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Vanguard Financials ETF (VFH) Institutional Ownership

Vanguard Financials ETF logo
$123.27 -1.87 (-1.49%)
Closing price 02/21/2025 04:10 PM Eastern
Extended Trading
$123.34 +0.07 (+0.06%)
As of 02/21/2025 07:53 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.
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Institutional Ownership Changes (13F Filings) for Vanguard Financials ETF (NYSEARCA:VFH)

Number of
Institutional Buyers
(last 12 months)
402
Total
Institutional Inflows
(last 12 months)
$843.13M
Number of
Institutional Sellers
(last 12 months)
242
Total
Institutional Outflows
(last 12 months)
$385.42M
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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
2/21/2025Ascent Group LLC7,519$888K0.1%-3.2%0.008%
2/21/2025Vermillion Wealth Management Inc.1,305$154K0.1%N/A0.001%
2/19/2025 Invst LLC66,807$7.89M1.0%-13.5%0.073%
2/19/2025 Parr Mcknight Wealth Management Group LLC1,793$212K0.0%N/A0.002%
2/18/2025 Western Wealth Management LLC3,704$437K0.1%-70.6%0.004%
2/18/2025 Fourth Dimension Wealth LLC851$101K0.1%N/A0.001%
2/18/2025 Retirement Planning Group LLC2,561$302K0.0%+3.6%0.003%
2/18/2025 Novak & Powell Financial Services Inc.4,347$513K0.3%-70.9%0.005%
2/18/2025 First Heartland Consultants Inc.2,866$338K0.0%+45.0%0.003%
2/18/2025 Mpwm Advisory Solutions LLC1,140$135K0.1%N/A0.001%
2/18/2025 Kinloch Capital LLC45,367$5.36M2.7%-14.5%0.049%
2/17/2025 Waverly Advisors LLC24,074$2.84M0.0%+19.7%0.026%
2/17/2025 Williams Jones Wealth Management LLC.3,621$428K0.0%N/A0.004%
2/17/2025 Vivaldi Capital Management LP7,152$898K0.1%+17.3%0.008%
2/17/2025 Waters Parkerson & CO. LLC4,450$525K0.0%-5.3%0.005%
2/17/2025 Strategic Wealth Partners Ltd.76,183$9.63M0.8%+2.5%0.083%
2/17/2025 Sentinus LLC3,890$459K0.1%-4.0%0.004%
2/17/2025 Snowden Capital Advisors LLC23,842$2.82M0.1%+0.4%0.026%
2/17/2025 Royal Bank of Canada526,304$62.14M0.0%-4.7%0.571%
2/17/2025 Redwood Financial Network Corp4,054$479K0.4%-27.9%0.004%
2/17/2025 Quantinno Capital Management LP11,132$1.31M0.0%+15.3%0.012%
2/17/2025 Northeast Financial Consultants Inc78,963$9.32M0.4%+0.2%0.086%
2/17/2025 Minot DeBlois Advisors LLC880$104K0.1%N/A0.001%
2/17/2025 Millennium Management LLC9,037$1.07M0.0%-10.3%0.010%
2/17/2025 Investor s Fiduciary Advisor Network LLC17,425$2.06M0.8%N/A0.019%
2/17/2025 Focus Partners Wealth7,078$836K0.0%-25.6%0.008%
2/17/2025 Full Sail Capital LLC147,077$17.37M1.1%-2.1%0.160%
2/17/2025 Fiduciary Trust Co14,810$1.75M0.0%-0.9%0.016%
2/17/2025 FWL Investment Management LLC574$68K0.0%+239.6%0.001%
2/17/2025 Clark Capital Management Group Inc.29,369$3.47M0.0%-42.4%0.032%
2/17/2025 Cladis Investment Advisory LLC12,014$1.42M1.0%-9.3%0.013%
2/17/2025 EP Wealth Advisors LLC7,524$888K0.0%+14.5%0.008%
2/17/2025 CoreCap Advisors LLC1,275$151K0.0%+67.3%0.001%
2/17/2025 Cresset Asset Management LLC92,151$10.88M0.1%-0.8%0.100%
2/17/2025 Cetera Investment Advisers411,837$48.63M0.1%-6.7%0.447%
2/17/2025 BOKF NA27,080$3.13M0.1%-1.5%0.029%
2/17/2025 Cahill Financial Advisors Inc.4,083$482K0.1%N/A0.004%
2/17/2025 Captrust Financial Advisors155,482$18.36M0.1%-3.8%0.169%
2/17/2025 Cary Street Partners Financial LLC3,613$427K0.0%N/A0.004%
2/17/2025 Chai Trust Co. LLC76,839$9.07M0.4%+3.6%0.083%
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2/17/2025 Baird Financial Group Inc.8,263$976K0.0%+2.7%0.009%
2/17/2025 Bank of America Corp DE23,003,658$2.72B0.2%-1.7%24.974%
2/17/2025 Benjamin Edwards Inc.3,102$366K0.0%N/A0.003%
2/17/2025 Ameriprise Financial Inc.692,267$81.67M0.0%+16.4%0.752%
2/17/2025 Alteri Wealth LLC3,386$400K0.1%N/A0.004%
2/14/2025 Mercer Global Advisors Inc. ADV19,808$2.34M0.0%-11.1%0.022%
2/14/2025 Jane Street Group LLC4,155$491K0.0%-79.9%0.005%
2/14/2025 Rehmann Capital Advisory Group3,145$371K0.0%+61.0%0.003%
2/14/2025 Talon Private Wealth LLC1,868$221K0.1%N/A0.002%
2/14/2025 Comerica Bank45,837$5.41M0.0%+0.4%0.050%
2/14/2025 Lido Advisors LLC151,627$17.90M0.1%+4.6%0.165%
2/14/2025 Northern Trust Corp27,386$3.23M0.0%-2.9%0.030%
2/14/2025 Long Island Wealth Management Inc.6,352$750K0.5%-59.3%0.007%
2/14/2025 Beacon Pointe Advisors LLC19,890$2.35M0.0%+21.5%0.022%
2/14/2025 Tudor Investment Corp ET AL10,629$1.26M0.0%-78.0%0.012%
2/14/2025 Betterment LLC1,809$214K0.0%N/A0.002%
2/14/2025 Kovitz Investment Group Partners LLC1,939$229K0.0%-54.1%0.002%
2/14/2025 Integrated Wealth Concepts LLC40,646$4.80M0.1%+2.6%0.044%
2/14/2025 MGO One Seven LLC1,749$207K0.0%N/A0.002%
2/14/2025 IHT Wealth Management LLC38,415$4.54M0.1%+44.2%0.042%
2/14/2025 OneDigital Investment Advisors LLC9,248$1.09M0.0%+24.2%0.010%
2/14/2025 Stifel Financial Corp449,443$53.07M0.1%+3.8%0.488%
2/14/2025 TD Waterhouse Canada Inc.200,190$23.64M0.2%+9.0%0.217%
2/14/2025 Transatlantique Private Wealth LLC16,321$1.93M0.7%+9.8%0.018%
2/14/2025 MML Investors Services LLC153,903$18.17M0.1%+126.5%0.167%
2/14/2025 First Trust Advisors LP1,907$225K0.0%N/A0.002%
2/14/2025 Concourse Financial Group Securities Inc.44,649$5.51M0.3%+16.9%0.048%
2/14/2025 Cadence Bank1,808$213K0.0%N/A0.002%
2/13/2025 Capital Square LLC2,872$357K0.2%+9.5%0.003%
2/13/2025 NewEdge Advisors LLC18,378$2.17M0.0%+12.2%0.020%
2/13/2025 United Capital Financial Advisors LLC4,725$558K0.0%+4.9%0.005%
2/13/2025 Keeley Teton Advisors LLC59,113$6.98M0.8%+0.3%0.064%
2/13/2025 Anchor Investment Management LLC33,001$3.90M0.4%-2.6%0.036%
2/13/2025 Dagco Inc.5,950$703K0.2%+52.8%0.006%
2/13/2025 CreativeOne Wealth LLC10,016$1.18M0.0%+0.9%0.011%
2/13/2025 Mariner LLC120,842$14.27M0.0%+2.7%0.131%
2/13/2025 Barclays PLC185,101$21.85M0.0%+88.2%0.201%
2/13/2025 Elm Partners Management LLC7,373$871K0.1%-2.2%0.008%
2/13/2025 O ROURKE & COMPANY Inc20,701$2.44M1.2%+4.0%0.022%
2/13/2025 TME Financial Inc.1,831$201K0.2%N/A0.002%
2/13/2025 Synovus Financial Corp216,909$25.63M0.3%-51.1%0.235%
2/13/2025 Bragg Financial Advisors Inc5,413$639K0.0%+39.1%0.006%
2/13/2025 BTG Pactual Asset Management US LLC44,085$5.21M0.5%-6.7%0.048%
2/13/2025 Advisors Capital Management LLC28,461$3.36M0.1%-2.9%0.031%
2/13/2025 Rockefeller Capital Management L.P.220,303$25.95M0.1%+12.0%0.239%
2/13/2025 NFP Retirement Inc.6,557$774K0.1%-6.2%0.007%
2/13/2025 KDK Private Wealth Management LLC9,447$1.12M1.2%N/A0.010%
2/13/2025 Advisory Services Network LLC17,960$2.12M0.0%+4.5%0.019%
2/13/2025 Bernard Wealth Management Corp.677$80K0.1%N/A0.001%
2/13/2025 Bank of Montreal Can10,636$1.26M0.0%+36.6%0.012%
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2/13/2025 Cerity Partners LLC20,118$2.37M0.0%+22.9%0.022%
2/13/2025 Trek Financial LLC45,755$5.40M0.4%N/A0.050%
2/13/2025 FMR LLC1,063,681$125.59M0.0%-1.1%1.155%
2/13/2025 Peapack Gladstone Financial Corp6,732$796K0.0%-4.8%0.007%
2/13/2025 Russell Investments Group Ltd.366$43K0.0%+65.6%0.000%
2/13/2025 Wedbush Securities Inc.2,781$328K0.0%+8.8%0.003%
2/13/2025 Envestnet Asset Management Inc.1,026,495$121.20M0.0%-18.5%1.114%
2/13/2025 KCM Investment Advisors LLC342,212$40.41M1.4%-4.7%0.372%
2/13/2025 Wells Fargo & Company MN1,582,629$186.86M0.0%+15.8%1.718%
2/13/2025 Prudential PLC169,200$19.98M0.1%N/A0.184%
(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, 673 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 552 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 20,714,475 shares in the last 24 months. This purchase volume represents approximately $1.92B in transactions.

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

Of the 372 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. ($2.47M), Bessemer Group Inc. ($823.87K), 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 11,173,074 shares in the last 24 months. This volume of shares sold represents approximately $1.03B in transactions.


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This page (NYSEARCA:VFH) was last updated on 2/22/2025 by MarketBeat.com Staff
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