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 |
|---|---|---|---|---|---|
|
Epg Wealth Management LLC
Atlanta, GA |
May 13, 2025 Q1 2025 |
103
shares
|
$12,637
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
Feb 18, 2025 Q4 2024 |
102
shares
|
$12,514
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Apr 16, 2025 Q1 2025 |
100
shares
|
$12,269
0.0% of portfolio
|
Q1 2022
Reduced 40.48%
|
|
|
New Millennium Group LLC
Sandy, UT |
Apr 25, 2025 Q1 2025 |
100
shares
|
$12,269
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
100
shares
|
$12,269
0.0% of portfolio
|
Q3 2024
Reduced 77.78%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
97
shares
|
$11,900
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
May 13, 2025 Q1 2025 |
93
shares
|
$11,410
0.0% of portfolio
|
Q3 2024
Added 1.09%
|
|
|
Strengthening Families & Communities, LLC
|
May 12, 2025 Q1 2025 |
90
shares
|
$11,042
0.01% of portfolio
|
Q4 2024
Added 1.12%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
89
shares
|
$10,919
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Boyd Watterson Asset Management LLC
|
May 06, 2025 Q1 2025 |
87
shares
|
$10,674
0.0% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
83
shares
|
$10,183
0.0% of portfolio
|
Q4 2024
Reduced 21.7%
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
80
shares
|
$9,815
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ridgewood Investments LLC
|
May 07, 2025 Q1 2025 |
75
shares
|
$9,201
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
75
shares
|
$9,201
0.0% of portfolio
|
Q4 2023
Reduced 50.0%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
May 16, 2025 Q1 2025 |
74
shares
|
$9,079
0.0% of portfolio
|
Q4 2024
Added 1.37%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
72
shares
|
$8,833
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Apr 18, 2025 Q1 2025 |
60
shares
|
$7,361
0.0% of portfolio
|
Q2 2024
Reduced 33.33%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
60
shares
|
$7,361
0.0% of portfolio
|
Q3 2022
Reduced 50.0%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
54
shares
|
$6,625
0.0% of portfolio
|
Q1 2025
Added 12.5%
|
|
|
Cbiz Investment Advisory Services, LLC
|
May 05, 2025 Q1 2025 |
53
shares
|
$6,502
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Apr 17, 2025 Q1 2025 |
50
shares
|
$6,134
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
50
shares
|
$6,134
0.0% of portfolio
|
Q1 2025
Reduced 50.98%
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
50
shares
|
$6,134
0.0% of portfolio
|
Q3 2024
Reduced 30.56%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
49
shares
|
$6,011
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Morse Asset Management, Inc
Darien, CT |
May 05, 2025 Q1 2025 |
49
shares
|
$6,011
0.0% of portfolio
|
Q3 2024
New holding
|