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 712 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 $6.65 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mustard Seed Financial, LLC
Magnolia, AR |
Jan 17, 2025 Q4 2024 |
2,800
shares
|
$352,464
0.27% of portfolio
|
Q4 2023
New holding
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
2,798
shares
|
$352,212
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
2,774
shares
|
$349,191
0.0% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
2,767
shares
|
$348,309
0.0% of portfolio
|
Q2 2024
Reduced 67.61%
|
|
|
Solidarilty Wealth, LLC
Lehi, UT |
Jan 16, 2025 Q4 2024 |
2,761
shares
|
$347,554
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
2,754
shares
|
$346,673
0.01% of portfolio
|
Q4 2024
Reduced 12.71%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Nov 12, 2024 Q3 2024 |
2,745
shares
|
$345,540
0.15% of portfolio
|
Q3 2024
Reduced 2.45%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Nov 14, 2024 Q3 2024 |
2,712
shares
|
$341,386
0.07% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jan 22, 2025 Q4 2024 |
2,707
shares
|
$340,757
0.02% of portfolio
|
Q4 2024
Reduced 14.17%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 13, 2025 Q4 2024 |
2,700
shares
|
$339,876
0.06% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
2,648
shares
|
$333,330
0.01% of portfolio
|
Q4 2024
Reduced 11.53%
|
|
|
Capital Square, LLC
|
Nov 13, 2024 Q3 2024 |
2,622
shares
|
$330,057
0.18% of portfolio
|
Q3 2024
Added 4.59%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
2,608
shares
|
$328,295
0.03% of portfolio
|
Q3 2024
Reduced 12.19%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jan 28, 2025 Q4 2024 |
2,606
shares
|
$328,043
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
2,557
shares
|
$321,875
0.01% of portfolio
|
Q3 2024
Reduced 4.59%
|
|
|
Mas Advisors LLC
Miami, FL |
Jan 27, 2025 Q4 2024 |
2,549
shares
|
$320,868
0.51% of portfolio
|
Q4 2024
Reduced 49.69%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
2,520
shares
|
$317,217
0.02% of portfolio
|
Q2 2023
Reduced 30.62%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 13, 2024 Q3 2024 |
2,516
shares
|
$316,714
0.01% of portfolio
|
Q3 2024
Reduced 1.6%
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
2,472
shares
|
$311,175
0.02% of portfolio
|
Q3 2024
Reduced 75.77%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
2,470
shares
|
$310,923
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
2,455
shares
|
$309,035
0.01% of portfolio
|
Q4 2024
Added 8.53%
|
|
|
Pds Planning, Inc
|
Oct 29, 2024 Q3 2024 |
2,449
shares
|
$308,280
0.02% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Courier Capital LLC
|
Jan 13, 2025 Q4 2024 |
2,414
shares
|
$303,874
0.02% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Jan 22, 2025 Q4 2024 |
2,406
shares
|
$302,867
0.15% of portfolio
|
Q1 2024
Added 0.46%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
2,396
shares
|
$301,608
0.01% of portfolio
|
Q4 2024
Added 24.15%
|