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 |
|---|---|---|---|---|---|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
20,977
shares
|
$2.57 Million
0.01% of portfolio
|
Q1 2025
Added 4.27%
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
20,690
shares
|
$2.54 Million
0.02% of portfolio
|
Q1 2025
Added 85.86%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
20,477
shares
|
$2.51 Million
0.02% of portfolio
|
Q1 2025
Added 11.42%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
19,894
shares
|
$2.44 Million
0.03% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
19,506
shares
|
$2.39 Million
0.59% of portfolio
|
Q4 2024
Reduced 2.64%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
19,176
shares
|
$2.35 Million
0.02% of portfolio
|
Q1 2025
Added 105.86%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
19,127
shares
|
$2.35 Million
0.07% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
19,103
shares
|
$2.34 Million
0.02% of portfolio
|
Q1 2025
Added 3.2%
|
|
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
Apr 28, 2025 Q1 2025 |
18,889
shares
|
$2.32 Million
1.81% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Essex Financial Services, Inc.
|
Apr 25, 2025 Q1 2025 |
18,665
shares
|
$2.29 Million
0.17% of portfolio
|
Q1 2025
Reduced 1.34%
|
|
|
Scs Capital Management LLC
Boston, MA |
May 19, 2025 Q1 2025 |
18,618
shares
|
$2.28 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Investment Management LLC
Edmonds, WA |
Apr 29, 2025 Q1 2025 |
18,588
shares
|
$2.28 Million
1.04% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
18,441
shares
|
$2.26 Million
0.09% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
May 16, 2025 Q1 2025 |
18,365
shares
|
$2.25 Million
0.63% of portfolio
|
Q1 2025
Added 84.05%
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
18,182
shares
|
$2.23 Million
0.16% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
18,066
shares
|
$2.22 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
May 14, 2025 Q1 2025 |
17,786
shares
|
$2.18 Million
0.54% of portfolio
|
Q1 2025
Added 3.2%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
17,512
shares
|
$2.15 Million
0.03% of portfolio
|
Q1 2025
Added 11.9%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
17,359
shares
|
$2.13 Million
0.0% of portfolio
|
Q1 2025
Reduced 12.36%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
May 05, 2025 Q1 2025 |
17,321
shares
|
$2.13 Million
0.38% of portfolio
|
Q1 2025
Reduced 49.72%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
May 14, 2025 Q1 2025 |
17,254
shares
|
$2.12 Million
0.4% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Idaho Trust Bank
Boise, ID |
May 14, 2025 Q1 2025 |
17,216
shares
|
$2.11 Million
0.84% of portfolio
|
Q1 2025
Added 12.6%
|
|
|
Fifth Third Securities, Inc.
|
May 01, 2025 Q1 2025 |
17,096
shares
|
$2.1 Million
0.18% of portfolio
|
Q1 2025
Reduced 23.8%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
16,732
shares
|
$2.05 Million
0.02% of portfolio
|
Q1 2025
Added 6.01%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Apr 29, 2025 Q1 2025 |
16,611
shares
|
$2.04 Million
0.94% of portfolio
|
Q1 2025
Reduced 4.67%
|