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 760 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 $6.71 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
83
shares
|
$10,231
0.0% of portfolio
|
Q4 2024
Reduced 21.7%
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
75
shares
|
$9,245
0.0% of portfolio
|
Q4 2023
Reduced 50.0%
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
75
shares
|
$9,245
0.0% of portfolio
|
Q2 2024
New holding
|
|
Logan Capital Management Inc
Newtown Square, PA |
Feb 14, 2025 Q4 2024 |
74
shares
|
$9,121
0.0% of portfolio
|
Q4 2024
Added 1.37%
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
72
shares
|
$8,875
0.0% of portfolio
|
Q3 2023
New holding
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Jan 29, 2025 Q4 2024 |
67
shares
|
$8,259
0.0% of portfolio
|
Q2 2024
Added 1.52%
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Feb 10, 2025 Q4 2024 |
60
shares
|
$7,396
0.0% of portfolio
|
Q2 2024
Reduced 33.33%
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
60
shares
|
$7,396
0.0% of portfolio
|
Q3 2022
Reduced 50.0%
|
|
Dunhill Financial, LLC
London, X0 |
Feb 14, 2025 Q4 2024 |
58
shares
|
$7,149
0.0% of portfolio
|
Q4 2024
New holding
|
|
Cbiz Investment Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
53
shares
|
$6,533
0.0% of portfolio
|
Q1 2024
New holding
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
50
shares
|
$6,163
0.0% of portfolio
|
Q3 2024
Reduced 30.56%
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Feb 05, 2025 Q4 2024 |
49
shares
|
$6,040
0.0% of portfolio
|
Q1 2024
New holding
|
|
Morse Asset Management, Inc
Darien, CT |
Feb 14, 2025 Q4 2024 |
49
shares
|
$6,040
0.0% of portfolio
|
Q3 2024
New holding
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
48
shares
|
$5,916
0.0% of portfolio
|
Q4 2024
New holding
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
Feb 13, 2025 Q4 2024 |
44
shares
|
$5,423
0.0% of portfolio
|
Q3 2024
New holding
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
42
shares
|
$5,177
0.0% of portfolio
|
Q2 2023
Reduced 88.77%
|
|
West Branch Capital LLC
|
Jan 17, 2025 Q4 2024 |
41
shares
|
$5,054
0.0% of portfolio
|
Q4 2024
Reduced 8.89%
|
|
Lummis Asset Management, LP
Fort Worth, TX |
Jan 15, 2025 Q4 2024 |
31
shares
|
$3,821
0.0% of portfolio
|
Q4 2024
New holding
|
|
Ogorek Anthony Joseph
|
Jan 24, 2025 Q4 2024 |
30
shares
|
$3,698
0.0% of portfolio
|
Q4 2024
New holding
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
30
shares
|
$3,698
0.0% of portfolio
|
Q3 2021
Reduced 25.0%
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Feb 14, 2025 Q4 2024 |
25
shares
|
$3,081
0.0% of portfolio
|
Q4 2024
New holding
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
21
shares
|
$2,588
0.0% of portfolio
|
Q4 2024
New holding
|
|
Resources Management Corp
West Hartford, CT |
Feb 14, 2025 Q4 2024 |
15
shares
|
$1,849
0.0% of portfolio
|
Q3 2024
Reduced 57.14%
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 03, 2025 Q4 2024 |
13
shares
|
$1,602
0.0% of portfolio
|
Q1 2024
New holding
|
|
Nemes Rush Group LLC
Novi, MI |
Feb 12, 2025 Q4 2024 |
9
shares
|
$1,109
0.0% of portfolio
|
Q2 2023
New holding
|