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 699 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 $6.49 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Flputnam Investment Management CO
Portland, ME |
Nov 08, 2024 Q3 2024 |
50
shares
|
$6,206
0.0% of portfolio
|
Q3 2024
Reduced 28.57%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Nov 20, 2024 Q3 2024 |
49
shares
|
$6,081
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Nov 08, 2024 Q3 2024 |
49
shares
|
$6,081
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
48
shares
|
$5,957
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
45
shares
|
$5,585
0.0% of portfolio
|
Q1 2024
Reduced 2.17%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
Nov 12, 2024 Q3 2024 |
44
shares
|
$5,461
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 22, 2025 Q4 2024 |
42
shares
|
$5,213
0.0% of portfolio
|
Q2 2023
Reduced 88.77%
|
|
|
West Branch Capital LLC
|
Jan 17, 2025 Q4 2024 |
41
shares
|
$5,088
0.0% of portfolio
|
Q4 2024
Reduced 8.89%
|
|
|
Lummis Asset Management, LP
Fort Worth, TX |
Jan 15, 2025 Q4 2024 |
31
shares
|
$3,847
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
30
shares
|
$3,723
0.0% of portfolio
|
Q3 2021
Reduced 25.0%
|
|
|
Ogorek Anthony Joseph
|
Jan 24, 2025 Q4 2024 |
30
shares
|
$3,723
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
20
shares
|
$2,482
0.0% of portfolio
|
Q2 2024
Reduced 37.5%
|
|
|
Resources Management Corp
West Hartford, CT |
Nov 15, 2024 Q3 2024 |
15
shares
|
$1,861
0.0% of portfolio
|
Q3 2024
Reduced 57.14%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 03, 2025 Q4 2024 |
13
shares
|
$1,613
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2024 Q3 2024 |
9
shares
|
$1,117
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
9
shares
|
$1,117
0.0% of portfolio
|
Q3 2024
Added 80.0%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
3
shares
|
$372
0.0% of portfolio
|
Q3 2024
Reduced 91.67%
|
|
|
Crewe Advisors LLC
|
Nov 12, 2024 Q3 2024 |
2
shares
|
$248
0.0% of portfolio
|
Q3 2024
Reduced 60.0%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
2
shares
|
$248
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
Closed
|