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 702 institutions that hold shares in the stock, with a total of 52.6 Million shares, which have been reported (via 13F filing form) to have a value of $6.53 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
1,771
shares
|
$220,365
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Swmg, LLC
Fort Worth, TX |
Jan 23, 2025 Q4 2024 |
1,754
shares
|
$218,250
0.09% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
1,748
shares
|
$217,503
0.01% of portfolio
|
Q2 2024
Added 8.3%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
1,705
shares
|
$212,153
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
1,584
shares
|
$197,097
0.0% of portfolio
|
Q4 2023
Reduced 2.94%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
1,563
shares
|
$194,484
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
1,542
shares
|
$191,871
0.0% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 30, 2024 Q3 2024 |
1,530
shares
|
$190,377
0.04% of portfolio
|
Q2 2024
Reduced 49.5%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
1,500
shares
|
$186,645
0.07% of portfolio
|
Q1 2023
Reduced 51.61%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
1,491
shares
|
$185,525
0.01% of portfolio
|
Q3 2024
Reduced 7.74%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
1,459
shares
|
$181,543
0.02% of portfolio
|
Q3 2024
Added 51.66%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
1,451
shares
|
$180,547
0.0% of portfolio
|
Q4 2023
Added 0.83%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
1,389
shares
|
$172,833
0.01% of portfolio
|
Q3 2022
Reduced 10.56%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
1,380
shares
|
$171,713
0.0% of portfolio
|
Q3 2023
Reduced 56.94%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,375
shares
|
$171,091
0.03% of portfolio
|
Q1 2024
Reduced 62.82%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
1,359
shares
|
$169,100
0.06% of portfolio
|
Q3 2024
Added 2.18%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
1,352
shares
|
$168,229
0.0% of portfolio
|
Q3 2024
Reduced 47.74%
|
|
|
Advantage Trust CO
Salina, KS |
Nov 04, 2024 Q3 2024 |
1,337
shares
|
$166,362
0.1% of portfolio
|
Q3 2024
Added 76.85%
|
|
|
Progressive Investment Management Corp
|
Nov 08, 2024 Q3 2024 |
1,300
shares
|
$161,759
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Independence Bank Of Kentucky
|
Jan 24, 2025 Q4 2024 |
1,300
shares
|
$161,759
0.02% of portfolio
|
Q4 2024
Reduced 15.36%
|
|
|
Mitchell Sinkler & Starr
|
Nov 13, 2024 Q3 2024 |
1,296
shares
|
$161,261
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
1,285
shares
|
$159,892
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
1,284
shares
|
$159,768
0.02% of portfolio
|
Q3 2024
Reduced 12.05%
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Oct 23, 2024 Q3 2024 |
1,217
shares
|
$151,431
0.08% of portfolio
|
Q4 2022
Added 0.16%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Nov 12, 2024 Q3 2024 |
1,210
shares
|
$150,560
0.03% of portfolio
|
Q3 2023
New holding
|