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 |
|---|---|---|---|---|---|
|
Keating Wealth Management LLC
Greenwood Village, CO |
Apr 18, 2024 Q1 2024 |
4,007
shares
|
$491,618
0.25% of portfolio
|
Q4 2023
New holding
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
4,007
shares
|
$491,618
0.11% of portfolio
|
Q1 2025
Added 19.04%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
3,965
shares
|
$486,465
0.01% of portfolio
|
Q1 2025
Added 9.74%
|
|
|
New York Life Investment Management LLC
New York, NY |
May 08, 2025 Q1 2025 |
3,958
shares
|
$485,607
0.01% of portfolio
|
Q1 2025
Reduced 88.33%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
3,936
shares
|
$482,907
0.0% of portfolio
|
Q4 2022
Reduced 3.51%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
3,872
shares
|
$475,055
0.03% of portfolio
|
Q1 2025
Reduced 4.84%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
3,862
shares
|
$473,828
0.04% of portfolio
|
Q2 2022
Reduced 15.25%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
May 12, 2025 Q1 2025 |
3,859
shares
|
$473,460
0.04% of portfolio
|
Q1 2025
Reduced 2.99%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
May 05, 2025 Q1 2025 |
3,854
shares
|
$472,847
0.08% of portfolio
|
Q1 2025
Added 23.05%
|
|
|
Allied Investment Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
3,830
shares
|
$469,902
0.09% of portfolio
|
Q4 2024
Reduced 4.84%
|
|
|
Redwood Financial Network Corp
|
May 15, 2025 Q1 2025 |
3,815
shares
|
$468,062
0.36% of portfolio
|
Q1 2025
Reduced 5.9%
|
|
|
Aegis Wealth Management LLC
Bethesda, MD |
May 08, 2025 Q1 2025 |
3,800
shares
|
$466,222
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 15, 2025 Q1 2025 |
3,793
shares
|
$465,363
0.01% of portfolio
|
Q1 2025
Added 15.36%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
3,728
shares
|
$457,388
0.02% of portfolio
|
Q1 2025
Reduced 2.41%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
3,686
shares
|
$452,235
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Apr 23, 2025 Q1 2025 |
3,661
shares
|
$449,168
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Tru Independence LLC
|
Apr 30, 2025 Q1 2025 |
3,657
shares
|
$448,677
0.14% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Compass Ion Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
3,644
shares
|
$447,082
0.06% of portfolio
|
Q3 2024
Reduced 2.72%
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
3,636
shares
|
$446,100
0.03% of portfolio
|
Q1 2025
Added 58.09%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
May 15, 2025 Q1 2025 |
3,621
shares
|
$444,260
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Spreng Capital Management, Inc.
|
May 13, 2025 Q1 2025 |
3,612
shares
|
$443,156
0.2% of portfolio
|
Q4 2024
Added 2.24%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
3,573
shares
|
$438,371
0.0% of portfolio
|
Q1 2025
Added 18.19%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
3,467
shares
|
$425,366
0.0% of portfolio
|
Q1 2025
Added 78.8%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
3,427
shares
|
$420,458
0.03% of portfolio
|
Q1 2025
Added 33.5%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Apr 24, 2025 Q1 2025 |
3,398
shares
|
$416,900
0.27% of portfolio
|
Q1 2025
Added 6.09%
|