VANGUARD FINANCIALS ETF (VFH) Institutional Ownership Changes & 13F Activity
VANGUARD FINANCIALS ETF (VFH). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Raymond James Financial Inc, Corient Private Wealth Llc, Mercer Global Advisors Inc, Anchor Investment Management, Llc, and Newedge Advisors, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Elm Partners Management Llc | Buy | +16,959 | +81.4% | 37,784 | $5.04M | Q4 2025 | Oct 07, 2026 |
| Dakota Wealth Management | Sell | -73 | -2.7% | 2,678 | $357.51K | Q4 2025 | Aug 26, 2026 |
| Independent Financial Group, Llc | Buy | +296 | +2.3% | 13,373 | $1.79M | Q4 2025 | May 15, 2026 |
| Strategic Wealth Partners, Ltd. | Buy | +3,488 | — | 3,488 | $465.63K | Q4 2025 | May 12, 2026 |
| Z3 Capital Partners, Llc | Buy | +3,456 | — | 3,456 | $461.32K | Q4 2025 | May 07, 2026 |
| Bravera Wealth | Buy | +122 | — | 122 | $16.29K | Q4 2025 | Apr 22, 2026 |
| Bison Wealth, Llc | Buy | +3,419 | — | 3,419 | $408.59K | Q4 2025 | Mar 24, 2026 |
| Gunpowder Capital Management, Llc Dba Oliver Wealth Management | Buy | +295 | — | 295 | $39.38K | Q4 2025 | Mar 05, 2026 |
| Rehmann Capital Advisory Group | Buy | +3,098 | — | 3,098 | $413.59K | Q4 2025 | Mar 04, 2026 |
| Shp Wealth Management | Buy | +276 | — | 276 | $36.84K | Q4 2025 | Mar 04, 2026 |
| Nwf Advisory Services Inc. | Buy | +1,940 | — | 1,940 | $258.97K | Q4 2025 | Mar 03, 2026 |
| Cfo Capital Management Llc | Buy | +3,005 | — | 3,005 | $401.17K | Q4 2025 | Mar 02, 2026 |
| Strategic Investment Solutions, Inc. | Buy | +4,623 | — | 4,623 | $617.10K | Q4 2025 | Feb 27, 2026 |
| Anchor Investment Management, Llc | Buy | +34,431 | — | 34,431 | $4.60M | Q4 2025 | Feb 26, 2026 |
| Tempo Wealth, Llc | Buy | +1,567 | — | 1,567 | $209.19K | Q4 2025 | Feb 25, 2026 |
| Midfirst Bank | Buy | +48 | — | 48 | $6.41K | Q4 2025 | Feb 25, 2026 |
| Bell Investment Advisors, Inc | Buy | +410 | — | 410 | $54.70K | Q4 2025 | Feb 24, 2026 |
| Sunbelt Securities, Inc. | Buy | +298 | — | 298 | $39.81K | Q4 2025 | Feb 20, 2026 |
| Corient Private Wealth Llc | Buy | +208,468 | — | 208,468 | $27.83M | Q4 2025 | Feb 19, 2026 |
| Jacobs Equity Llc | Buy | +5,923 | — | 5,923 | $790.66K | Q4 2025 | Feb 19, 2026 |
| First Growth Capital Llc | Buy | +3,266 | — | 3,266 | $422.56K | Q4 2025 | Feb 19, 2026 |
| Claris Financial Llc | Buy | +1 | +0.0% | 7,849 | $1.05M | Q4 2025 | Feb 19, 2026 |
| Raymond James Financial Inc | Buy | +1,236,644 | — | 1,236,644 | $165.08M | Q4 2025 | Feb 18, 2026 |
| Mercer Global Advisors Inc | Buy | +155,903 | — | 155,903 | $20.81M | Q4 2025 | Feb 18, 2026 |
| Newedge Advisors, Llc | Buy | +32,097 | — | 32,097 | $4.28M | Q4 2025 | Feb 18, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +18,766 | — | 18,766 | $2.51M | Q4 2025 | Feb 18, 2026 |
| Hershey Financial Advisers, Llc | Buy | +13,443 | — | 13,443 | $1.79M | Q4 2025 | Feb 18, 2026 |
| Ep Wealth Advisors, Llc | Buy | +7,695 | — | 7,695 | $1.03M | Q4 2025 | Feb 18, 2026 |
| Wealthspire Retirement, Llc | Buy | +6,700 | — | 6,700 | $894.33K | Q4 2025 | Feb 18, 2026 |
| Cahill Financial Advisors Inc | Buy | +6,352 | — | 6,352 | $847.99K | Q4 2025 | Feb 18, 2026 |
Frequently asked questions about VFH activity
Which institutional owners are buying VFH?
Institutional owners buying VFH include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in VFH activity?
"Buy" means an investor increased their reported position in VFH compared to the prior reporting period. This reflects growing exposure to VANGUARD FINANCIALS ETF (VFH) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in VFH increasing?
Institutional interest in VFH can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.