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 782 institutions that hold shares in the stock, with a total of 55 Million shares, which have been reported (via 13F filing form) to have a value of $7.04 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
May 08, 2025 Q1 2025 |
2,992
shares
|
$383,394
0.17% of portfolio
|
Q1 2025
Reduced 3.23%
|
|
Americana Partners, LLC
Houston, TX |
May 12, 2025 Q1 2025 |
2,958
shares
|
$379,038
0.01% of portfolio
|
Q1 2025
Reduced 18.67%
|
|
Amplius Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
2,943
shares
|
$377,116
0.04% of portfolio
|
Q4 2024
Reduced 4.85%
|
|
Fairfield, Bush & Co.
Darien, CT |
May 13, 2025 Q1 2025 |
2,917
shares
|
$373,784
0.22% of portfolio
|
Q1 2025
Reduced 5.66%
|
|
World Equity Group, Inc.
Schaumburg, IL |
Apr 22, 2025 Q1 2025 |
2,911
shares
|
$373,015
0.1% of portfolio
|
Q1 2025
Reduced 91.65%
|
|
Certified Advisory Corp
Altamonte Springs, FL |
May 08, 2025 Q1 2025 |
2,911
shares
|
$373,015
0.04% of portfolio
|
Q1 2025
Reduced 3.83%
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
2,866
shares
|
$367,249
0.04% of portfolio
|
Q4 2024
Added 45.04%
|
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
Apr 23, 2025 Q1 2025 |
2,852
shares
|
$365,455
0.08% of portfolio
|
Q4 2024
New holding
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
2,837
shares
|
$363,533
0.01% of portfolio
|
Q1 2025
Added 3.84%
|
|
Integral Investment Advisors, Inc.
|
Apr 15, 2025 Q1 2025 |
2,835
shares
|
$363,276
0.11% of portfolio
|
Q3 2024
New holding
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
2,835
shares
|
$363,276
0.0% of portfolio
|
Q2 2022
Reduced 30.33%
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
2,830
shares
|
$362,636
0.02% of portfolio
|
Q1 2025
Added 183.0%
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
May 08, 2025 Q1 2025 |
2,805
shares
|
$359,432
0.13% of portfolio
|
Q1 2025
Reduced 29.2%
|
|
Marshall Financial Group LLC
|
Jul 10, 2025 Q2 2025 |
2,803
shares
|
$359,176
0.07% of portfolio
|
Q2 2025
Added 0.25%
|
|
Mustard Seed Financial, LLC
Magnolia, AR |
May 12, 2025 Q1 2025 |
2,800
shares
|
$358,791
0.27% of portfolio
|
Q4 2023
New holding
|
|
Solidarilty Wealth, LLC
Lehi, UT |
May 07, 2025 Q1 2025 |
2,761
shares
|
$353,794
0.08% of portfolio
|
Q3 2024
New holding
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
2,752
shares
|
$352,641
0.0% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
Bouchey Financial Group LTD
|
May 09, 2025 Q1 2025 |
2,721
shares
|
$348,668
0.03% of portfolio
|
Q1 2025
Reduced 10.38%
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
2,718
shares
|
$348,284
0.01% of portfolio
|
Q1 2025
Added 53.3%
|
|
Interchange Capital Partners, LLC
|
Apr 29, 2025 Q1 2025 |
2,716
shares
|
$348,028
0.09% of portfolio
|
Q1 2025
Reduced 2.58%
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Apr 15, 2025 Q1 2025 |
2,715
shares
|
$347,900
0.02% of portfolio
|
Q1 2025
Added 0.3%
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
May 15, 2025 Q1 2025 |
2,710
shares
|
$347,259
0.17% of portfolio
|
Q1 2025
Reduced 44.63%
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
2,706
shares
|
$346,746
0.03% of portfolio
|
Q2 2025
Reduced 3.01%
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
2,700
shares
|
$345,977
0.06% of portfolio
|
Q4 2024
Added 0.86%
|
|
First Trust Advisors LP
Wheaton, IL |
May 14, 2025 Q1 2025 |
2,697
shares
|
$345,593
0.0% of portfolio
|
Q1 2025
Added 41.43%
|