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 |
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
20,690
shares
|
$2.62 Million
0.02% of portfolio
|
Q1 2025
Added 85.86%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
20,620
shares
|
$2.61 Million
0.27% of portfolio
|
Q2 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
20,477
shares
|
$2.59 Million
0.02% of portfolio
|
Q1 2025
Added 11.42%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
20,187
shares
|
$2.56 Million
0.02% of portfolio
|
Q2 2025
Added 5.67%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
19,894
shares
|
$2.52 Million
0.03% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
19,834
shares
|
$2.51 Million
0.19% of portfolio
|
Q2 2025
Added 16.02%
|
|
|
Horizon Family Wealth, Inc.
|
Aug 08, 2025 Q2 2025 |
19,783
shares
|
$2.51 Million
1.67% of portfolio
|
Q2 2025
Added 45.5%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
19,668
shares
|
$2.49 Million
0.08% of portfolio
|
Q2 2025
Added 2.83%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
19,667
shares
|
$2.49 Million
0.04% of portfolio
|
Q2 2025
Added 173.91%
|
|
|
Brinker Capital Investments, LLC
|
Jul 31, 2025 Q1 2025 |
19,176
shares
|
$2.43 Million
0.02% of portfolio
|
Q1 2025
Added 105.86%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
19,176
shares
|
$2.43 Million
0.02% of portfolio
|
Q1 2025
Added 105.86%
|
|
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
Jul 16, 2025 Q2 2025 |
18,889
shares
|
$2.39 Million
1.71% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
18,888
shares
|
$2.39 Million
0.17% of portfolio
|
Q2 2025
Added 1.19%
|
|
|
O'Dell Group, LLC
Cincinnati, OH |
Aug 05, 2025 Q2 2025 |
18,798
shares
|
$2.38 Million
0.6% of portfolio
|
Q2 2025
New holding
|
|
|
Scs Capital Management LLC
Boston, MA |
May 19, 2025 Q1 2025 |
18,618
shares
|
$2.36 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
May 16, 2025 Q1 2025 |
18,365
shares
|
$2.33 Million
0.63% of portfolio
|
Q1 2025
Added 84.05%
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
18,221
shares
|
$2.31 Million
0.53% of portfolio
|
Q2 2025
Reduced 4.29%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
18,066
shares
|
$2.29 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investment Management LLC
Edmonds, WA |
Jul 31, 2025 Q2 2025 |
18,053
shares
|
$2.29 Million
1.03% of portfolio
|
Q2 2025
Reduced 2.88%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Aug 01, 2025 Q2 2025 |
18,008
shares
|
$2.28 Million
0.43% of portfolio
|
Q2 2025
Reduced 84.9%
|
|
|
Transcend Capital Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
17,836
shares
|
$2.26 Million
0.18% of portfolio
|
Q2 2025
Reduced 1.9%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
May 14, 2025 Q1 2025 |
17,786
shares
|
$2.25 Million
0.54% of portfolio
|
Q1 2025
Added 3.2%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
17,512
shares
|
$2.22 Million
0.03% of portfolio
|
Q1 2025
Added 11.9%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
17,497
shares
|
$2.22 Million
0.01% of portfolio
|
Q2 2025
Added 68.6%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
17,359
shares
|
$2.2 Million
0.0% of portfolio
|
Q1 2025
Reduced 12.36%
|