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Vanguard Financials ETF (VFH) Institutional Ownership

Vanguard Financials ETF logo
$129.58 +1.25 (+0.97%)
As of 07/3/2025 05:00 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)
449
Total
Institutional Inflows
(last 12 months)
$856.09M
Number of
Institutional Sellers
(last 12 months)
288
Total
Institutional Outflows
(last 12 months)
$510.10M
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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
7/1/2025 Park National Corp OH30,036$3.82M0.1%-4.4%0.031%
6/13/2025Optima Capital LLC7,950$950K0.6%-5.4%0.008%
6/3/2025Invst LLC52,862$6.32M0.9%-20.9%0.054%
6/2/2025Modern Wealth Management LLC3,793$453K0.0%+13.6%0.004%
5/29/2025Nova Wealth Management Inc.7,702$920K0.8%+32.6%0.008%
5/28/2025Wealth Management Associates Inc.9,724$1.16M0.5%+2.2%0.010%
5/27/2025Advisors Capital Management LLC27,945$3.34M0.1%-1.8%0.029%
5/22/2025BOS Asset Management LLC1,972$236K0.1%-17.4%0.002%
5/21/2025Beacon Capital Management Inc.340,791$42.27M2.1%-76.2%0.349%
5/20/2025Belpointe Asset Management LLC3,636$434K0.0%+58.1%0.004%
5/20/2025Focus Partners Wealth7,821$934K0.0%+10.5%0.008%
5/20/2025Anchor Investment Management LLC33,270$3.98M0.4%+0.8%0.034%
5/19/2025Jane Street Group LLC9,345$1.12M0.0%+124.9%0.010%
5/19/2025SCS Capital Management LLC18,618$2.22M0.0%N/A0.019%
5/16/2025Semmax Financial Advisors Inc.18,365$2.20M0.6%+84.1%0.019%
5/16/2025Northeast Financial Consultants Inc80,761$9.65M0.4%+2.3%0.083%
5/16/2025Ascent Group LLC7,302$872K0.0%-2.9%0.007%
5/16/2025Signature Estate & Investment Advisors LLC12,478$1.49M0.0%+309.0%0.013%
5/16/2025Goldman Sachs Group Inc.89,114$10.65M0.0%-1.7%0.091%
5/16/2025Jones Financial Companies Lllp3,211$406K0.0%-87.3%0.003%
5/16/2025Coordinated Financial Services Inc. CO2,232$267K0.2%N/A0.002%
5/16/2025Raab & Moskowitz Asset Management LLC17,786$2.13M0.5%+3.2%0.018%
5/16/2025Redwood Financial Network Corp3,815$456K0.3%-5.9%0.004%
5/16/2025NewEdge Advisors LLC20,477$2.45M0.0%+11.4%0.021%
5/16/2025Integrated Wealth Concepts LLC47,780$5.71M0.1%+17.6%0.049%
5/16/2025Edmond DE Rothschild Holding S.A.139,712$16.69M0.3%+7.2%0.143%
5/16/2025Clark Capital Management Group Inc.38,029$4.54M0.0%+29.5%0.039%
5/16/2025Banque Transatlantique SA350$39K0.0%N/A0.000%
5/16/2025AQR Capital Management LLC4,040$483K0.0%-14.0%0.004%
5/15/2025Federation des caisses Desjardins du Quebec27,536$3.29M0.0%+51.2%0.028%
5/15/2025EP Wealth Advisors LLC7,405$885K0.0%-1.6%0.008%
5/15/2025Focus Partners Advisor Solutions LLC3,368$402K0.0%-17.0%0.003%
5/15/2025Royal Bank of Canada516,452$61.70M0.0%-1.9%0.529%
5/15/2025MAI Capital Management33,058$3.95M0.0%+2.7%0.034%
5/15/2025Baird Financial Group Inc.13,687$1.64M0.0%+65.6%0.014%
5/15/2025Tortoise Investment Management LLC906$108K0.0%-20.9%0.001%
5/15/2025Hanover Advisors Inc.4,733$565K0.2%+4.5%0.005%
5/15/2025BNP Paribas Financial Markets302,487$36.14M0.0%+7,562,075.0%0.310%
5/14/2025Ieq Capital LLC4,391$525K0.0%N/A0.004%
5/14/2025CreativeOne Wealth LLC9,689$1.16M0.0%-3.3%0.010%
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5/14/2025Keeley Teton Advisors LLC58,659$7.01M0.8%-0.8%0.060%
5/14/2025Full Sail Capital LLC145,074$17.33M1.1%-1.4%0.149%
5/14/2025Tandem Wealth Advisors LLC25,293$3.02M1.6%N/A0.026%
5/14/2025Comerica Bank46,134$5.51M0.0%+0.6%0.047%
5/14/2025Synovus Financial Corp217,197$25.95M0.3%+0.1%0.223%
5/14/2025Quantitative Investment Management LLC12,691$1.52M0.1%+291.0%0.013%
5/14/2025SVB Wealth LLC676$81K0.0%N/A0.001%
5/14/2025Northwestern Mutual Wealth Management Co.418,997$50.06M0.0%+47.3%0.429%
5/14/2025Trinity Legacy Partners LLC23,497$2.90M0.7%-1.0%0.024%
5/14/2025Kestra Advisory Services LLC25,602$3.06M0.0%-48.6%0.026%
5/14/2025Ameriprise Financial Inc.863,486$103.18M0.0%+24.7%0.885%
5/14/2025Bragg Financial Advisors Inc5,218$623K0.0%-3.6%0.005%
5/14/2025CW Advisors LLC32,352$3.87M0.0%-31.9%0.033%
5/14/2025Summit Financial LLC57,280$6.84M0.2%N/A0.059%
5/14/2025Estate Counselors LLC162,940$19.47M2.0%+0.2%0.167%
5/14/2025Partners Capital Investment Group LLP1,877$224K0.0%N/A0.002%
5/14/2025PGIM Custom Harvest LLC1,215,977$145.27M3.5%+2.7%1.246%
5/14/2025Dorsey & Whitney Trust CO LLC7,000$836K0.0%-12.5%0.007%
5/14/2025Venture Visionary Partners LLC4,995$597K0.0%+4.1%0.005%
5/13/2025Cladis Investment Advisory LLC11,889$1.42M1.0%-1.0%0.012%
5/13/2025Freestone Capital Holdings LLC5,213$623K0.0%+17.5%0.005%
5/13/2025Compass Financial Group INC SD5,229$625K0.1%+7.0%0.005%
5/13/202517 Capital Partners LLC7,815$934K0.6%+26.9%0.008%
5/13/2025Cascade Financial Partners LLC31,859$3.81M0.5%+375.5%0.033%
5/13/2025Raymond James Financial Inc.1,077,650$128.75M0.0%-2.5%1.104%
5/13/2025Cresset Asset Management LLC97,221$11.62M0.1%+5.5%0.100%
5/13/2025Tocqueville Asset Management L.P.22,251$2.66M0.0%+2.5%0.023%
5/13/2025Howard Wealth Management LLC6,730$804K0.4%+2.4%0.007%
5/13/2025Long Island Wealth Management Inc.5,260$628K0.4%-17.2%0.005%
5/13/2025Kovitz Investment Group Partners LLC3,467$414K0.0%+78.8%0.004%
5/13/2025Prudential PLC89,200$10.66M0.1%-47.3%0.091%
5/13/2025HighTower Advisors LLC121,091$14.47M0.0%-0.8%0.124%
5/13/2025Elevation Capital Advisory LLC11,553$1.38M0.6%-36.2%0.012%
5/12/2025Tranquilli Financial Advisor LLC48,490$5.79M3.7%+0.6%0.050%
5/12/2025Mainsail Asset Management LLC4,813$575K0.4%-4.5%0.005%
5/12/2025Financial Engines Advisors L.L.C.6,878$822K0.0%+4.6%0.007%
5/12/2025SouthState Corp2,830$338K0.0%+183.0%0.003%
5/12/2025White Lighthouse Investment Management Inc.6,321$755K0.1%+31.3%0.006%
5/12/2025Atlas Capital Advisors Inc.80,203$9.58M1.2%-7.3%0.082%
5/12/2025Berger Financial Group Inc3,859$461K0.0%-3.0%0.004%
5/12/2025Frank Rimerman Advisors LLC45,567$5.44M0.4%+12.7%0.047%
5/12/2025AlphaCore Capital LLC1,341$160K0.0%N/A0.001%
5/12/2025WBH Advisory Inc.115,965$13.85M1.3%-1.0%0.119%
5/9/2025Headlands Technologies LLC944$113K0.0%N/A0.001%
5/9/2025Charles Schwab Investment Management Inc.6,764$808K0.0%-14.6%0.007%
5/9/2025Briaud Financial Planning Inc288$34K0.0%N/A0.000%
5/9/2025Greykasell Wealth Strategies Inc.422$50K0.0%N/A0.000%
5/9/2025Bouchey Financial Group Ltd2,721$325K0.0%-10.4%0.003%
5/9/2025LCM Capital Management Inc60,886$7.27M4.3%+2.7%0.062%
5/9/2025Atria Wealth Solutions Inc.94,294$11.27M0.1%-21.0%0.096%
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5/9/2025Empower Advisory Group LLC3,336$399K0.0%-27.6%0.003%
5/9/2025Horizon Family Wealth Inc.13,597$1.62M1.1%N/A0.014%
5/9/2025Cary Street Partners Financial LLC3,965$474K0.0%+9.7%0.004%
5/9/2025Thoroughbred Financial Services LLC2,114$252K0.0%N/A0.002%
5/9/2025Silver Coast Investments LLC21,637$2.59M1.0%N/A0.022%
5/9/2025Earned Wealth Advisors LLC2,088$249K0.1%N/A0.002%
5/9/2025Commonwealth Equity Services LLC173,181$20.69M0.0%+4.8%0.177%
5/9/2025Allianz SE230,365$27.52M0.7%+25.6%0.235%
5/9/2025Blair William & Co. IL10,378$1.24M0.0%+3.8%0.011%
5/9/2025Delta Financial Group Inc.4,007$486K0.1%+19.0%0.004%
(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, 710 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 598 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), Advisors Preferred LLC ($789.93K), Cetera Investment Advisers ($398.89K), and International Assets Investment Management LLC ($390.93K).

How much institutional buying is happening at Vanguard Financials ETF?

Institutional investors have bought a total of 7,385,690 shares in the last 24 months. This purchase volume represents approximately $856.09M in transactions.

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

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. ($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 Marmo Financial Group LLC ($83.79K).

How much institutional selling is happening at Vanguard Financials ETF?

Institutional investors have sold a total of 4,370,190 shares in the last 24 months. This volume of shares sold represents approximately $510.10M in transactions.


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This page (NYSEARCA:VFH) was last updated on 7/4/2025 by MarketBeat.com Staff
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