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Vanguard Financials ETF (VFH) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Vanguard Financials ETF (NYSEARCA:VFH)

Number of
Institutional Buyers
(last 12 months)
311
Total
Institutional Inflows
(last 12 months)
$1.20B
Number of
Institutional Sellers
(last 12 months)
263
Total
Institutional Outflows
(last 12 months)
$587.89M
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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
4/26/2024First National Trust Co2,272$233K0.0%N/A0.002%
4/26/2024McKinley Carter Wealth Services Inc.3,577$366K0.0%+13.7%0.004%
4/26/2024Terra Nova Asset Management LLC17,298$1.77M1.4%+1.8%0.019%
4/26/2024Checchi Capital Advisers LLC8,474$868K0.1%-27.8%0.009%
4/25/2024 Valeo Financial Advisors LLC2,170$216K0.0%N/A0.002%
4/25/2024 Cambridge Investment Research Advisors Inc.111,857$11.45M0.0%+5.0%0.121%
4/24/2024 Leavell Investment Management Inc.5,453$558K0.0%-17.6%0.006%
4/24/2024 Krilogy Financial LLC13,181$1.35M0.1%+7.3%0.014%
4/24/2024 Blue Bell Private Wealth Management LLC483$49K0.0%-71.9%0.001%
4/24/2024 Premier Path Wealth Partners LLC7,778$796K0.2%-35.0%0.008%
4/24/2024 Trinity Legacy Partners LLC24,584$2.52M0.7%+436.8%0.027%
4/24/2024 SOL Capital Management CO51,140$5.24M0.7%-2.2%0.056%
4/24/2024 Simplicity Wealth LLC17,096$1.75M0.0%N/A0.019%
4/24/2024 Spire Wealth Management2,937$301K0.0%+134.8%0.003%
4/24/2024 Financial Freedom LLC54,010$5.53M3.3%-0.7%0.059%
4/23/2024 Wheelhouse Advisory Group LLC62,167$6.37M5.0%+4.6%0.067%
4/23/2024 Bluesphere Advisors LLC7,528$771K0.4%-7.1%0.008%
4/23/2024 Fifth Third Bancorp96,221$9.85M0.0%-0.9%0.104%
4/23/2024 Strategic Blueprint LLC4,447$455K0.0%+15.5%0.005%
4/23/2024 TAP Consulting LLC54,164$5.55M1.2%+7.3%0.059%
4/23/2024 Raymond James Financial Services Advisors Inc.575,085$58.88M0.1%-0.1%0.624%
4/22/2024 PFG Investments LLC4,613$472K0.0%N/A0.005%
4/22/2024 Raymond James & Associates431,234$44.15M0.0%-4.0%0.468%
4/22/2024 BTS Asset Management Inc.1,830$187K0.2%N/A0.002%
4/22/2024 Marmo Financial Group LLC112,930$11.56M7.0%+2.9%0.123%
4/19/2024 Wealthstar Advisors LLC5,158$528K0.2%-10.1%0.006%
4/19/2024 Mainsail Financial Group LLC6,884$705K0.5%-18.9%0.007%
4/19/2024 Westside Investment Management Inc.7,493$767K0.2%+2.5%0.008%
4/19/2024 Trust Co. of Oklahoma138,011$14.13M5.0%-2.1%0.150%
4/19/2024 Stapp Wealth Management Pllc29,102$2.98M5.2%-1.7%0.032%
4/19/2024 WFA Asset Management Corp77,824$7.97M4.2%-4.1%0.084%
4/18/2024 Woodmont Investment Counsel LLC1,034$106K0.0%N/A0.001%
4/18/2024 Exchange Capital Management Inc.94,135$9.64M1.6%+1.4%0.102%
4/18/2024 Panoramic Investment Advisors LLC3,830$392K0.3%+3.1%0.004%
4/18/2024 Congress Wealth Management LLC DE 47,090$4.82M0.1%+27.6%0.051%
4/18/2024 O ROURKE & COMPANY Inc17,762$1.82M1.1%+5.1%0.019%
4/18/2024 Compass Ion Advisors LLC3,746$384K0.1%+4.9%0.004%
4/18/2024 Breakwater Capital Group2,677$274K0.1%+5.1%0.003%
4/16/2024 Calton & Associates Inc.74,986$7.68M3.7%-11.0%0.081%
4/16/2024 Norwood Financial Corp4,926$504K0.7%-5.2%0.005%
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4/16/2024 Courier Capital LLC3,173$325K0.0%-10.9%0.003%
4/16/2024 Wealth Enhancement Advisory Services LLC14,211$1.46M0.0%-11.0%0.015%
4/15/2024 Brookstone Capital Management2,003$205K0.0%-75.9%0.002%
4/15/2024 Atlas Capital Advisors LLC79,699$8.16M1.3%+17.5%0.087%
4/15/2024 Kingswood Wealth Advisors LLC3,992$409K0.0%-20.5%0.004%
4/15/2024 Sound Income Strategies LLC895$92K0.0%+73.8%0.001%
4/15/2024 Ayalon Insurance Comp Ltd.92,129$9.43M3.1%+10.0%0.100%
4/13/2024 First Financial Corp IN26,570$2.72M1.4%-6.1%0.027%
4/13/2024 Evanson Asset Management LLC13,354$1.37M0.1%-4.1%0.014%
4/13/2024 Retirement Planning Group LLC10,174$1.04M0.1%+3.9%0.010%
4/12/2024 Allen Mooney & Barnes Investment Advisors LLC2,099$207K0.0%-25.3%0.002%
4/12/2024 CMH Wealth Management LLC135,523$13.88M3.5%-6.5%0.139%
4/12/2024 Southland Equity Partners LLC2,431$249K0.1%N/A0.002%
4/12/2024 First PREMIER Bank8,238$844K0.2%-11.2%0.008%
4/12/2024 True North Advisors LLC2,917$299K0.1%N/A0.003%
4/11/2024 Royal Fund Management LLC14,260$1.46M0.1%+9.3%0.015%
4/11/2024 Beacon Capital Management Inc.1,671,708$169.73M7.1%+206.2%1.716%
4/11/2024 International Assets Investment Management LLC2,461$250K0.0%-98.7%0.003%
4/11/2024 City State Bank29,215$2.99M1.3%-1.4%0.030%
4/11/2024 Matthew Goff Investment Advisor LLC32,476$3.33M0.7%-3.2%0.033%
4/11/2024 Executive Wealth Group LLC322,226$31.61M6.6%+200.2%0.331%
4/11/2024 17 Capital Partners LLC3,247$332K0.2%N/A0.003%
4/10/2024 Park Avenue Securities LLC4,681$479K0.0%+110.0%0.005%
4/10/2024 Praetorian Wealth Management Inc.21,761$2.23M0.6%+26.3%0.022%
4/9/2024 Massmutual Trust Co. FSB ADV100,985$10.34M0.3%+2.2%0.104%
4/5/2024 Davis Capital Management789$80K0.1%-27.7%0.001%
4/1/2024 Park National Corp OH36,589$3.75M0.1%-6.4%0.038%
3/22/2024PNC Financial Services Group Inc.240,722$22.21M0.0%-6.1%0.247%
3/15/2024B. Riley Wealth Advisors Inc.5,513$509K0.0%-9.5%0.006%
3/12/2024 Executive Wealth Group LLC107,321$9.90M6.3%-1.1%0.110%
3/8/2024ICA Group Wealth Management LLC1,380$127K0.0%N/A0.001%
3/5/2024Fisher Asset Management LLC2,635$243K0.0%N/A0.003%
3/1/2024Pineridge Advisors LLC351$32K0.0%N/A0.000%
2/29/2024Scarborough Advisors LLC330$30K0.0%N/A0.000%
2/28/2024EP Wealth Advisors LLC4,624$427K0.0%-7.1%0.005%
2/26/2024Centaurus Financial Inc.7,040$650K0.0%+28.2%0.007%
2/21/2024Novak & Powell Financial Services Inc.15,025$1.39M0.9%N/A0.015%
2/15/2024Greytown Advisors Inc.66,961$6.18M3.3%-11.6%0.069%
2/15/2024Guardian Wealth Management Inc.289$27K0.0%-43.8%0.000%
2/14/2024Vivaldi Capital Management LP3,217$302K0.1%+25.0%0.003%
2/14/2024Retirement Capital Strategies38,816$3.58M1.6%-10.7%0.040%
2/14/2024Woodward Diversified Capital LLC14,639$1.35M0.9%+46.1%0.015%
2/14/2024Waterloo Capital L.P.4,196$387K0.1%N/A0.004%
2/14/2024Cladis Investment Advisory LLC12,984$1.20M1.1%+1.1%0.013%
2/14/2024Valley Financial Group Inc.2,194$202K0.2%N/A0.002%
2/14/2024Frank Rimerman Advisors LLC37,215$3.43M0.7%+2.4%0.038%
2/13/2024Morningstar Investment Services LLC818,619$75.86M0.4%+62.1%0.840%
2/13/2024Exencial Wealth Advisors LLC2,270$209K0.0%N/A0.002%
2/13/2024Keeley Teton Advisors LLC61,085$5.64M0.7%+0.5%0.063%
2/13/2024Cetera Advisor Networks LLC141,477$13.05M0.1%-38.6%0.145%
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2/13/2024Oppenheimer & Co. Inc.19,977$1.84M0.0%+3.8%0.021%
2/13/2024Tower Research Capital LLC TRC687$63K0.0%-96.7%0.001%
2/13/2024CIBC Private Wealth Group LLC6,102$563K0.0%-32.9%0.006%
2/13/2024Belpointe Asset Management LLC2,376$219K0.0%N/A0.002%
2/13/2024Peapack Gladstone Financial Corp7,545$696K0.0%+35.4%0.008%
2/13/2024CWA Asset Management Group LLC4,237$391K0.0%-4.9%0.004%
2/13/2024Jones Financial Companies Lllp4,479$413K0.0%+27.1%0.005%
2/13/2024Ratio Wealth Group32,259$2.98M0.6%-68.6%0.033%
2/12/2024Evoke Wealth LLC13,577$1.25M0.0%-10.5%0.014%
2/12/2024Laidlaw Wealth Management LLC16,755$1.55M0.6%-8.4%0.017%
(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, 625 institutional investors and hedge funds held shares of Vanguard Financials ETF. The most heavily invested institutionals were Bank of America Corp DE ($1.92B), Scissortail Wealth Management LLC ($1.39B), Varma Mutual Pension Insurance Co ($548.70M), Morgan Stanley ($215.29M), Beacon Capital Management Inc. ($169.73M), UBS Group AG ($159.52M), and Prudential Financial Inc. ($151.49M).Learn more on VFH's institutional investors.

Which institutional investors have been buying Vanguard Financials ETF stock?

Of the 531 institutional investors that purchased Vanguard Financials ETF 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. ($4.02M), Prudential Financial Inc. ($3.48M), Envestnet Asset Management Inc. ($1.15M), Bessemer Group Inc. ($821.74K), Bank of America Corp DE ($701.66K), and Advisors Preferred LLC ($645.01K).

How much institutional buying is happening at Vanguard Financials ETF?

Institutional investors have bought a total of 24,888,052 shares in the last 24 months. This purchase volume represents approximately $2.09B in transactions.

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

Of the 389 institutional investors that sold Vanguard Financials ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: JPMorgan Chase & Co. ($8.12M), Beacon Capital Management Inc. ($4.34M), Wells Fargo & Company MN ($1.70M), Prudential Financial Inc. ($1.63M), Envestnet Asset Management Inc. ($1.09M), Bessemer Group Inc. ($813.43K), and Bank of America Corp DE ($668.45K).

How much institutional selling is happening at Vanguard Financials ETF?

Institutional investors have sold a total of 26,781,879 shares in the last 24 months. This volume of shares sold represents approximately $2.17B in transactions.


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This page (NYSEARCA:VFH) was last updated on 4/26/2024 by MarketBeat.com Staff

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