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 717 institutions that hold shares in the stock, with a total of 52.9 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 |
|---|---|---|---|---|---|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
3,423
shares
|
$432,256
0.03% of portfolio
|
Q3 2024
Reduced 4.12%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
Feb 04, 2025 Q4 2024 |
3,366
shares
|
$425,058
0.09% of portfolio
|
Q4 2024
Added 0.87%
|
|
|
Octavia Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
3,365
shares
|
$424,932
0.05% of portfolio
|
Q3 2024
Reduced 4.13%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 12, 2024 Q3 2024 |
3,352
shares
|
$423,290
0.17% of portfolio
|
Q3 2024
Reduced 2.56%
|
|
|
Maltin Wealth Management, Inc.
|
Jan 16, 2025 Q4 2024 |
3,311
shares
|
$418,113
0.22% of portfolio
|
Q4 2024
Added 1.07%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
3,300
shares
|
$416,724
0.06% of portfolio
|
Q3 2024
Reduced 22.66%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
3,292
shares
|
$415,713
0.07% of portfolio
|
Q4 2021
Reduced 2.37%
|
|
|
Trexquant Investment LP
Stamford, CT |
Nov 12, 2024 Q3 2024 |
3,269
shares
|
$412,809
0.0% of portfolio
|
Q3 2024
Reduced 59.85%
|
|
|
Nri Wealth Management Lc
Santa Clara, CA |
Jan 02, 2025 Q4 2024 |
3,258
shares
|
$411,420
0.27% of portfolio
|
Q4 2024
Reduced 6.33%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
3,177
shares
|
$401,191
0.02% of portfolio
|
Q3 2024
Added 5.09%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
3,173
shares
|
$400,686
0.25% of portfolio
|
Q1 2024
Reduced 0.41%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
3,154
shares
|
$398,287
0.01% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Black Diamond Financial, LLC
|
Feb 04, 2025 Q4 2024 |
3,150
shares
|
$397,782
0.06% of portfolio
|
Q1 2021
New holding
|
|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
3,147
shares
|
$397,403
0.1% of portfolio
|
Q3 2023
New holding
|
|
|
Creekside Partners
Petaluma, CA |
Nov 08, 2024 Q3 2024 |
3,138
shares
|
$396,266
0.18% of portfolio
|
Q2 2024
New holding
|
|
|
Fairfield, Bush & Co.
Darien, CT |
Nov 12, 2024 Q3 2024 |
3,092
shares
|
$390,457
0.2% of portfolio
|
Q3 2024
Reduced 3.13%
|
|
|
Interchange Capital Partners, LLC
|
Oct 28, 2024 Q3 2024 |
3,076
shares
|
$388,437
0.12% of portfolio
|
Q3 2024
Added 15.42%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
3,070
shares
|
$387,679
0.04% of portfolio
|
Q4 2024
Added 6.38%
|
|
|
Bouchey Financial Group LTD
|
Feb 05, 2025 Q4 2024 |
3,036
shares
|
$383,386
0.03% of portfolio
|
Q4 2024
Reduced 16.71%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
3,032
shares
|
$382,880
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
3,027
shares
|
$382,249
0.04% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
3,023
shares
|
$381,744
0.0% of portfolio
|
Q4 2024
Added 123.59%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
3,000
shares
|
$378,840
0.01% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Oct 31, 2024 Q3 2024 |
2,996
shares
|
$378,334
0.1% of portfolio
|
Q1 2024
Reduced 4.8%
|
|
|
Amplius Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
2,943
shares
|
$371,642
0.04% of portfolio
|
Q4 2024
Reduced 4.85%
|