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 725 institutions that hold shares in the stock, with a total of 54.4 Million shares, which have been reported (via 13F filing form) to have a value of $6.92 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
635
shares
|
$80,429
0.01% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Feb 04, 2025 Q4 2024 |
619
shares
|
$78,402
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Feb 07, 2025 Q4 2024 |
619
shares
|
$78,402
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
598
shares
|
$75,742
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Nov 13, 2024 Q3 2024 |
593
shares
|
$75,109
0.04% of portfolio
|
Q2 2021
Reduced 13.43%
|
|
|
Pflug Koory, LLC
|
Jan 21, 2025 Q4 2024 |
585
shares
|
$74,096
0.0% of portfolio
|
Q3 2020
Reduced 20.41%
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
577
shares
|
$73,082
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
560
shares
|
$70,929
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 13, 2024 Q3 2024 |
560
shares
|
$70,929
0.03% of portfolio
|
Q3 2024
Added 62.79%
|
|
|
Peterson Wealth Services
|
Jan 29, 2025 Q4 2024 |
552
shares
|
$69,916
0.02% of portfolio
|
Q4 2024
Added 1.1%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
540
shares
|
$68,396
0.0% of portfolio
|
Q3 2024
Reduced 15.63%
|
|
|
Hanson & Doremus Investment Management
|
Jan 23, 2025 Q4 2024 |
526
shares
|
$66,623
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jan 29, 2025 Q4 2024 |
525
shares
|
$66,496
0.02% of portfolio
|
Q2 2024
Reduced 16.0%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
495
shares
|
$62,696
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
491
shares
|
$62,190
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
490
shares
|
$62,063
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
475
shares
|
$60,163
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Paladin Advisory Group, LLC
|
Jan 23, 2025 Q4 2024 |
444
shares
|
$56,237
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
Bfsg, LLC
|
Jan 31, 2025 Q4 2024 |
427
shares
|
$54,083
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
408
shares
|
$51,677
0.0% of portfolio
|
Q1 2023
Added 34.65%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
403
shares
|
$51,043
0.01% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
395
shares
|
$50,030
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
391
shares
|
$49,524
0.01% of portfolio
|
Q4 2023
Added 14.66%
|
|
|
Duncker Streett & CO Inc
|
Feb 05, 2025 Q4 2024 |
390
shares
|
$49,397
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
385
shares
|
$48,764
0.0% of portfolio
|
Q4 2024
New holding
|