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 790 institutions that hold shares in the stock, with a total of 54.3 Million shares, which have been reported (via 13F filing form) to have a value of $6.88 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 |
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
72
shares
|
$9,119
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Aug 08, 2025 Q2 2025 |
60
shares
|
$7,599
0.0% of portfolio
|
Q2 2025
Reduced 98.33%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
60
shares
|
$7,599
0.0% of portfolio
|
Q3 2022
Reduced 50.0%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Aug 11, 2025 Q2 2025 |
53
shares
|
$6,712
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Jul 24, 2025 Q2 2025 |
51
shares
|
$6,459
0.0% of portfolio
|
Q2 2025
Added 2.0%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Aug 15, 2025 Q2 2025 |
50
shares
|
$6,333
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Riggs Asset Managment Co. Inc.
|
Aug 13, 2025 Q2 2025 |
50
shares
|
$6,333
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
50
shares
|
$6,333
0.0% of portfolio
|
Q1 2025
Reduced 50.98%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
49
shares
|
$6,206
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Morse Asset Management, Inc
Darien, CT |
Aug 15, 2025 Q2 2025 |
49
shares
|
$6,206
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
48
shares
|
$6,079
0.0% of portfolio
|
Q2 2025
Reduced 11.11%
|
|
|
Allianz Se
Munich, 2M |
Aug 08, 2025 Q2 2025 |
46
shares
|
$5,826
0.0% of portfolio
|
Q2 2025
Reduced 99.98%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
May 12, 2025 Q1 2025 |
44
shares
|
$5,573
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Aug 13, 2025 Q2 2025 |
42
shares
|
$5,319
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
40
shares
|
$5,066
0.0% of portfolio
|
Q2 2025
Reduced 16.67%
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Jul 30, 2025 Q2 2025 |
39
shares
|
$4,939
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Aug 12, 2025 Q2 2025 |
36
shares
|
$4,559
0.0% of portfolio
|
Q2 2025
Reduced 61.29%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
35
shares
|
$4,433
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
32
shares
|
$4,053
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
30
shares
|
$3,799
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
30
shares
|
$3,799
0.0% of portfolio
|
Q3 2021
Reduced 25.0%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
25
shares
|
$3,166
0.0% of portfolio
|
Q2 2025
Added 4.17%
|
|
|
Strategic Wealth Investment Group, LLC
|
Aug 14, 2025 Q2 2025 |
18
shares
|
$2,279
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jul 01, 2025 Q2 2025 |
13
shares
|
$1,646
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Aug 15, 2025 Q2 2025 |
12
shares
|
$1,519
0.0% of portfolio
|
Q1 2025
New holding
|