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Vanguard Financials ETF (VFH) Institutional Ownership

Vanguard Financials ETF logo
$132.16 +1.41 (+1.08%)
Closing price 09/4/2025 04:10 PM Eastern
Extended Trading
$132.19 +0.03 (+0.02%)
As of 04:03 AM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for Vanguard Financials ETF (NYSEARCA:VFH)

Current
Institutional Ownership
Percentage
61.65%
Number of
Institutional Buyers
(last 12 months)
470
Total
Institutional Inflows
(last 12 months)
$1.18B
Number of
Institutional Sellers
(last 12 months)
321
Total
Institutional Outflows
(last 12 months)
$623.53M
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Skip Chart & View Institutional Buying and Selling Data

VFH Institutional Buying and Selling by Quarter

Vanguard Financials ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/4/2025ZynergyRetirementPlanningLLC4,951$630K0.4%-2.7%0.005%
9/4/2025 Osaic Holdings Inc.296,678$37.74M0.1%+10.3%0.302%
9/4/2025Beacon Capital Management Inc.1,014,050$129.09M6.7%+197.6%1.032%
8/29/2025 Centaurus Financial Inc.6,052$770K0.0%+3.9%0.006%
8/27/2025 Orion Porfolio Solutions LLC18,071$2.30M0.0%-5.8%0.018%
8/26/2025 Thrivent Financial for Lutherans106,001$13.49M0.0%N/A0.108%
8/26/2025 Claris Financial LLC7,698$980K0.7%-1.9%0.008%
8/19/2025 B. Riley Wealth Advisors Inc.4,128$526K0.0%N/A0.004%
8/19/2025 Cape Investment Advisory Inc.607$77K0.0%-51.1%0.001%
8/19/2025 Advisory Services Network LLC25,795$3.30M0.1%+5.1%0.026%
8/19/2025 Anchor Investment Management LLC32,340$4.12M0.4%-2.8%0.033%
8/18/2025 Geneos Wealth Management Inc.1,022$130K0.0%+39.0%0.001%
8/18/2025 Hollencrest Capital Management1,899$242K0.0%-11.4%0.002%
8/18/2025 Hershey Financial Advisers LLC13,759$1.75M1.6%N/A0.014%
8/16/2025 Headlands Technologies LLC1,103$140K0.0%+16.8%0.001%
8/15/2025 Semmax Financial Advisors Inc.21,911$2.78M0.7%+19.3%0.022%
8/15/2025 Fairfield Bush & CO.2,823$359K0.2%-3.2%0.003%
8/15/2025 Corient Private Wealth LLC260,248$33.13M0.0%+109.0%0.265%
8/15/2025 Equitable Holdings Inc.28,062$3.57M0.0%+6.6%0.029%
8/15/2025 Florida Financial Advisors LLC3,814$485K0.2%-8.5%0.004%
8/15/2025 Optimist Retirement Group LLC1,644$209K0.1%-17.2%0.002%
8/15/2025 Captrust Financial Advisors149,141$18.99M0.0%-2.0%0.152%
8/15/2025 Keel Point LLC3,996$509K0.0%+100.5%0.004%
8/15/2025 Tandem Wealth Advisors LLC26,050$3.32M1.6%+3.0%0.027%
8/15/2025 Snowden Capital Advisors LLC23,512$2.99M0.1%-0.8%0.024%
8/15/2025 Orion Porfolio Solutions LLC18,071$2.30M0.0%-5.8%0.018%
8/15/2025 MML Investors Services LLC158,002$20.11M0.1%-6.2%0.161%
8/15/2025 Modern Wealth Management LLC3,128$398K0.0%-17.5%0.003%
8/15/2025 Lazard Asset Management LLC598$76K0.0%-93.6%0.001%
8/15/2025 IHT Wealth Management LLC26,720$3.40M0.1%-8.9%0.027%
8/15/2025 Great Valley Advisor Group Inc.10,258$1.31M0.0%-4.6%0.010%
8/15/2025 EP Wealth Advisors LLC7,914$1.01M0.0%+6.9%0.008%
8/15/2025 Benjamin Edwards Inc.3,312$422K0.0%+5.1%0.003%
8/15/2025 BTG Pactual Asset Management US LLC44,046$5.61M0.6%+1.1%0.045%
8/15/2025 Bank of America Corp DE22,910,811$2.92B0.2%-0.4%23.309%
8/15/2025 Ameriprise Financial Inc.818,817$104.25M0.0%-5.2%0.833%
8/14/2025 Ausdal Financial Partners Inc.3,540$451K0.0%+3.3%0.004%
8/14/2025 Raymond James Financial Inc.1,080,487$137.55M0.0%+0.3%1.099%
8/14/2025 Quantinno Capital Management LP26,285$3.35M0.0%+27.0%0.027%
8/14/2025 Vivaldi Capital Management LP8,580$1.09M0.2%+6.3%0.009%
8/14/2025 NewEdge Advisors LLC22,287$2.84M0.0%+8.8%0.023%
8/14/2025 Qube Research & Technologies Ltd9,587$1.22M0.0%+1,765.2%0.010%
8/14/2025 Baker Avenue Asset Management LP1,635$208K0.0%N/A0.002%
8/14/2025 Cary Street Partners Financial LLC3,826$487K0.0%-3.5%0.004%
8/14/2025 Cerity Partners LLC22,736$2.89M0.0%+8.4%0.023%
8/13/2025 Gamco Investors INC. ET AL53,181$6.77M0.1%N/A0.054%
8/13/2025 PGIM Custom Harvest LLC1,376,276$175.20M3.6%+13.2%1.400%
8/13/2025 Idaho Trust Co15,018$1.91M0.7%-12.8%0.015%
8/13/2025 StoneX Group Inc.4,186$533K0.0%N/A0.004%
8/13/2025 Cresset Asset Management LLC85,867$10.93M0.0%-11.7%0.087%
8/13/2025 Brown Advisory Inc.6,664$848K0.0%+8.8%0.007%
8/13/2025 SCS Capital Management LLC16,386$2.09M0.0%-12.0%0.017%
8/13/2025 Royal Fund Management LLC16,495$2.11M0.2%+2.6%0.017%
8/13/2025 First Trust Advisors LP2,565$327K0.0%-4.9%0.003%
8/13/2025 Raab & Moskowitz Asset Management LLC16,939$2.16M0.5%-4.8%0.017%
8/13/2025 CW Advisors LLC41,103$5.23M0.1%+27.0%0.042%
8/13/2025 Beacon Pointe Advisors LLC21,268$2.71M0.0%+6.9%0.022%
8/13/2025 M&T Bank Corp307,655$39.16M0.1%-13.1%0.313%
8/13/2025 Fisher Asset Management LLC2,841$362K0.0%-5.9%0.003%
8/13/2025 Financial Freedom LLC52,373$6.67M3.6%-2.6%0.053%
8/13/2025 Lido Advisors LLC174,274$22.19M0.1%+0.4%0.177%
8/13/2025 Northwestern Mutual Wealth Management Co.422,344$53.76M0.0%+0.8%0.430%
8/13/2025 Choreo LLC10,807$1.38M0.0%-6.2%0.011%
8/12/2025 J.W. Cole Advisors Inc.13,651$1.74M0.0%+30.1%0.014%
8/12/2025 Manchester Capital Management LLC12,268$1.56M0.2%-0.9%0.012%
8/12/2025 Laurel Wealth Advisors LLC271,149$34.52M0.0%+29,055.8%0.276%
8/12/2025 One Charles Private Wealth Services LLC12,832$1.63M0.5%+3.9%0.013%
8/12/2025 Steward Partners Investment Advisory LLC12,769$1.63M0.0%+1.8%0.013%
8/12/2025 CreativeOne Wealth LLC9,920$1.26M0.0%+2.4%0.010%
8/12/2025 Global Retirement Partners LLC2,108$268K0.0%N/A0.002%
8/12/2025 Barings LLC88,974$11.33M0.3%-49.9%0.091%
8/12/2025 AlphaCore Capital LLC66,793$8.50M0.3%+4,880.8%0.068%
8/12/2025 MAI Capital Management31,208$3.97M0.0%-5.6%0.032%
8/12/2025 JPMorgan Chase & Co.537,866$68.47M0.0%-0.2%0.547%
8/12/2025 17 Capital Partners LLC8,888$1.13M0.7%+13.7%0.009%
8/12/2025 NFP Retirement Inc.6,674$850K0.1%+1.8%0.007%
8/11/2025 Alteri Wealth LLC1,801$229K0.1%-20.5%0.002%
8/11/2025 TD Waterhouse Canada Inc.182,957$23.44M0.2%-7.6%0.186%
8/11/2025 North Forty Two & Co.32,997$4.20M4.5%-0.3%0.033%
8/11/2025 Perennial Investment Advisors LLC1,596$203K0.0%N/A0.002%
8/11/2025 Frank Rimerman Advisors LLC47,074$5.99M0.4%+3.3%0.048%
8/11/2025 Capital Square LLC2,498$318K0.2%+3.5%0.003%
8/11/2025 Dorsey & Whitney Trust CO LLC7,800$993K0.1%+11.4%0.008%
8/11/2025 Intrust Bank NA3,877$494K0.0%N/A0.004%
8/11/2025 Nomura Asset Management Co. Ltd.2,000$255K0.0%-84.7%0.002%
8/11/2025 Western Wealth Management LLC8,267$1.05M0.1%-1.0%0.008%
8/8/2025 Rockefeller Capital Management L.P.231,338$29.45M0.1%+7.6%0.235%
8/8/2025 Kingsview Wealth Management LLC42,711$5.44M0.1%+1,471.4%0.043%
8/8/2025 Collaborative Wealth Managment Inc.2,680$341K0.1%-10.4%0.003%
8/8/2025 Horizon Family Wealth Inc.19,783$2.52M1.5%+45.5%0.020%
8/8/2025 Avantax Advisory Services Inc.102,976$13.11M0.1%-28.8%0.104%
8/8/2025 Thoroughbred Financial Services LLC2,003$255K0.0%-5.3%0.002%
8/8/2025 Cetera Investment Advisers343,414$43.72M0.1%-26.7%0.348%
8/8/2025 Creative Planning77,418$9.86M0.0%-1.9%0.079%
8/8/2025 Empower Advisory Group LLC3,964$505K0.0%+18.8%0.004%
8/8/2025 Foundations Investment Advisors LLC31,936$4.07M0.1%+4.5%0.032%
8/8/2025 Carl P. Sherr & Co. LLC4,777$608K0.3%-7.9%0.005%
8/8/2025 Richmond Brothers Inc.57,714$7.35M4.8%-15.8%0.059%
8/8/2025 Royal Harbor Partners LLC1,601$204K0.1%N/A0.002%
8/8/2025 Bailard Inc.9,884$1.26M0.0%+12.2%0.010%
(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, 732 institutional investors and hedge funds held shares of Vanguard Financials ETF. The most heavily invested institutionals were Bank of America Corp DE ($2.92B), Varma Mutual Pension Insurance Co ($548.70M), Morgan Stanley ($215.29M), Wells Fargo & Company MN ($186.86M), PGIM Custom Harvest LLC ($175.20M), UBS Group AG ($159.52M), and Raymond James Financial Inc. ($137.55M).Learn more on Vanguard Financials ETF's institutional investors.

What percentage of Vanguard Financials ETF's stock is owned by institutional investors?

61.65% of Vanguard Financials ETF's stock is owned by institutional investors. Learn more on VFH's institutional investor holdings.

Which institutional investors have been buying Vanguard Financials ETF's stock?

Of the 618 institutional investors that purchased Vanguard Financials ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Beacon Capital Management Inc. ($4.17M), Varma Mutual Pension Insurance Co ($4.16M), Raymond James Financial Inc. ($1.11M), Envestnet Asset Management Inc. ($1.01M), Kingstone Capital Partners Texas LLC ($913.61K), Advisors Preferred LLC ($789.93K), and Cetera Investment Advisers ($398.89K).

How much institutional buying is happening at Vanguard Financials ETF?

Institutional investors have bought a total of 9,729,349 shares in the last 24 months. This purchase volume represents approximately $1.17B in transactions.

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

Of the 321 institutional investors that sold Vanguard Financials ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Beacon Capital Management Inc. ($1.18M), Envestnet Asset Management Inc. ($547.82K), JPMorgan Chase & Co. ($488.10K), Bank of America Corp DE ($483.21K), Advisors Preferred LLC ($444.90K), Synovus Financial Corp ($226.31K), and Cetera Investment Advisers ($154.71K).

How much institutional selling is happening at Vanguard Financials ETF?

Institutional investors have sold a total of 5,191,436 shares in the last 24 months. This volume of shares sold represents approximately $623.53M in transactions.


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This page (NYSEARCA:VFH) was last updated on 9/5/2025 by MarketBeat.com Staff
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