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Vanguard Financials ETF (VFH) Institutional Ownership

Vanguard Financials ETF logo
$126.71 +1.42 (+1.13%)
As of 03:22 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)
426
Total
Institutional Inflows
(last 12 months)
$990.16M
Number of
Institutional Sellers
(last 12 months)
316
Total
Institutional Outflows
(last 12 months)
$497.42M
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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
5/16/2026 KCM Investment Advisors LLC193,484$23.38M0.8%-4.7%0.190%
5/16/2026 Excelsior Advisor Network LLC3,691$446K0.2%-2.6%0.004%
5/16/2026 Quantinno Capital Management LP49,427$5.97M0.0%+44.9%0.049%
5/15/2026 Gateway Wealth Partners LLC2,979$360K0.0%N/A0.003%
5/15/2026 Waverly Advisors LLC29,655$3.58M0.0%+1.9%0.029%
5/15/2026 Wealth Alliance LLC9,870$1.19M0.1%+1.3%0.010%
5/15/2026 Vivaldi Capital Management LP10,150$1.23M0.2%+14.8%0.010%
5/14/2026 Gamco Investors INC. ET AL50,549$6.11M0.1%-2.0%0.050%
5/14/2026 Modern Wealth Management LLC2,342$283K0.0%-10.7%0.002%
5/14/2026 Aspen 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%
5/13/2026 Cetera Investment Advisers417,604$50.45M0.1%-7.1%0.411%
5/13/2026 NewEdge Wealth LLC3,854$466K0.0%+5.3%0.004%
5/13/2026 First 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%
5/8/2026 Madison Asset Management LLC65,452$7.91M0.1%+0.3%0.064%
5/8/2026 Cassaday & 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%
5/7/2026 Earned 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%
5/7/2026 Tandem Wealth Advisors LLC27,577$3.33M1.5%+0.8%0.027%
5/7/2026 Hershey 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%
5/6/2026 Bessemer Group Inc.10,115$1.22M0.0%+19.4%0.010%
5/6/2026 Avalon Trust Co2,900$350K0.0%N/A0.003%
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%
5/5/2026 Sanctuary Advisors LLC120,922$14.61M0.1%+2.5%0.119%
5/5/2026 Sigma Planning Corp6,321$764K0.0%+1.6%0.006%
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5/5/2026 Checchi Capital Advisers LLC5,503$665K0.0%-6.5%0.005%
5/5/2026 CFO Capital Management LLC2,060$249K0.2%-31.4%0.002%
5/5/2026 Avantax Planning Partners Inc.6,152$743K0.0%-1.7%0.006%
5/4/2026 Retirement Planning Group LLC6,816$823K0.0%-18.1%0.007%
5/2/2026 Avion Wealth16,981$2.05M0.4%-0.6%0.017%
5/2/2026 Anchor Investment Management LLC36,024$4.35M0.4%+4.6%0.035%
5/2/2026 Valmark Advisers Inc.8,146$984K0.0%+4.0%0.008%
5/1/2026 Capital Squared Financial LLC1,722$208K0.2%N/A0.002%
5/1/2026 Citizens Financial Group Inc. RI9,655$1.17M0.0%+4.3%0.009%
5/1/2026 Fifth 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%
4/30/2026 Yukon Wealth Management Inc.8,313$1.00M0.6%+7.1%0.008%
4/30/2026 Financial Freedom LLC40,151$4.85M2.4%-17.6%0.039%
4/30/2026 Ibex Wealth Advisors4,300$519K0.0%N/A0.004%
4/30/2026 Kestra Advisory Services LLC90,471$10.93M0.0%+68.7%0.089%
4/30/2026 Money Concepts Capital Corp2,641$319K0.0%+51.8%0.003%
4/30/2026 Frank Rimerman Advisors LLC47,426$5.73M0.4%-3.6%0.047%
4/29/2026 Axxcess Wealth Management LLC3,577$432K0.0%-32.2%0.004%
4/29/2026 Montag A & Associates Inc.12,899$1.56M0.1%+85.5%0.013%
4/29/2026 Fischer Financial Services Inc.9,998$1.21M0.4%+2.5%0.010%
4/28/2026 Westfuller Advisors LLC2,934$355K0.2%-8.7%0.003%
4/28/2026 Kathmere Capital Management LLC4,706$569K0.0%N/A0.005%
4/28/2026 Whittier Trust Co. of Nevada Inc.1,698$207K0.0%-42.4%0.002%
4/28/2026 Whittier Trust Co.633$77K0.0%-53.8%0.001%
4/28/2026 Stephens Inc. AR6,986$844K0.0%+33.6%0.007%
4/28/2026 Koshinski Asset Management Inc.4,700$568K0.0%-2.7%0.005%
4/28/2026 Tanglewood Legacy Advisors LLC1,058$128K0.0%-27.4%0.001%
4/28/2026 WBH Advisory Inc.100,902$12.19M0.9%-7.6%0.099%
4/28/2026 Wealthstar Advisors LLC5,106$617K0.3%-4.3%0.005%
4/27/2026 World Investment Advisors12,524$1.51M0.0%-39.2%0.012%
4/27/2026 Canal Capital Management LLC1,740$210K0.0%N/A0.002%
4/27/2026 Private Advisor Group LLC42,864$5.18M0.0%-26.2%0.042%
4/27/2026 Y Intercept Hong Kong Ltd9,073$1.10M0.0%-3.5%0.009%
4/27/2026 Elevation Point Wealth Partners LLC6,972$842K0.0%N/A0.007%
4/27/2026 Platform Technology Partners1,945$235K0.0%N/A0.002%
4/25/2026 Keybank National Association OH3,104$375K0.0%-35.1%0.003%
4/24/2026 Essex Financial Services Inc.17,350$2.10M0.1%-2.5%0.017%
4/24/2026 Global Trust Asset Management LLC686$83K0.0%-48.5%0.001%
4/24/2026 Harbour Investment Management LLC12,488$1.51M0.8%-9.9%0.012%
4/24/2026 Wheelhouse Advisory Group LLC83,692$10.11M3.4%+3.7%0.082%
4/23/2026 Premier Path Wealth Partners LLC6,064$733K0.1%-4.4%0.006%
4/23/2026 Mayflower Financial Advisors LLC1,859$225K0.0%-23.2%0.002%
4/23/2026 Marmo Financial Group LLC102,669$12.40M6.1%-0.1%0.101%
4/23/2026 NORTHSTAR ASSET MANAGEMENT Co36,611$4.42M1.0%+0.2%0.036%
4/23/2026 Simmons Bank3,727$450K0.0%-9.5%0.004%
4/23/2026 Bigelow Investment Advisors LLC13,209$1.60M0.6%-13.1%0.013%
4/23/2026 North Star Investment Management Corp.1,043$126K0.0%+893.3%0.001%
4/23/2026 Apollon Financial LLC3,950$477K0.1%+24.2%0.004%
4/23/2026 Apollon Wealth Management LLC3,283$397K0.0%-15.9%0.003%
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4/22/2026 Ifrah Financial Services Inc.3,492$422K0.1%-22.7%0.003%
4/22/2026 Janney Montgomery Scott LLC151,450$18.30M0.0%+6.8%0.149%
4/22/2026 Harbor Asset Planning Inc.853$103K0.1%+10.8%0.001%
4/22/2026 Lewis Asset Management LLC5,390$651K0.3%+7.5%0.005%
4/21/2026 Laurel Oak Wealth Management LLC3,428$414K0.1%+3.8%0.003%
4/21/2026 Long Island Wealth Management Inc.4,674$565K0.3%-9.3%0.005%
4/21/2026 SmartHarvest Portfolios LLC4,176$505K0.2%+36.6%0.004%
4/21/2026 Penobscot Wealth Management47,272$5.71M1.7%+4.6%0.047%
4/21/2026 Dagco Inc.4,682$566K0.1%-10.3%0.005%
4/21/2026 Hoxton Planning & Management LLC1,782$215K0.1%-19.9%0.002%


VFH Institutional Ownership - Frequently Asked Questions

During the previous two years, 771 institutional investors and hedge funds held shares of Vanguard Financials ETF. The most heavily invested institutionals were Bank of America Corp DE ($3.15B), 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 663 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), Corient Private Wealth LLC ($1.02M), Kingstone Capital Partners Texas LLC ($913.61K), Beacon Capital Management Inc. ($673.26K), Bank of America Corp DE ($657.84K), Cetera Investment Advisers ($403.72K), and Allianz SE ($367.13K).

Institutional investors have bought a total of 7,650,664 shares in the last 24 months. This purchase volume represents approximately $990.16M in transactions.

Of the 316 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. ($1.31M), Envestnet Asset Management Inc. ($427.05K), Theory Financial LLC ($187.60K), Cetera Investment Advisers ($157.01K), KCM Investment Advisors LLC ($154.67K), GWN Securities Inc. ($110.04K), and Barings LLC ($88.57K).

Institutional investors have sold a total of 3,933,869 shares in the last 24 months. This volume of shares sold represents approximately $497.42M in transactions.


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This page (NYSEARCA:VFH) was last updated on 5/18/2026 by MarketBeat.com Staff.
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