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 688 institutions that hold shares in the stock, with a total of 52.3 Million shares, which have been reported (via 13F filing form) to have a value of $6.18 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
196,692
shares
|
$23.2 Million
0.06% of portfolio
|
Q3 2024
Added 3.9%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
183,644
shares
|
$21.7 Million
0.16% of portfolio
|
Q3 2024
Added 3.84%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
180,388
shares
|
$21.3 Million
0.04% of portfolio
|
Q3 2023
Added 1.05%
|
|
|
George Soros
Soros Fund Management LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
174,588
shares
|
$20.6 Million
0.41% of portfolio
|
Q3 2023
Reduced 12.05%
|
|
|
Estate Counselors, LLC
|
Nov 12, 2024 Q3 2024 |
162,060
shares
|
$19.1 Million
4.78% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
161,645
shares
|
$19.1 Million
0.05% of portfolio
|
Q3 2024
Reduced 7.47%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
151,224
shares
|
$17.9 Million
0.03% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Nov 13, 2024 Q3 2024 |
150,202
shares
|
$17.7 Million
1.06% of portfolio
|
Q3 2024
Reduced 2.1%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
150,195
shares
|
$17.7 Million
0.11% of portfolio
|
Q3 2024
Reduced 1.53%
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
146,654
shares
|
$17.3 Million
3.65% of portfolio
|
Q3 2024
Added 2.06%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
144,912
shares
|
$17.1 Million
0.08% of portfolio
|
Q3 2024
Added 12.81%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Nov 07, 2024 Q3 2024 |
141,151
shares
|
$16.7 Million
5.95% of portfolio
|
Q3 2024
Added 36.59%
|
|
|
Trust CO Of Oklahoma
|
Oct 15, 2024 Q3 2024 |
140,985
shares
|
$16.6 Million
5.07% of portfolio
|
Q3 2024
Added 4.36%
|
|
|
Hamilton Wealth, LLC
|
Nov 14, 2024 Q3 2024 |
138,418
shares
|
$16.3 Million
4.09% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
137,723
shares
|
$16.3 Million
0.02% of portfolio
|
Q3 2024
Added 2.33%
|
|
|
Cmh Wealth Management LLC
|
Oct 15, 2024 Q3 2024 |
136,166
shares
|
$16.1 Million
3.54% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2024 Q3 2024 |
128,850
shares
|
$15.2 Million
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
123,683
shares
|
$14.6 Million
1.4% of portfolio
|
Q1 2023
Added 3.54%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
120,056
shares
|
$14.2 Million
0.15% of portfolio
|
Q3 2024
Reduced 6.13%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
117,656
shares
|
$13.9 Million
0.02% of portfolio
|
Q3 2024
Added 3.03%
|
|
|
Wbh Advisory Inc
|
Oct 15, 2024 Q3 2024 |
117,143
shares
|
$13.8 Million
1.23% of portfolio
|
Q3 2024
Reduced 1.97%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
114,910
shares
|
$13.6 Million
0.02% of portfolio
|
Q3 2024
Added 4.04%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
113,088
shares
|
$13.4 Million
0.02% of portfolio
|
Q3 2024
Added 10.35%
|
|
|
Bordeaux Wealth Advisors LLC
|
Nov 04, 2024 Q3 2024 |
107,840
shares
|
$12.7 Million
2.15% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
106,172
shares
|
$12.5 Million
0.28% of portfolio
|
Q3 2024
Added 4.77%
|