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 |
|---|---|---|---|---|---|
|
Kennicott Capital Management LLC
|
Jan 16, 2025 Q4 2024 |
14,510
shares
|
$1.8 Million
0.89% of portfolio
|
Q1 2024
Reduced 0.19%
|
|
|
Idaho Trust Bank
Boise, ID |
Nov 13, 2024 Q3 2024 |
14,471
shares
|
$1.8 Million
0.77% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
14,100
shares
|
$1.75 Million
0.0% of portfolio
|
Q3 2024
Added 123.81%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
13,976
shares
|
$1.73 Million
0.1% of portfolio
|
Q3 2022
Reduced 42.0%
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
13,547
shares
|
$1.68 Million
0.12% of portfolio
|
Q4 2024
Added 1.14%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
13,298
shares
|
$1.65 Million
0.0% of portfolio
|
Q3 2024
Added 140.95%
|
|
|
Bank Of Marin
Novato, CA |
Nov 06, 2024 Q3 2024 |
13,280
shares
|
$1.65 Million
1.2% of portfolio
|
Q2 2024
Reduced 0.4%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
13,261
shares
|
$1.65 Million
0.22% of portfolio
|
Q3 2024
Reduced 7.07%
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Nov 14, 2024 Q3 2024 |
13,239
shares
|
$1.64 Million
1.01% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
12,866
shares
|
$1.6 Million
0.06% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Nov 01, 2024 Q3 2024 |
12,830
shares
|
$1.59 Million
0.25% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
12,814
shares
|
$1.59 Million
0.01% of portfolio
|
Q3 2024
Added 18.1%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Oct 16, 2024 Q3 2024 |
12,636
shares
|
$1.57 Million
0.04% of portfolio
|
Q3 2024
Reduced 10.47%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
12,615
shares
|
$1.57 Million
0.08% of portfolio
|
Q3 2024
Added 31.72%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
12,443
shares
|
$1.54 Million
0.15% of portfolio
|
Q4 2024
Added 8.14%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
12,437
shares
|
$1.54 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
12,426
shares
|
$1.54 Million
0.01% of portfolio
|
Q2 2024
Reduced 13.17%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 05, 2024 Q3 2024 |
12,381
shares
|
$1.54 Million
0.16% of portfolio
|
Q1 2024
Added 1.78%
|
|
|
One Charles Private Wealth Services, LLC
|
Nov 12, 2024 Q3 2024 |
12,278
shares
|
$1.52 Million
0.53% of portfolio
|
Q2 2024
Added 10.99%
|
|
|
Goal Vest Advisory LLC
|
Jan 17, 2025 Q4 2024 |
12,156
shares
|
$1.51 Million
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Evolution Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
12,046
shares
|
$1.5 Million
0.25% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Brighton Jones LLC
|
Jan 17, 2025 Q4 2024 |
11,997
shares
|
$1.49 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
11,988
shares
|
$1.49 Million
0.18% of portfolio
|
Q4 2024
Reduced 3.12%
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Jan 13, 2025 Q4 2024 |
11,968
shares
|
$1.49 Million
0.62% of portfolio
|
Q4 2024
Reduced 5.95%
|
|
|
Private Wealth Advisors, LLC
Fresno, CA |
Nov 05, 2024 Q3 2024 |
11,953
shares
|
$1.48 Million
0.51% of portfolio
|
Q3 2024
Added 0.87%
|