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Vanguard Financials ETF (VFH) Institutional Ownership

Vanguard Financials ETF logo
$129.73 +0.55 (+0.43%)
Closing price 08/14/2025 04:10 PM Eastern
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$129.84 +0.12 (+0.09%)
As of 04:00 AM 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)
$1.07B
Number of
Institutional Sellers
(last 12 months)
308
Total
Institutional Outflows
(last 12 months)
$607.81M
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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
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%
8/12/2025 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%
The Coin That Could Define Trump’s Crypto Presidency (Ad)

When Trump returned to office, one of his first moves was to tap PayPal’s former COO, David Sacks, as a top advisor on crypto and AI. That alone signaled a shift. But insiders close to D.C. aren’t just talking crypto policy—they’re quietly buying something most retail investors have missed. While the crowd chases Bitcoin to $150,000, Weiss Ratings expert Juan Villaverde believes a different coin—already backed by giants like Google, Visa, and PayPal—could soon become crypto’s “Third Giant.”

Discover the coin that could define Trump’s crypto presidency.
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%
8/8/2025 PNC Financial Services Group Inc.231,410$29.46M0.0%-3.3%0.235%
8/8/2025 Wealth Alliance LLC9,754$1.24M0.1%-2.3%0.010%
8/8/2025 SBI Securities Co. Ltd.4,515$575K0.0%-2.8%0.005%
8/7/2025 Cascade Financial Partners LLC30,569$3.89M0.5%-4.0%0.031%
8/7/2025 Blackston Financial Advisory Group LLC5,723$729K0.3%-2.6%0.006%
8/7/2025 Birchcreek Wealth Management LLC6,725$856K0.5%+3.1%0.007%
8/7/2025 Ibex Wealth Advisors4,300$547K0.1%N/A0.004%
8/7/2025 Cahill Financial Advisors Inc.7,127$907K0.1%+18.8%0.007%
8/7/2025 Allworth Financial LP26,924$3.43M0.0%+1.0%0.027%
8/7/2025 Americana Partners LLC2,329$297K0.0%-21.3%0.002%
8/7/2025 Fountainhead AM LLC12,396$1.58M0.2%+221.6%0.013%
8/7/2025 PFG Advisors3,960$504K0.0%+2.3%0.004%
8/7/2025 Winthrop Capital Management LLC104,994$13.37M3.4%+5.0%0.107%
8/7/2025 Sound View Wealth Advisors Group LLC1,763$224K0.0%-31.6%0.002%
8/6/2025 Prospera Financial Services Inc13,347$1.70M0.0%-1.1%0.014%
8/6/2025 AE Wealth Management LLC64,093$8.16M0.1%+7.5%0.065%
8/6/2025 KCM Investment Advisors LLC343,860$43.77M1.5%-1.2%0.349%
8/6/2025 Wedbush Securities Inc.2,530$322K0.0%+3.7%0.003%
8/6/2025 Aspect Partners LLC1,306$166K0.1%N/A0.001%
8/6/2025 Maltin Wealth Management Inc.3,187$406K0.2%-4.2%0.003%
8/6/2025 Savant Capital LLC3,368$429K0.0%+44.7%0.003%
8/6/2025 SouthState Corp1,240$158K0.0%-56.2%0.001%
8/6/2025 Atlantic Union Bankshares Corp790$101K0.0%N/A0.001%
8/6/2025 O Dell Group LLC18,798$2.39M0.6%N/A0.019%
8/6/2025 Stonebridge Financial Planning Group LLC1,834$234K0.1%-7.6%0.002%
8/5/2025 Arrowroot Family Office LLC3,293$419K0.2%N/A0.003%
8/5/2025 Crestwood Advisors Group LLC4,252$541K0.0%-2.3%0.004%
8/5/2025 TME Financial Inc.1,677$213K0.2%-9.3%0.002%
The Coin That Could Define Trump’s Crypto Presidency (Ad)

When Trump returned to office, one of his first moves was to tap PayPal’s former COO, David Sacks, as a top advisor on crypto and AI. That alone signaled a shift. But insiders close to D.C. aren’t just talking crypto policy—they’re quietly buying something most retail investors have missed. While the crowd chases Bitcoin to $150,000, Weiss Ratings expert Juan Villaverde believes a different coin—already backed by giants like Google, Visa, and PayPal—could soon become crypto’s “Third Giant.”

Discover the coin that could define Trump’s crypto presidency.
8/5/2025 Transatlantique Private Wealth LLC25,699$3.27M1.2%+7.1%0.026%
8/5/2025 Freestone Capital Holdings LLC6,387$813K0.0%+22.5%0.006%
8/5/2025 Bank of Montreal Can10,184$1.30M0.0%-6.3%0.010%
8/5/2025 Sigma Planning Corp5,709$727K0.0%-13.0%0.006%
8/5/2025 Mission Wealth Management LP11,466$1.46M0.0%+11.5%0.012%
8/5/2025 TIAA Trust National Association7,586$966K0.0%-8.5%0.008%
8/5/2025 Elm Partners Management LLC9,231$1.18M0.1%+28.9%0.009%
8/4/2025 Bordeaux Wealth Advisors LLC104,677$13.33M1.7%-0.3%0.106%
8/4/2025 BLB&B Advisors LLC7,286$928K0.0%-26.7%0.007%
8/4/2025 Silver Coast Investments LLC33,759$4.30M1.6%+56.0%0.034%
(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, 726 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), 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 614 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. ($3.50M), 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 8,937,963 shares in the last 24 months. This purchase volume represents approximately $1.07B in transactions.

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

Of the 308 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), Advisors Preferred LLC ($444.90K), Bank of America Corp DE ($401.23K), Synovus Financial Corp ($226.31K), and Cetera Investment Advisers ($183.84K).

How much institutional selling is happening at Vanguard Financials ETF?

Institutional investors have sold a total of 5,077,379 shares in the last 24 months. This volume of shares sold represents approximately $607.81M in transactions.



This page (NYSEARCA:VFH) was last updated on 8/15/2025 by MarketBeat.com Staff
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