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 |
|---|---|---|---|---|---|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
May 08, 2025 Q1 2025 |
2,228
shares
|
$273,353
0.09% of portfolio
|
Q1 2025
Added 22.48%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
2,209
shares
|
$271,022
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
2,169
shares
|
$266,114
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
2,145
shares
|
$263,170
0.01% of portfolio
|
Q1 2025
Reduced 10.48%
|
|
|
Private Advisory Group LLC
Redmond, WA |
May 08, 2025 Q1 2025 |
2,144
shares
|
$263,047
0.03% of portfolio
|
Q1 2025
Added 1.85%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Apr 10, 2025 Q1 2025 |
2,143
shares
|
$262,924
0.08% of portfolio
|
Q1 2025
Added 1.04%
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
2,143
shares
|
$262,924
0.01% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Apr 22, 2025 Q1 2025 |
2,127
shares
|
$260,961
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
2,114
shares
|
$259,366
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Zhang Financial LLC
|
Apr 15, 2025 Q1 2025 |
2,114
shares
|
$259,366
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Capital Performance Advisors LLP
|
May 09, 2025 Q1 2025 |
2,088
shares
|
$256,176
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
May 01, 2025 Q1 2025 |
2,060
shares
|
$252,741
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
2,049
shares
|
$251,391
0.01% of portfolio
|
Q1 2025
Reduced 5.36%
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Apr 22, 2025 Q1 2025 |
2,047
shares
|
$251,146
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Valley Financial Group, Inc.
Ambler, PA |
May 14, 2025 Q1 2025 |
2,027
shares
|
$248,692
0.16% of portfolio
|
Q1 2025
Reduced 1.07%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
May 06, 2025 Q1 2025 |
2,024
shares
|
$248,324
0.04% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Private Client Services, LLC
Louisville, KY |
Apr 08, 2025 Q1 2025 |
2,018
shares
|
$247,588
0.12% of portfolio
|
Q1 2025
Reduced 8.02%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Apr 22, 2025 Q1 2025 |
2,006
shares
|
$246,116
0.08% of portfolio
|
Q1 2025
Reduced 44.78%
|
|
|
Legacy Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
2,005
shares
|
$245,993
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
2,005
shares
|
$245,993
0.01% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Keel Point, LLC
Huntsville, AL |
May 15, 2025 Q1 2025 |
1,993
shares
|
$244,521
0.02% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
1,989
shares
|
$244,030
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Optimist Retirement Group LLC
Bellevue, WA |
May 05, 2025 Q1 2025 |
1,986
shares
|
$243,662
0.12% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Stonebridge Financial Planning Group, LLC
|
May 08, 2025 Q1 2025 |
1,984
shares
|
$243,416
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Counselors Inc
|
Apr 29, 2025 Q1 2025 |
1,974
shares
|
$242,190
0.0% of portfolio
|
Q1 2025
Reduced 6.8%
|