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 |
|---|---|---|---|---|---|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
1,843
shares
|
$231,996
0.03% of portfolio
|
Q3 2024
Reduced 38.4%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jan 27, 2025 Q4 2024 |
1,833
shares
|
$230,738
0.03% of portfolio
|
Q4 2024
Reduced 11.66%
|
|
|
Compass Advisory Group LLC
|
Jan 24, 2025 Q4 2024 |
1,824
shares
|
$229,605
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Websterrogers Financial Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
1,818
shares
|
$228,849
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
1,801
shares
|
$226,709
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
1,800
shares
|
$226,584
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,778
shares
|
$223,814
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,777
shares
|
$223,688
0.01% of portfolio
|
Q3 2023
Added 0.06%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
1,773
shares
|
$223,185
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
1,771
shares
|
$222,933
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
1,764
shares
|
$222,052
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Swmg, LLC
Fort Worth, TX |
Jan 23, 2025 Q4 2024 |
1,754
shares
|
$220,793
0.09% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
1,716
shares
|
$216,010
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
1,705
shares
|
$214,625
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Advantage Trust CO
Salina, KS |
Feb 03, 2025 Q4 2024 |
1,689
shares
|
$212,611
0.12% of portfolio
|
Q4 2024
Added 26.33%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
1,584
shares
|
$199,393
0.0% of portfolio
|
Q4 2023
Reduced 2.94%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
1,563
shares
|
$196,750
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 30, 2024 Q3 2024 |
1,530
shares
|
$192,596
0.04% of portfolio
|
Q2 2024
Reduced 49.5%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
1,500
shares
|
$188,820
0.07% of portfolio
|
Q1 2023
Reduced 51.61%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
1,491
shares
|
$187,687
0.01% of portfolio
|
Q3 2024
Reduced 7.74%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
1,488
shares
|
$187,309
0.0% of portfolio
|
Q4 2024
Reduced 25.15%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
1,459
shares
|
$183,658
0.02% of portfolio
|
Q3 2024
Added 51.66%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
1,389
shares
|
$174,847
0.01% of portfolio
|
Q3 2022
Reduced 10.56%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
1,380
shares
|
$173,714
0.0% of portfolio
|
Q3 2023
Reduced 56.94%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,375
shares
|
$173,085
0.03% of portfolio
|
Q1 2024
Reduced 62.82%
|