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 |
|
Argentarii, LLC
Cincinnati, OH |
Jul 14, 2025 Q2 2025 |
34,700
shares
|
$4.4 Million
2.03% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Quaker Wealth Management, LLC
|
Aug 01, 2025 Q2 2025 |
34,440
shares
|
$4.36 Million
1.55% of portfolio
|
Q2 2025
New holding
|
|
|
Silver Coast Investments LLC
San Diego, X1 |
Aug 04, 2025 Q2 2025 |
33,759
shares
|
$4.28 Million
1.56% of portfolio
|
Q2 2025
Added 56.02%
|
|
|
Nri Wealth Management Lc
Santa Clara, CA |
Jul 18, 2025 Q2 2025 |
33,621
shares
|
$4.26 Million
2.58% of portfolio
|
Q2 2025
Added 9.22%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
33,270
shares
|
$4.21 Million
0.37% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
33,058
shares
|
$4.19 Million
0.03% of portfolio
|
Q1 2025
Added 2.7%
|
|
|
North Forty Two & Co.
Lake Oswego, OR |
Aug 11, 2025 Q2 2025 |
32,997
shares
|
$4.18 Million
4.47% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
32,352
shares
|
$4.1 Million
0.05% of portfolio
|
Q1 2025
Reduced 31.86%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
31,936
shares
|
$4.05 Million
0.07% of portfolio
|
Q2 2025
Added 4.54%
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
31,732
shares
|
$4.02 Million
0.63% of portfolio
|
Q1 2024
Reduced 1.63%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
31,652
shares
|
$4.01 Million
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
31,526
shares
|
$3.99 Million
0.42% of portfolio
|
Q3 2022
Added 23.04%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Aug 07, 2025 Q2 2025 |
30,569
shares
|
$3.87 Million
0.47% of portfolio
|
Q2 2025
Reduced 4.05%
|
|
|
Park National Corp
|
Jul 01, 2025 Q2 2025 |
30,036
shares
|
$3.8 Million
0.13% of portfolio
|
Q2 2025
Reduced 4.39%
|
|
|
First Financial Corp
|
Jul 09, 2025 Q2 2025 |
29,929
shares
|
$3.79 Million
1.71% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Berkeley Capital Partners, LLC
|
Jul 30, 2025 Q2 2025 |
29,496
shares
|
$3.74 Million
0.98% of portfolio
|
Q2 2025
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
29,353
shares
|
$3.72 Million
0.15% of portfolio
|
Q2 2025
Added 2.85%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
29,335
shares
|
$3.72 Million
0.11% of portfolio
|
Q1 2025
Reduced 23.64%
|
|
|
Quadrature Capital LTD
London, X0 |
May 13, 2025 Q1 2025 |
28,870
shares
|
$3.66 Million
0.08% of portfolio
|
Q1 2025
Reduced 42.38%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
28,724
shares
|
$3.64 Million
0.05% of portfolio
|
Q2 2025
Reduced 35.46%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
28,340
shares
|
$3.59 Million
0.16% of portfolio
|
Q1 2025
Reduced 7.79%
|
|
|
Axiom Financial Strategies, LLC
New Albany, IN |
Jul 30, 2025 Q2 2025 |
28,156
shares
|
$3.57 Million
2.0% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
28,024
shares
|
$3.55 Million
0.37% of portfolio
|
Q2 2023
Reduced 0.83%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Aug 08, 2025 Q2 2025 |
28,000
shares
|
$3.55 Million
0.05% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
City State Bank
Norwalk, IA |
Jul 31, 2025 Q2 2025 |
27,799
shares
|
$3.52 Million
1.14% of portfolio
|
Q2 2025
Reduced 1.93%
|