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 793 institutions that hold shares in the stock, with a total of 54.5 Million shares, which have been reported (via 13F filing form) to have a value of $6.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
108,250
shares
|
$13.7 Million
0.09% of portfolio
|
Q4 2024
Added 13.19%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
107,109
shares
|
$13.6 Million
0.02% of portfolio
|
Q1 2025
Reduced 11.36%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 11, 2025 Q2 2025 |
106,001
shares
|
$13.4 Million
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Aug 07, 2025 Q2 2025 |
104,994
shares
|
$13.3 Million
3.38% of portfolio
|
Q2 2025
Added 5.03%
|
|
|
Bordeaux Wealth Advisors LLC
|
Aug 04, 2025 Q2 2025 |
104,677
shares
|
$13.3 Million
1.72% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
103,650
shares
|
$13.1 Million
0.02% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
102,976
shares
|
$13 Million
0.07% of portfolio
|
Q2 2025
Reduced 28.85%
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
100,023
shares
|
$12.7 Million
2.14% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
97,221
shares
|
$12.3 Million
0.07% of portfolio
|
Q1 2025
Added 5.5%
|
|
|
Allen Investment Management LLC
|
Aug 07, 2025 Q2 2025 |
95,861
shares
|
$12.1 Million
0.14% of portfolio
|
Q1 2025
Added 49.38%
|
|
|
Marmo Financial Group, LLC
Johnson City, TN |
Jul 16, 2025 Q2 2025 |
94,553
shares
|
$12 Million
6.0% of portfolio
|
Q2 2025
Added 1.63%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
92,960
shares
|
$11.8 Million
0.04% of portfolio
|
Q2 2025
Reduced 2.94%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
91,447
shares
|
$11.6 Million
0.04% of portfolio
|
Q2 2025
Reduced 9.33%
|
|
|
Prudential PLC
London, England, X0 |
May 13, 2025 Q1 2025 |
89,200
shares
|
$11.3 Million
0.05% of portfolio
|
Q1 2025
Reduced 47.28%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
89,114
shares
|
$11.3 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.65%
|
|
|
Barings LLC
|
Aug 12, 2025 Q2 2025 |
88,974
shares
|
$11.3 Million
0.28% of portfolio
|
Q2 2025
Reduced 49.89%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
83,290
shares
|
$10.5 Million
2.89% of portfolio
|
Q3 2022
Added 4.88%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
May 16, 2025 Q1 2025 |
80,761
shares
|
$10.2 Million
0.43% of portfolio
|
Q1 2025
Added 2.28%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
77,513
shares
|
$9.82 Million
1.21% of portfolio
|
Q2 2025
Reduced 3.35%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
77,418
shares
|
$9.81 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
|
Calton & Associates, Inc.
|
Aug 12, 2025 Q2 2025 |
76,976
shares
|
$9.75 Million
1.81% of portfolio
|
Q2 2025
New holding
|
|
|
Chai Trust CO LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
76,839
shares
|
$9.73 Million
1.14% of portfolio
|
Q4 2024
Added 3.62%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
76,063
shares
|
$9.63 Million
0.02% of portfolio
|
Q2 2025
Added 219.47%
|
|
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
Jul 23, 2025 Q2 2025 |
72,127
shares
|
$9.14 Million
4.53% of portfolio
|
Q2 2025
Added 3.05%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
70,760
shares
|
$8.96 Million
0.22% of portfolio
|
Q2 2025
Reduced 24.96%
|