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 703 institutions that hold shares in the stock, with a total of 52.6 Million shares, which have been reported (via 13F filing form) to have a value of $6.54 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sol Capital Management CO
|
Jan 23, 2025 Q4 2024 |
47,460
shares
|
$5.91 Million
0.62% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
47,276
shares
|
$5.88 Million
0.39% of portfolio
|
Q3 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
47,071
shares
|
$5.86 Million
0.03% of portfolio
|
Q3 2024
Reduced 14.88%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
45,652
shares
|
$5.68 Million
0.02% of portfolio
|
Q3 2024
Added 7.86%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
44,137
shares
|
$5.49 Million
0.14% of portfolio
|
Q2 2020
Added 21.93%
|
|
|
Allen Investment Management LLC
|
Nov 07, 2024 Q3 2024 |
44,098
shares
|
$5.49 Million
0.06% of portfolio
|
Q3 2023
Reduced 30.84%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
43,901
shares
|
$5.46 Million
0.09% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
43,418
shares
|
$5.4 Million
0.07% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
42,926
shares
|
$5.34 Million
0.06% of portfolio
|
Q3 2023
Reduced 3.89%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
40,824
shares
|
$5.08 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.89%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 04, 2024 Q3 2024 |
39,828
shares
|
$4.96 Million
0.04% of portfolio
|
Q3 2024
Added 2.36%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
39,624
shares
|
$4.93 Million
0.06% of portfolio
|
Q3 2024
Reduced 12.69%
|
|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
Oct 23, 2024 Q3 2024 |
39,537
shares
|
$4.92 Million
1.0% of portfolio
|
Q3 2024
Added 47.21%
|
|
|
Main Management LLC
San Francisco, CA |
Nov 15, 2024 Q3 2024 |
39,353
shares
|
$4.9 Million
0.36% of portfolio
|
Q3 2023
Reduced 40.56%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
38,193
shares
|
$4.75 Million
0.26% of portfolio
|
Q3 2024
Added 15.5%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
37,688
shares
|
$4.69 Million
0.08% of portfolio
|
Q3 2022
Reduced 28.39%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Oct 24, 2024 Q3 2024 |
37,400
shares
|
$4.65 Million
0.29% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Northstar Asset Management LLC
|
Oct 30, 2024 Q3 2024 |
36,976
shares
|
$4.6 Million
0.96% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 06, 2024 Q3 2024 |
36,002
shares
|
$4.48 Million
0.01% of portfolio
|
Q3 2024
Added 69.17%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Jan 21, 2025 Q4 2024 |
35,528
shares
|
$4.42 Million
0.79% of portfolio
|
Q4 2024
Added 10.37%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
34,704
shares
|
$4.32 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
33,894
shares
|
$4.22 Million
0.35% of portfolio
|
Q3 2024
Added 1.84%
|
|
|
Quaker Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
33,213
shares
|
$4.13 Million
1.34% of portfolio
|
Q3 2024
Added 5.85%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
32,561
shares
|
$4.05 Million
0.11% of portfolio
|
Q3 2024
Reduced 3.66%
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
31,887
shares
|
$3.97 Million
0.01% of portfolio
|
Q2 2023
New holding
|