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Vanguard Financials ETF (VFH) Institutional Ownership

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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)
$1.20B
Number of
Institutional Sellers
(last 12 months)
258
Total
Institutional Outflows
(last 12 months)
$650.59M
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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
5/9/2024HBK Sorce Advisory LLC2,137$219K0.0%N/A0.002%
5/9/2024SageView Advisory Group LLC3,148$322K0.0%N/A0.003%
5/9/2024Koshinski Asset Management Inc.5,882$602K0.1%-15.3%0.006%
5/8/2024Advisors Preferred LLC287$29K0.0%-100.0%0.000%
5/8/2024Bleakley Financial Group LLC17,096$1.75M0.1%+73.5%0.019%
5/8/2024Winthrop Capital Management LLC99,043$10.14M4.7%+0.8%0.108%
5/8/2024Focused Wealth Management Inc3,963$406K0.1%-10.5%0.004%
5/8/2024Avantax Advisory Services Inc.154,642$15.83M0.1%+7.1%0.168%
5/8/2024US Bancorp DE8,420$862K0.0%-15.8%0.009%
5/8/2024 QRG Capital Management Inc.4,476$458K0.0%-14.7%0.005%
5/8/2024 Williams Jones Wealth Management LLC.2,001$205K0.0%N/A0.002%
5/7/2024 Capital Square LLC2,366$242K0.2%N/A0.003%
5/7/2024 Choate Investment Advisors2,000$205K0.0%N/A0.002%
5/7/2024 WNY Asset Management LLC2,439$250K0.0%N/A0.003%
5/7/2024 White Lighthouse Investment Management Inc.3,347$343K0.1%+11.2%0.004%
5/7/2024 Concurrent Investment Advisors LLC38,074$3.90M0.2%-17.3%0.041%
5/7/2024 Montag A & Associates Inc.2,961$303K0.0%+786.5%0.003%
5/7/2024 BOS Asset Management LLC2,675$274K0.1%-3.9%0.003%
5/7/2024 KCM Investment Advisors LLC356,950$36.55M1.3%+3.9%0.388%
5/7/2024 Oppenheimer & Co. Inc.21,255$2.18M0.0%+6.4%0.023%
5/7/2024 Howard Wealth Management LLC4,783$490K0.4%-2.4%0.005%
5/6/2024 Envestnet Portfolio Solutions Inc.88,958$9.11M0.0%+78.5%0.097%
5/6/2024 LCM Capital Management Inc57,613$5.90M3.8%+0.4%0.063%
5/6/2024 Manchester Capital Management LLC12,381$1.27M0.2%+1.8%0.013%
5/6/2024 Mittelman Wealth Management12,965$1.33M0.9%N/A0.014%
5/6/2024 Advisory Alpha LLC3,848$394K0.0%N/A0.004%
5/4/2024 McClarren Financial Advisors Inc.205$210K0.1%-70.9%0.000%
5/4/2024 Csenge Advisory Group2,330$239K0.0%N/A0.003%
5/3/2024 MontVue Capital Management Inc.15,748$1.61M1.4%+25.7%0.017%
5/3/2024 Callan Capital LLC69,903$7.16M0.6%-1.1%0.076%
5/3/2024 Rehmann Capital Advisory Group2,521$258K0.0%N/A0.003%
5/3/2024 Chevy Chase Trust Holdings LLC3,661$375K0.0%N/A0.004%
5/3/2024 Liberty Wealth Management LLC12,620$1.29M0.3%+34,955.6%0.014%
5/2/2024 Salomon & Ludwin LLC9,170$939K0.1%+1,933.3%0.010%
5/2/2024 Financial Counselors Inc.2,649$271K0.0%+21.7%0.003%
5/2/2024 FinTrust Capital Advisors LLC1,375$141K0.0%-62.8%0.001%
5/2/2024 Gilbert & Cook Inc.3,400$348K0.0%-33.5%0.004%
5/2/2024 Curran Financial Partners LLC56,311$5.77M2.0%-0.6%0.061%
5/2/2024 Choreo LLC7,646$783K0.0%+3.1%0.008%
5/2/2024 Lewis Asset Management LLC5,001$512K0.4%-3.2%0.005%
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5/2/2024 ESG Planning DBA Harper Investing8,728$894K1.1%+227.0%0.009%
5/1/2024 BNP Paribas Financial Markets897$92K0.0%+1,501.8%0.001%
5/1/2024 Concourse Financial Group Securities Inc.17,316$1.77M0.1%+1.1%0.019%
5/1/2024 Mission Wealth Management LP10,569$1.08M0.0%-1.4%0.011%
5/1/2024 Bray Capital Advisors33,094$3.39M0.9%-0.5%0.036%
4/30/2024 Private Advisor Group LLC27,922$2.86M0.0%+10.3%0.030%
4/30/2024 Consolidated Portfolio Review Corp2,415$247K0.1%-78.0%0.003%
4/30/2024 J.W. Cole Advisors Inc.5,155$528K0.0%+118.3%0.006%
4/30/2024 Chai Trust Co. LLC61,562$6.30M0.5%+13.2%0.067%
4/30/2024 HB Wealth Management LLC2,592$265K0.0%-8.9%0.003%
4/30/2024 Woodward Diversified Capital LLC12,093$1.24M0.8%-17.4%0.013%
4/30/2024 Fountainhead AM LLC2,187$224K0.1%N/A0.002%
4/30/2024 Delta Financial Group Inc.3,304$338K0.1%+15.8%0.004%
4/29/2024Commonwealth Equity Services LLC152,944$15.66M0.0%-1.2%0.166%
4/29/2024 Onyx Bridge Wealth Group LLC2,071$205K0.0%-46.1%0.002%
4/27/2024 NORTHSTAR ASSET MANAGEMENT Co LLC37,241$3.81M0.9%+1.2%0.040%
4/26/2024 McGuire Investment Group LLC4,991$511K0.1%+14.3%0.005%
4/26/2024 BLB&B Advisors LLC7,633$782K0.0%-47.5%0.008%
4/26/2024 First National Trust Co2,272$233K0.0%N/A0.002%
4/26/2024 McKinley Carter Wealth Services Inc.3,577$366K0.0%+13.7%0.004%
4/26/2024 Terra Nova Asset Management LLC17,298$1.77M1.4%+1.8%0.019%
4/26/2024 Checchi Capital Advisers LLC8,474$868K0.1%-27.8%0.009%
4/25/2024 Valeo Financial Advisors LLC2,170$216K0.0%N/A0.002%
4/25/2024 Cambridge Investment Research Advisors Inc.111,857$11.45M0.0%+5.0%0.121%
4/24/2024 Leavell Investment Management Inc.5,453$558K0.0%-17.6%0.006%
4/24/2024 Krilogy Financial LLC13,181$1.35M0.1%+7.3%0.014%
4/24/2024 Blue Bell Private Wealth Management LLC483$49K0.0%-71.9%0.001%
4/24/2024 Premier Path Wealth Partners LLC7,778$796K0.2%-35.0%0.008%
4/24/2024 Trinity Legacy Partners LLC24,584$2.52M0.7%+436.8%0.027%
4/24/2024 SOL Capital Management CO51,140$5.24M0.7%-2.2%0.056%
4/24/2024 Simplicity Wealth LLC17,096$1.75M0.0%N/A0.019%
4/24/2024 Spire Wealth Management2,937$301K0.0%+134.8%0.003%
4/24/2024 Financial Freedom LLC54,010$5.53M3.3%-0.7%0.059%
4/23/2024 Wheelhouse Advisory Group LLC62,167$6.37M5.0%+4.6%0.067%
4/23/2024 Bluesphere Advisors LLC7,528$771K0.4%-7.1%0.008%
4/23/2024 Fifth Third Bancorp96,221$9.85M0.0%-0.9%0.104%
4/23/2024 Strategic Blueprint LLC4,447$455K0.0%+15.5%0.005%
4/23/2024 TAP Consulting LLC54,164$5.55M1.2%+7.3%0.059%
4/23/2024 Raymond James Financial Services Advisors Inc.575,085$58.88M0.1%-0.1%0.624%
4/22/2024 PFG Investments LLC4,613$472K0.0%N/A0.005%
4/22/2024 Raymond James & Associates431,234$44.15M0.0%-4.0%0.468%
4/22/2024 BTS Asset Management Inc.1,830$187K0.2%N/A0.002%
4/22/2024 Marmo Financial Group LLC112,930$11.56M7.0%+2.9%0.123%
4/19/2024 Wealthstar Advisors LLC5,158$528K0.2%-10.1%0.006%
4/19/2024 Mainsail Financial Group LLC6,884$705K0.5%-18.9%0.007%
4/19/2024 Westside Investment Management Inc.7,493$767K0.2%+2.5%0.008%
4/19/2024 Trust Co. of Oklahoma138,011$14.13M5.0%-2.1%0.150%
4/19/2024 Stapp Wealth Management Pllc29,102$2.98M5.2%-1.7%0.032%
4/19/2024 WFA Asset Management Corp77,824$7.97M4.2%-4.1%0.084%
4/18/2024 Woodmont Investment Counsel LLC1,034$106K0.0%N/A0.001%
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4/18/2024 Exchange Capital Management Inc.94,135$9.64M1.6%+1.4%0.102%
4/18/2024 Panoramic Investment Advisors LLC3,830$392K0.3%+3.1%0.004%
4/18/2024 Congress Wealth Management LLC DE 47,090$4.82M0.1%+27.6%0.051%
4/18/2024 O ROURKE & COMPANY Inc17,762$1.82M1.1%+5.1%0.019%
4/18/2024 Compass Ion Advisors LLC3,746$384K0.1%+4.9%0.004%
4/18/2024 Breakwater Capital Group2,677$274K0.1%+5.1%0.003%
4/16/2024 Calton & Associates Inc.74,986$7.68M3.7%-11.0%0.081%
4/16/2024 Norwood Financial Corp4,926$504K0.7%-5.2%0.005%
4/16/2024 Courier Capital LLC3,173$325K0.0%-10.9%0.003%
4/16/2024 Wealth Enhancement Advisory Services LLC14,211$1.46M0.0%-11.0%0.015%
(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, 619 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 Prudential Financial Inc. ($151.49M).Learn more on VFH's institutional investors.

Which institutional investors have been buying Vanguard Financials ETF stock?

Of the 522 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. ($4.02M), Prudential Financial Inc. ($3.48M), Envestnet Asset Management Inc. ($1.15M), Bessemer Group Inc. ($821.74K), Bank of America Corp DE ($701.66K), and Advisors Preferred LLC ($645.01K).

How much institutional buying is happening at Vanguard Financials ETF?

Institutional investors have bought a total of 24,535,300 shares in the last 24 months. This purchase volume represents approximately $2.06B 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: JPMorgan Chase & Co. ($8.12M), Beacon Capital Management Inc. ($4.34M), Wells Fargo & Company MN ($1.70M), Prudential Financial Inc. ($1.63M), Envestnet Asset Management Inc. ($983.49K), Bessemer Group Inc. ($813.43K), and Bank of America Corp DE ($668.45K).

How much institutional selling is happening at Vanguard Financials ETF?

Institutional investors have sold a total of 26,958,387 shares in the last 24 months. This volume of shares sold represents approximately $2.19B in transactions.


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This page (NYSEARCA:VFH) was last updated on 5/9/2024 by MarketBeat.com Staff

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