Free Trial
Don't Let the A.I. Investing Revolution Pass You By!One More Chance - Get 30 Days Free

Vanguard Financials ETF (VFH) Institutional Ownership

Vanguard Financials ETF logo
$126.82 +1.07 (+0.85%)
Closing price 10/17/2025 04:10 PM Eastern
Extended Trading
$126.80 -0.02 (-0.02%)
As of 10/17/2025 06:57 PM 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.
Compare

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

Current
Institutional Ownership
Percentage
61.65%
Number of
Institutional Buyers
(last 12 months)
466
Total
Institutional Inflows
(last 12 months)
$1.26B
Number of
Institutional Sellers
(last 12 months)
315
Total
Institutional Outflows
(last 12 months)
$637.58M
Get VFH Insider Trade Alerts

Want to know when executives and insiders are buying or selling Vanguard Financials ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

VFH Institutional Buying and Selling by Quarter

Vanguard Financials ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/17/2025Retireful LLC16,551$2.17M2.1%N/A0.017%
10/17/2025Institute for Wealth Management LLC.11,824$1.55M0.2%+3.6%0.012%
10/17/2025Harbor Asset Planning Inc.767$101K0.1%+21.9%0.001%
10/17/2025Mayflower Financial Advisors LLC3,098$407K0.0%-6.1%0.003%
10/17/2025Founders Grove Wealth Partners LLC57,058$7.49M1.8%-3.7%0.057%
10/17/2025Apollon Wealth Management LLC3,122$410K0.0%+26.6%0.003%
10/17/2025Apollon Financial LLC2,625$345K0.1%+13.5%0.003%
10/16/2025 Beacon Capital Management Inc.884,576$116.09M5.5%-12.8%0.883%
10/16/2025 City State Bank26,939$3.54M1.0%-3.1%0.027%
10/16/2025 Curran Financial Partners LLC52,058$6.83M1.4%-3.8%0.052%
10/16/2025 Polianta Ltd59,300$7.78M3.2%N/A0.059%
10/16/2025 Sharper & Granite LLC22,013$2.89M1.0%+70.6%0.022%
10/15/2025 CWM LLC2,454$322K0.0%-13.3%0.002%
10/15/2025 World Investment Advisors11,660$1.53M0.0%+2.1%0.012%
10/15/2025 Mascagni Wealth Management Inc.1,934$254K0.2%-5.5%0.002%
10/15/2025 Brookstone Capital Management6,718$882K0.0%+5.7%0.007%
10/15/2025 Private Trust Co. NA1,153$151K0.0%-20.3%0.001%
10/15/2025 DAVENPORT & Co LLC6,300$827K0.0%+5.7%0.006%
10/15/2025 Praetorian Wealth Management Inc.22,509$2.95M0.6%+1.4%0.022%
10/14/2025 Farther Finance Advisors LLC9,311$1.22M0.0%+1.0%0.009%
10/14/2025 HBK Sorce Advisory LLC9,052$1.18M0.0%+295.6%0.009%
10/14/2025 Exchange Traded Concepts LLC38,565$5.06M0.0%+0.9%0.039%
10/14/2025 Brighton Jones LLC12,145$1.59M0.0%+0.9%0.012%
10/10/2025 Fifth Third Securities Inc.21,596$2.83M0.2%+8.9%0.022%
10/10/2025 Focused Wealth Management Inc4,961$651K0.1%-2.1%0.005%
10/10/2025 Cyndeo Wealth Partners LLC3,143$413K0.0%N/A0.003%
10/9/2025 U.S. Capital Wealth Advisors LLC17,833$2.34M0.1%-9.3%0.018%
10/9/2025 Chapin Davis Inc.1,792$235K0.1%-10.7%0.002%
10/9/2025 First Financial Corp IN29,493$3.87M1.5%-1.5%0.029%
10/7/2025 Acropolis Investment Management LLC3,121$397K0.0%+30.5%0.003%
10/7/2025 Doliver Advisors LP2,559$336K0.1%N/A0.003%
10/7/2025 Nova Wealth Management Inc.11,491$1.51M1.1%+22.8%0.011%
10/6/2025 Searcy Financial Services Inc. ADV110,878$14.55M5.5%+0.4%0.111%
10/6/2025 Venture Visionary Partners LLC3,827$502K0.0%-20.7%0.004%
10/1/2025 Park National Corp OH33,655$4.42M0.1%+12.0%0.034%
9/26/2025Corient Private Wealth LLC880,189$111.99M0.2%+606.8%0.896%
9/12/2025Valeo Financial Advisors LLC6,725$856K0.0%N/A0.007%
9/4/2025 ZynergyRetirementPlanningLLC4,951$630K0.4%-2.7%0.005%
9/4/2025Osaic Holdings Inc.296,678$37.74M0.1%+10.3%0.302%
9/4/2025 Beacon Capital Management Inc.1,014,050$129.09M6.7%+197.6%1.032%
8/29/2025Centaurus Financial Inc.6,052$770K0.0%+3.9%0.006%
8/27/2025Orion Porfolio Solutions LLC18,071$2.30M0.0%-5.8%0.018%
8/26/2025Thrivent Financial for Lutherans106,001$13.49M0.0%N/A0.108%
8/26/2025Claris Financial LLC7,698$980K0.7%-1.9%0.008%
8/19/2025B. Riley Wealth Advisors Inc.4,128$526K0.0%N/A0.004%
8/19/2025Cape Investment Advisory Inc.607$77K0.0%-51.1%0.001%
8/19/2025Advisory Services Network LLC25,795$3.30M0.1%+5.1%0.026%
8/19/2025Anchor Investment Management LLC32,340$4.12M0.4%-2.8%0.033%
8/18/2025Geneos Wealth Management Inc.1,022$130K0.0%+39.0%0.001%
8/18/2025Hollencrest Capital Management1,899$242K0.0%-11.4%0.002%
8/18/2025Hershey Financial Advisers LLC13,759$1.75M1.6%N/A0.014%
8/16/2025Headlands Technologies LLC1,103$140K0.0%+16.8%0.001%
8/15/2025Semmax Financial Advisors Inc.21,911$2.78M0.7%+19.3%0.022%
8/15/2025Fairfield Bush & CO.2,823$359K0.2%-3.2%0.003%
8/15/2025Corient Private Wealth LLC260,248$33.13M0.0%+109.0%0.265%
8/15/2025Equitable Holdings Inc.28,062$3.57M0.0%+6.6%0.029%
8/15/2025Florida Financial Advisors LLC3,814$485K0.2%-8.5%0.004%
8/15/2025Optimist Retirement Group LLC1,644$209K0.1%-17.2%0.002%
8/15/2025Captrust Financial Advisors149,141$18.99M0.0%-2.0%0.152%
8/15/2025Keel Point LLC3,996$509K0.0%+100.5%0.004%
8/15/2025Tandem Wealth Advisors LLC26,050$3.32M1.6%+3.0%0.027%
8/15/2025Snowden Capital Advisors LLC23,512$2.99M0.1%-0.8%0.024%
8/15/2025Orion Porfolio Solutions LLC18,071$2.30M0.0%-5.8%0.018%
8/15/2025MML Investors Services LLC158,002$20.11M0.1%-6.2%0.161%
8/15/2025Modern Wealth Management LLC3,128$398K0.0%-17.5%0.003%
8/15/2025Lazard Asset Management LLC598$76K0.0%-93.6%0.001%
8/15/2025IHT Wealth Management LLC26,720$3.40M0.1%-8.9%0.027%
8/15/2025Great Valley Advisor Group Inc.10,258$1.31M0.0%-4.6%0.010%
8/15/2025EP Wealth Advisors LLC7,914$1.01M0.0%+6.9%0.008%
8/15/2025Benjamin Edwards Inc.3,312$422K0.0%+5.1%0.003%
8/15/2025BTG Pactual Asset Management US LLC44,046$5.61M0.6%+1.1%0.045%
8/15/2025Bank of America Corp DE22,910,811$2.92B0.2%-0.4%23.309%
8/15/2025Ameriprise Financial Inc.818,817$104.25M0.0%-5.2%0.833%
8/14/2025Ausdal Financial Partners Inc.3,540$451K0.0%+3.3%0.004%
8/14/2025Raymond James Financial Inc.1,080,487$137.55M0.0%+0.3%1.099%
8/14/2025Quantinno Capital Management LP26,285$3.35M0.0%+27.0%0.027%
8/14/2025Vivaldi Capital Management LP8,580$1.09M0.2%+6.3%0.009%
8/14/2025NewEdge Advisors LLC22,287$2.84M0.0%+8.8%0.023%
8/14/2025Qube Research & Technologies Ltd9,587$1.22M0.0%+1,765.2%0.010%
8/14/2025Baker Avenue Asset Management LP1,635$208K0.0%N/A0.002%
8/14/2025Cary Street Partners Financial LLC3,826$487K0.0%-3.5%0.004%
8/14/2025Cerity Partners LLC22,736$2.89M0.0%+8.4%0.023%
8/13/2025Gamco Investors INC. ET AL53,181$6.77M0.1%N/A0.054%
8/13/2025PGIM Custom Harvest LLC1,376,276$175.20M3.6%+13.2%1.400%
8/13/2025Idaho Trust Co15,018$1.91M0.7%-12.8%0.015%
8/13/2025StoneX Group Inc.4,186$533K0.0%N/A0.004%
8/13/2025Cresset Asset Management LLC85,867$10.93M0.0%-11.7%0.087%
8/13/2025Brown Advisory Inc.6,664$848K0.0%+8.8%0.007%
8/13/2025SCS Capital Management LLC16,386$2.09M0.0%-12.0%0.017%
8/13/2025Royal Fund Management LLC16,495$2.11M0.2%+2.6%0.017%
8/13/2025First Trust Advisors LP2,565$327K0.0%-4.9%0.003%
8/13/2025Raab & Moskowitz Asset Management LLC16,939$2.16M0.5%-4.8%0.017%
8/13/2025CW Advisors LLC41,103$5.23M0.1%+27.0%0.042%
8/13/2025Beacon Pointe Advisors LLC21,268$2.71M0.0%+6.9%0.022%
8/13/2025M&T Bank Corp307,655$39.16M0.1%-13.1%0.313%
8/13/2025Fisher Asset Management LLC2,841$362K0.0%-5.9%0.003%
8/13/2025Financial Freedom LLC52,373$6.67M3.6%-2.6%0.053%
8/13/2025Lido Advisors LLC174,274$22.19M0.1%+0.4%0.177%
8/13/2025Northwestern Mutual Wealth Management Co.422,344$53.76M0.0%+0.8%0.430%
8/13/2025Choreo LLC10,807$1.38M0.0%-6.2%0.011%
(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, 730 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 615 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: Varma Mutual Pension Insurance Co ($4.16M), Beacon Capital Management Inc. ($1.80M), Raymond James Financial Inc. ($1.11M), Envestnet Asset Management Inc. ($1.01M), Kingstone Capital Partners Texas LLC ($913.61K), Corient Private Wealth LLC ($893.28K), and Advisors Preferred LLC ($789.93K).

How much institutional buying is happening at Vanguard Financials ETF?

Institutional investors have bought a total of 10,392,872 shares in the last 24 months. This purchase volume represents approximately $1.26B in transactions.

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

Of the 315 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. ($1.31M), 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 5,292,114 shares in the last 24 months. This volume of shares sold represents approximately $637.58M in transactions.


Related Companies

This page (NYSEARCA:VFH) was last updated on 10/20/2025 by MarketBeat.com Staff
From Our Partners
Gold surges past $3,600 … but this has beat gold by 1,000x
Gold has surged past $3,600 an ounce — up 45% in the past year — but one veteran metals analyst says the real ...
Weiss Ratings | Sponsoredtc pixel
This Crypto Is Set to Explode in January
Curious about crypto but still stuck scrolling endless threads? People who get in early aren’t just lucky—they...
Crypto 101 Media | Sponsoredtc pixel
An $8 trillion-dollar discovery 17,000 ft underwater
A strange rock pulled from the ocean floor may hold the key to a $16 trillion resource boom. Inside it: materi...
Porter & Company | Sponsoredtc pixel
$15 Fund: Turn Gold Boom into Real Income
If you've been watching gold's historic run and wondering if it's too late… I've got good news. Because the...
Investors Alley | Sponsoredtc pixel
Stunning new initiative unfolding in the White House?
what I just learned about what’s unfolding in the White House is truly stunning… And you need to see it for...
Paradigm Press | Sponsoredtc pixel
Market Panic: Trump Just Dropped a Bomb on Your Stocks
tock Market Panic: Trump Just Dropped a Bomb on Your Stocks The market is in freefall—and Trump's new tarif...
American Alternative | Sponsoredtc pixel
AI's Next Magnificent Seven
The original Magnificent Seven returned 16,894%—turning $7K into $1.18 million. Now, the man who called Nvi...
The Oxford Club | Sponsoredtc pixel
October 16 Changes the Microchip Game — and Investing
While everyone's chasing the same AI plays, George Gilder is focused on something completely different. He ...
Banyan Hill Publishing | Sponsoredtc pixel