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Vanguard Financials ETF (VFH) Institutional Ownership

Vanguard Financials ETF logo
$133.06 +0.94 (+0.71%)
As of 12:37 PM Eastern
This is a fair market value price provided by Massive. Learn more.
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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)
380
Total
Institutional Inflows
(last 12 months)
$597.26M
Number of
Institutional Sellers
(last 12 months)
274
Total
Institutional Outflows
(last 12 months)
$263.15M
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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
10/9/2026Hardin Capital Partners LLC2,535$330K0.1%N/A0.003%
10/9/2026First Heartland Consultants Inc.3,667$477K0.0%-92.5%0.004%
10/9/2026Galvin Gaustad & Stein LLC3,393$441K0.0%-4.2%0.003%
10/8/2026Farther Finance Advisors LLC13,813$1.80M0.0%-21.2%0.014%
10/8/2026Apella Capital LLC7,980$1.04M0.0%+433.8%0.008%
10/8/2026Valeo Financial Advisors LLC6,545$851K0.0%-4.4%0.007%
10/7/2026Venture Visionary Partners LLC4,025$524K0.0%-3.8%0.004%
10/7/2026Cooper Financial Group1,597$208K0.0%N/A0.002%
10/7/2026Searcy Financial Services Inc. ADV112,002$14.57M5.2%-1.8%0.117%
10/5/2026Park National Corp OH24,458$3.18M0.1%-10.4%0.026%
10/5/2026MassMutual Private Wealth & Trust FSB104,022$13.53M0.3%-4.2%0.108%
10/2/2026 Polaris Financial Partners503$66K0.0%N/A0.001%
9/23/2026Envestnet Portfolio Solutions Inc.7,242$953K0.0%N/A0.008%
9/23/2026Envestnet Asset Management Inc.485,154$63.85M0.0%+7.6%0.506%
9/15/2026Anchor Investment Management LLC36,585$4.82M0.3%+1.6%0.038%
9/9/2026Bouchey Financial Group Ltd.1,838$242K0.0%-14.3%0.002%
9/9/2026Sequoia Financial Advisors LLC4,381$577K0.0%-14.4%0.005%
9/9/2026Cahill Financial Advisors Inc.6,613$870K0.1%+1.6%0.007%
9/9/2026Integrated Wealth Concepts LLC48,166$6.34M0.0%+0.3%0.050%
9/9/2026Community Bank N.A.7,050$928K0.1%-1.4%0.007%
9/9/2026RFG Advisory LLC7,765$1.02M0.0%-11.8%0.008%
9/9/2026NewEdge Advisors LLC25,725$3.39M0.0%-7.4%0.027%
9/9/2026IFP Advisors Inc1,366$180K0.0%+7.7%0.001%
9/9/2026Baird Financial Group Inc.12,489$1.64M0.0%+3.2%0.013%
9/9/2026One Charles Private Wealth Services LLC10,419$1.37M0.3%-13.2%0.011%
9/8/2026Allworth Financial LP25,665$3.38M0.0%-2.0%0.026%
9/8/2026Waverly Advisors LLC34,450$4.53M0.0%+16.2%0.036%
8/27/2026Corient Private Wealth LP192,960$25.39M0.0%-6.9%0.199%
8/26/2026HighTower Advisors LLC129,075$16.99M0.0%-3.2%0.133%
8/23/2026Ameritas Advisory Services LLC197,536$26.00M0.5%+48.7%0.204%
8/22/2026Outlook Capital Management LLC539$71K0.0%N/A0.001%
8/22/2026Investor s Fiduciary Advisor Network LLC14,257$1.88M0.6%-10.2%0.015%
8/22/2026Wheelhouse Advisory Group LLC88,023$11.58M3.3%+5.2%0.091%
8/22/2026TD Waterhouse Canada Inc.221,005$29.69M0.1%+3.9%0.228%
8/22/2026Concurrent Investment Advisors LLC34,065$4.48M0.0%-1.9%0.035%
8/21/2026Beacon Capital Management LLC3,945$519K0.1%+2.8%0.004%
8/21/2026Continuum Advisory LLC267$35K0.0%N/A0.000%
8/21/2026Safeguard Investment Advisory Group LLC4,499$592K0.1%-12.9%0.005%
8/21/2026Independence Bank of Kentucky1,000$132K0.0%-13.0%0.001%
8/20/2026First PREMIER Bank5,618$740K0.1%-9.8%0.006%
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8/20/2026Nwam LLC1,572$207K0.0%N/A0.002%
8/20/2026CMH Wealth Management LLC150,808$19.85M3.1%+3.8%0.156%
8/20/2026BTG Pactual Asset Management US LLC53,391$7.03M0.4%+2.9%0.055%
8/20/2026Quantitative Investment Management LLC16,561$2.18M0.2%N/A0.017%
8/20/2026Sigma Planning Corp4,107$541K0.0%-35.0%0.004%
8/20/2026Benjamin Edwards Inc.3,487$459K0.0%-10.3%0.004%
8/20/2026Northwestern Mutual Wealth Management Co.243,922$32.10M0.0%-15.3%0.252%
8/20/2026Hollencrest Capital Management352$46K0.0%-81.6%0.000%
8/19/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC17,706$2.33M0.0%-72.4%0.018%
8/13/2026Capital Square LLC2,983$407K0.2%N/A0.003%
8/7/2026Trust Co. of Vermont6,577$866K0.0%N/A0.007%
7/25/2026Quaker Wealth Management LLC36,583$4.81M1.4%+3.0%0.038%
7/24/2026D.A. Davidson & CO.25,839$3.40M0.0%+2.5%0.027%
7/24/2026Trinity Legacy Partners LLC24,363$3.39M0.7%-1.0%0.025%
7/24/2026Benjamin Edwards Inc.3,487$459K0.0%-10.3%0.004%
7/24/2026EverSource Wealth Advisors LLC403$53K0.0%-48.8%0.000%
7/24/2026RBA Wealth Management LLC11,341$1.49M0.5%-8.1%0.012%
7/23/2026Johnson Investment Counsel Inc.49,276$6.49M0.0%+3.6%0.051%
7/23/2026Wealth Architects LLC1,625$214K0.0%N/A0.002%
7/23/2026Financial & Tax Architects LLC2,281$300K0.1%N/A0.002%
7/23/2026Mosley Wealth Management80,709$10.62M3.4%+2,191.6%0.083%
7/23/2026Cornerstone Wealth Management LLC17,970$2.37M0.1%+2.9%0.019%
7/23/2026VSM Wealth Advisory LLC3,740$492K0.1%+11.5%0.004%
7/23/2026Apollon Financial LLC3,825$503K0.1%-3.2%0.004%
7/23/2026Apollon Wealth Management LLC4,942$650K0.0%+50.5%0.005%
7/23/2026SBI Securities Co. Ltd.3,943$519K0.0%-4.4%0.004%
7/23/2026Capital Management Associates Inc12,329$1.62M0.3%+11.9%0.013%
7/23/2026Hopwood Financial Services Inc.9,794$1.29M0.7%+4.2%0.010%
7/23/2026Harbour Investment Management LLC12,333$1.62M0.8%-1.2%0.013%
7/22/2026Exchange Traded Concepts LLC22,818$3.00M0.0%-1.2%0.024%
7/22/2026Harbor Asset Planning Inc.635$84K0.1%-25.6%0.001%
7/22/2026JM2 Capital Inc.14,490$1.91M1.3%-0.5%0.015%
7/22/2026RCW Management LLC28,309$3.73M3.3%+0.3%0.029%
7/21/2026Leavell Investment Management Inc.4,734$623K0.0%-6.8%0.005%
7/21/2026Gibraltar Capital Management Inc.52,142$6.86M1.1%+2.9%0.054%
7/21/2026IFP Advisors Inc1,366$180K0.0%+7.7%0.001%
7/21/2026Interchange Capital Partners LLC1,752$231K0.0%-35.5%0.002%
7/21/2026Merit Financial Group LLC46,016$6.06M0.0%-0.2%0.048%
7/20/2026Farmers & Merchants Investments Inc.607$80K0.0%-14.6%0.001%
7/20/2026Royal Fund Management LLC22,829$3.00M0.3%+9.2%0.024%
7/20/2026Mission Wealth Management LP14,513$1.91M0.0%+33.7%0.015%
7/20/2026Searcy Financial Services Inc. ADV114,112$15.02M5.0%-0.1%0.118%
7/10/2026Abound Wealth Management236$31K0.0%-27.6%0.000%
7/10/2026Annex Advisory Services LLC51,200$6.74M0.1%-0.9%0.053%
7/10/2026Dagco Inc.4,253$560K0.1%-9.2%0.004%
7/10/2026City Holding Co.1,629$214K0.0%-5.8%0.002%
7/10/2026Fulton Bank N.A.1,544$203K0.0%N/A0.002%
7/9/2026Wealthcare Capital Partners LLC11,636$1.53M0.6%-2.5%0.012%
7/9/2026Focus Financial Network Inc.31,826$4.19M0.1%+2.5%0.033%
7/8/2026Strategic Investment Solutions Inc. IL6,490$854K0.2%+39.4%0.007%
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7/8/2026Evanson Financial LLC13,328$1.75M0.1%N/A0.014%
7/7/2026Dynamic Advisor Solutions LLC1,568$206K0.0%N/A0.002%
7/7/2026Calder Financial LLC4,099$539K0.5%-6.4%0.004%
7/7/2026First Financial Corp IN27,365$3.60M1.2%-1.7%0.028%
7/6/2026Bangor Savings Bank782$103K0.0%N/A0.001%
7/2/2026MassMutual Private Wealth & Trust FSB108,624$14.30M0.4%-2.1%0.112%
7/2/2026Cedar 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%
6/9/2026Robinswood Financial LLC350$42K0.1%N/A0.000%


VFH Institutional Ownership - Frequently Asked Questions

During the previous two years, 757 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 646 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 4,575,316 shares in the last 24 months. This purchase volume represents approximately $597.26M in transactions.

Of the 272 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), Northwestern Mutual Wealth Management Co. ($97.91K), and JPMorgan Chase & Co. ($73.63K).

Institutional investors have sold a total of 2,027,994 shares in the last 24 months. This volume of shares sold represents approximately $263.15M 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 10/9/2026. New 13F filings are added each quarter as they're published.
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