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 |
|---|---|---|---|---|---|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
5,652
shares
|
$709,043
0.01% of portfolio
|
Q3 2024
Reduced 3.81%
|
|
|
Redwood Financial Network Corp
|
Nov 08, 2024 Q3 2024 |
5,622
shares
|
$705,279
0.49% of portfolio
|
Q3 2024
Added 3.44%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
5,617
shares
|
$704,652
0.03% of portfolio
|
Q2 2024
Added 39.24%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Oct 10, 2024 Q3 2024 |
5,600
shares
|
$702,520
0.4% of portfolio
|
Q3 2024
Reduced 2.35%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Jan 16, 2025 Q4 2024 |
5,587
shares
|
$700,889
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Guire Investment Group, LLC
|
Jan 21, 2025 Q4 2024 |
5,499
shares
|
$689,849
0.1% of portfolio
|
Q4 2024
Added 6.2%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
5,423
shares
|
$680,315
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
5,363
shares
|
$672,788
0.03% of portfolio
|
Q4 2024
Reduced 5.25%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Jan 28, 2025 Q4 2024 |
5,335
shares
|
$669,275
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Jan 22, 2025 Q4 2024 |
5,215
shares
|
$654,221
0.59% of portfolio
|
Q4 2024
Reduced 14.72%
|
|
|
Carl P. Sherr & Co., LLC
|
Nov 14, 2024 Q3 2024 |
5,189
shares
|
$650,960
0.3% of portfolio
|
Q2 2024
Added 1.77%
|
|
|
Woodward Diversified Capital, LLC
|
Jan 28, 2025 Q4 2024 |
5,178
shares
|
$649,580
0.46% of portfolio
|
Q4 2024
Reduced 53.07%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
5,162
shares
|
$647,572
0.02% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
5,152
shares
|
$646,318
0.01% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Jan 23, 2025 Q4 2024 |
5,143
shares
|
$645,189
0.4% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
5,138
shares
|
$644,562
0.02% of portfolio
|
Q3 2024
Reduced 17.79%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
5,103
shares
|
$640,171
0.0% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Nov 25, 2024 Q3 2024 |
5,050
shares
|
$633,522
0.03% of portfolio
|
Q3 2024
Reduced 3.13%
|
|
|
Mainsail Asset Management, LLC
Birmingham, AL |
Oct 18, 2024 Q3 2024 |
5,038
shares
|
$632,017
0.41% of portfolio
|
Q4 2023
New holding
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 29, 2024 Q3 2024 |
5,037
shares
|
$631,891
0.01% of portfolio
|
Q3 2024
Added 6.4%
|
|
|
Evoke Wealth, LLC
|
Nov 13, 2024 Q3 2024 |
5,013
shares
|
$628,880
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
4,926
shares
|
$617,966
0.73% of portfolio
|
Q1 2024
Reduced 5.2%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jan 23, 2025 Q4 2024 |
4,871
shares
|
$611,066
0.44% of portfolio
|
Q4 2024
Added 2.2%
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Nov 08, 2024 Q3 2024 |
4,864
shares
|
$610,188
0.1% of portfolio
|
Q3 2024
Added 1.42%
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Oct 23, 2024 Q3 2024 |
4,844
shares
|
$607,679
0.28% of portfolio
|
Q3 2024
New holding
|