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 |
|---|---|---|---|---|---|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
820
shares
|
$97,826
0.0% of portfolio
|
Q4 2024
Reduced 2.38%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
805
shares
|
$96,036
0.01% of portfolio
|
Q3 2022
Added 129.34%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Feb 18, 2025 Q4 2024 |
758
shares
|
$90,429
0.03% of portfolio
|
Q4 2021
Reduced 29.88%
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
721
shares
|
$86,015
0.01% of portfolio
|
Q4 2022
Reduced 34.45%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Jan 29, 2025 Q4 2024 |
717
shares
|
$85,538
0.24% of portfolio
|
Q4 2024
Added 1.13%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
717
shares
|
$85,538
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
711
shares
|
$84,822
0.0% of portfolio
|
Q2 2024
Reduced 24.04%
|
|
|
Davis Capital Management
Jacksonville, FL |
Jan 17, 2025 Q4 2024 |
697
shares
|
$83,152
0.07% of portfolio
|
Q4 2024
Reduced 2.52%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
693
shares
|
$82,674
0.0% of portfolio
|
Q4 2024
Added 7.28%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Feb 13, 2025 Q4 2024 |
677
shares
|
$80,766
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Jan 13, 2025 Q4 2024 |
676
shares
|
$80,646
0.04% of portfolio
|
Q4 2024
Added 26.36%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
657
shares
|
$78,380
0.01% of portfolio
|
Q4 2024
Added 3.46%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Feb 07, 2025 Q4 2024 |
619
shares
|
$73,846
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Feb 04, 2025 Q4 2024 |
619
shares
|
$73,846
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Lazard Asset Management LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
598
shares
|
$71,341
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
593
shares
|
$70,744
0.04% of portfolio
|
Q2 2021
Reduced 13.43%
|
|
|
Pflug Koory, LLC
|
Jan 21, 2025 Q4 2024 |
585
shares
|
$69,790
0.0% of portfolio
|
Q3 2020
Reduced 20.41%
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
577
shares
|
$68,836
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Fwl Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
574
shares
|
$68,478
0.02% of portfolio
|
Q4 2024
Added 239.64%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Feb 14, 2025 Q4 2024 |
562
shares
|
$67,046
0.03% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
560
shares
|
$66,808
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Peterson Wealth Services
|
Jan 29, 2025 Q4 2024 |
552
shares
|
$65,853
0.02% of portfolio
|
Q4 2024
Added 1.1%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
540
shares
|
$64,422
0.0% of portfolio
|
Q3 2024
Reduced 15.63%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
536
shares
|
$63,944
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Feb 11, 2025 Q4 2024 |
530
shares
|
$63,229
0.06% of portfolio
|
Q4 2024
New holding
|