,260
shares
|
$645,349
0.38% of portfolio
|
Q1 2025
Reduced 17.19%
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
May 13, 2025 Q1 2025 |
5,229
shares
|
$641,546
0.12% of portfolio
|
Q1 2025
Added 7.0%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
May 14, 2025 Q1 2025 |
5,218
shares
|
$640,196
0.03% of portfolio
|
Q1 2025
Reduced 3.6%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
May 15, 2025 Q1 2025 |
5,215
shares
|
$639,828
0.61% of portfolio
|
Q4 2024
Reduced 14.72%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
May 13, 2025 Q1 2025 |
5,213
shares
|
$639,582
0.02% of portfolio
|
Q1 2025
Added 17.46%
|
|
|
Carl P. Sherr & Co., LLC
|
May 08, 2025 Q1 2025 |
5,189
shares
|
$636,638
0.34% of portfolio
|
Q2 2024
Added 1.77%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
5,091
shares
|
$624,614
0.02% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Apr 24, 2025 Q1 2025 |
5,091
shares
|
$624,614
0.43% of portfolio
|
Q1 2025
Reduced 1.01%
|
|
|
Evoke Wealth, LLC
|
May 13, 2025 Q1 2025 |
5,013
shares
|
$615,044
0.02% of portfolio
|
Q3 2024
New holding
|