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Vanguard Financials ETF (VFH) Institutional Ownership

Vanguard Financials ETF logo
$126.81 +0.51 (+0.40%)
Closing price 08/6/2025 04:10 PM Eastern
Extended Trading
$126.46 -0.36 (-0.28%)
As of 08/6/2025 07:31 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)

Current
Institutional Ownership
Percentage
61.65%
Number of
Institutional Buyers
(last 12 months)
458
Total
Institutional Inflows
(last 12 months)
$986.92M
Number of
Institutional Sellers
(last 12 months)
299
Total
Institutional Outflows
(last 12 months)
$576.45M
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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
8/6/2025Prospera Financial Services Inc13,347$1.70M0.0%-1.1%0.014%
8/6/2025AE Wealth Management LLC64,093$8.16M0.1%+7.5%0.065%
8/6/2025KCM Investment Advisors LLC343,860$43.77M1.5%-1.2%0.349%
8/6/2025Wedbush Securities Inc.2,530$322K0.0%+3.7%0.003%
8/6/2025Aspect Partners LLC1,306$166K0.1%N/A0.001%
8/6/2025Maltin Wealth Management Inc.3,187$406K0.2%-4.2%0.003%
8/6/2025Savant Capital LLC3,368$429K0.0%+44.7%0.003%
8/6/2025SouthState Corp1,240$158K0.0%-56.2%0.001%
8/6/2025Atlantic Union Bankshares Corp790$101K0.0%N/A0.001%
8/6/2025O Dell Group LLC18,798$2.39M0.6%N/A0.019%
8/6/2025Stonebridge Financial Planning Group LLC1,834$234K0.1%-7.6%0.002%
8/5/2025 Arrowroot Family Office LLC3,293$419K0.2%N/A0.003%
8/5/2025 Crestwood Advisors Group LLC4,252$541K0.0%-2.3%0.004%
8/5/2025 TME Financial Inc.1,677$213K0.2%-9.3%0.002%
8/5/2025 Transatlantique Private Wealth LLC25,699$3.27M1.2%+7.1%0.026%
8/5/2025 Freestone Capital Holdings LLC6,387$813K0.0%+22.5%0.006%
8/5/2025 Bank of Montreal Can10,184$1.30M0.0%-6.3%0.010%
8/5/2025 Sigma Planning Corp5,709$727K0.0%-13.0%0.006%
8/5/2025 Mission Wealth Management LP11,466$1.46M0.0%+11.5%0.012%
8/5/2025 TIAA Trust National Association7,586$966K0.0%-8.5%0.008%
8/5/2025 Elm Partners Management LLC9,231$1.18M0.1%+28.9%0.009%
8/4/2025 Bordeaux Wealth Advisors LLC104,677$13.33M1.7%-0.3%0.106%
8/4/2025 BLB&B Advisors LLC7,286$928K0.0%-26.7%0.007%
8/4/2025 Silver Coast Investments LLC33,759$4.30M1.6%+56.0%0.034%
8/4/2025 Atria Investments Inc28,724$3.66M0.0%-35.5%0.029%
8/4/2025 Assetmark Inc.76,063$9.68M0.0%+219.5%0.077%
8/4/2025 Keybank National Association OH21,433$2.73M0.0%+420.1%0.022%
8/4/2025 Premier Path Wealth Partners LLC6,391$814K0.1%-1.4%0.006%
8/4/2025 Spire Wealth Management725$92K0.0%-49.3%0.001%
8/4/2025 World Investment Advisors11,418$1.45M0.0%+44.5%0.012%
8/4/2025 Daymark Wealth Partners LLC4,605$586K0.0%-4.6%0.005%
8/4/2025 Quaker Wealth Management LLC34,440$4.38M1.5%-203.9%0.035%
8/1/2025 Howard Capital Management Inc.1,608$205K0.0%N/A0.002%
8/1/2025 GWN Securities Inc.18,008$2.29M0.4%-84.9%0.018%
8/1/2025 Liberty Wealth Management LLC6,008$765K0.1%-54.1%0.006%
8/1/2025 Transcend Capital Advisors LLC17,836$2.27M0.2%-1.9%0.018%
8/1/2025 Penobscot Wealth Management43,103$5.49M2.0%+11.9%0.044%
8/1/2025 Bessemer Group Inc.8,225$1.05M0.0%-3.6%0.008%
8/1/2025 Brookwood Investment Group LLC3,707$472K0.1%-19.3%0.004%
8/1/2025 Yukon Wealth Management Inc.7,701$980K0.4%+6.2%0.008%
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8/1/2025 Envestnet Asset Management Inc.723,843$92.15M0.0%-30.3%0.735%
7/31/2025 Ingalls & Snyder LLC10,614$1.35M0.0%-17.5%0.011%
7/31/2025 Interchange Capital Partners LLC2,593$330K0.1%-4.5%0.003%
7/31/2025 City State Bank27,799$3.54M1.1%-1.9%0.028%
7/31/2025 Focus Partners Advisor Solutions LLC3,996$509K0.0%+18.6%0.004%
7/31/2025 NORTHSTAR ASSET MANAGEMENT Co36,351$4.63M1.1%-2.2%0.037%
7/31/2025 Glass Jacobson Investment Advisors llc1,016$129K0.0%+15.2%0.001%
7/31/2025 Harbour Investment Management LLC18,053$2.30M1.0%-2.9%0.018%
7/31/2025 Sharper & Granite LLC12,901$1.66M0.6%-1.0%0.013%
7/31/2025 Carnegie Investment Counsel1,745$222K0.0%N/A0.002%
7/31/2025 Avion Wealth18,221$2.32M0.5%-6.6%0.018%
7/31/2025 WFA Asset Management Corp60,208$7.66M4.4%-22.6%0.061%
7/30/2025 White Lighthouse Investment Management Inc.6,793$865K0.1%+7.5%0.007%
7/30/2025 Onyx Bridge Wealth Group LLC1,608$205K0.0%-12.4%0.002%
7/30/2025 Brookstone Capital Management6,357$809K0.0%-20.6%0.006%
7/30/2025 Retirement Planning Group LLC5,720$728K0.0%-6.5%0.006%
7/30/2025 D.A. Davidson & CO.20,187$2.57M0.0%+5.7%0.020%
7/30/2025 Cavalier Investments LLC67,254$8.56M2.6%-2.0%0.068%
7/30/2025 Berkeley Capital Partners LLC29,496$3.76M1.0%N/A0.030%
7/30/2025 WBH Advisory Inc.114,037$14.52M1.2%-1.7%0.116%
7/29/2025 Elevation Capital Advisory LLC10,113$1.29M0.5%-12.5%0.010%
7/29/2025 LMG Wealth Partners LLC40,493$5.16M1.1%-0.9%0.041%
7/29/2025 Salomon & Ludwin LLC3,971$510K0.1%-2.2%0.004%
7/29/2025 International Assets Investment Management LLC1,903$242K0.0%-28.1%0.002%
7/29/2025 Joseph P. Lucia & Associates LLC2,171$276K0.1%-9.8%0.002%
7/29/2025 Signature Estate & Investment Advisors LLC12,038$1.53M0.0%-3.5%0.012%
7/29/2025 Novare Capital Management LLC22,322$2.84M0.2%-0.4%0.023%
7/29/2025 Stratos Wealth Partners LTD.4,154$529K0.0%-6.7%0.004%
7/29/2025 Stratos Wealth Advisors LLC10,265$1.31M0.1%-2.5%0.010%
7/29/2025 Harbor Asset Planning Inc.629$80K0.1%N/A0.001%
7/28/2025 Mutual Advisors LLC2,053$268K0.0%N/A0.002%
7/28/2025 Ritholtz Wealth Management1,595$203K0.0%N/A0.002%
7/28/2025 Harbour Investments Inc.10,760$1.37M0.0%+14.3%0.011%
7/28/2025 Founders Grove Wealth Partners LLC59,265$7.54M1.9%+0.5%0.060%
7/28/2025 RFG Advisory LLC2,366$301K0.0%-62.4%0.002%
7/28/2025 Axxcess Wealth Management LLC5,437$692K0.0%-17.0%0.006%
7/28/2025 Hudson Capital Management LLC1,695$216K0.1%N/A0.002%
7/25/2025 Community Bank N.A.7,490$953K0.1%-5.7%0.008%
7/25/2025 Atria Wealth Solutions Inc.70,760$9.05M0.2%-25.0%0.072%
7/25/2025 Envestnet Portfolio Solutions Inc.50,314$6.41M0.0%-33.0%0.051%
7/25/2025 Wealth Architects LLC1,625$207K0.0%N/A0.002%
7/25/2025 Sequoia Financial Advisors LLC4,229$538K0.0%+2.5%0.004%
7/25/2025 MGO One Seven LLC2,591$330K0.0%N/A0.003%
7/25/2025 CWM LLC2,832$361K0.0%-20.7%0.003%
7/25/2025 Johnson Investment Counsel Inc.43,560$5.55M0.0%+1.9%0.044%
7/25/2025 Apollon Wealth Management LLC2,466$314K0.0%N/A0.003%
7/25/2025 Avion Wealth19,038$2.27M0.6%-2.4%0.019%
7/24/2025 JFS Wealth Advisors LLC1,658$211K0.0%-9.2%0.002%
7/24/2025 Blue Trust Inc.1,284$163K0.0%+49.8%0.001%
7/24/2025 Robertson Stephens Wealth Management LLC58,836$7.49M0.2%-1.5%0.060%
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7/24/2025 Brandywine Oak Private Wealth LLC6,101$777K0.1%-3.7%0.006%
7/24/2025 Pinion Investment Advisors LLC6,305$803K0.3%-1.7%0.006%
7/24/2025 Coordinated Financial Services Inc.2,414$307K0.2%N/A0.002%
7/24/2025 IFP Advisors Inc1,428$182K0.0%-30.3%0.001%
7/24/2025 Blair William & Co. IL17,497$2.23M0.0%+68.6%0.018%
7/24/2025 Leo Wealth LLC1,865$237K0.0%N/A0.002%
7/24/2025 US Bancorp DE8,089$1.03M0.0%+29.7%0.008%
7/23/2025 Capital Management Associates Inc4,342$553K0.2%N/A0.004%
7/23/2025 Clear Creek Financial Management LLC20,620$2.63M0.2%N/A0.021%
7/23/2025 Valmark Advisers Inc.7,775$990K0.0%-5.5%0.008%
(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, 726 institutional investors and hedge funds held shares of Vanguard Financials ETF. The most heavily invested institutionals were Bank of America Corp DE ($2.72B), Varma Mutual Pension Insurance Co ($548.70M), Morgan Stanley ($215.29M), Wells Fargo & Company MN ($186.86M), UBS Group AG ($159.52M), PGIM Custom Harvest LLC ($145.27M), and Raymond James Financial Inc. ($128.75M).Learn more on Vanguard Financials ETF's institutional investors.

What percentage of Vanguard Financials ETF's stock is owned by institutional investors?

61.65% of Vanguard Financials ETF's stock is owned by institutional investors. Learn more on VFH's institutional investor holdings.

Which institutional investors have been buying Vanguard Financials ETF's stock?

Of the 611 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: Varma Mutual Pension Insurance Co ($4.16M), Beacon Capital Management Inc. ($3.50M), Raymond James Financial Inc. ($1.11M), Envestnet Asset Management Inc. ($1.01M), Kingstone Capital Partners Texas LLC ($913.61K), Advisors Preferred LLC ($789.93K), and Cetera Investment Advisers ($398.89K).

How much institutional buying is happening at Vanguard Financials ETF?

Institutional investors have bought a total of 8,329,773 shares in the last 24 months. This purchase volume represents approximately $986.92M in transactions.

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

Of the 298 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. ($1.18M), Envestnet Asset Management Inc. ($697.19K), JPMorgan Chase & Co. ($486.86K), Advisors Preferred LLC ($444.90K), Bank of America Corp DE ($401.23K), Synovus Financial Corp ($226.31K), and GWN Securities Inc. ($101.22K).

How much institutional selling is happening at Vanguard Financials ETF?

Institutional investors have sold a total of 4,866,369 shares in the last 24 months. This volume of shares sold represents approximately $576.45M in transactions.



This page (NYSEARCA:VFH) was last updated on 8/7/2025 by MarketBeat.com Staff
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