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 |
|---|---|---|---|---|---|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Feb 14, 2025 Q4 2024 |
76,183
shares
|
$9.35 Million
0.87% of portfolio
|
Q4 2024
Added 2.49%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
75,043
shares
|
$9.21 Million
0.04% of portfolio
|
Q1 2025
Reduced 2.33%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
70,163
shares
|
$8.61 Million
0.62% of portfolio
|
Q1 2025
Reduced 1.48%
|
|
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
Apr 29, 2025 Q1 2025 |
69,993
shares
|
$8.59 Million
4.78% of portfolio
|
Q1 2025
Added 4.11%
|
|
|
Wall Street Financial Group, Inc.
Carlinville, IL |
Apr 24, 2025 Q1 2025 |
69,966
shares
|
$8.58 Million
8.66% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Cavalier Investments, LLC
|
Apr 24, 2025 Q1 2025 |
68,611
shares
|
$8.42 Million
2.88% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Richmond Brothers, Inc.
Jackson, MI |
May 02, 2025 Q1 2025 |
68,534
shares
|
$8.41 Million
5.21% of portfolio
|
Q1 2025
Added 2.24%
|
|
|
Invst, LLC
Indianapolis, IN |
Feb 19, 2025 Q4 2024 |
66,807
shares
|
$8.2 Million
0.96% of portfolio
|
Q4 2024
Reduced 13.53%
|
|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
65,195
shares
|
$8 Million
0.44% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
Polianta LTD
|
Apr 16, 2025 Q1 2025 |
63,100
shares
|
$7.74 Million
3.64% of portfolio
|
Q4 2024
Reduced 3.96%
|
|
|
Lcm Capital Management Inc
|
May 09, 2025 Q1 2025 |
60,886
shares
|
$7.47 Million
4.16% of portfolio
|
Q1 2025
Added 2.74%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
59,722
shares
|
$7.33 Million
0.25% of portfolio
|
Q1 2025
Added 0.56%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
59,609
shares
|
$7.31 Million
0.07% of portfolio
|
Q1 2025
Added 6.3%
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
59,138
shares
|
$7.26 Million
0.0% of portfolio
|
Q1 2025
Reduced 99.16%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Apr 16, 2025 Q1 2025 |
58,995
shares
|
$7.24 Million
1.96% of portfolio
|
Q1 2025
Added 2.82%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
58,836
shares
|
$7.22 Million
1.48% of portfolio
|
Q4 2024
Reduced 1.86%
|
|
|
Keeley Teton Advisors, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
58,659
shares
|
$7.2 Million
0.93% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Kinloch Capital, LLC
Glen Allen, VA |
May 14, 2025 Q1 2025 |
58,619
shares
|
$7.19 Million
3.42% of portfolio
|
Q1 2025
Added 10.42%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
57,588
shares
|
$7.07 Million
0.0% of portfolio
|
Q1 2025
Added 45.43%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
57,280
shares
|
$7.03 Million
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
53,757
shares
|
$6.6 Million
3.69% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Madison Asset Management, LLC
Madison, WI |
May 06, 2025 Q1 2025 |
51,746
shares
|
$6.35 Million
0.08% of portfolio
|
Q1 2025
Added 186.43%
|
|
|
Gibraltar Capital Management, Inc.
|
Apr 29, 2025 Q1 2025 |
50,190
shares
|
$6.16 Million
1.36% of portfolio
|
Q1 2025
New holding
|
|
|
Greytown Advisors Inc.
Miami, FL |
Aug 14, 2024 Q2 2024 |
49,770
shares
|
$6.11 Million
2.94% of portfolio
|
Q2 2024
Reduced 14.96%
|
|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
May 12, 2025 Q1 2025 |
48,490
shares
|
$5.95 Million
3.71% of portfolio
|
Q1 2025
Added 0.62%
|