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 |
|---|---|---|---|---|---|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
16,580
shares
|
$2.03 Million
0.96% of portfolio
|
Q3 2024
Reduced 2.75%
|
|
|
Apexium Financial, LP
|
May 14, 2025 Q1 2025 |
16,285
shares
|
$2 Million
0.13% of portfolio
|
Q4 2024
Added 15.62%
|
|
|
Terra Nova Asset Management LLC
|
Apr 23, 2025 Q1 2025 |
16,251
shares
|
$1.99 Million
1.65% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Royal Fund Management, LLC
|
May 14, 2025 Q1 2025 |
16,071
shares
|
$1.97 Million
0.22% of portfolio
|
Q1 2025
Reduced 47.85%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
15,771
shares
|
$1.93 Million
0.02% of portfolio
|
Q1 2025
Added 45.03%
|
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Feb 11, 2025 Q4 2024 |
15,757
shares
|
$1.93 Million
1.64% of portfolio
|
Q4 2024
Reduced 5.22%
|
|
|
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%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
15,278
shares
|
$1.87 Million
0.0% of portfolio
|
Q1 2025
Reduced 20.63%
|
|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 2025 |
14,750
shares
|
$1.81 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
14,711
shares
|
$1.8 Million
0.04% of portfolio
|
Q1 2025
Reduced 2.61%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
14,700
shares
|
$1.8 Million
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Krilogy Financial LLC
|
Apr 16, 2025 Q1 2025 |
14,640
shares
|
$1.8 Million
0.12% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
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
|
Apr 16, 2025 Q1 2025 |
14,510
shares
|
$1.78 Million
1.14% of portfolio
|
Q1 2024
Reduced 0.19%
|
|
|
Disciplined Investors, L.L.C.
Waco, TX |
May 12, 2025 Q1 2025 |
14,431
shares
|
$1.77 Million
1.56% of portfolio
|
Q1 2025
Added 4.88%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
13,976
shares
|
$1.71 Million
0.1% of portfolio
|
Q3 2022
Reduced 42.0%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
May 14, 2025 Q1 2025 |
13,961
shares
|
$1.71 Million
1.04% of portfolio
|
Q1 2025
Added 221.16%
|
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
13,750
shares
|
$1.69 Million
0.26% of portfolio
|
Q1 2025
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
13,687
shares
|
$1.68 Million
0.0% of portfolio
|
Q1 2025
Added 65.64%
|
|
|
Evanson Asset Management, LLC
|
Apr 21, 2025 Q1 2025 |
13,674
shares
|
$1.68 Million
0.12% of portfolio
|
Q1 2025
Added 0.94%
|
|
|
Horizon Family Wealth, Inc.
|
May 09, 2025 Q1 2025 |
13,597
shares
|
$1.67 Million
1.15% of portfolio
|
Q1 2025
New holding
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
13,500
shares
|
$1.66 Million
0.04% of portfolio
|
Q1 2025
Added 69.09%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
May 12, 2025 Q1 2025 |
13,100
shares
|
$1.61 Million
0.0% of portfolio
|
Q1 2025
Reduced 27.62%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
May 12, 2025 Q1 2025 |
13,084
shares
|
$1.61 Million
0.31% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Apr 29, 2025 Q1 2025 |
13,026
shares
|
$1.6 Million
0.64% of portfolio
|
Q1 2025
Added 8.84%
|