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Vanguard Financials ETF (VFH) Institutional Ownership

Vanguard Financials ETF logo
$130.86 -0.14 (-0.11%)
Closing price 04:10 PM Eastern
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$130.74 -0.12 (-0.09%)
As of 08:00 PM Eastern
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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)
468
Total
Institutional Inflows
(last 12 months)
$1.27B
Number of
Institutional Sellers
(last 12 months)
320
Total
Institutional Outflows
(last 12 months)
$623.40M
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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
10/6/2025Searcy Financial Services Inc. ADV110,878$14.55M5.5%+0.4%0.111%
10/6/2025Venture 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%
9/4/2025ZynergyRetirementPlanningLLC4,951$630K0.4%-2.7%0.005%
9/4/2025Osaic 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%
8/29/2025Centaurus 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%
8/12/2025J.W. Cole Advisors Inc.13,651$1.74M0.0%+30.1%0.014%
8/12/2025Manchester Capital Management LLC12,268$1.56M0.2%-0.9%0.012%
8/12/2025Laurel Wealth Advisors LLC271,149$34.52M0.0%+29,055.8%0.276%
8/12/2025One Charles Private Wealth Services LLC12,832$1.63M0.5%+3.9%0.013%
8/12/2025Steward Partners Investment Advisory LLC12,769$1.63M0.0%+1.8%0.013%
8/12/2025CreativeOne Wealth LLC9,920$1.26M0.0%+2.4%0.010%
8/12/2025Global Retirement Partners LLC2,108$268K0.0%N/A0.002%
8/12/2025Barings LLC88,974$11.33M0.3%-49.9%0.091%
8/12/2025AlphaCore Capital LLC66,793$8.50M0.3%+4,880.8%0.068%
8/12/2025MAI Capital Management31,208$3.97M0.0%-5.6%0.032%
8/12/2025JPMorgan Chase & Co.537,866$68.47M0.0%-0.2%0.547%
8/12/202517 Capital Partners LLC8,888$1.13M0.7%+13.7%0.009%
8/12/2025NFP Retirement Inc.6,674$850K0.1%+1.8%0.007%
8/11/2025Alteri Wealth LLC1,801$229K0.1%-20.5%0.002%
8/11/2025TD Waterhouse Canada Inc.182,957$23.44M0.2%-7.6%0.186%
8/11/2025North Forty Two & Co.32,997$4.20M4.5%-0.3%0.033%
8/11/2025Perennial Investment Advisors LLC1,596$203K0.0%N/A0.002%
8/11/2025Frank Rimerman Advisors LLC47,074$5.99M0.4%+3.3%0.048%
8/11/2025Capital Square LLC2,498$318K0.2%+3.5%0.003%
8/11/2025Dorsey & Whitney Trust CO LLC7,800$993K0.1%+11.4%0.008%
8/11/2025Intrust Bank NA3,877$494K0.0%N/A0.004%
8/11/2025Nomura Asset Management Co. Ltd.2,000$255K0.0%-84.7%0.002%
8/11/2025Western Wealth Management LLC8,267$1.05M0.1%-1.0%0.008%
8/8/2025Rockefeller Capital Management L.P.231,338$29.45M0.1%+7.6%0.235%
8/8/2025Kingsview Wealth Management LLC42,711$5.44M0.1%+1,471.4%0.043%
8/8/2025Collaborative Wealth Managment Inc.2,680$341K0.1%-10.4%0.003%
8/8/2025Horizon Family Wealth Inc.19,783$2.52M1.5%+45.5%0.020%
8/8/2025Avantax Advisory Services Inc.102,976$13.11M0.1%-28.8%0.104%
8/8/2025Thoroughbred Financial Services LLC2,003$255K0.0%-5.3%0.002%
8/8/2025Cetera Investment Advisers343,414$43.72M0.1%-26.7%0.348%
8/8/2025Creative Planning77,418$9.86M0.0%-1.9%0.079%
8/8/2025Empower Advisory Group LLC3,964$505K0.0%+18.8%0.004%
(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 616 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), 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 10,478,030 shares in the last 24 months. This purchase volume represents approximately $1.27B in transactions.

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

Of the 320 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 5,189,956 shares in the last 24 months. This volume of shares sold represents approximately $623.40M in transactions.


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This page (NYSEARCA:VFH) was last updated on 10/6/2025 by MarketBeat.com Staff
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