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 764 institutions that hold shares in the stock, with a total of 54.4 Million shares, which have been reported (via 13F filing form) to have a value of $6.23 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Matthew Goff Investment Advisor, LLC
|
Jan 21, 2025 Q4 2024 |
35,528
shares
|
$4.08 Million
0.79% of portfolio
|
Q4 2024
Added 10.37%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Feb 04, 2025 Q4 2024 |
34,882
shares
|
$4.01 Million
0.88% of portfolio
|
Q4 2024
New holding
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
34,449
shares
|
$3.96 Million
0.37% of portfolio
|
Q4 2024
Reduced 85.87%
|
|
|
Argentarii, LLC
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
34,197
shares
|
$3.93 Million
2.03% of portfolio
|
Q4 2024
New holding
|
|
|
New York Life Investment Management LLC
New York, NY |
Feb 04, 2025 Q4 2024 |
33,928
shares
|
$3.9 Million
0.04% of portfolio
|
Q4 2024
Added 18.92%
|
|
|
Quaker Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
33,213
shares
|
$3.82 Million
1.34% of portfolio
|
Q3 2024
Added 5.85%
|
|
|
North Forty Two & Co.
Lake Oswego, OR |
Feb 10, 2025 Q4 2024 |
33,097
shares
|
$3.8 Million
4.51% of portfolio
|
Q4 2024
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
33,001
shares
|
$3.79 Million
0.36% of portfolio
|
Q4 2024
Reduced 2.63%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
32,189
shares
|
$3.7 Million
0.03% of portfolio
|
Q4 2024
Added 268.84%
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
31,887
shares
|
$3.66 Million
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Park National Corp
|
Jan 08, 2025 Q4 2024 |
31,831
shares
|
$3.66 Million
0.14% of portfolio
|
Q4 2024
Reduced 4.49%
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
31,732
shares
|
$3.65 Million
0.63% of portfolio
|
Q1 2024
Reduced 1.63%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
31,652
shares
|
$3.64 Million
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
31,526
shares
|
$3.62 Million
0.42% of portfolio
|
Q3 2022
Added 23.04%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
30,905
shares
|
$3.55 Million
0.1% of portfolio
|
Q4 2024
Reduced 5.09%
|
|
|
Royal Fund Management, LLC
|
Jan 16, 2025 Q4 2024 |
30,816
shares
|
$3.54 Million
0.35% of portfolio
|
Q4 2024
Added 6.87%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
30,790
shares
|
$3.54 Million
0.01% of portfolio
|
Q4 2024
Added 1193.15%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
30,733
shares
|
$3.53 Million
0.17% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Penobscot Wealth Management
|
Feb 10, 2025 Q4 2024 |
30,577
shares
|
$3.51 Million
1.66% of portfolio
|
Q4 2024
Added 4.51%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
30,319
shares
|
$3.48 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
30,020
shares
|
$3.45 Million
0.02% of portfolio
|
Q4 2024
Added 5.23%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
29,369
shares
|
$3.37 Million
0.03% of portfolio
|
Q4 2024
Reduced 42.38%
|
|
|
Marmo Financial Group, LLC
Johnson City, TN |
Jan 23, 2025 Q4 2024 |
29,141
shares
|
$3.35 Million
1.86% of portfolio
|
Q4 2024
Reduced 3.01%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
28,580
shares
|
$3.28 Million
0.05% of portfolio
|
Q4 2024
Added 13.74%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Feb 13, 2025 Q4 2024 |
28,461
shares
|
$3.27 Million
0.05% of portfolio
|
Q4 2024
Reduced 2.92%
|