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 |
---|---|---|---|---|---|
Park Square Financial Group, LLC
Roswell, GA |
Feb 28, 2025 Q4 2024 |
1,223
shares
|
$145,903
0.1% of portfolio
|
Q4 2024
New holding
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Jan 29, 2025 Q4 2024 |
1,217
shares
|
$145,188
0.08% of portfolio
|
Q4 2022
Added 0.16%
|
|
Ramirez Asset Management, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
1,210
shares
|
$144,353
0.03% of portfolio
|
Q3 2023
New holding
|
|
Jtc Employer Solutions Trustee LTD
|
Jan 13, 2025 Q4 2024 |
1,148
shares
|
$136,956
0.01% of portfolio
|
Q2 2021
New holding
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
1,146
shares
|
$136,717
0.02% of portfolio
|
Q4 2024
Added 26.49%
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
1,140
shares
|
$136,002
0.01% of portfolio
|
Q3 2023
Reduced 22.55%
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
1,140
shares
|
$136,002
0.1% of portfolio
|
Q4 2024
New holding
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
1,103
shares
|
$131,587
0.03% of portfolio
|
Q3 2023
Reduced 25.47%
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
1,060
shares
|
$126,458
0.02% of portfolio
|
Q4 2024
Added 6.0%
|
|
South State Corp
|
Feb 10, 2025 Q4 2024 |
1,000
shares
|
$119,300
0.01% of portfolio
|
Q3 2024
Reduced 22.24%
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
983
shares
|
$117,271
0.05% of portfolio
|
Q4 2024
New holding
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
956
shares
|
$114,050
0.01% of portfolio
|
Q4 2024
Added 2.25%
|
|
Banque Cantonale Vaudoise
|
Nov 08, 2024 Q3 2024 |
950
shares
|
$113,335
0.0% of portfolio
|
Q3 2024
New holding
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
930
shares
|
$110,949
0.02% of portfolio
|
Q2 2024
Reduced 8.37%
|
|
Hara Capital LLC
Bellevue, WA |
Jan 31, 2025 Q4 2024 |
924
shares
|
$110,233
0.07% of portfolio
|
Q3 2024
New holding
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
902
shares
|
$107,608
0.01% of portfolio
|
Q2 2024
Reduced 0.66%
|
|
Sym Financial Corp
|
Jan 24, 2025 Q4 2024 |
899
shares
|
$107,250
0.01% of portfolio
|
Q4 2024
Added 27.88%
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Feb 13, 2025 Q4 2024 |
882
shares
|
$105,222
0.03% of portfolio
|
Q4 2024
Added 1.03%
|
|
Minot De Blois Advisors LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
880
shares
|
$104,984
0.09% of portfolio
|
Q4 2024
New holding
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Feb 18, 2025 Q4 2024 |
851
shares
|
$101,524
0.05% of portfolio
|
Q4 2024
New holding
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
850
shares
|
$101,405
0.0% of portfolio
|
Q4 2024
Added 6.92%
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
848
shares
|
$101,166
0.0% of portfolio
|
Q2 2024
Reduced 8.62%
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Feb 10, 2025 Q4 2024 |
829
shares
|
$98,899
0.03% of portfolio
|
Q4 2024
New holding
|
|
Gables Capital Management Inc.
|
Feb 07, 2025 Q4 2024 |
828
shares
|
$98,780
0.05% of portfolio
|
Q4 2023
New holding
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jan 30, 2025 Q4 2024 |
825
shares
|
$98,422
0.04% of portfolio
|
Q4 2022
Added 725.0%
|