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Vanguard Financials ETF (VFH) Institutional Ownership

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$129.41 -0.20 (-0.15%)
Closing price 04:10 PM Eastern
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As of 07:28 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)
463
Total
Institutional Inflows
(last 12 months)
$979.51M
Number of
Institutional Sellers
(last 12 months)
294
Total
Institutional Outflows
(last 12 months)
$514.03M
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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
7/24/2025JFS Wealth Advisors LLC1,658$211K0.0%-9.2%0.002%
7/24/2025Blue Trust Inc.1,284$163K0.0%+49.8%0.001%
7/24/2025Robertson Stephens Wealth Management LLC58,836$7.49M0.2%-1.5%0.060%
7/24/2025Brandywine Oak Private Wealth LLC6,101$777K0.1%-3.7%0.006%
7/24/2025Pinion Investment Advisors LLC6,305$803K0.3%-1.7%0.006%
7/24/2025Coordinated Financial Services Inc.2,414$307K0.2%N/A0.002%
7/24/2025IFP Advisors Inc1,428$182K0.0%-30.3%0.001%
7/24/2025Blair William & Co. IL17,497$2.23M0.0%+68.6%0.018%
7/24/2025Leo Wealth LLC1,865$237K0.0%N/A0.002%
7/24/2025US Bancorp DE8,089$1.03M0.0%+29.7%0.008%
7/23/2025 Capital Management Associates Inc4,342$553K0.2%N/A0.004%
7/23/2025 Clear Creek Financial Management LLC20,620$2.63M0.2%N/A0.021%
7/23/2025 Valmark Advisers Inc.7,775$990K0.0%-5.5%0.008%
7/23/2025 Venturi Wealth Management LLC1,706$217K0.0%-7.4%0.002%
7/23/2025 Wheelhouse Advisory Group LLC72,127$9.18M4.7%+3.0%0.073%
7/23/2025 Kingswood Wealth Advisors LLC4,431$564K0.0%-47.3%0.004%
7/23/2025 Prime Capital Investment Advisors LLC11,007$1.40M0.0%-34.2%0.011%
7/22/2025 Belpointe Asset Management LLC6,639$845K0.0%+82.6%0.007%
7/22/2025 Cedar Mountain Advisors LLC147,534$18.78M3.9%+0.9%0.150%
7/22/2025 Valeo Financial Advisors LLC6,725$856K0.0%N/A0.007%
7/22/2025 Joule Financial LLC25,690$3.27M1.1%+2.7%0.026%
7/22/2025 DAVENPORT & Co LLC5,963$759K0.0%+162.2%0.006%
7/22/2025 Merit Financial Group LLC45,395$5.78M0.1%+1.8%0.046%
7/22/2025 IVC Wealth Advisors LLC1,785$227K0.1%N/A0.002%
7/22/2025 Wealthcare Capital Partners LLC11,442$1.46M0.7%+3.7%0.012%
7/22/2025 Checchi Capital Advisers LLC7,313$931K0.1%-5.4%0.007%
7/21/2025 Ameriflex Group Inc.626$79K0.0%+16.8%0.001%
7/21/2025 QRG Capital Management Inc.4,017$511K0.0%-6.9%0.004%
7/21/2025 Curran Financial Partners LLC54,121$6.89M1.5%N/A0.055%
7/21/2025 Ameritas Advisory Services LLC15,236$1.94M0.1%-17.4%0.015%
7/21/2025 Trinity Legacy Partners LLC23,324$2.96M0.7%-0.7%0.024%
7/18/2025 McGuire Investment Group LLC6,174$786K0.1%+6.5%0.006%
7/18/2025 Pure Financial Advisors LLC6,537$832K0.0%+24.3%0.007%
7/18/2025 Woodward Diversified Capital LLC8,380$1.07M0.5%+53.4%0.009%
7/18/2025 NRI Wealth Management LC33,621$4.28M2.6%+9.2%0.034%
7/18/2025 Trust Co. of Vermont6,677$850K0.0%-11.5%0.007%
7/18/2025 Consolidated Portfolio Review Corp9,548$1.22M0.2%-9.0%0.010%
7/18/2025 O ROURKE & COMPANY Inc22,062$2.81M1.3%-1.5%0.022%
7/18/2025 Truist Financial Corp114,044$14.52M0.0%-14.8%0.116%
7/17/2025 Bluesphere Advisors LLC2,945$375K0.2%-30.1%0.003%
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7/17/2025 Capital Investment Advisors LLC3,531$450K0.0%+32.9%0.004%
7/17/2025 HB Wealth Management LLC4,489$571K0.0%-35.4%0.005%
7/17/2025 Janney Montgomery Scott LLC138,670$17.65M0.0%+3.1%0.141%
7/17/2025 Venture Visionary Partners LLC4,823$614K0.0%-3.4%0.005%
7/17/2025 Fifth Third Securities Inc.19,834$2.53M0.2%+16.0%0.020%
7/17/2025 Global Trust Asset Management LLC3,415$435K0.2%+42.9%0.003%
7/17/2025 Beacon Capital Management LLC4,771$607K0.1%-23.4%0.005%
7/17/2025 Avior Wealth Management LLC1,723$219K0.0%-19.7%0.002%
7/17/2025 RBA Wealth Management LLC11,969$1.52M0.6%+4.6%0.012%
7/16/2025 Marmo Financial Group LLC94,553$12.04M6.0%+1.6%0.096%
7/16/2025 Strategic Investment Solutions Inc. IL8,589$1.09M0.3%N/A0.009%
7/16/2025 CX Institutional1,860$237K0.0%+6,788.9%0.002%
7/16/2025 American National Bank & Trust291$37K0.0%N/A0.000%
7/16/2025 Fischer Financial Services Inc.11,190$1.41M0.4%-4.1%0.011%
7/16/2025 Octavia Wealth Advisors LLC3,095$394K0.0%-8.1%0.003%
7/16/2025 Plancorp LLC1,586$202K0.0%N/A0.002%
7/15/2025 Harrell Investment Partners LLC5,855$745K0.2%N/A0.006%
7/15/2025 TD Private Client Wealth LLC3,252$414K0.0%+5.5%0.003%
7/15/2025 James J. Burns & Company LLC2,766$352K0.1%+17.8%0.003%
7/15/2025 Maseco LLP373$47K0.0%N/A0.000%
7/15/2025 Fifth Third Bancorp92,960$11.83M0.0%-2.9%0.094%
7/15/2025 Sheets Smith Wealth Management1,666$212K0.0%N/A0.002%
7/15/2025 Focused Wealth Management Inc5,065$645K0.1%+51.8%0.005%
7/15/2025 Optima Capital LLC4,628$589K0.3%-41.8%0.005%
7/14/2025 U.S. Capital Wealth Advisors LLC19,668$2.50M0.1%+2.8%0.020%
7/14/2025 LCM Capital Management Inc61,159$7.79M4.0%+0.4%0.062%
7/14/2025 Lewis Asset Management LLC4,956$631K0.3%+3.8%0.005%
7/14/2025 Park Avenue Securities LLC3,075$391K0.0%-59.0%0.003%
7/11/2025 Compass Ion Advisors LLC3,482$443K0.0%-4.4%0.004%
7/11/2025 Farther Finance Advisors LLC9,215$1.17M0.0%+34.0%0.009%
7/11/2025 Silver Oak Securities Incorporated2,706$344K0.0%-3.0%0.003%
7/11/2025 CX Institutional1,860$237K0.0%+6,788.9%0.002%
7/11/2025 CMH Wealth Management LLC133,988$17.06M4.0%-1.0%0.136%
7/11/2025 Bridge Creek Capital Management LLC1,663$212K0.1%N/A0.002%
7/11/2025 SeaCrest Wealth Management LLC1,829$233K0.0%-35.4%0.002%
7/11/2025 Kingstone Capital Partners Texas LLC913,614$116.30M0.0%N/A0.929%
7/11/2025 Grove Bank & Trust296$38K0.0%N/A0.000%
7/10/2025 Oldfather Financial Services LLC2,047$261K0.1%+4.3%0.002%
7/10/2025 Global Financial Private Client LLC1,585$202K0.1%+5.7%0.002%
7/10/2025 Exchange Traded Concepts LLC38,212$4.86M0.1%-19.9%0.039%
7/10/2025 Bigelow Investment Advisors LLC12,506$1.59M0.7%+5.8%0.013%
7/10/2025 NorthCrest Asset Manangement LLC21,171$2.74M0.1%-2.9%0.022%
7/10/2025 Wealth Enhancement Advisory Services LLC103,650$13.43M0.0%+0.1%0.105%
7/10/2025 Wedmont Private Capital3,555$455K0.0%-15.0%0.004%
7/10/2025 Focus Financial Network Inc.29,353$3.74M0.1%+2.8%0.030%
7/9/2025 Praetorian Wealth Management Inc.22,199$2.83M0.7%+1.2%0.023%
7/9/2025 Channel Wealth LLC1,957$249K0.1%-8.7%0.002%
7/9/2025 Inspirion Wealth Advisors LLC1,650$210K0.0%N/A0.002%
7/9/2025 Krilogy Financial LLC13,727$1.75M0.1%-6.2%0.014%
7/9/2025 Fiduciary Alliance LLC3,880$494K0.0%N/A0.004%
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7/9/2025 Searcy Financial Services Inc. ADV110,480$14.06M5.7%+0.6%0.112%
7/9/2025 Triumph Capital Management1,683$214K0.1%-9.9%0.002%
7/9/2025 First Financial Corp IN29,929$3.81M1.7%-0.5%0.030%
7/9/2025 MassMutual Private Wealth & Trust FSB112,498$14.32M0.4%+3.3%0.114%
7/8/2025 Parallel Advisors LLC14,277$1.82M0.0%-3.0%0.015%
7/7/2025 Trust Co. of Oklahoma137,191$17.46M5.6%-0.5%0.140%
7/7/2025 Nova Wealth Management Inc.9,360$1.19M0.9%+21.5%0.010%
7/1/2025 Park National Corp OH30,036$3.82M0.1%-4.4%0.031%
6/13/2025 Optima Capital LLC7,950$950K0.6%-5.4%0.008%
6/3/2025Invst LLC52,862$6.32M0.9%-20.9%0.054%
(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, 722 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 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 606 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 8,322,563 shares in the last 24 months. This purchase volume represents approximately $979.51M in transactions.

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

Of the 293 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), JPMorgan Chase & Co. ($486.86K), Advisors Preferred LLC ($444.90K), Bank of America Corp DE ($401.23K), Envestnet Asset Management Inc. ($382.57K), Synovus Financial Corp ($226.31K), and Prudential PLC ($80K).

How much institutional selling is happening at Vanguard Financials ETF?

Institutional investors have sold a total of 4,389,918 shares in the last 24 months. This volume of shares sold represents approximately $514.03M in transactions.



This page (NYSEARCA:VFH) was last updated on 7/24/2025 by MarketBeat.com Staff
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