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 $6.36 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Focused Wealth Management, Inc
|
Jan 28, 2025 Q4 2024 |
3,778
shares
|
$441,308
0.06% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Western Wealth Management, LLC
|
Feb 18, 2025 Q4 2024 |
3,704
shares
|
$432,664
0.14% of portfolio
|
Q4 2024
Reduced 70.64%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Jan 30, 2025 Q4 2024 |
3,661
shares
|
$427,641
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Compass Ion Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
3,644
shares
|
$425,655
0.06% of portfolio
|
Q3 2024
Reduced 2.72%
|
|
|
Tru Independence LLC
|
Jan 22, 2025 Q4 2024 |
3,642
shares
|
$425,422
0.14% of portfolio
|
Q4 2024
Added 1.03%
|
|
|
Americana Partners, LLC
Houston, TX |
Jan 31, 2025 Q4 2024 |
3,637
shares
|
$424,837
0.02% of portfolio
|
Q4 2024
Added 4.06%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Jan 21, 2025 Q4 2024 |
3,633
shares
|
$424,370
0.13% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Feb 14, 2025 Q4 2024 |
3,621
shares
|
$422,969
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
3,613
shares
|
$422,034
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Spreng Capital Management, Inc.
|
Feb 13, 2025 Q4 2024 |
3,612
shares
|
$421,917
0.19% of portfolio
|
Q4 2024
Added 2.24%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
3,519
shares
|
$411,054
0.01% of portfolio
|
Q4 2024
Added 5.49%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Jan 17, 2025 Q4 2024 |
3,493
shares
|
$408,017
0.04% of portfolio
|
Q4 2024
Reduced 1.55%
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
3,479
shares
|
$406,381
0.02% of portfolio
|
Q4 2024
Reduced 14.42%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
3,449
shares
|
$402,877
0.01% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Feb 14, 2025 Q4 2024 |
3,386
shares
|
$395,518
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
Feb 04, 2025 Q4 2024 |
3,366
shares
|
$393,182
0.09% of portfolio
|
Q4 2024
Added 0.87%
|
|
|
Octavia Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
3,365
shares
|
$393,065
0.05% of portfolio
|
Q3 2024
Reduced 4.13%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
3,360
shares
|
$392,481
0.16% of portfolio
|
Q4 2024
Reduced 2.24%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
3,326
shares
|
$388,510
0.03% of portfolio
|
Q4 2024
Reduced 2.83%
|
|
|
Maltin Wealth Management, Inc.
|
Jan 16, 2025 Q4 2024 |
3,311
shares
|
$386,757
0.22% of portfolio
|
Q4 2024
Added 1.07%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
3,300
shares
|
$385,473
0.06% of portfolio
|
Q3 2024
Reduced 22.66%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
3,292
shares
|
$384,538
0.07% of portfolio
|
Q4 2021
Reduced 2.37%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
3,288
shares
|
$384,071
0.01% of portfolio
|
Q4 2024
Added 3.49%
|
|
|
Nri Wealth Management Lc
Santa Clara, CA |
Jan 02, 2025 Q4 2024 |
3,258
shares
|
$380,566
0.27% of portfolio
|
Q4 2024
Reduced 6.33%
|
|
|
Quantitative Investment Management, LLC
Charlottesville, VA |
Feb 14, 2025 Q4 2024 |
3,246
shares
|
$379,165
0.03% of portfolio
|
Q4 2024
New holding
|