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 701 institutions that hold shares in the stock, with a total of 52.6 Million shares, which have been reported (via 13F filing form) to have a value of $6.37 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
17,662
shares
|
$2.17 Million
0.02% of portfolio
|
Q3 2024
Added 3.01%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
17,564
shares
|
$2.16 Million
0.0% of portfolio
|
Q3 2024
Added 138.41%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Nov 15, 2024 Q3 2024 |
17,189
shares
|
$2.11 Million
0.48% of portfolio
|
Q3 2024
Reduced 2.24%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
17,180
shares
|
$2.11 Million
0.04% of portfolio
|
Q2 2024
Reduced 4.86%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
17,040
shares
|
$2.09 Million
0.05% of portfolio
|
Q3 2024
Added 14847.37%
|
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Aug 19, 2024 Q2 2024 |
16,625
shares
|
$2.04 Million
1.49% of portfolio
|
Q2 2024
New holding
|
|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
16,580
shares
|
$2.04 Million
0.96% of portfolio
|
Q3 2024
Reduced 2.75%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
16,441
shares
|
$2.02 Million
0.02% of portfolio
|
Q3 2024
Added 10.89%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
16,378
shares
|
$2.01 Million
0.01% of portfolio
|
Q3 2024
Added 2.99%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
16,373
shares
|
$2.01 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.58%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
16,372
shares
|
$2.01 Million
0.0% of portfolio
|
Q3 2024
Reduced 25.17%
|
|
|
Terra Nova Asset Management LLC
|
Jan 16, 2025 Q4 2024 |
16,262
shares
|
$2 Million
1.54% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
15,934
shares
|
$1.96 Million
0.03% of portfolio
|
Q3 2024
Reduced 2.16%
|
|
|
Long Island Wealth Management, Inc.
Melville, NY |
Nov 12, 2024 Q3 2024 |
15,608
shares
|
$1.92 Million
1.13% of portfolio
|
Q3 2024
Reduced 51.46%
|
|
|
Harrison & CO Wealth Management, LLC
|
Jan 17, 2023 Q4 2022 |
15,451
shares
|
$1.9 Million
1.25% of portfolio
|
Q4 2022
Added 23.17%
|
|
|
Laidlaw Wealth Management LLC
New York City, NY |
Nov 12, 2024 Q3 2024 |
15,162
shares
|
$1.86 Million
0.88% of portfolio
|
Q3 2024
Added 1.41%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
15,111
shares
|
$1.86 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.97%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
14,947
shares
|
$1.84 Million
0.02% of portfolio
|
Q2 2024
Reduced 8.31%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Nov 14, 2024 Q3 2024 |
14,931
shares
|
$1.83 Million
0.95% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Transatlantique Private Wealth LLC
|
Nov 13, 2024 Q3 2024 |
14,865
shares
|
$1.83 Million
0.64% of portfolio
|
Q3 2024
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
14,700
shares
|
$1.81 Million
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Krilogy Financial LLC
|
Jan 15, 2025 Q4 2024 |
14,603
shares
|
$1.79 Million
0.13% of portfolio
|
Q4 2024
Added 8.56%
|
|
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
Jan 26, 2024 Q4 2023 |
14,595
shares
|
$1.79 Million
0.74% of portfolio
|
Q4 2023
Added 2.81%
|
|
|
Kennicott Capital Management LLC
|
Jan 16, 2025 Q4 2024 |
14,510
shares
|
$1.78 Million
0.89% of portfolio
|
Q1 2024
Reduced 0.19%
|
|
|
Idaho Trust Bank
Boise, ID |
Nov 13, 2024 Q3 2024 |
14,471
shares
|
$1.78 Million
0.77% of portfolio
|
Q3 2024
Added 0.24%
|