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 $6.36 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
74,502
shares
|
$8.7 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Axiom Financial Strategies, LLC
New Albany, IN |
Jan 22, 2025 Q4 2024 |
72,962
shares
|
$8.52 Million
4.81% of portfolio
|
Q4 2024
Added 1.68%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Feb 03, 2025 Q4 2024 |
71,214
shares
|
$8.32 Million
0.62% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Wall Street Financial Group, Inc.
Carlinville, IL |
Jan 16, 2025 Q4 2024 |
70,525
shares
|
$8.24 Million
8.13% of portfolio
|
Q4 2024
Added 8.51%
|
|
|
Cavalier Investments, LLC
|
Feb 04, 2025 Q4 2024 |
68,729
shares
|
$8.03 Million
2.74% of portfolio
|
Q4 2024
Added 4.3%
|
|
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
Jan 21, 2025 Q4 2024 |
67,232
shares
|
$7.85 Million
4.71% of portfolio
|
Q4 2024
Added 2.98%
|
|
|
Richmond Brothers, Inc.
Jackson, MI |
Feb 10, 2025 Q4 2024 |
67,031
shares
|
$7.83 Million
5.11% of portfolio
|
Q4 2024
Added 5.16%
|
|
|
Invst, LLC
Indianapolis, IN |
Feb 19, 2025 Q4 2024 |
66,807
shares
|
$7.8 Million
0.96% of portfolio
|
Q4 2024
Reduced 13.53%
|
|
|
Sabal Trust CO
|
Feb 04, 2025 Q4 2024 |
65,920
shares
|
$7.7 Million
0.45% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Allen Investment Management LLC
|
Feb 10, 2025 Q4 2024 |
64,172
shares
|
$7.5 Million
0.09% of portfolio
|
Q4 2024
Added 45.52%
|
|
|
Polianta LTD
|
Jan 16, 2025 Q4 2024 |
63,100
shares
|
$7.37 Million
3.56% of portfolio
|
Q4 2024
Reduced 3.96%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
59,389
shares
|
$6.94 Million
0.26% of portfolio
|
Q4 2024
Reduced 16.54%
|
|
|
Lcm Capital Management Inc
|
Jan 27, 2025 Q4 2024 |
59,262
shares
|
$6.92 Million
4.05% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Keeley Teton Advisors, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
59,113
shares
|
$6.9 Million
0.87% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
58,836
shares
|
$6.87 Million
1.48% of portfolio
|
Q4 2024
Reduced 1.86%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Jan 14, 2025 Q4 2024 |
57,375
shares
|
$6.7 Million
1.96% of portfolio
|
Q4 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
56,076
shares
|
$6.55 Million
0.06% of portfolio
|
Q4 2024
Reduced 5.29%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
54,235
shares
|
$6.34 Million
3.38% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Kinloch Capital, LLC
Glen Allen, VA |
Nov 14, 2024 Q3 2024 |
53,086
shares
|
$6.2 Million
2.87% of portfolio
|
Q3 2024
Reduced 2.66%
|
|
|
Curran Financial Partners, LLC
|
Jan 22, 2025 Q4 2024 |
51,879
shares
|
$6.06 Million
1.9% of portfolio
|
Q4 2024
Reduced 1.18%
|
|
|
Exchange Traded Concepts, LLC
|
Jan 21, 2025 Q4 2024 |
51,699
shares
|
$6.04 Million
0.13% of portfolio
|
Q4 2024
Added 0.94%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Jan 24, 2025 Q4 2024 |
51,023
shares
|
$5.96 Million
3.26% of portfolio
|
Q4 2024
Reduced 6.76%
|
|
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
Feb 06, 2025 Q4 2024 |
50,190
shares
|
$5.86 Million
2.27% of portfolio
|
Q3 2023
Added 2.03%
|
|
|
Quadrature Capital LTD
London, X0 |
Feb 13, 2025 Q4 2024 |
50,102
shares
|
$5.85 Million
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
49,831
shares
|
$5.82 Million
0.03% of portfolio
|
Q4 2024
Added 5.86%
|