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Vanguard Financials ETF (VFH) Institutional Ownership

Vanguard Financials ETF logo
$123.98 +1.18 (+0.96%)
As of 01/21/2025 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
316
Total
Institutional Inflows
(last 12 months)
$604.59M
Number of
Institutional Sellers
(last 12 months)
241
Total
Institutional Outflows
(last 12 months)
$250.92M
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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
1/21/2025Flagship Harbor Advisors LLC5,912$698K0.0%+130.4%0.006%
1/21/2025Fifth Third Bancorp96,832$11.43M0.0%+1.5%0.105%
1/21/2025McGuire Investment Group LLC5,499$649K0.1%+6.2%0.006%
1/21/2025Sachetta LLC983$116K0.0%N/A0.001%
1/21/2025Wheelhouse Advisory Group LLC67,232$7.94M4.9%+3.0%0.073%
1/21/2025Exchange Traded Concepts LLC51,699$6.10M0.1%+0.9%0.056%
1/21/2025RFG Advisory LLC1,705$201K0.0%N/A0.002%
1/21/2025Matthew Goff Investment Advisor LLC35,528$4.20M0.8%+10.4%0.039%
1/21/2025Cornerstone Wealth Management LLC7,842$926K0.1%+2.3%0.009%
1/17/2025 Trust Co. of Oklahoma140,725$16.62M5.3%-0.2%0.153%
1/17/2025 Avior Wealth Management LLC2,396$283K0.0%+24.1%0.003%
1/17/2025 Janney Montgomery Scott LLC123,456$14.58M0.0%+43.9%0.134%
1/17/2025 GoalVest Advisory LLC12,156$1.44M0.4%N/A0.013%
1/17/2025 Magnus Financial Group LLC12,443$1.47M0.1%+8.1%0.014%
1/17/2025 Daymark Wealth Partners LLC3,519$415K0.0%+5.5%0.004%
1/17/2025 Global Trust Asset Management LLC1,800$213K0.1%N/A0.002%
1/17/2025 Dakota Wealth Management2,754$325K0.0%-12.7%0.003%
1/17/2025 Sheets Smith Wealth Management2,110$249K0.0%N/A0.002%
1/17/2025 Wall Street Financial Group Inc.70,525$8.33M8.1%+8.5%0.077%
1/16/2025 Royal Fund Management LLC30,816$3.67M0.3%+6.9%0.033%
1/16/2025 Pure Financial Advisors LLC3,986$471K0.0%+5.5%0.004%
1/16/2025 Tudor Financial Inc.5,587$660K0.4%N/A0.006%
1/16/2025 CMH Wealth Management LLC137,867$16.28M3.7%+1.2%0.150%
1/16/2025 Amplius Wealth Advisors LLC2,943$347K0.0%-4.8%0.003%
1/16/2025 MassMutual Private Wealth & Trust FSB104,948$12.39M0.3%-0.4%0.114%
1/16/2025 Evanson Asset Management LLC13,547$1.60M0.1%+1.1%0.015%
1/16/2025 Polianta Ltd63,100$7.45M3.6%-4.0%0.069%
1/15/2025 Joule Financial LLC25,044$2.96M1.0%+3.9%0.027%
1/15/2025 Krilogy Financial LLC14,603$1.72M0.1%+8.6%0.016%
1/15/2025 Ameritas Advisory Services LLC18,535$2.19M0.1%+1.9%0.020%
1/15/2025 HB Wealth Management LLC4,655$550K0.0%-8.5%0.005%
1/15/2025 Trust Co. of Vermont6,636$784K0.0%N/A0.007%
1/15/2025 Merit Financial Group LLC43,901$5.18M0.1%+0.4%0.048%
1/15/2025 Saxon Interests Inc.6,764$799K0.4%N/A0.007%
1/15/2025 Retireful LLC24,707$2.92M1.6%N/A0.027%
1/15/2025 Carnegie Investment Counsel1,771$209K0.0%N/A0.002%
1/14/2025 SignalPoint Asset Management LLC4,730$558K0.1%-14.4%0.005%
1/14/2025 Websterrogers Financial Advisors LLC1,818$215K0.1%N/A0.002%
1/14/2025 Founders Grove Wealth Partners LLC57,375$6.77M2.0%N/A0.062%
1/14/2025 Park Avenue Securities LLC6,686$789K0.0%-50.0%0.007%
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1/14/2025 Kathmere Capital Management LLC2,060$243K0.0%N/A0.002%
1/14/2025 SeaCrest Wealth Management LLC2,380$281K0.0%N/A0.003%
1/14/2025 Sharper & Granite LLC11,968$1.41M0.6%-5.9%0.013%
1/13/2025 Horizon Bancorp Inc. IN676$80K0.0%+26.4%0.001%
1/13/2025 First Financial Corp IN26,622$3.14M1.5%+2.8%0.029%
1/13/2025 Tsfg LLC577$68K0.0%N/A0.001%
1/13/2025 Eastern Bank1,563$185K0.0%N/A0.002%
1/13/2025 Abound Wealth Management235$28K0.0%+379.6%0.000%
1/13/2025 Bridge Creek Capital Management LLC1,889$223K0.1%N/A0.002%
1/13/2025 Wedmont Private Capital3,479$402K0.0%-14.4%0.004%
1/13/2025 Capital Investment Advisors LLC2,648$313K0.0%-11.5%0.003%
1/13/2025 Brookstone Capital Management8,669$1.02M0.0%+30.7%0.009%
1/13/2025 City State Bank27,814$3.28M1.2%-2.3%0.030%
1/13/2025 EWG Elevate Inc.109,420$12.92M3.9%N/A0.119%
1/10/2025 Praetorian Wealth Management Inc.21,833$2.58M0.6%+1.9%0.024%
1/10/2025 Wealth Enhancement Advisory Services LLC76,934$8.46M0.0%+0.9%0.084%
1/8/2025 International Assets Investment Management LLC2,798$330K0.0%N/A0.003%
1/8/2025 Park National Corp OH31,831$3.76M0.1%-4.5%0.035%
1/3/2025 NRI Wealth Management LC3,258$385K0.3%N/A0.004%
12/26/2024JPMorgan Chase & Co.924,677$101.63M0.0%+4.7%1.004%
12/13/2024B. Riley Wealth Advisors Inc.5,138$566K0.0%-17.8%0.006%
11/26/2024Peapack Gladstone Financial Corp7,073$778K0.0%-3.4%0.008%
11/25/2024Synovus Financial Corp443,222$48.71M0.6%+97.8%0.481%
11/25/2024Optimist Retirement Group LLC1,987$218K0.1%N/A0.002%
11/25/2024Wilmington Savings Fund Society FSB11,261$1.24M0.0%N/A0.012%
11/25/2024World Investment Advisors LLC2,068$227K0.0%N/A0.002%
11/25/2024Sanctuary Advisors LLC95,636$10.51M0.1%-13.2%0.104%
11/25/2024Pine Valley Investments Ltd Liability Co5,050$555K0.0%-3.1%0.005%
11/21/2024Anchor Investment Management LLC33,894$3.73M0.4%+1.8%0.037%
11/19/2024Invst LLC77,256$8.49M1.0%-5.5%0.084%
11/19/2024M&T Bank Corp363,441$39.95M0.1%-8.0%0.395%
11/18/2024Rehmann Capital Advisory Group1,953$215K0.0%-22.5%0.002%
11/18/2024Arete Wealth Advisors LLC3,423$376K0.0%-4.1%0.004%
11/15/2024M&T Bank Corp363,441$39.95M0.1%-8.0%0.395%
11/15/2024Barclays PLC98,350$10.81M0.0%+11,076.1%0.107%
11/15/2024Glass Jacobson Investment Advisors llc873$96K0.0%-29.0%0.001%
11/15/2024Raab & Moskowitz Asset Management LLC17,189$1.89M0.5%-2.2%0.019%
11/15/2024MML Investors Services LLC67,951$7.47M0.0%+120.5%0.074%
11/15/2024Northeast Financial Consultants Inc78,835$8.67M0.4%-6.6%0.086%
11/15/2024Mosaic Financial Group LLC4,597$505K0.4%-34.0%0.005%
11/15/2024Orion Portfolio Solutions LLC10,246$1.13M0.0%+29.3%0.011%
11/15/2024EP Wealth Advisors LLC6,571$722K0.0%+26.7%0.007%
11/15/2024Jane Street Group LLC20,684$2.27M0.0%-35.3%0.022%
11/15/2024Kovitz Investment Group Partners LLC4,220$464K0.0%+23.5%0.005%
11/15/2024Stifel Financial Corp433,070$47.60M0.0%+2.0%0.470%
11/15/2024Swmg LLC1,770$216K0.1%N/A0.002%
11/15/2024Quantinno Capital Management LP9,651$1.06M0.0%+275.2%0.010%
11/15/2024IHT Wealth Management LLC26,631$3.00M0.1%+0.4%0.029%
11/15/2024Integrated Wealth Concepts LLC39,624$4.36M0.1%-12.7%0.043%
11/15/2024HighTower Advisors LLC114,910$12.63M0.0%+4.0%0.125%
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11/15/2024Hilltop Holdings Inc.3,811$419K0.0%N/A0.004%
11/15/2024Cladis Investment Advisory LLC13,239$1.46M1.0%-0.7%0.014%
11/15/2024Community Bank N.A.9,070$997K0.1%-9.5%0.010%
11/15/2024Arrowroot Family Office LLC4,657$512K0.3%+3.6%0.005%
11/15/2024Ascent Group LLC7,770$854K0.1%-5.2%0.008%
11/14/2024Captrust Financial Advisors161,645$17.77M0.1%-7.5%0.175%
11/14/2024Rockefeller Capital Management L.P.196,692$21.61M0.1%+3.9%0.214%
11/14/2024CreativeOne Wealth LLC9,923$1.09M0.0%+9.5%0.011%
11/13/2024FMR LLC1,074,973$118.15M0.0%-0.5%1.167%
11/13/2024D.A. Davidson & CO.17,662$1.94M0.0%+3.0%0.019%
(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, 616 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 Wells Fargo & Company MN ($132.66M).Learn more on VFH's institutional investors.

Which institutional investors have been buying Vanguard Financials ETF stock?

Of the 501 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), Envestnet Asset Management Inc. ($1.15M), Bessemer Group Inc. ($821.74K), Advisors Preferred LLC ($645.01K), 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 19,642,950 shares in the last 24 months. This purchase volume represents approximately $1.71B in transactions.

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

Of the 363 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. ($2.38M), Wells Fargo & Company MN ($1.34M), Bessemer Group Inc. ($823.87K), Bank of America Corp DE ($668.45K), Advisors Preferred LLC ($644.73K), UBS Group AG ($459.94K), and Envestnet Asset Management Inc. ($320.61K).

How much institutional selling is happening at Vanguard Financials ETF?

Institutional investors have sold a total of 12,075,381 shares in the last 24 months. This volume of shares sold represents approximately $1.05B in transactions.


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This page (NYSEARCA:VFH) was last updated on 1/22/2025 by MarketBeat.com Staff
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