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Vanguard Financials ETF (VFH) Institutional Ownership

$100.04
-0.19 (-0.19%)
(As of 06/10/2024 ET)

Institutional Ownership Changes (13F Filings) for Vanguard Financials ETF (NYSEARCA:VFH)

Number of
Institutional Buyers
(last 12 months)
307
Total
Institutional Inflows
(last 12 months)
$1.20B
Number of
Institutional Sellers
(last 12 months)
248
Total
Institutional Outflows
(last 12 months)
$558.67M
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VFH Institutional Buying and Selling by Quarter

Vanguard Financials ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/10/2024Hamilton Wealth LLC108,860$11.15M3.5%+3.3%0.118%
5/24/2024 Cetera Advisor Networks LLC237,457$24.31M0.1%+67.8%0.258%
5/24/2024 Cetera Advisors LLC101,777$10.42M0.1%+821.7%0.110%
5/24/2024 Cetera Investment Advisers390,808$40.02M0.1%+702.9%0.424%
5/24/2024 Invst LLC84,929$8.62M1.0%+0.8%0.092%
5/21/2024 Atria Investments Inc42,335$4.34M0.1%+66.4%0.046%
5/20/2024Strategic Wealth Partners Ltd.75,010$7.68M0.8%+10.6%0.081%
5/17/2024 Citizens Financial Group Inc. RI5,919$606K0.0%+6.0%0.006%
5/17/2024 Beacon Capital Management LLC8,825$904K0.2%-24.1%0.010%
5/17/2024 Comerica Bank42,704$4.37M0.0%+1.9%0.046%
5/17/2024 Tidal Investments LLC19,369$1.98M0.0%+5.3%0.021%
5/16/2024 B. Riley Wealth Advisors Inc.6,092$624K0.0%+10.5%0.007%
5/16/2024 Waverly Advisors LLC17,947$1.84M0.0%+727.4%0.019%
5/16/2024 Kinloch Capital LLC49,528$5.07M2.6%+23.6%0.054%
5/15/2024 Ascent Group LLC8,351$855K0.1%-7.6%0.009%
5/15/2024 Flow Traders U.S. LLC36,234$3.71M0.2%+759.8%0.039%
5/15/2024 BOKF NA27,374$2.78M0.1%-1.2%0.030%
5/15/2024 Lazard Asset Management LLC598$61K0.0%N/A0.001%
5/15/2024 Keeley Teton Advisors LLC59,685$6.11M0.8%-2.3%0.065%
5/14/2024 EP Wealth Advisors LLC4,863$498K0.0%+5.2%0.005%
5/14/2024 Crewe Advisors LLC2,170$222K0.0%+43,300.0%0.002%
5/13/2024 Bessemer Group Inc.8,725$893K0.0%-54.5%0.009%
5/13/2024 Safeguard Investment Advisory Group LLC6,719$688K0.2%-9.4%0.007%
5/13/2024 O Shaughnessy Asset Management LLC7,577$776K0.0%-1.3%0.008%
5/10/2024 Osaic Holdings Inc.308,062$31.55M0.1%-16.0%0.334%
5/10/2024 TIAA Trust National Association8,781$899K0.0%+11.0%0.010%
5/10/2024 Garrison Asset Management LLC17,248$1.77M0.9%-2.3%0.019%
5/9/2024 Dorsey & Whitney Trust CO LLC11,600$1.19M0.1%-11.8%0.013%
5/9/2024 Blair William & Co. IL10,120$1.04M0.0%+13.3%0.011%
5/9/2024 HBK Sorce Advisory LLC2,137$219K0.0%N/A0.002%
5/9/2024 SageView Advisory Group LLC3,148$322K0.0%N/A0.003%
5/9/2024 Koshinski Asset Management Inc.5,882$602K0.1%-15.3%0.006%
5/8/2024 Advisors Preferred LLC287$29K0.0%-100.0%0.000%
5/8/2024 Bleakley Financial Group LLC17,096$1.75M0.1%+73.5%0.019%
5/8/2024 Winthrop Capital Management LLC99,043$10.14M4.7%+0.8%0.108%
5/8/2024 Focused Wealth Management Inc3,963$406K0.1%-10.5%0.004%
5/8/2024 Avantax Advisory Services Inc.154,642$15.83M0.1%+7.1%0.168%
5/8/2024 US Bancorp DE8,420$862K0.0%-15.8%0.009%
5/8/2024 QRG Capital Management Inc.4,476$458K0.0%-14.7%0.005%
5/8/2024 Williams Jones Wealth Management LLC.2,001$205K0.0%N/A0.002%
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5/7/2024 Capital Square LLC2,366$242K0.2%N/A0.003%
5/7/2024 Choate Investment Advisors2,000$205K0.0%N/A0.002%
5/7/2024 WNY Asset Management LLC2,439$250K0.0%N/A0.003%
5/7/2024 White Lighthouse Investment Management Inc.3,347$343K0.1%+11.2%0.004%
5/7/2024 Concurrent Investment Advisors LLC38,074$3.90M0.2%-17.3%0.041%
5/7/2024 Montag A & Associates Inc.2,961$303K0.0%+786.5%0.003%
5/7/2024 BOS Asset Management LLC2,675$274K0.1%-3.9%0.003%
5/7/2024 KCM Investment Advisors LLC356,950$36.55M1.3%+3.9%0.388%
5/7/2024 Oppenheimer & Co. Inc.21,255$2.18M0.0%+6.4%0.023%
5/7/2024 Howard Wealth Management LLC4,783$490K0.4%-2.4%0.005%
5/6/2024 Envestnet Portfolio Solutions Inc.88,958$9.11M0.0%+78.5%0.097%
5/6/2024 LCM Capital Management Inc57,613$5.90M3.8%+0.4%0.063%
5/6/2024 Manchester Capital Management LLC12,381$1.27M0.2%+1.8%0.013%
5/6/2024 Mittelman Wealth Management12,965$1.33M0.9%N/A0.014%
5/6/2024 Advisory Alpha LLC3,848$394K0.0%N/A0.004%
5/4/2024 McClarren Financial Advisors Inc.205$210K0.1%-70.9%0.000%
5/4/2024 Csenge Advisory Group2,330$239K0.0%N/A0.003%
5/3/2024 MontVue Capital Management Inc.15,748$1.61M1.4%+25.7%0.017%
5/3/2024 Callan Capital LLC69,903$7.16M0.6%-1.1%0.076%
5/3/2024 Rehmann Capital Advisory Group2,521$258K0.0%N/A0.003%
5/3/2024 Chevy Chase Trust Holdings LLC3,661$375K0.0%N/A0.004%
5/3/2024 Liberty Wealth Management LLC12,620$1.29M0.3%+34,955.6%0.014%
5/2/2024 Salomon & Ludwin LLC9,170$939K0.1%+1,933.3%0.010%
5/2/2024 Financial Counselors Inc.2,649$271K0.0%+21.7%0.003%
5/2/2024 FinTrust Capital Advisors LLC1,375$141K0.0%-62.8%0.001%
5/2/2024 Gilbert & Cook Inc.3,400$348K0.0%-33.5%0.004%
5/2/2024 Curran Financial Partners LLC56,311$5.77M2.0%-0.6%0.061%
5/2/2024 Choreo LLC7,646$783K0.0%+3.1%0.008%
5/2/2024 Lewis Asset Management LLC5,001$512K0.4%-3.2%0.005%
5/2/2024 ESG Planning DBA Harper Investing8,728$894K1.1%+227.0%0.009%
5/1/2024 BNP Paribas Financial Markets897$92K0.0%+1,501.8%0.001%
5/1/2024 Concourse Financial Group Securities Inc.17,316$1.77M0.1%+1.1%0.019%
5/1/2024 Mission Wealth Management LP10,569$1.08M0.0%-1.4%0.011%
5/1/2024 Bray Capital Advisors33,094$3.39M0.9%-0.5%0.036%
4/30/2024 Private Advisor Group LLC27,922$2.86M0.0%+10.3%0.030%
4/30/2024 Consolidated Portfolio Review Corp2,415$247K0.1%-78.0%0.003%
4/30/2024 J.W. Cole Advisors Inc.5,155$528K0.0%+118.3%0.006%
4/30/2024 Chai Trust Co. LLC61,562$6.30M0.5%+13.2%0.067%
4/30/2024 HB Wealth Management LLC2,592$265K0.0%-8.9%0.003%
4/30/2024 Woodward Diversified Capital LLC12,093$1.24M0.8%-17.4%0.013%
4/30/2024 Fountainhead AM LLC2,187$224K0.1%N/A0.002%
4/30/2024 Delta Financial Group Inc.3,304$338K0.1%+15.8%0.004%
4/29/2024Commonwealth Equity Services LLC152,944$15.66M0.0%-1.2%0.166%
4/29/2024 Onyx Bridge Wealth Group LLC2,071$205K0.0%-46.1%0.002%
4/27/2024 NORTHSTAR ASSET MANAGEMENT Co LLC37,241$3.81M0.9%+1.2%0.040%
4/26/2024 McGuire Investment Group LLC4,991$511K0.1%+14.3%0.005%
4/26/2024 BLB&B Advisors LLC7,633$782K0.0%-47.5%0.008%
4/26/2024 First National Trust Co2,272$233K0.0%N/A0.002%
4/26/2024 McKinley Carter Wealth Services Inc.3,577$366K0.0%+13.7%0.004%
4/26/2024 Terra Nova Asset Management LLC17,298$1.77M1.4%+1.8%0.019%
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4/26/2024 Checchi Capital Advisers LLC8,474$868K0.1%-27.8%0.009%
4/25/2024 Valeo Financial Advisors LLC2,170$216K0.0%N/A0.002%
4/25/2024 Cambridge Investment Research Advisors Inc.111,857$11.45M0.0%+5.0%0.121%
4/24/2024 Leavell Investment Management Inc.5,453$558K0.0%-17.6%0.006%
4/24/2024 Krilogy Financial LLC13,181$1.35M0.1%+7.3%0.014%
4/24/2024 Blue Bell Private Wealth Management LLC483$49K0.0%-71.9%0.001%
4/24/2024 Premier Path Wealth Partners LLC7,778$796K0.2%-35.0%0.008%
4/24/2024 Trinity Legacy Partners LLC24,584$2.52M0.7%+436.8%0.027%
4/24/2024 SOL Capital Management CO51,140$5.24M0.7%-2.2%0.056%
4/24/2024 Simplicity Wealth LLC17,096$1.75M0.0%N/A0.019%
(Data available from 1/1/2016 forward)

VFH Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of VFH shares?

During the previous two years, 607 institutional investors and hedge funds held shares of Vanguard Financials ETF. The most heavily invested institutionals were Bank of America Corp DE ($1.92B), Scissortail Wealth Management LLC ($1.39B), Varma Mutual Pension Insurance Co ($548.70M), Morgan Stanley ($215.29M), Beacon Capital Management Inc. ($169.73M), UBS Group AG ($159.52M), and Prudential Financial Inc. ($151.49M).Learn more on VFH's institutional investors.

Which institutional investors have been buying Vanguard Financials ETF stock?

Of the 505 institutional investors that purchased Vanguard Financials ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Varma Mutual Pension Insurance Co ($4.16M), Beacon Capital Management Inc. ($4.02M), Prudential Financial Inc. ($1.76M), Envestnet Asset Management Inc. ($1.15M), Bessemer Group Inc. ($821.74K), Advisors Preferred LLC ($645.01K), and Bank of America Corp DE ($596.64K).

How much institutional buying is happening at Vanguard Financials ETF?

Institutional investors have bought a total of 22,044,056 shares in the last 24 months. This purchase volume represents approximately $1.83B in transactions.

Which Vanguard Financials ETF major shareholders have been selling company stock?

Of the 381 institutional investors that sold Vanguard Financials ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: JPMorgan Chase & Co. ($6.87M), Beacon Capital Management Inc. ($4.34M), Wells Fargo & Company MN ($1.70M), Prudential Financial Inc. ($1.63M), Envestnet Asset Management Inc. ($983.49K), Bessemer Group Inc. ($823.87K), and Bank of America Corp DE ($668.45K).

How much institutional selling is happening at Vanguard Financials ETF?

Institutional investors have sold a total of 25,644,144 shares in the last 24 months. This volume of shares sold represents approximately $2.07B in transactions.


This page (NYSEARCA:VFH) was last updated on 6/11/2024 by MarketBeat.com Staff

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