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 713 institutions that hold shares in the stock, with a total of 52.8 Million shares, which have been reported (via 13F filing form) to have a value of $6.69 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Nov 13, 2024 Q3 2024 |
4,327
shares
|
$544,682
0.02% of portfolio
|
Q1 2020
New holding
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Jan 24, 2025 Q4 2024 |
4,321
shares
|
$543,927
0.33% of portfolio
|
Q4 2024
Added 10.99%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
4,312
shares
|
$542,794
0.01% of portfolio
|
Q3 2024
Added 7.61%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
4,252
shares
|
$535,241
0.02% of portfolio
|
Q3 2024
Added 3.78%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
4,220
shares
|
$531,213
0.0% of portfolio
|
Q3 2024
Added 23.5%
|
|
|
Drw Securities, LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
4,185
shares
|
$526,807
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 14, 2024 Q3 2024 |
4,160
shares
|
$523,660
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
White Lighthouse Investment Management Inc.
|
Oct 30, 2024 Q3 2024 |
4,120
shares
|
$518,625
0.08% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
4,108
shares
|
$517,115
0.05% of portfolio
|
Q4 2024
Reduced 2.58%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
4,075
shares
|
$512,961
0.01% of portfolio
|
Q3 2024
Added 14.5%
|
|
|
Graypoint LLC
|
Jan 10, 2025 Q4 2024 |
4,055
shares
|
$510,443
0.03% of portfolio
|
Q2 2024
Reduced 0.37%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2024 Q3 2024 |
4,054
shares
|
$510,317
0.11% of portfolio
|
Q3 2024
Reduced 1.36%
|
|
|
Keating Wealth Management LLC
Greenwood Village, CO |
Apr 18, 2024 Q1 2024 |
4,007
shares
|
$504,401
0.25% of portfolio
|
Q4 2023
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
4,001
shares
|
$503,645
0.03% of portfolio
|
Q4 2024
Reduced 11.46%
|
|
|
Pure Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
3,986
shares
|
$501,757
0.01% of portfolio
|
Q4 2024
Added 5.51%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
3,982
shares
|
$501,254
0.04% of portfolio
|
Q1 2024
Added 3.13%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
3,962
shares
|
$498,736
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 13, 2024 Q3 2024 |
3,938
shares
|
$495,715
0.0% of portfolio
|
Q4 2023
Reduced 0.83%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
3,937
shares
|
$495,589
0.02% of portfolio
|
Q3 2024
Reduced 5.11%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
3,936
shares
|
$495,463
0.0% of portfolio
|
Q4 2022
Reduced 3.51%
|
|
|
Dagco, Inc.
|
Nov 14, 2024 Q3 2024 |
3,894
shares
|
$490,176
0.18% of portfolio
|
Q1 2024
New holding
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
3,891
shares
|
$489,799
0.02% of portfolio
|
Q3 2024
Added 10.29%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
3,886
shares
|
$489,169
0.03% of portfolio
|
Q3 2024
Reduced 14.8%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
3,862
shares
|
$486,148
0.04% of portfolio
|
Q2 2022
Reduced 15.25%
|
|
|
Allied Investment Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
3,830
shares
|
$482,120
0.09% of portfolio
|
Q4 2024
Reduced 4.84%
|