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 764 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 $6.36 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Greytown Advisors Inc.
Miami, FL |
Aug 14, 2024 Q2 2024 |
49,770
shares
|
$5.81 Million
2.94% of portfolio
|
Q2 2024
Reduced 14.96%
|
|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
Jan 27, 2025 Q4 2024 |
48,189
shares
|
$5.63 Million
3.63% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
47,481
shares
|
$5.55 Million
0.08% of portfolio
|
Q4 2024
Reduced 1.23%
|
|
|
Sol Capital Management CO
|
Jan 23, 2025 Q4 2024 |
47,460
shares
|
$5.54 Million
0.62% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
45,837
shares
|
$5.35 Million
0.02% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
45,755
shares
|
$5.34 Million
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
44,649
shares
|
$5.22 Million
0.32% of portfolio
|
Q4 2024
Added 16.9%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
44,137
shares
|
$5.16 Million
0.14% of portfolio
|
Q2 2020
Added 21.93%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
44,085
shares
|
$5.15 Million
0.44% of portfolio
|
Q4 2024
Reduced 6.75%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
43,901
shares
|
$5.13 Million
0.09% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
43,418
shares
|
$5.07 Million
0.07% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
42,926
shares
|
$5.01 Million
0.06% of portfolio
|
Q3 2023
Reduced 3.89%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
42,486
shares
|
$4.96 Million
0.07% of portfolio
|
Q4 2024
Added 4.07%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
41,021
shares
|
$4.79 Million
0.05% of portfolio
|
Q4 2024
Added 3.0%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
40,646
shares
|
$4.75 Million
0.06% of portfolio
|
Q4 2024
Added 2.58%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Feb 10, 2025 Q4 2024 |
40,442
shares
|
$4.72 Million
0.35% of portfolio
|
Q4 2024
Added 8.13%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Feb 10, 2025 Q4 2024 |
40,434
shares
|
$4.72 Million
0.01% of portfolio
|
Q4 2024
Added 12.31%
|
|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
Feb 03, 2025 Q4 2024 |
40,312
shares
|
$4.71 Million
1.04% of portfolio
|
Q4 2024
Added 1.96%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
39,599
shares
|
$4.63 Million
0.0% of portfolio
|
Q4 2024
Reduced 22.04%
|
|
|
Main Management LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
39,353
shares
|
$4.6 Million
0.38% of portfolio
|
Q3 2023
Reduced 40.56%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
38,454
shares
|
$4.49 Million
0.02% of portfolio
|
Q4 2024
Added 10.81%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
38,415
shares
|
$4.49 Million
0.15% of portfolio
|
Q4 2024
Added 44.25%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
37,688
shares
|
$4.4 Million
0.08% of portfolio
|
Q3 2022
Reduced 28.39%
|
|
|
Northstar Asset Management LLC
|
Jan 29, 2025 Q4 2024 |
37,101
shares
|
$4.33 Million
1.05% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Crown Wealth Group, LLC
|
Feb 05, 2025 Q4 2024 |
35,557
shares
|
$4.15 Million
1.9% of portfolio
|
Q4 2024
New holding
|