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Vanguard Financials ETF (VFH) Institutional Ownership

Vanguard Financials ETF logo
$115.19 -0.51 (-0.44%)
Closing price 04/25/2025 04:10 PM Eastern
Extended Trading
$115.23 +0.04 (+0.03%)
As of 04/25/2025 08:00 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

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

Number of
Institutional Buyers
(last 12 months)
409
Total
Institutional Inflows
(last 12 months)
$752.98M
Number of
Institutional Sellers
(last 12 months)
252
Total
Institutional Outflows
(last 12 months)
$366.61M
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VFH Institutional Buying and Selling by Quarter

Vanguard Financials ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/25/2025Saxon Interests Inc.7,190$859K0.4%+6.3%0.007%
4/25/2025Koshinski Asset Management Inc.4,851$580K0.0%-4.9%0.005%
4/25/2025Westside Investment Management Inc.7,376$881K0.2%-1.5%0.008%
4/25/2025Ameritas Advisory Services LLC18,441$2.20M0.1%-0.5%0.019%
4/25/2025Crown Wealth Group LLC34,506$4.12M2.1%-3.0%0.035%
4/25/2025Guerra Advisors Inc38,944$4.65M2.6%N/A0.040%
4/25/2025Essex Financial Services Inc.18,665$2.23M0.2%-1.3%0.019%
4/25/2025McGuire Investment Group LLC5,795$692K0.1%+5.4%0.006%
4/25/2025RBA Wealth Management LLC11,447$1.37M0.5%+1.3%0.012%
4/25/2025Wall Street Financial Group Inc.69,966$8.36M8.7%-0.8%0.071%
4/25/2025Westfuller Advisors LLC3,398$406K0.3%+6.1%0.003%
4/24/2025 Bordeaux Wealth Advisors LLC105,029$12.55M2.3%-1.7%0.107%
4/24/2025 Cavalier Investments LLC68,611$8.20M2.8%-0.2%0.070%
4/24/2025 Bartlett & CO. Wealth Management LLC42,786$5.11M0.1%-1.5%0.044%
4/24/2025 Trust Co. of Vermont7,546$902K0.0%+13.7%0.008%
4/23/2025 Western Wealth Management LLC8,354$998K0.1%-2.4%0.009%
4/23/2025 Sabal Trust CO65,195$7.79M0.4%-1.1%0.067%
4/23/2025 Sequoia Financial Advisors LLC4,127$493K0.0%-2.3%0.004%
4/23/2025 Pure Financial Advisors LLC5,261$629K0.0%+32.0%0.005%
4/23/2025 SOL Capital Management CO47,810$5.71M0.6%+0.7%0.049%
4/23/2025 NRI Wealth Management LC30,782$3.68M2.7%+844.8%0.031%
4/23/2025 Bessemer Group Inc.8,532$1.02M0.0%-2.2%0.009%
4/23/2025 Spire Wealth Management1,431$171K0.0%-38.3%0.001%
4/23/2025 Daymark Wealth Partners LLC4,827$577K0.0%+37.2%0.005%
4/23/2025 International Assets Investment Management LLC2,648$316K0.0%-5.4%0.003%
4/23/2025 Bluesphere Advisors LLC4,211$503K0.3%-37.3%0.004%
4/23/2025 Consolidated Portfolio Review Corp10,492$1.25M0.2%+2.0%0.011%
4/23/2025 Chapin Davis Inc.2,006$240K0.1%-44.8%0.002%
4/23/2025 Oppenheimer & Co. Inc.27,882$3.33M0.1%-2.4%0.028%
4/22/2025 JFS Wealth Advisors LLC1,825$218K0.0%+22.4%0.002%
4/22/2025 Flagship Harbor Advisors LLC6,091$728K0.0%+3.0%0.006%
4/22/2025 Cambridge Investment Research Advisors Inc.100,856$12.05M0.0%+12.2%0.103%
4/22/2025 Stapp Wealth Management Pllc25,949$3.10M4.8%-3.8%0.026%
4/22/2025 Childress Capital Advisors LLC1,989$238K0.1%N/A0.002%
4/22/2025 First PREMIER Bank7,480$893K0.2%+6.5%0.008%
4/22/2025 World Equity Group Inc.2,911$345K0.1%-91.7%0.003%
4/22/2025 Evanson Asset Management LLC13,674$1.63M0.1%+0.9%0.014%
4/22/2025 Advisor Resource Council11,044$1.32M0.1%N/A0.011%
4/21/2025 Avior Wealth Management LLC2,145$256K0.0%-10.5%0.002%
4/21/2025 Blue Trust Inc.857$102K0.0%+1,940.5%0.001%
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4/21/2025 Matthew Goff Investment Advisor LLC35,360$4.22M0.8%-0.5%0.036%
4/21/2025 Envestnet Portfolio Solutions Inc.75,043$8.97M0.0%-2.3%0.077%
4/21/2025 Premier Path Wealth Partners LLC6,482$774K0.1%-1.9%0.007%
4/21/2025 Institute for Wealth Management LLC.11,468$1.37M0.2%-4.3%0.012%
4/21/2025 Bigelow Investment Advisors LLC11,825$1.41M0.7%+28.2%0.012%
4/21/2025 Johnson Investment Counsel Inc.42,759$5.11M0.0%+4.2%0.044%
4/21/2025 Beacon Capital Management LLC6,227$744K0.1%-9.6%0.006%
4/21/2025 CWA Asset Management Group LLC8,643$1.03M0.0%+99.7%0.009%
4/21/2025 JBR Co Financial Management Inc4,940$590K0.3%-11.5%0.005%
4/21/2025 Kingswood Wealth Advisors LLC8,405$1.00M0.0%+4.9%0.009%
4/21/2025 Ayalon Insurance Comp Ltd.128,081$15.30M4.9%+58.8%0.131%
4/18/2025 Shepherd Financial Partners LLC1,787$213K0.0%N/A0.002%
4/18/2025 Global Trust Asset Management LLC2,390$286K0.2%+32.8%0.002%
4/18/2025 Financial Freedom LLC53,757$6.42M3.7%-0.9%0.053%
4/17/2025 Robertson Stephens Wealth Management LLC59,722$7.14M0.2%+0.6%0.059%
4/17/2025 Searcy Financial Services Inc. ADV109,871$13.13M5.7%N/A0.109%
4/17/2025 Blackston Financial Advisory Group LLC5,877$702K0.4%-3.4%0.006%
4/17/2025 QRG Capital Management Inc.4,316$516K0.0%-19.5%0.004%
4/17/2025 Janney Montgomery Scott LLC134,514$16.07M0.0%+9.0%0.133%
4/17/2025 Mission Wealth Management LP10,282$1.23M0.0%+4.1%0.010%
4/17/2025 Hanson & Doremus Investment Management808$97K0.0%+53.6%0.001%
4/17/2025 Exchange Traded Concepts LLC47,706$5.70M0.1%-7.7%0.047%
4/16/2025 Wealth Enhancement Advisory Services LLC103,521$12.37M0.0%+30.9%0.103%
4/16/2025 Marmo Financial Group LLC93,039$11.12M6.1%+219.3%0.092%
4/16/2025 Praetorian Wealth Management Inc.21,940$2.62M0.6%+0.5%0.022%
4/16/2025 Signature Resources Capital Management LLC353$42K0.0%+85.8%0.000%
4/16/2025 Tudor Financial Inc.5,733$685K0.4%+2.6%0.006%
4/16/2025 Founders Grove Wealth Partners LLC58,995$7.05M2.0%+2.8%0.059%
4/16/2025 NorthCrest Asset Manangement LLC21,793$2.60M0.1%+11.2%0.022%
4/15/2025 Fifth Third Bancorp95,775$11.44M0.0%-1.1%0.095%
4/15/2025 Focus Financial Network Inc.28,540$3.41M0.1%+0.9%0.028%
4/15/2025 Trust Co. of Oklahoma137,944$16.48M5.7%-2.0%0.137%
4/14/2025 WFA Asset Management Corp77,824$9.30M5.4%+52.5%0.077%
4/14/2025 Farther Finance Advisors LLC6,878$821K0.0%+265.1%0.007%
4/14/2025 Daymark Wealth Partners LLC4,827$577K0.0%+37.2%0.005%
4/14/2025 CMH Wealth Management LLC135,356$16.17M4.1%-1.8%0.134%
4/14/2025 Cedar Mountain Advisors LLC146,211$17.47M3.9%-0.2%0.145%
4/14/2025 Park Avenue Securities LLC7,497$896K0.0%+12.1%0.007%
4/14/2025 Wealthcare Capital Partners LLC11,037$1.32M0.7%+3.1%0.011%
4/14/2025 Wedmont Private Capital4,183$465K0.0%+20.2%0.004%
4/11/2025 City State Bank28,346$3.39M1.1%+1.9%0.028%
4/11/2025 SeaCrest Wealth Management LLC2,830$338K0.0%+18.9%0.003%
4/11/2025 Procyon Advisors LLC1,910$228K0.0%N/A0.002%
4/10/2025 Retirement Planning Group LLC6,117$731K0.0%+138.9%0.006%
4/10/2025 Accel Wealth Management1,796$215K0.1%N/A0.002%
4/10/2025 First Financial Corp IN30,092$3.60M1.7%+13.0%0.030%
4/10/2025 EWG Elevate Inc.89,298$10.67M4.0%-18.4%0.089%
4/9/2025 RFG Advisory LLC6,296$752K0.0%+269.3%0.006%
4/9/2025 Merit Financial Group LLC44,609$5.33M0.1%+1.6%0.044%
4/8/2025 Private Client Services LLC2,018$241K0.1%-8.0%0.002%
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4/8/2025 Parallel Advisors LLC14,711$1.76M0.0%-2.6%0.015%
4/7/2025 GoalVest Advisory LLC12,055$1.44M0.4%-0.8%0.012%
4/7/2025 GAMMA Investing LLC59,138$7.07M0.0%+11,847.1%0.059%
4/2/2025 Park National Corp OH31,416$3.75M0.1%-1.3%0.031%
4/1/2025 MassMutual Private Wealth & Trust FSB108,920$13.01M0.4%+3.8%0.108%
3/24/2025 Mascagni Wealth Management Inc.2,047$242K0.2%N/A0.002%
3/17/2025 Wealth Enhancement Advisory Services LLC79,096$9.34M0.0%+3.7%0.079%
3/12/2025Centaurus Financial Inc.4,997$590K0.0%-17.4%0.005%
3/7/2025Aegis Wealth Management LLC3,800$449K0.3%N/A0.004%
3/6/2025Elite Financial Inc.3,226$381K0.2%N/A0.003%
(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, 683 institutional investors and hedge funds held shares of Vanguard Financials ETF. The most heavily invested institutionals were Bank of America Corp DE ($2.72B), Scissortail Wealth Management LLC ($1.39B), Varma Mutual Pension Insurance Co ($548.70M), Morgan Stanley ($215.29M), Wells Fargo & Company MN ($186.86M), Beacon Capital Management Inc. ($168.84M), and UBS Group AG ($159.52M).Learn more on VFH's institutional investors.

Which institutional investors have been buying Vanguard Financials ETF stock?

Of the 565 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. ($3.50M), Raymond James Financial Inc. ($1.11M), Envestnet Asset Management Inc. ($995.86K), Advisors Preferred LLC ($789.93K), Bank of America Corp DE ($596.64K), 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 20,852,337 shares in the last 24 months. This purchase volume represents approximately $1.95B in transactions.

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

Of the 384 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: Beacon Capital Management Inc. ($1.96M), Bessemer Group Inc. ($824.06K), Advisors Preferred LLC ($644.73K), Envestnet Asset Management Inc. ($553.81K), JPMorgan Chase & Co. ($486.86K), UBS Group AG ($459.94K), and Bank of America Corp DE ($401.23K).

How much institutional selling is happening at Vanguard Financials ETF?

Institutional investors have sold a total of 10,123,586 shares in the last 24 months. This volume of shares sold represents approximately $954.21M in transactions.



This page (NYSEARCA:VFH) was last updated on 4/26/2025 by MarketBeat.com Staff
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