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 805 institutions that hold shares in the stock, with a total of 54 Million shares, which have been reported (via 13F filing form) to have a value of $6.94 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Winthrop Capital Management, LLC
Carmel, IN |
Nov 13, 2025 Q3 2025 |
105,693
shares
|
$13.6 Million
3.35% of portfolio
|
Q3 2025
Added 0.67%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
105,629
shares
|
$13.6 Million
0.02% of portfolio
|
Q3 2025
Added 1.91%
|
|
|
Bordeaux Wealth Advisors LLC
|
Aug 04, 2025 Q2 2025 |
104,677
shares
|
$13.5 Million
1.72% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
103,408
shares
|
$13.3 Million
0.0% of portfolio
|
Q2 2025
Added 16.04%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
102,976
shares
|
$13.2 Million
0.07% of portfolio
|
Q2 2025
Reduced 28.85%
|
|
|
Marmo Financial Group, LLC
Johnson City, TN |
Oct 24, 2025 Q3 2025 |
102,566
shares
|
$13.2 Million
6.52% of portfolio
|
Q3 2025
Added 8.47%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
100,400
shares
|
$12.9 Million
0.02% of portfolio
|
Q3 2025
Reduced 11.96%
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
100,023
shares
|
$12.9 Million
2.14% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Allen Investment Management LLC
|
Nov 05, 2025 Q3 2025 |
95,861
shares
|
$12.3 Million
0.15% of portfolio
|
Q1 2025
Added 49.38%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
91,656
shares
|
$11.8 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.4%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
90,241
shares
|
$11.6 Million
0.06% of portfolio
|
Q3 2025
Added 5.09%
|
|
|
Calton & Associates, Inc.
|
Nov 07, 2025 Q3 2025 |
89,420
shares
|
$11.5 Million
1.89% of portfolio
|
Q3 2025
Added 16.17%
|
|
|
Prudential PLC
London, England, X0 |
May 13, 2025 Q1 2025 |
89,200
shares
|
$11.5 Million
0.05% of portfolio
|
Q1 2025
Reduced 47.28%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
87,502
shares
|
$11.3 Million
0.03% of portfolio
|
Q3 2025
Reduced 4.31%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
83,290
shares
|
$10.7 Million
2.89% of portfolio
|
Q3 2022
Added 4.88%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Aug 15, 2025 Q2 2025 |
80,761
shares
|
$10.4 Million
0.43% of portfolio
|
Q1 2025
Added 2.28%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
77,513
shares
|
$9.97 Million
1.21% of portfolio
|
Q2 2025
Reduced 3.35%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
77,418
shares
|
$9.95 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
|
Chai Trust CO LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
77,163
shares
|
$9.92 Million
1.17% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
Oct 28, 2025 Q3 2025 |
75,034
shares
|
$9.65 Million
4.24% of portfolio
|
Q3 2025
Added 4.03%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
70,760
shares
|
$9.1 Million
0.22% of portfolio
|
Q2 2025
Reduced 24.96%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
70,163
shares
|
$9.02 Million
0.62% of portfolio
|
Q1 2025
Reduced 1.48%
|
|
|
Wall Street Financial Group, Inc.
Carlinville, IL |
Apr 24, 2025 Q1 2025 |
69,966
shares
|
$9 Million
8.66% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
68,108
shares
|
$8.76 Million
0.31% of portfolio
|
Q3 2025
Added 1.97%
|
|
|
Cavalier Investments, LLC
|
Jul 30, 2025 Q2 2025 |
67,254
shares
|
$8.65 Million
2.68% of portfolio
|
Q2 2025
Reduced 1.98%
|