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 |
|---|---|---|---|---|---|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
8,150
shares
|
$972,295
0.07% of portfolio
|
Q4 2022
Reduced 0.16%
|
|
|
Reynolds Investment Management, Inc.
|
Jul 27, 2022 Q2 2022 |
8,079
shares
|
$963,824
0.22% of portfolio
|
Q2 2022
Added 0.42%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Feb 11, 2025 Q4 2024 |
8,035
shares
|
$958,575
0.4% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
8,013
shares
|
$955,950
0.07% of portfolio
|
Q4 2024
Added 113.68%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Feb 07, 2025 Q4 2024 |
8,000
shares
|
$954,400
0.05% of portfolio
|
Q3 2024
Reduced 20.0%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
7,984
shares
|
$952,491
0.02% of portfolio
|
Q4 2024
Added 23.06%
|
|
|
Community Bank, N.A.
|
Feb 11, 2025 Q4 2024 |
7,980
shares
|
$952,014
0.12% of portfolio
|
Q4 2024
Reduced 12.02%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
7,977
shares
|
$951,656
0.0% of portfolio
|
Q2 2023
Reduced 7.59%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
7,923
shares
|
$945,213
0.0% of portfolio
|
Q4 2024
Reduced 18.31%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
7,892
shares
|
$941,515
0.0% of portfolio
|
Q4 2024
Reduced 10.35%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
7,842
shares
|
$935,550
0.06% of portfolio
|
Q4 2024
Added 2.32%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
7,687
shares
|
$917,059
0.01% of portfolio
|
Q3 2023
Reduced 11.2%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Feb 04, 2025 Q4 2024 |
7,598
shares
|
$906,441
0.05% of portfolio
|
Q2 2024
Reduced 10.34%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
7,524
shares
|
$897,613
0.01% of portfolio
|
Q4 2024
Added 14.5%
|
|
|
Ascent Group, LLC
|
Feb 21, 2025 Q4 2024 |
7,519
shares
|
$897,016
0.07% of portfolio
|
Q4 2024
Reduced 3.23%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
7,492
shares
|
$893,795
0.19% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
7,471
shares
|
$891,290
0.02% of portfolio
|
Q4 2024
Added 2.03%
|
|
|
Elm Partners Management LLC
|
Feb 13, 2025 Q4 2024 |
7,373
shares
|
$879,598
0.06% of portfolio
|
Q4 2024
Reduced 2.19%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
7,297
shares
|
$870,532
0.01% of portfolio
|
Q4 2024
Added 1.42%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Feb 14, 2025 Q4 2024 |
7,152
shares
|
$853,233
0.13% of portfolio
|
Q4 2024
Added 17.34%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
7,140
shares
|
$851,802
0.17% of portfolio
|
Q1 2023
New holding
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
7,126
shares
|
$850,131
0.03% of portfolio
|
Q2 2023
Added 0.74%
|
|
|
Wp Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
7,107
shares
|
$847,865
0.28% of portfolio
|
Q4 2024
Added 1.07%
|
|
|
First Premier Bank
|
Jan 17, 2025 Q4 2024 |
7,021
shares
|
$837,605
0.21% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
6,952
shares
|
$829,373
0.03% of portfolio
|
Q4 2024
Added 93.97%
|