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 688 institutions that hold shares in the stock, with a total of 52.3 Million shares, which have been reported (via 13F filing form) to have a value of $6.18 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Evanson Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
13,394
shares
|
$1.58 Million
0.11% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
13,374
shares
|
$1.58 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
13,298
shares
|
$1.57 Million
0.0% of portfolio
|
Q3 2024
Added 140.95%
|
|
|
Bank Of Marin
Novato, CA |
Nov 06, 2024 Q3 2024 |
13,280
shares
|
$1.57 Million
1.2% of portfolio
|
Q2 2024
Reduced 0.4%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
13,261
shares
|
$1.57 Million
0.22% of portfolio
|
Q3 2024
Reduced 7.07%
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Nov 14, 2024 Q3 2024 |
13,239
shares
|
$1.56 Million
1.01% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
12,866
shares
|
$1.52 Million
0.06% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Nov 01, 2024 Q3 2024 |
12,830
shares
|
$1.51 Million
0.25% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
12,814
shares
|
$1.51 Million
0.01% of portfolio
|
Q3 2024
Added 18.1%
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Oct 31, 2024 Q3 2024 |
12,725
shares
|
$1.5 Million
0.62% of portfolio
|
Q3 2024
Reduced 3.82%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Oct 16, 2024 Q3 2024 |
12,636
shares
|
$1.49 Million
0.04% of portfolio
|
Q3 2024
Reduced 10.47%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
12,615
shares
|
$1.49 Million
0.08% of portfolio
|
Q3 2024
Added 31.72%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
12,437
shares
|
$1.47 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
12,426
shares
|
$1.47 Million
0.01% of portfolio
|
Q2 2024
Reduced 13.17%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 05, 2024 Q3 2024 |
12,381
shares
|
$1.46 Million
0.16% of portfolio
|
Q1 2024
Added 1.78%
|
|
|
Institute For Wealth Management, Llc.
|
Nov 12, 2024 Q3 2024 |
12,374
shares
|
$1.46 Million
0.17% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
One Charles Private Wealth Services, LLC
|
Nov 12, 2024 Q3 2024 |
12,278
shares
|
$1.45 Million
0.53% of portfolio
|
Q2 2024
Added 10.99%
|
|
|
Brighton Jones LLC
|
Oct 22, 2024 Q3 2024 |
12,000
shares
|
$1.42 Million
0.05% of portfolio
|
Q3 2024
Added 10.24%
|
|
|
Evolution Wealth Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
11,990
shares
|
$1.42 Million
0.24% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Private Wealth Advisors, LLC
Fresno, CA |
Nov 05, 2024 Q3 2024 |
11,953
shares
|
$1.41 Million
0.51% of portfolio
|
Q3 2024
Added 0.87%
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 15, 2024 Q3 2024 |
11,506
shares
|
$1.36 Million
0.13% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
Engineers Gate Manager LP
New York, NY |
Nov 14, 2024 Q3 2024 |
11,318
shares
|
$1.34 Million
0.03% of portfolio
|
Q3 2024
Added 34.8%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
11,261
shares
|
$1.33 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
11,257
shares
|
$1.33 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.02%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
11,166
shares
|
$1.32 Million
0.0% of portfolio
|
Q3 2024
Added 0.43%
|