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 712 institutions that hold shares in the stock, with a total of 52.8 Million shares, which have been reported (via 13F filing form) to have a value of $6.62 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
7,492
shares
|
$939,871
0.19% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
7,471
shares
|
$937,236
0.02% of portfolio
|
Q4 2024
Added 2.03%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
7,447
shares
|
$934,226
0.01% of portfolio
|
Q3 2024
Added 2.1%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
7,447
shares
|
$934,226
0.01% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Wealthfront Advisers LLC
|
Nov 12, 2024 Q3 2024 |
7,274
shares
|
$912,523
0.0% of portfolio
|
Q3 2024
Added 7.49%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
7,195
shares
|
$902,612
0.01% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
7,163
shares
|
$898,598
0.0% of portfolio
|
Q3 2024
Reduced 18.54%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
7,143
shares
|
$896,089
0.14% of portfolio
|
Q3 2024
Reduced 4.51%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
7,140
shares
|
$895,713
0.17% of portfolio
|
Q1 2023
New holding
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
7,126
shares
|
$893,956
0.03% of portfolio
|
Q2 2023
Added 0.74%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 26, 2024 Q3 2024 |
7,073
shares
|
$887,307
0.01% of portfolio
|
Q3 2024
Reduced 3.44%
|
|
|
Wp Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
7,032
shares
|
$882,164
0.28% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
First Premier Bank
|
Jan 17, 2025 Q4 2024 |
7,021
shares
|
$880,784
0.21% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
6,910
shares
|
$866,859
0.01% of portfolio
|
Q3 2024
Added 10.31%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Nov 08, 2024 Q3 2024 |
6,850
shares
|
$859,332
0.09% of portfolio
|
Q1 2024
Reduced 5.52%
|
|
|
Baker Ellis Asset Management LLC
|
Jan 17, 2025 Q4 2024 |
6,810
shares
|
$854,314
0.12% of portfolio
|
Q3 2024
Reduced 12.8%
|
|
|
Saxon Interests, Inc.
|
Jan 15, 2025 Q4 2024 |
6,764
shares
|
$848,543
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Jan 24, 2025 Q4 2024 |
6,715
shares
|
$842,396
0.4% of portfolio
|
Q4 2024
Reduced 5.13%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 24, 2024 Q3 2024 |
6,700
shares
|
$840,515
0.1% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
6,686
shares
|
$838,758
0.01% of portfolio
|
Q4 2024
Reduced 50.01%
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
6,645
shares
|
$833,615
0.01% of portfolio
|
Q3 2024
Added 3.52%
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
6,636
shares
|
$832,486
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Jan 15, 2025 Q4 2024 |
6,606
shares
|
$828,722
0.12% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
6,571
shares
|
$824,331
0.01% of portfolio
|
Q3 2024
Added 26.71%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
6,488
shares
|
$813,919
0.02% of portfolio
|
Q3 2024
Added 7.22%
|