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Vanguard Financials ETF (VFH) Institutional Ownership

Vanguard Financials ETF logo
$118.10 +1.62 (+1.39%)
(As of 12/20/2024 05:45 PM ET)

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

Number of
Institutional Buyers
(last 12 months)
293
Total
Institutional Inflows
(last 12 months)
$572.75M
Number of
Institutional Sellers
(last 12 months)
245
Total
Institutional Outflows
(last 12 months)
$435.59M
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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
12/13/2024 B. Riley Wealth Advisors Inc.5,138$566K0.0%-17.8%0.006%
11/26/2024 Peapack Gladstone Financial Corp7,073$778K0.0%-3.4%0.008%
11/25/2024 Synovus Financial Corp443,222$48.71M0.6%+97.8%0.481%
11/25/2024 Optimist Retirement Group LLC1,987$218K0.1%N/A0.002%
11/25/2024 Wilmington Savings Fund Society FSB11,261$1.24M0.0%N/A0.012%
11/25/2024 World Investment Advisors LLC2,068$227K0.0%N/A0.002%
11/25/2024 Sanctuary Advisors LLC95,636$10.51M0.1%-13.2%0.104%
11/25/2024 Pine Valley Investments Ltd Liability Co5,050$555K0.0%-3.1%0.005%
11/21/2024 Anchor Investment Management LLC33,894$3.73M0.4%+1.8%0.037%
11/19/2024 Invst LLC77,256$8.49M1.0%-5.5%0.084%
11/19/2024 M&T Bank Corp363,441$39.95M0.1%-8.0%0.395%
11/18/2024 Rehmann Capital Advisory Group1,953$215K0.0%-22.5%0.002%
11/18/2024 Arete Wealth Advisors LLC3,423$376K0.0%-4.1%0.004%
11/15/2024 M&T Bank Corp363,441$39.95M0.1%-8.0%0.395%
11/15/2024 Barclays PLC98,350$10.81M0.0%+11,076.1%0.107%
11/15/2024 Glass Jacobson Investment Advisors llc873$96K0.0%-29.0%0.001%
11/15/2024 Raab & Moskowitz Asset Management LLC17,189$1.89M0.5%-2.2%0.019%
11/15/2024 MML Investors Services LLC67,951$7.47M0.0%+120.5%0.074%
11/15/2024 Northeast Financial Consultants Inc78,835$8.67M0.4%-6.6%0.086%
11/15/2024 Mosaic Financial Group LLC4,597$505K0.4%-34.0%0.005%
11/15/2024 Orion Portfolio Solutions LLC10,246$1.13M0.0%+29.3%0.011%
11/15/2024 EP Wealth Advisors LLC6,571$722K0.0%+26.7%0.007%
11/15/2024 Jane Street Group LLC20,684$2.27M0.0%-35.3%0.022%
11/15/2024 Kovitz Investment Group Partners LLC4,220$464K0.0%+23.5%0.005%
11/15/2024 Stifel Financial Corp433,070$47.60M0.0%+2.0%0.470%
11/15/2024 Swmg LLC1,770$216K0.1%N/A0.002%
11/15/2024 Quantinno Capital Management LP9,651$1.06M0.0%+275.2%0.010%
11/15/2024 IHT Wealth Management LLC26,631$3.00M0.1%+0.4%0.029%
11/15/2024 Integrated Wealth Concepts LLC39,624$4.36M0.1%-12.7%0.043%
11/15/2024 HighTower Advisors LLC114,910$12.63M0.0%+4.0%0.125%
11/15/2024 Hilltop Holdings Inc.3,811$419K0.0%N/A0.004%
11/15/2024 Cladis Investment Advisory LLC13,239$1.46M1.0%-0.7%0.014%
11/15/2024 Community Bank N.A.9,070$997K0.1%-9.5%0.010%
11/15/2024 Arrowroot Family Office LLC4,657$512K0.3%+3.6%0.005%
11/15/2024 Ascent Group LLC7,770$854K0.1%-5.2%0.008%
11/14/2024 Captrust Financial Advisors161,645$17.77M0.1%-7.5%0.175%
11/14/2024 Rockefeller Capital Management L.P.196,692$21.61M0.1%+3.9%0.214%
11/14/2024 CreativeOne Wealth LLC9,923$1.09M0.0%+9.5%0.011%
11/13/2024 FMR LLC1,074,973$118.15M0.0%-0.5%1.167%
11/13/2024 D.A. Davidson & CO.17,662$1.94M0.0%+3.0%0.019%
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11/13/2024 Capital Square LLC2,622$288K0.2%+4.6%0.003%
11/13/2024 Private Trust Co. NA1,459$160K0.0%+51.7%0.002%
11/13/2024 Brown Brothers Harriman & Co.290$32K0.0%+45.0%0.000%
11/13/2024 DRW Securities LLC4,185$460K0.0%N/A0.005%
11/13/2024Fisher Asset Management LLC2,240$246K0.0%-34.9%0.002%
11/12/2024 Centaurus Financial Inc.6,047$665K0.0%+29.8%0.007%
11/12/2024 Cerity Partners LLC16,372$1.80M0.0%-25.2%0.018%
11/12/2024 Great Valley Advisor Group Inc.9,033$993K0.0%+12.5%0.010%
11/12/2024 Raymond James Trust N.A.5,652$621K0.0%-3.8%0.006%
11/12/2024 Charles Schwab Investment Management Inc.9,699$1.07M0.0%-14.1%0.011%
11/8/2024 Citizens Financial Group Inc. RI6,645$734K0.0%+3.5%0.007%
11/8/2024 Commerce Bank4,509$496K0.0%-6.7%0.005%
11/8/2024 Avior Wealth Management LLC1,930$212K0.0%+190.7%0.002%
11/8/2024 PNC Financial Services Group Inc.230,675$25.35M0.0%-2.2%0.250%
11/8/2024 Banque Cantonale Vaudoise950$104K0.0%N/A0.001%
11/8/2024 SouthState Corp1,000$110K0.0%-22.2%0.001%
11/8/2024 Prospera Financial Services Inc6,488$713K0.0%+7.2%0.007%
11/7/2024 Pathstone Holdings LLC34,704$3.81M0.0%-0.3%0.038%
11/7/2024 Elm Partners Management LLC7,538$829K0.1%+26.8%0.008%
11/7/2024 WP Advisors LLC7,032$773K0.3%-1.3%0.008%
11/7/2024 MAI Capital Management8,727$959K0.0%+1.8%0.009%
11/7/2024 Theory Financial LLC141,151$15.98M6.0%+36.6%0.153%
11/7/2024 Westfuller Advisors LLC3,173$350K0.3%N/A0.003%
11/7/2024 Gilbert & Cook Inc.2,115$232K0.0%-28.6%0.002%
11/6/2024 Natixis Advisors LLC36,002$3.96M0.0%+69.2%0.039%
11/6/2024 KCM Investment Advisors LLC358,998$39.46M1.3%+0.5%0.390%
11/6/2024 Huntington National Bank10,831$1.19M0.0%-2.3%0.012%
11/6/2024 Main Street Financial Solutions LLC2,608$287K0.0%-12.2%0.003%
11/6/2024 Kovack Advisors Inc.3,511$386K0.0%+2.7%0.004%
11/6/2024 Oppenheimer & Co. Inc.25,128$2.76M0.0%-1.5%0.027%
11/5/2024 Empower Advisory Group LLC3,829$421K0.0%-11.2%0.004%
11/5/2024 Private Wealth Advisors LLC11,953$1.31M0.5%+0.9%0.013%
11/5/2024 Aptus Capital Advisors LLC795$87K0.0%-20.9%0.001%
11/5/2024 First Heartland Consultants Inc.1,976$217K0.0%N/A0.002%
11/5/2024 Prime Capital Investment Advisors LLC15,934$1.75M0.0%-2.2%0.017%
11/5/2024 Fountainhead AM LLC2,849$313K0.1%+12.2%0.003%
11/4/2024 Venturi Wealth Management LLC4,519$497K0.0%+15,482.8%0.005%
11/4/2024 Ashton Thomas Securities LLC491$54K0.0%N/A0.001%
11/4/2024 Advantage Trust Co1,337$147K0.1%+76.9%0.001%
11/4/2024 Tyler Stone Wealth Management5,729$630K0.1%+100.7%0.006%
11/4/2024 Mayflower Financial Advisors LLC3,300$363K0.1%-22.7%0.004%
11/2/2024 Houlihan Financial Resource Group Ltd.8,033$883K0.4%-2.4%0.009%
11/2/2024 17 Capital Partners LLC5,633$619K0.4%+34.1%0.006%
11/1/2024 Atria Investments Inc40,824$4.49M0.1%-1.9%0.044%
11/1/2024 Assetmark Inc.2,381$262K0.0%+66.0%0.003%
11/1/2024 Bray Capital Advisors29,363$3.23M0.8%-7.1%0.032%
11/1/2024 CWA Asset Management Group LLC4,253$467K0.0%N/A0.005%
10/31/2024 MontVue Capital Management Inc.18,919$2.08M1.6%-1.1%0.021%
10/31/2024 Mainstream Capital Management LLC4,445$489K0.4%N/A0.005%
10/31/2024 Hara Capital LLC924$102K0.1%N/A0.001%
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10/31/2024 Concurrent Investment Advisors LLC32,561$3.58M0.1%-3.7%0.035%
10/30/2024 Focused Wealth Management Inc3,782$416K0.1%-4.6%0.004%
10/30/2024 Crestwood Advisors Group LLC4,450$489K0.0%-9.3%0.005%
10/30/2024 QRG Capital Management Inc.5,037$554K0.0%+6.4%0.005%
10/30/2024 Garrison Asset Management LLC16,580$1.82M0.9%-2.7%0.018%
10/30/2024 WFA Asset Management Corp54,723$6.02M3.3%-9.1%0.059%
10/30/2024 Wheelhouse Advisory Group LLC65,288$7.18M4.8%+2.5%0.071%
10/29/2024 Harbour Investment Management LLC18,783$2.08M0.9%-1.6%0.020%
10/29/2024 Janney Montgomery Scott LLC85,816$9.43M0.0%-2.1%0.093%
10/29/2024 Carmichael Hill & Associates Inc.6,204$682K0.2%+7.2%0.007%
(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, 608 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 492 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. ($4.01M), 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 ($388.14K).

How much institutional buying is happening at Vanguard Financials ETF?

Institutional investors have bought a total of 19,904,080 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 367 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 12,106,951 shares in the last 24 months. This volume of shares sold represents approximately $1.05B in transactions.



This page (NYSEARCA:VFH) was last updated on 12/22/2024 by MarketBeat.com Staff
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