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 |
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
70,163
shares
|
$8.89 Million
0.62% of portfolio
|
Q1 2025
Reduced 1.48%
|
|
|
Wall Street Financial Group, Inc.
Carlinville, IL |
Apr 24, 2025 Q1 2025 |
69,966
shares
|
$8.86 Million
8.66% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Cavalier Investments, LLC
|
Jul 30, 2025 Q2 2025 |
67,254
shares
|
$8.52 Million
2.68% of portfolio
|
Q2 2025
Reduced 1.98%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
66,793
shares
|
$8.46 Million
0.33% of portfolio
|
Q2 2025
Added 4880.84%
|
|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
65,195
shares
|
$8.26 Million
0.44% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
64,574
shares
|
$8.18 Million
0.05% of portfolio
|
Q2 2025
Added 52.64%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
64,093
shares
|
$8.12 Million
0.07% of portfolio
|
Q2 2025
Added 7.52%
|
|
|
Lcm Capital Management Inc
|
Jul 14, 2025 Q2 2025 |
61,159
shares
|
$7.75 Million
4.15% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Jul 30, 2025 Q2 2025 |
60,208
shares
|
$7.63 Million
3.4% of portfolio
|
Q2 2025
Reduced 22.64%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Jul 28, 2025 Q2 2025 |
59,265
shares
|
$7.51 Million
1.89% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
58,836
shares
|
$7.45 Million
1.48% of portfolio
|
Q4 2024
Reduced 1.86%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
58,836
shares
|
$7.45 Million
0.24% of portfolio
|
Q2 2025
Reduced 1.48%
|
|
|
Keeley Teton Advisors, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
58,659
shares
|
$7.43 Million
0.93% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Kinloch Capital, LLC
Glen Allen, VA |
May 14, 2025 Q1 2025 |
58,619
shares
|
$7.42 Million
3.42% of portfolio
|
Q1 2025
Added 10.42%
|
|
|
Richmond Brothers, Inc.
Jackson, MI |
Aug 08, 2025 Q2 2025 |
57,714
shares
|
$7.31 Million
4.84% of portfolio
|
Q2 2025
Reduced 15.79%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
57,588
shares
|
$7.29 Million
0.0% of portfolio
|
Q1 2025
Added 45.43%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
57,280
shares
|
$7.26 Million
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Curran Financial Partners, LLC
|
Jul 21, 2025 Q2 2025 |
54,121
shares
|
$6.85 Million
1.77% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
53,757
shares
|
$6.81 Million
3.69% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Invst, LLC
Indianapolis, IN |
Jun 02, 2025 Q1 2025 |
52,862
shares
|
$6.7 Million
0.88% of portfolio
|
Q1 2025
Reduced 20.87%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Aug 11, 2025 Q2 2025 |
52,625
shares
|
$6.67 Million
0.08% of portfolio
|
Q2 2025
Added 1.7%
|
|
|
Estate Counselors, LLC
|
Aug 11, 2025 Q2 2025 |
50,980
shares
|
$6.46 Million
1.73% of portfolio
|
Q2 2025
Reduced 68.71%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
50,314
shares
|
$6.37 Million
0.03% of portfolio
|
Q2 2025
Reduced 32.95%
|
|
|
Gibraltar Capital Management, Inc.
|
Aug 05, 2025 Q2 2025 |
50,190
shares
|
$6.36 Million
0.98% of portfolio
|
Q1 2025
New holding
|
|
|
Greytown Advisors Inc.
Miami, FL |
Aug 14, 2024 Q2 2024 |
49,770
shares
|
$6.3 Million
2.94% of portfolio
|
Q2 2024
Reduced 14.96%
|