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Vanguard Financials ETF (VFH) Institutional Ownership

Vanguard Financials ETF logo
$140.90 -0.49 (-0.35%)
As of 08/7/2026 04:10 PM Eastern
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)
393
Total
Institutional Inflows
(last 12 months)
$874.81M
Number of
Institutional Sellers
(last 12 months)
288
Total
Institutional Outflows
(last 12 months)
$283.20M
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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
8/7/2026 Trust Co. of Vermont6,577$866K0.0%N/A0.007%
7/25/2026 Quaker Wealth Management LLC36,583$4.81M1.4%+3.0%0.038%
7/24/2026 D.A. Davidson & CO.25,839$3.40M0.0%+2.5%0.027%
7/24/2026 Trinity Legacy Partners LLC24,363$3.39M0.7%-1.0%0.025%
7/24/2026 Benjamin Edwards Inc.3,487$459K0.0%-10.3%0.004%
7/24/2026 EverSource Wealth Advisors LLC403$53K0.0%-48.8%0.000%
7/24/2026 RBA Wealth Management LLC11,341$1.49M0.5%-8.1%0.012%
7/23/2026 Johnson Investment Counsel Inc.49,276$6.49M0.0%+3.6%0.051%
7/23/2026 Wealth Architects LLC1,625$214K0.0%N/A0.002%
7/23/2026 Financial & Tax Architects LLC2,281$300K0.1%N/A0.002%
7/23/2026 Mosley Wealth Management80,709$10.62M3.4%+2,191.6%0.083%
7/23/2026 Cornerstone Wealth Management LLC17,970$2.37M0.1%+2.9%0.019%
7/23/2026 VSM Wealth Advisory LLC3,740$492K0.1%+11.5%0.004%
7/23/2026 Apollon Financial LLC3,825$503K0.1%-3.2%0.004%
7/23/2026 Apollon Wealth Management LLC4,942$650K0.0%+50.5%0.005%
7/23/2026 SBI Securities Co. Ltd.3,943$519K0.0%-4.4%0.004%
7/23/2026 Capital Management Associates Inc12,329$1.62M0.3%+11.9%0.013%
7/23/2026 Hopwood Financial Services Inc.9,794$1.29M0.7%+4.2%0.010%
7/23/2026 Harbour Investment Management LLC12,333$1.62M0.8%-1.2%0.013%
7/22/2026 Exchange Traded Concepts LLC22,818$3.00M0.0%-1.2%0.024%
7/22/2026 Harbor Asset Planning Inc.635$84K0.1%-25.6%0.001%
7/22/2026 JM2 Capital Inc.14,490$1.91M1.3%-0.5%0.015%
7/22/2026 RCW Management LLC28,309$3.73M3.3%+0.3%0.029%
7/21/2026 Leavell Investment Management Inc.4,734$623K0.0%-6.8%0.005%
7/21/2026 Gibraltar Capital Management Inc.52,142$6.86M1.1%+2.9%0.054%
7/21/2026 IFP Advisors Inc1,366$180K0.0%+7.7%0.001%
7/21/2026 Interchange Capital Partners LLC1,752$231K0.0%-35.5%0.002%
7/21/2026 Merit Financial Group LLC46,016$6.06M0.0%-0.2%0.048%
7/20/2026 Farmers & Merchants Investments Inc.607$80K0.0%-14.6%0.001%
7/20/2026 Royal Fund Management LLC22,829$3.00M0.3%+9.2%0.024%
7/20/2026 Mission Wealth Management LP14,513$1.91M0.0%+33.7%0.015%
7/20/2026 Searcy Financial Services Inc. ADV114,112$15.02M5.0%-0.1%0.118%
7/10/2026 Abound Wealth Management236$31K0.0%-27.6%0.000%
7/10/2026 Annex Advisory Services LLC51,200$6.74M0.1%-0.9%0.053%
7/10/2026 Dagco Inc.4,253$560K0.1%-9.2%0.004%
7/10/2026 City Holding Co.1,629$214K0.0%-5.8%0.002%
7/10/2026 Fulton Bank N.A.1,544$203K0.0%N/A0.002%
7/9/2026 Wealthcare Capital Partners LLC11,636$1.53M0.6%-2.5%0.012%
7/9/2026 Focus Financial Network Inc.31,826$4.19M0.1%+2.5%0.033%
7/8/2026 Strategic Investment Solutions Inc. IL6,490$854K0.2%+39.4%0.007%
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7/8/2026 Evanson Financial LLC13,328$1.75M0.1%N/A0.014%
7/7/2026 Dynamic Advisor Solutions LLC1,568$206K0.0%N/A0.002%
7/7/2026 Calder Financial LLC4,099$539K0.5%-6.4%0.004%
7/7/2026 First Financial Corp IN27,365$3.60M1.2%-1.7%0.028%
7/6/2026 Bangor Savings Bank782$103K0.0%N/A0.001%
7/2/2026 MassMutual Private Wealth & Trust FSB108,624$14.30M0.4%-2.1%0.112%
7/2/2026 Cedar Mountain Advisors LLC146,558$19.29M3.3%+0.9%0.151%
7/2/2026 CX Institutional753$99K0.0%-42.8%0.001%
6/25/2026 Hamilton Wealth LLC1,853$224K0.0%-97.6%0.002%
6/9/2026 Robinswood Financial LLC350$42K0.1%N/A0.000%
6/3/2026 Parallel Advisors LLC14,577$1.76M0.0%+8.1%0.014%
6/3/2026NewEdge Advisors LLC27,795$3.36M0.0%-13.4%0.027%
5/26/2026Glenmede Trust Co. NA11,874$1.43M0.0%+12.4%0.012%
5/21/2026 Raab & Moskowitz Asset Management LLC16,467$1.99M0.4%-1.5%0.016%
5/19/2026 Royal Fund Management LLC20,900$2.53M0.2%+10.0%0.021%
5/19/2026Bank of America Corp DE23,948,132$2.89B0.2%+1.6%23.559%
5/19/2026 Hamilton Wealth LLC3,706$448K0.0%-95.2%0.004%
5/19/2026Centaurus Financial Inc.9,310$1.13M0.1%-29.4%0.009%
5/18/2026 EverSource Wealth Advisors LLC787$95K0.0%+95.3%0.001%
5/18/2026Royal Bank of Canada579,925$70.06M0.0%+9.4%0.571%
5/16/2026KCM Investment Advisors LLC193,484$23.38M0.8%-4.7%0.190%
5/16/2026Excelsior Advisor Network LLC3,691$446K0.2%-2.6%0.004%
5/16/2026Quantinno Capital Management LP49,427$5.97M0.0%+44.9%0.049%
5/15/2026 Gateway Wealth Partners LLC2,979$360K0.0%N/A0.003%
5/15/2026Waverly Advisors LLC29,655$3.58M0.0%+1.9%0.029%
5/15/2026Wealth Alliance LLC9,870$1.19M0.1%+1.3%0.010%
5/15/2026Vivaldi Capital Management LP10,150$1.23M0.2%+14.8%0.010%
5/14/2026Gamco Investors INC. ET AL50,549$6.11M0.1%-2.0%0.050%
5/14/2026Modern Wealth Management LLC2,342$283K0.0%-10.7%0.002%
5/14/2026Aspen Grove Capital LLC8,343$1.01M0.2%-43.6%0.008%
5/14/2026 Lido Advisors LLC333,523$40.29M0.1%+3.9%0.328%
5/13/2026Cetera Investment Advisers417,604$50.45M0.1%-7.1%0.411%
5/13/2026NewEdge Wealth LLC3,854$466K0.0%+5.3%0.004%
5/13/2026First Trust Advisors LP3,770$455K0.0%+13.0%0.004%
5/8/2026 PNC Financial Services Group Inc.202,755$24.50M0.0%-2.9%0.199%
5/8/2026 One Charles Private Wealth Services LLC12,004$1.45M0.4%+1.6%0.012%
5/8/2026Madison Asset Management LLC65,452$7.91M0.1%+0.3%0.064%
5/8/2026Cassaday & Co Wealth Management LLC490$59K0.0%N/A0.000%
5/7/2026 Hopwood Financial Services Inc.9,402$1.14M0.8%-0.9%0.009%
5/7/2026Earned Wealth Advisors LLC20,696$2.50M0.2%-1.0%0.020%
5/7/2026 Parallel Advisors LLC14,577$1.76M0.0%+8.1%0.014%
5/7/2026 Spartan Wealth Advisory Services LLC2,000$242K0.0%N/A0.002%
5/7/2026Tandem Wealth Advisors LLC27,577$3.33M1.5%+0.8%0.027%
5/7/2026Hershey Financial Advisers LLC8,514$1.03M0.9%-36.7%0.008%
5/6/2026 Bartlett & CO. Wealth Management LLC42,292$5.36M0.1%-1.3%0.042%
5/6/2026 Assetmark Inc.49,357$5.96M0.0%+116.8%0.049%
5/6/2026 Main Street Group LTD663$80K0.0%N/A0.001%
5/6/2026 Fiscal Wisdom Wealth Management LLC1,745$211K0.2%+9.7%0.002%
5/6/2026Bessemer Group Inc.10,115$1.22M0.0%+19.4%0.010%
5/6/2026 Avalon Trust Co2,900$350K0.0%N/A0.003%
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5/6/2026 Independent Financial Group LLC9,088$1.10M0.0%N/A0.009%
5/5/2026 Evergreen Advisors LLC347$42K0.0%N/A0.000%
5/5/2026 Wealthfront Advisers LLC11,624$1.40M0.0%+20.1%0.011%
5/5/2026 D.A. Davidson & CO.25,208$3.05M0.0%+5.8%0.025%
5/5/2026 Bank of New York Mellon Corp6,119$739K0.0%-54.4%0.006%
5/5/2026 Theory Financial LLC47,928$5.79M2.0%-66.6%0.047%
5/5/2026 Geneos Wealth Management Inc.3,298$398K0.0%+23.0%0.003%
5/5/2026 SouthState Bank Corp307$37K0.0%-76.2%0.000%
5/5/2026Sanctuary Advisors LLC120,922$14.61M0.1%+2.5%0.119%
5/5/2026 Sigma Planning Corp6,321$764K0.0%+1.6%0.006%


VFH Institutional Ownership - Frequently Asked Questions

During the previous two years, 759 institutional investors and hedge funds held shares of Vanguard Financials ETF. The most heavily invested institutionals were Bank of America Corp DE ($2.89B), Morgan Stanley ($481.14M), Wells Fargo & Company MN ($241.77M), UBS Group AG ($230.92M), PGIM Custom Harvest LLC ($185.93M), Raymond James Financial Inc. ($165.08M), and LPL Financial LLC ($132.36M).Learn more on Vanguard Financials ETF's institutional investors.

61.65% of Vanguard Financials ETF's stock is owned by institutional investors. Learn more on VFH's institutional investor holdings.

Of the 647 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: Raymond James Financial Inc. ($1.26M), Bank of America Corp DE ($1.04M), Corient Private Wealth LLC ($1.02M), Kingstone Capital Partners Texas LLC ($913.61K), Beacon Capital Management Inc. ($673.26K), Allianz SE ($367.13K), and Thrivent Financial for Lutherans ($318.89K).

Institutional investors have bought a total of 6,760,781 shares in the last 24 months. This purchase volume represents approximately $874.81M in transactions.

Of the 288 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. ($221.47K), Theory Financial LLC ($187.60K), KCM Investment Advisors LLC ($150.38K), Hamilton Wealth LLC ($148.25K), Envestnet Asset Management Inc. ($112.43K), Barings LLC ($88.57K), and Bank of America Corp DE ($81.98K).

Institutional investors have sold a total of 2,190,815 shares in the last 24 months. This volume of shares sold represents approximately $283.20M in transactions.


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Institutional ownership data for NYSEARCA:VFH is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/7/2026. New 13F filings are added each quarter as they're published.
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