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 |
|---|---|---|---|---|---|
|
Sound View Wealth Advisors Group, LLC
|
Nov 12, 2024 Q3 2024 |
3,810
shares
|
$477,964
0.03% of portfolio
|
Q3 2024
Added 2.12%
|
|
|
Focused Wealth Management, Inc
|
Jan 28, 2025 Q4 2024 |
3,778
shares
|
$473,950
0.06% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
3,753
shares
|
$470,813
0.0% of portfolio
|
Q3 2024
Added 4.02%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Jan 30, 2025 Q4 2024 |
3,661
shares
|
$459,272
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Bouchey Financial Group LTD
|
Oct 24, 2024 Q3 2024 |
3,645
shares
|
$457,265
0.04% of portfolio
|
Q3 2024
Reduced 1.06%
|
|
|
Compass Ion Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
3,644
shares
|
$457,139
0.05% of portfolio
|
Q3 2024
Reduced 2.72%
|
|
|
Tru Independence LLC
|
Jan 22, 2025 Q4 2024 |
3,642
shares
|
$456,888
0.14% of portfolio
|
Q4 2024
Added 1.03%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Jan 21, 2025 Q4 2024 |
3,633
shares
|
$455,759
0.13% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
3,584
shares
|
$449,612
0.01% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Spreng Capital Management, Inc.
|
Oct 17, 2024 Q3 2024 |
3,533
shares
|
$443,214
0.18% of portfolio
|
Q3 2024
Reduced 32.33%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
3,519
shares
|
$441,458
0.01% of portfolio
|
Q4 2024
Added 5.49%
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
3,511
shares
|
$440,454
0.04% of portfolio
|
Q3 2024
Added 2.72%
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 28, 2024 Q3 2024 |
3,495
shares
|
$438,447
0.03% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Jan 17, 2025 Q4 2024 |
3,493
shares
|
$438,196
0.04% of portfolio
|
Q4 2024
Reduced 1.55%
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
3,479
shares
|
$436,440
0.02% of portfolio
|
Q4 2024
Reduced 14.42%
|
|
|
Hanover Advisors Inc
Seneca, SC |
Nov 14, 2024 Q3 2024 |
3,455
shares
|
$433,429
0.16% of portfolio
|
Q3 2024
Reduced 5.21%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
3,449
shares
|
$432,677
0.01% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Nov 13, 2024 Q3 2024 |
3,437
shares
|
$431,171
0.15% of portfolio
|
Q3 2024
Reduced 3.46%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
3,423
shares
|
$429,415
0.03% of portfolio
|
Q3 2024
Reduced 4.12%
|
|
|
Octavia Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
3,365
shares
|
$422,139
0.05% of portfolio
|
Q3 2024
Reduced 4.13%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 12, 2024 Q3 2024 |
3,352
shares
|
$420,508
0.17% of portfolio
|
Q3 2024
Reduced 2.56%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
Oct 03, 2024 Q3 2024 |
3,337
shares
|
$418,626
0.14% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Maltin Wealth Management, Inc.
|
Jan 16, 2025 Q4 2024 |
3,311
shares
|
$415,364
0.22% of portfolio
|
Q4 2024
Added 1.07%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
3,300
shares
|
$413,985
0.06% of portfolio
|
Q3 2024
Reduced 22.66%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
3,292
shares
|
$412,981
0.07% of portfolio
|
Q4 2021
Reduced 2.37%
|