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 |
|---|---|---|---|---|---|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,778
shares
|
$218,142
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,777
shares
|
$218,020
0.01% of portfolio
|
Q3 2023
Added 0.06%
|
|
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
Apr 30, 2025 Q1 2025 |
1,767
shares
|
$216,793
0.03% of portfolio
|
Q1 2025
Reduced 1.45%
|
|
|
Davis R M Inc
Portland, ME |
May 08, 2025 Q1 2025 |
1,752
shares
|
$214,952
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
1,725
shares
|
$211,640
0.01% of portfolio
|
Q4 2024
Reduced 65.84%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
1,716
shares
|
$210,536
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
1,698
shares
|
$208,327
0.01% of portfolio
|
Q1 2025
Added 7.2%
|
|
|
Advantage Trust CO
Salina, KS |
May 07, 2025 Q1 2025 |
1,689
shares
|
$207,223
0.12% of portfolio
|
Q4 2024
Added 26.33%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
1,687
shares
|
$206,978
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Apr 28, 2025 Q1 2025 |
1,615
shares
|
$198,144
0.06% of portfolio
|
Q1 2025
Added 23.75%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
May 06, 2025 Q1 2025 |
1,606
shares
|
$197,040
0.03% of portfolio
|
Q1 2025
Reduced 99.64%
|
|
|
Jackson Hole Capital Partners, LLC
|
May 06, 2025 Q1 2025 |
1,530
shares
|
$187,715
0.04% of portfolio
|
Q2 2024
Reduced 49.5%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Apr 07, 2025 Q1 2025 |
1,500
shares
|
$184,035
0.07% of portfolio
|
Q1 2023
Reduced 51.61%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
1,488
shares
|
$182,562
0.0% of portfolio
|
Q4 2024
Reduced 25.15%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
1,450
shares
|
$177,900
0.02% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
1,431
shares
|
$175,569
0.01% of portfolio
|
Q1 2025
Reduced 38.32%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
1,398
shares
|
$171,520
0.0% of portfolio
|
Q1 2025
Added 3.48%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
1,389
shares
|
$170,416
0.01% of portfolio
|
Q3 2022
Reduced 10.56%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
1,380
shares
|
$169,312
0.0% of portfolio
|
Q3 2023
Reduced 56.94%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,375
shares
|
$168,698
0.03% of portfolio
|
Q1 2024
Reduced 62.82%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
1,343
shares
|
$164,772
0.03% of portfolio
|
Q1 2025
Added 404.89%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
1,341
shares
|
$164,527
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Progressive Investment Management Corp
|
May 13, 2025 Q1 2025 |
1,300
shares
|
$159,497
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
1,285
shares
|
$157,656
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
1,275
shares
|
$156,429
0.01% of portfolio
|
Q4 2024
Added 67.32%
|