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Vanguard Financials ETF (VFH) Institutional Ownership

Vanguard Financials ETF logo
$137.94 -1.25 (-0.90%)
As of 07/17/2026 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)
412
Total
Institutional Inflows
(last 12 months)
$917.86M
Number of
Institutional Sellers
(last 12 months)
312
Total
Institutional Outflows
(last 12 months)
$377.85M
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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
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%
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%
6/25/2026Hamilton Wealth LLC1,853$224K0.0%-97.6%0.002%
6/9/2026 Robinswood Financial LLC350$42K0.1%N/A0.000%
6/3/2026Parallel 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%
5/21/2026Raab & Moskowitz Asset Management LLC16,467$1.99M0.4%-1.5%0.016%
5/19/2026Royal 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%
5/19/2026Hamilton Wealth LLC3,706$448K0.0%-95.2%0.004%
5/19/2026Centaurus Financial Inc.9,310$1.13M0.1%-29.4%0.009%
5/18/2026EverSource 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%
5/15/2026Gateway 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%
5/14/2026Lido Advisors LLC333,523$40.29M0.1%+3.9%0.328%
5/13/2026Cetera Investment Advisers417,604$50.45M0.1%-7.1%0.411%
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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%
5/8/2026PNC 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%
5/7/2026Hopwood 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%
5/7/2026Parallel Advisors LLC14,577$1.76M0.0%+8.1%0.014%
5/7/2026Spartan 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%
5/6/2026Bartlett & CO. Wealth Management LLC42,292$5.36M0.1%-1.3%0.042%
5/6/2026Assetmark Inc.49,357$5.96M0.0%+116.8%0.049%
5/6/2026 Main Street Group LTD663$80K0.0%N/A0.001%
5/6/2026Fiscal 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%
5/6/2026Avalon Trust Co2,900$350K0.0%N/A0.003%
5/6/2026 Independent Financial Group LLC9,088$1.10M0.0%N/A0.009%
5/5/2026Evergreen Advisors LLC347$42K0.0%N/A0.000%
5/5/2026Wealthfront Advisers LLC11,624$1.40M0.0%+20.1%0.011%
5/5/2026D.A. Davidson & CO.25,208$3.05M0.0%+5.8%0.025%
5/5/2026Bank of New York Mellon Corp6,119$739K0.0%-54.4%0.006%
5/5/2026Theory Financial LLC47,928$5.79M2.0%-66.6%0.047%
5/5/2026Geneos Wealth Management Inc.3,298$398K0.0%+23.0%0.003%
5/5/2026SouthState Bank Corp307$37K0.0%-76.2%0.000%
5/5/2026Sanctuary Advisors LLC120,922$14.61M0.1%+2.5%0.119%
5/5/2026Sigma Planning Corp6,321$764K0.0%+1.6%0.006%
5/5/2026Checchi Capital Advisers LLC5,503$665K0.0%-6.5%0.005%
5/5/2026CFO Capital Management LLC2,060$249K0.2%-31.4%0.002%
5/5/2026Avantax Planning Partners Inc.6,152$743K0.0%-1.7%0.006%
5/4/2026Retirement Planning Group LLC6,816$823K0.0%-18.1%0.007%
5/2/2026Avion Wealth16,981$2.05M0.4%-0.6%0.017%
5/2/2026Anchor Investment Management LLC36,024$4.35M0.4%+4.6%0.035%
5/2/2026Valmark Advisers Inc.8,146$984K0.0%+4.0%0.008%
5/1/2026Capital Squared Financial LLC1,722$208K0.2%N/A0.002%
5/1/2026Citizens Financial Group Inc. RI9,655$1.17M0.0%+4.3%0.009%
5/1/2026Fifth Third Bancorp136,333$16.47M0.0%+49.5%0.134%
5/1/2026 Sequoia Financial Advisors LLC5,116$618K0.0%+3.1%0.005%
5/1/2026 Cedar Mountain Advisors LLC145,240$17.55M3.4%-0.5%0.143%
4/30/2026Yukon Wealth Management Inc.8,313$1.00M0.6%+7.1%0.008%
4/30/2026Financial Freedom LLC40,151$4.85M2.4%-17.6%0.039%
4/30/2026Ibex Wealth Advisors4,300$519K0.0%N/A0.004%
4/30/2026Kestra Advisory Services LLC90,471$10.93M0.0%+68.7%0.089%
4/30/2026Money Concepts Capital Corp2,641$319K0.0%+51.8%0.003%
4/30/2026Frank Rimerman Advisors LLC47,426$5.73M0.4%-3.6%0.047%
4/29/2026Axxcess Wealth Management LLC3,577$432K0.0%-32.2%0.004%
4/29/2026Montag A & Associates Inc.12,899$1.56M0.1%+85.5%0.013%
4/29/2026Fischer Financial Services Inc.9,998$1.21M0.4%+2.5%0.010%
4/28/2026Westfuller Advisors LLC2,934$355K0.2%-8.7%0.003%
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4/28/2026Kathmere Capital Management LLC4,706$569K0.0%N/A0.005%
4/28/2026Whittier Trust Co. of Nevada Inc.1,698$207K0.0%-42.4%0.002%
4/28/2026Whittier Trust Co.633$77K0.0%-53.8%0.001%
4/28/2026Stephens Inc. AR6,986$844K0.0%+33.6%0.007%
4/28/2026Koshinski Asset Management Inc.4,700$568K0.0%-2.7%0.005%
4/28/2026Tanglewood Legacy Advisors LLC1,058$128K0.0%-27.4%0.001%
4/28/2026WBH Advisory Inc.100,902$12.19M0.9%-7.6%0.099%
4/28/2026Wealthstar Advisors LLC5,106$617K0.3%-4.3%0.005%
4/27/2026World Investment Advisors12,524$1.51M0.0%-39.2%0.012%
4/27/2026Canal Capital Management LLC1,740$210K0.0%N/A0.002%


VFH Institutional Ownership - Frequently Asked Questions

During the previous two years, 772 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 665 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 7,102,385 shares in the last 24 months. This purchase volume represents approximately $917.86M in transactions.

Of the 312 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: Envestnet Asset Management Inc. ($427.05K), Beacon Capital Management Inc. ($221.47K), Theory Financial LLC ($187.60K), Cetera Investment Advisers ($157.01K), KCM Investment Advisors LLC ($154.67K), Hamilton Wealth LLC ($148.25K), and GWN Securities Inc. ($110.04K).

Institutional investors have sold a total of 2,934,518 shares in the last 24 months. This volume of shares sold represents approximately $377.85M in transactions.


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This page (NYSEARCA:VFH) was last updated on 7/19/2026 by MarketBeat.com Staff.
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