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 |
|---|---|---|---|---|---|
|
Bos Asset Management, LLC
Springfield, IL |
Oct 16, 2024 Q3 2024 |
2,384
shares
|
$300,097
0.1% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2025 Q4 2024 |
2,383
shares
|
$299,972
0.02% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
2,381
shares
|
$299,720
0.0% of portfolio
|
Q3 2024
Added 66.04%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
2,380
shares
|
$299,594
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Jan 24, 2025 Q4 2024 |
2,349
shares
|
$295,692
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
2,320
shares
|
$292,041
0.01% of portfolio
|
Q4 2024
Added 26.16%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
2,312
shares
|
$291,034
0.07% of portfolio
|
Q4 2024
Added 10.52%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Jan 30, 2025 Q4 2024 |
2,308
shares
|
$290,531
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
2,297
shares
|
$289,146
0.02% of portfolio
|
Q3 2024
Reduced 2.96%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
2,277
shares
|
$286,628
0.01% of portfolio
|
Q4 2024
Added 20.03%
|
|
|
Wms Partners, LLC
|
Nov 13, 2024 Q3 2024 |
2,272
shares
|
$285,999
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
First National Trust CO
|
Nov 05, 2024 Q3 2024 |
2,272
shares
|
$285,999
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Chris Bulman Inc
Roseville, CA |
Oct 22, 2024 Q3 2024 |
2,254
shares
|
$283,733
0.17% of portfolio
|
Q2 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
2,253
shares
|
$283,607
0.01% of portfolio
|
Q3 2024
Added 24.68%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2024 Q3 2024 |
2,240
shares
|
$281,971
0.0% of portfolio
|
Q3 2024
Reduced 34.86%
|
|
|
Capital Management Corp
|
Oct 30, 2024 Q3 2024 |
2,235
shares
|
$281,341
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
2,209
shares
|
$278,068
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Private Client Services, LLC
Louisville, KY |
Jan 08, 2025 Q4 2024 |
2,194
shares
|
$276,180
0.14% of portfolio
|
Q4 2024
Added 2.48%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
Jul 22, 2024 Q2 2024 |
2,178
shares
|
$274,166
0.19% of portfolio
|
Q2 2024
Reduced 11.71%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
2,137
shares
|
$269,005
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Jan 27, 2025 Q4 2024 |
2,127
shares
|
$267,746
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Jan 14, 2025 Q4 2024 |
2,121
shares
|
$266,991
0.08% of portfolio
|
Q4 2024
Reduced 2.66%
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
2,120
shares
|
$266,865
0.01% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Zhang Financial LLC
|
Jan 16, 2025 Q4 2024 |
2,114
shares
|
$266,110
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Sheets Smith Wealth Management
|
Jan 17, 2025 Q4 2024 |
2,110
shares
|
$265,606
0.03% of portfolio
|
Q4 2024
New holding
|