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Vanguard Financials ETF (VFH) Institutional Ownership

Vanguard Financials ETF logo
$120.77 -0.39 (-0.32%)
Closing price 05/23/2025 04:10 PM Eastern
Extended Trading
$120.52 -0.25 (-0.21%)
As of 05/23/2025 07:22 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.

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

Number of
Institutional Buyers
(last 12 months)
452
Total
Institutional Inflows
(last 12 months)
$910.67M
Number of
Institutional Sellers
(last 12 months)
289
Total
Institutional Outflows
(last 12 months)
$508.43M
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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
5/22/2025 BOS Asset Management LLC1,972$236K0.1%-17.4%0.002%
5/21/2025 Beacon Capital Management Inc.340,791$42.27M2.1%-76.2%0.349%
5/20/2025 Belpointe Asset Management LLC3,636$434K0.0%+58.1%0.004%
5/20/2025 Focus Partners Wealth7,821$934K0.0%+10.5%0.008%
5/20/2025 Anchor Investment Management LLC33,270$3.98M0.4%+0.8%0.034%
5/19/2025 Jane Street Group LLC9,345$1.12M0.0%+124.9%0.010%
5/19/2025 SCS Capital Management LLC18,618$2.22M0.0%N/A0.019%
5/16/2025 Semmax Financial Advisors Inc.18,365$2.20M0.6%+84.1%0.019%
5/16/2025 Northeast Financial Consultants Inc80,761$9.65M0.4%+2.3%0.083%
5/16/2025 Ascent Group LLC7,302$872K0.0%-2.9%0.007%
5/16/2025 Signature Estate & Investment Advisors LLC12,478$1.49M0.0%+309.0%0.013%
5/16/2025 Goldman Sachs Group Inc.89,114$10.65M0.0%-1.7%0.091%
5/16/2025 Jones Financial Companies Lllp3,211$406K0.0%-87.3%0.003%
5/16/2025 Coordinated Financial Services Inc. CO2,232$267K0.2%N/A0.002%
5/16/2025 Raab & Moskowitz Asset Management LLC17,786$2.13M0.5%+3.2%0.018%
5/16/2025 Redwood Financial Network Corp3,815$456K0.3%-5.9%0.004%
5/16/2025 NewEdge Advisors LLC20,477$2.45M0.0%+11.4%0.021%
5/16/2025 Integrated Wealth Concepts LLC47,780$5.71M0.1%+17.6%0.049%
5/16/2025 Edmond DE Rothschild Holding S.A.139,712$16.69M0.3%+7.2%0.143%
5/16/2025 Clark Capital Management Group Inc.38,029$4.54M0.0%+29.5%0.039%
5/16/2025 Banque Transatlantique SA350$39K0.0%N/A0.000%
5/16/2025 AQR Capital Management LLC4,040$483K0.0%-14.0%0.004%
5/15/2025 Federation des caisses Desjardins du Quebec27,536$3.29M0.0%+51.2%0.028%
5/15/2025 EP Wealth Advisors LLC7,405$885K0.0%-1.6%0.008%
5/15/2025 Focus Partners Advisor Solutions LLC3,368$402K0.0%-17.0%0.003%
5/15/2025 Royal Bank of Canada516,452$61.70M0.0%-1.9%0.529%
5/15/2025 MAI Capital Management33,058$3.95M0.0%+2.7%0.034%
5/15/2025 Baird Financial Group Inc.13,687$1.64M0.0%+65.6%0.014%
5/15/2025 Tortoise Investment Management LLC906$108K0.0%-20.9%0.001%
5/15/2025 Hanover Advisors Inc.4,733$565K0.2%+4.5%0.005%
5/15/2025 BNP Paribas Financial Markets302,487$36.14M0.0%+7,562,075.0%0.310%
5/14/2025 Ieq Capital LLC4,391$525K0.0%N/A0.004%
5/14/2025 CreativeOne Wealth LLC9,689$1.16M0.0%-3.3%0.010%
5/14/2025 Keeley Teton Advisors LLC58,659$7.01M0.8%-0.8%0.060%
5/14/2025 Full Sail Capital LLC145,074$17.33M1.1%-1.4%0.149%
5/14/2025 Tandem Wealth Advisors LLC25,293$3.02M1.6%N/A0.026%
5/14/2025 Comerica Bank46,134$5.51M0.0%+0.6%0.047%
5/14/2025 Synovus Financial Corp217,197$25.95M0.3%+0.1%0.223%
5/14/2025 Quantitative Investment Management LLC12,691$1.52M0.1%+291.0%0.013%
5/14/2025 SVB Wealth LLC676$81K0.0%N/A0.001%
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5/14/2025 Northwestern Mutual Wealth Management Co.418,997$50.06M0.0%+47.3%0.429%
5/14/2025 Trinity Legacy Partners LLC23,497$2.90M0.7%-1.0%0.024%
5/14/2025 Kestra Advisory Services LLC25,602$3.06M0.0%-48.6%0.026%
5/14/2025 Ameriprise Financial Inc.863,486$103.18M0.0%+24.7%0.885%
5/14/2025 Bragg Financial Advisors Inc5,218$623K0.0%-3.6%0.005%
5/14/2025 CW Advisors LLC32,352$3.87M0.0%-31.9%0.033%
5/14/2025 Summit Financial LLC57,280$6.84M0.2%N/A0.059%
5/14/2025 Estate Counselors LLC162,940$19.47M2.0%+0.2%0.167%
5/14/2025 Partners Capital Investment Group LLP1,877$224K0.0%N/A0.002%
5/14/2025 PGIM Custom Harvest LLC1,215,977$145.27M3.5%+2.7%1.246%
5/14/2025 Dorsey & Whitney Trust CO LLC7,000$836K0.0%-12.5%0.007%
5/14/2025 Venture Visionary Partners LLC4,995$597K0.0%+4.1%0.005%
5/13/2025 Cladis Investment Advisory LLC11,889$1.42M1.0%-1.0%0.012%
5/13/2025 Freestone Capital Holdings LLC5,213$623K0.0%+17.5%0.005%
5/13/2025 Compass Financial Group INC SD5,229$625K0.1%+7.0%0.005%
5/13/2025 17 Capital Partners LLC7,815$934K0.6%+26.9%0.008%
5/13/2025 Cascade Financial Partners LLC31,859$3.81M0.5%+375.5%0.033%
5/13/2025 Raymond James Financial Inc.1,077,650$128.75M0.0%-2.5%1.104%
5/13/2025 Cresset Asset Management LLC97,221$11.62M0.1%+5.5%0.100%
5/13/2025 Tocqueville Asset Management L.P.22,251$2.66M0.0%+2.5%0.023%
5/13/2025 Howard Wealth Management LLC6,730$804K0.4%+2.4%0.007%
5/13/2025 Long Island Wealth Management Inc.5,260$628K0.4%-17.2%0.005%
5/13/2025 Kovitz Investment Group Partners LLC3,467$414K0.0%+78.8%0.004%
5/13/2025 Prudential PLC89,200$10.66M0.1%-47.3%0.091%
5/13/2025 HighTower Advisors LLC121,091$14.47M0.0%-0.8%0.124%
5/13/2025 Elevation Capital Advisory LLC11,553$1.38M0.6%-36.2%0.012%
5/12/2025 Tranquilli Financial Advisor LLC48,490$5.79M3.7%+0.6%0.050%
5/12/2025 Mainsail Asset Management LLC4,813$575K0.4%-4.5%0.005%
5/12/2025 Financial Engines Advisors L.L.C.6,878$822K0.0%+4.6%0.007%
5/12/2025 SouthState Corp2,830$338K0.0%+183.0%0.003%
5/12/2025 White Lighthouse Investment Management Inc.6,321$755K0.1%+31.3%0.006%
5/12/2025 Atlas Capital Advisors Inc.80,203$9.58M1.2%-7.3%0.082%
5/12/2025 Berger Financial Group Inc3,859$461K0.0%-3.0%0.004%
5/12/2025 Frank Rimerman Advisors LLC45,567$5.44M0.4%+12.7%0.047%
5/12/2025 AlphaCore Capital LLC1,341$160K0.0%N/A0.001%
5/12/2025 WBH Advisory Inc.115,965$13.85M1.3%-1.0%0.119%
5/9/2025 Headlands Technologies LLC944$113K0.0%N/A0.001%
5/9/2025 Charles Schwab Investment Management Inc.6,764$808K0.0%-14.6%0.007%
5/9/2025 Briaud Financial Planning Inc288$34K0.0%N/A0.000%
5/9/2025 Greykasell Wealth Strategies Inc.422$50K0.0%N/A0.000%
5/9/2025 Bouchey Financial Group Ltd2,721$325K0.0%-10.4%0.003%
5/9/2025 LCM Capital Management Inc60,886$7.27M4.3%+2.7%0.062%
5/9/2025 Atria Wealth Solutions Inc.94,294$11.27M0.1%-21.0%0.096%
5/9/2025 Empower Advisory Group LLC3,336$399K0.0%-27.6%0.003%
5/9/2025 Horizon Family Wealth Inc.13,597$1.62M1.1%N/A0.014%
5/9/2025 Cary Street Partners Financial LLC3,965$474K0.0%+9.7%0.004%
5/9/2025 Thoroughbred Financial Services LLC2,114$252K0.0%N/A0.002%
5/9/2025 Silver Coast Investments LLC21,637$2.59M1.0%N/A0.022%
5/9/2025 Earned Wealth Advisors LLC2,088$249K0.1%N/A0.002%
5/9/2025 Commonwealth Equity Services LLC173,181$20.69M0.0%+4.8%0.177%
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5/9/2025Allianz SE230,365$27.52M0.7%+25.6%0.235%
5/9/2025 Blair William & Co. IL10,378$1.24M0.0%+3.8%0.011%
5/9/2025 Delta Financial Group Inc.4,007$486K0.1%+19.0%0.004%
5/9/2025 PNC Financial Services Group Inc.239,267$28.59M0.0%+0.6%0.244%
5/9/2025 Barings LLC177,546$21.21M0.5%N/A0.181%
5/8/2025 TIAA Trust National Association8,288$990K0.0%+5.0%0.008%
5/8/2025 Commerce Bank4,709$563K0.0%+4.4%0.005%
5/8/2025 Hopwood Financial Services Inc.9,566$1.14M0.9%+2.7%0.010%
5/8/2025 Certified Advisory Corp2,911$348K0.0%-3.8%0.003%
5/8/2025 Invictus Private Wealth LLC5,770$689K0.1%-6.3%0.006%
(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, 707 institutional investors and hedge funds held shares of Vanguard Financials ETF. The most heavily invested institutionals were Bank of America Corp DE ($2.72B), Varma Mutual Pension Insurance Co ($548.70M), Morgan Stanley ($215.29M), Wells Fargo & Company MN ($186.86M), UBS Group AG ($159.52M), PGIM Custom Harvest LLC ($145.27M), and Raymond James Financial Inc. ($128.75M).Learn more on VFH's institutional investors.

Which institutional investors have been buying Vanguard Financials ETF stock?

Of the 596 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. ($3.50M), Raymond James Financial Inc. ($1.11M), Envestnet Asset Management Inc. ($1.01M), Advisors Preferred LLC ($789.93K), Cetera Investment Advisers ($398.89K), and International Assets Investment Management LLC ($390.93K).

How much institutional buying is happening at Vanguard Financials ETF?

Institutional investors have bought a total of 21,441,430 shares in the last 24 months. This purchase volume represents approximately $2.06B in transactions.

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

Of the 403 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: Beacon Capital Management Inc. ($3.04M), Advisors Preferred LLC ($1.09M), Bessemer Group Inc. ($824.06K), JPMorgan Chase & Co. ($486.86K), Bank of America Corp DE ($401.23K), Envestnet Asset Management Inc. ($383.58K), and Houlihan Financial Resource Group Ltd. ($261.19K).

How much institutional selling is happening at Vanguard Financials ETF?

Institutional investors have sold a total of 10,589,406 shares in the last 24 months. This volume of shares sold represents approximately $1.07B in transactions.



This page (NYSEARCA:VFH) was last updated on 5/24/2025 by MarketBeat.com Staff
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