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 |
|
Morningstar Investment Services LLC
Chicago, IL |
May 05, 2025 Q1 2025 |
17,321
shares
|
$2.19 Million
0.38% of portfolio
|
Q1 2025
Reduced 49.72%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
May 14, 2025 Q1 2025 |
17,254
shares
|
$2.19 Million
0.4% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Idaho Trust Bank
Boise, ID |
May 14, 2025 Q1 2025 |
17,216
shares
|
$2.18 Million
0.84% of portfolio
|
Q1 2025
Added 12.6%
|
|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
16,580
shares
|
$2.1 Million
0.96% of portfolio
|
Q3 2024
Reduced 2.75%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
16,506
shares
|
$2.09 Million
0.0% of portfolio
|
Q2 2025
Added 8.04%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Aug 12, 2025 Q2 2025 |
16,414
shares
|
$2.08 Million
0.78% of portfolio
|
Q2 2025
Reduced 1.19%
|
|
|
Apexium Financial, LP
|
Jul 22, 2025 Q2 2025 |
16,285
shares
|
$2.06 Million
0.12% of portfolio
|
Q4 2024
Added 15.62%
|
|
|
Terra Nova Asset Management LLC
|
Apr 23, 2025 Q1 2025 |
16,251
shares
|
$2.06 Million
1.65% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
16,117
shares
|
$2.04 Million
0.01% of portfolio
|
Q2 2025
Added 2.19%
|
|
|
Royal Fund Management, LLC
|
May 14, 2025 Q1 2025 |
16,071
shares
|
$2.04 Million
0.22% of portfolio
|
Q1 2025
Reduced 47.85%
|
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Feb 11, 2025 Q4 2024 |
15,757
shares
|
$2 Million
1.64% of portfolio
|
Q4 2024
Reduced 5.22%
|
|
|
Harrison & CO Wealth Management, LLC
|
Jan 17, 2023 Q4 2022 |
15,451
shares
|
$1.96 Million
1.25% of portfolio
|
Q4 2022
Added 23.17%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
15,236
shares
|
$1.93 Million
0.1% of portfolio
|
Q2 2025
Reduced 17.38%
|
|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 2025 |
14,750
shares
|
$1.87 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
14,700
shares
|
$1.86 Million
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
Jan 26, 2024 Q4 2023 |
14,595
shares
|
$1.85 Million
0.74% of portfolio
|
Q4 2023
Added 2.81%
|
|
|
Kennicott Capital Management LLC
|
Jul 15, 2025 Q2 2025 |
14,510
shares
|
$1.84 Million
1.07% of portfolio
|
Q1 2024
Reduced 0.19%
|
|
|
Disciplined Investors, L.L.C.
Waco, TX |
Aug 06, 2025 Q2 2025 |
14,508
shares
|
$1.84 Million
1.44% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
14,277
shares
|
$1.81 Million
0.04% of portfolio
|
Q2 2025
Reduced 2.95%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
13,976
shares
|
$1.77 Million
0.1% of portfolio
|
Q3 2022
Reduced 42.0%
|
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
13,750
shares
|
$1.74 Million
0.26% of portfolio
|
Q1 2025
New holding
|
|
|
Krilogy Financial LLC
|
Jul 09, 2025 Q2 2025 |
13,727
shares
|
$1.74 Million
0.11% of portfolio
|
Q2 2025
Reduced 6.24%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
13,687
shares
|
$1.73 Million
0.0% of portfolio
|
Q1 2025
Added 65.64%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
13,651
shares
|
$1.73 Million
0.04% of portfolio
|
Q2 2025
Added 30.12%
|
|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
13,617
shares
|
$1.72 Million
0.12% of portfolio
|
Q2 2025
Reduced 0.42%
|