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 $6.42 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
10,287
shares
|
$1.23 Million
0.19% of portfolio
|
Q4 2024
Added 1.02%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
10,016
shares
|
$1.19 Million
0.04% of portfolio
|
Q4 2024
Added 0.94%
|
|
|
Wealth Alliance
Mellville, NY |
Feb 03, 2025 Q4 2024 |
9,996
shares
|
$1.19 Million
0.15% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
9,995
shares
|
$1.19 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.44%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Feb 11, 2025 Q4 2024 |
9,966
shares
|
$1.19 Million
1.01% of portfolio
|
Q4 2024
Added 2.13%
|
|
|
Mission Wealth Management, LP
|
Feb 06, 2025 Q4 2024 |
9,873
shares
|
$1.18 Million
0.03% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
9,851
shares
|
$1.18 Million
0.02% of portfolio
|
Q4 2023
Reduced 68.42%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
9,677
shares
|
$1.15 Million
0.06% of portfolio
|
Q2 2022
Added 0.37%
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
9,651
shares
|
$1.15 Million
0.03% of portfolio
|
Q4 2024
Added 6.84%
|
|
|
Blb&B Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
9,590
shares
|
$1.14 Million
0.06% of portfolio
|
Q4 2024
Added 26.67%
|
|
|
Kdk Private Wealth Management, LLC
Houston, TX |
Feb 13, 2025 Q4 2024 |
9,447
shares
|
$1.13 Million
1.16% of portfolio
|
Q4 2024
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
9,315
shares
|
$1.11 Million
0.01% of portfolio
|
Q4 2024
Reduced 9.09%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Feb 07, 2025 Q4 2024 |
9,311
shares
|
$1.11 Million
0.83% of portfolio
|
Q4 2024
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
9,248
shares
|
$1.1 Million
0.01% of portfolio
|
Q4 2024
Added 24.18%
|
|
|
Principle Wealth Partners LLC
|
Jan 29, 2025 Q4 2024 |
9,243
shares
|
$1.1 Million
0.08% of portfolio
|
Q4 2024
Reduced 1.49%
|
|
|
Bailard, Inc.
|
Feb 05, 2025 Q4 2024 |
9,243
shares
|
$1.1 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
Bigelow Investment Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
9,221
shares
|
$1.1 Million
0.51% of portfolio
|
Q4 2024
Added 14.66%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Feb 10, 2025 Q4 2024 |
9,164
shares
|
$1.09 Million
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
9,037
shares
|
$1.08 Million
0.0% of portfolio
|
Q4 2024
Reduced 10.29%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
8,725
shares
|
$1.04 Million
0.0% of portfolio
|
Q1 2024
Reduced 54.48%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
8,669
shares
|
$1.03 Million
0.02% of portfolio
|
Q4 2024
Added 30.7%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
8,600
shares
|
$1.03 Million
0.01% of portfolio
|
Q4 2024
Added 24.46%
|
|
|
Gryphon Financial Partners LLC
|
Feb 06, 2025 Q4 2024 |
8,555
shares
|
$1.02 Million
0.15% of portfolio
|
Q2 2023
Added 1.85%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
8,263
shares
|
$985,775
0.0% of portfolio
|
Q4 2024
Added 2.71%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
8,230
shares
|
$981,839
0.02% of portfolio
|
Q4 2024
Added 10.51%
|