VFH Institutional Ownership
Vanguard Financials ETF
1W: -2.4%
1M: -7.3%
3M: -5.1%
YTD: -2.6%
1Y: +0.9%
3Y: +69.4%
5Y: +51.4%
$130.52
+0.14 (+0.11%)
Weekly Expected Move ±1.6%
$126
$128
$131
$133
$135
Overview
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Holdings
Changes
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Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
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Institutional Ownership — VFH
809
Institutional Holders
+3 vs prior quarter
0.0%
Ownership
+0.00pp
7B
Total Invested
82
New Positions
225
Increased
299
Reduced
49
Closed
0.75
Put/Call Ratio
Ownership Trends
Top Institutional Holders (870 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE | 21,196,317 | 2.8B | -2,751,815 | -11.5% | 15Q | SEC ↗ |
| 2 | MORGAN STANLEY | 3,729,437 | $487M | +63,853 | +1.7% | 60Q | SEC ↗ |
| 3 | UBS Group AG | 1,938,513 | $253M | +32,422 | +1.7% | 9Q | SEC ↗ |
| 4 | WELLS FARGO & COMPANY/MN | 1,811,916 | $236M | -121,054 | -6.3% | 79Q | SEC ↗ |
| 5 | PGIM Custom Harvest LLC | 1,686,235 | $220M | +62,529 | +3.9% | 15Q | SEC ↗ |
| 6 | RAYMOND JAMES FINANCIAL INC | 1,221,644 | $159M | -57,507 | -4.5% | 7Q | SEC ↗ |
| 7 | LPL Financial LLC | 964,920 | $126M | +46,414 | +5.1% | 54Q | SEC ↗ |
| 8 | FMR LLC | 930,485 | $121M | -34,159 | -3.5% | 50Q | SEC ↗ |
| 9 | AMERIPRISE FINANCIAL INC | 742,857 | $97M | -188,862 | -20.3% | 16Q | SEC ↗ |
| 10 | ROYAL BANK OF CANADA | 639,191 | $83M | +59,266 | +10.2% | 67Q | SEC ↗ |
| 11 | TWO SIGMA INVESTMENTS, LP | 605,000 | $79M | -64,100 | -9.6% | 2Q | SEC ↗ |
| 12 | ENVESTNET ASSET MANAGEMENT INC | 485,154 | $63M | +34,350 | +7.6% | 41Q | SEC ↗ |
| 13 | Beacon Capital Management, Inc. | 478,035 | $62M | -76,267 | -13.8% | 51Q | SEC ↗ |
| 14 | STIFEL FINANCIAL CORP | 451,392 | $59M | -11,360 | -2.5% | 43Q | SEC ↗ |
| 15 | JPMORGAN CHASE & CO | 435,273 | $57M | -4,217 | -1.0% | 45Q | SEC ↗ |
| 16 | Cetera Investment Advisers | 430,033 | $56M | +12,429 | +3.0% | 25Q | SEC ↗ |
| 17 | Lido Advisors, LLC | 344,493 | $45M | +10,970 | +3.3% | 28Q | SEC ↗ |
| 18 | OSAIC HOLDINGS, INC. | 303,034 | $40M | +46,289 | +18.0% | 26Q | SEC ↗ |
| 19 | Allianz SE | 267,713 | $35M | — | +0.0% | 10Q | SEC ↗ |
| 20 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 243,922 | $32M | -44,073 | -15.3% | 63Q | SEC ↗ |
| 21 | Rockefeller Capital Management L.P. | 242,805 | $32M | -2,380 | -1.0% | 30Q | SEC ↗ |
| 22 | M&T Bank Corp | 236,897 | $31M | -16,119 | -6.4% | 20Q | SEC ↗ |
| 23 | TD Waterhouse Canada Inc. | 221,005 | $29M | +8,213 | +3.9% | 19Q | SEC ↗ |
| 24 | Pinnacle Financial Partners, Inc. | 212,066 | $28M | -53 | -0.0% | 3Q | SEC ↗ |
| 25 | KCM INVESTMENT ADVISORS LLC | 200,509 | $26M | +7,025 | +3.6% | 14Q | SEC ↗ |
| 26 | Ameritas Advisory Services, LLC | 197,536 | $26M | +64,658 | +48.7% | 19Q | SEC ↗ |
| 27 | Corient Private Wealth LP | 192,960 | $25M | -14,340 | -6.9% | 15Q | SEC ↗ |
| 28 | PNC Financial Services Group, Inc. | 188,644 | $25M | -14,111 | -7.0% | 15Q | SEC ↗ |
| 29 | Ayalon Insurance Comp Ltd. | 178,031 | $23M | — | +0.0% | 35Q | SEC ↗ |
| 30 | Sanctuary Advisors, LLC | 172,422 | $23M | +51,500 | +42.6% | 9Q | SEC ↗ |
| 31 | Janney Montgomery Scott LLC | 158,789 | $21M | +7,339 | +4.8% | 52Q | SEC ↗ |
| 32 | Main Management LLC | 157,223 | $21M | +113 | +0.1% | 33Q | SEC ↗ |
| 33 | CMH Wealth Management LLC | 150,808 | $20M | +5,524 | +3.8% | 39Q | SEC ↗ |
| 34 | Cedar Mountain Advisors, LLC | 146,558 | $19M | +1,318 | +0.9% | 27Q | SEC ↗ |
| 35 | TRUST CO OF OKLAHOMA | 142,855 | $19M | -747 | -0.5% | 24Q | SEC ↗ |
| 36 | MERCER GLOBAL ADVISORS INC /ADV | 142,504 | $19M | -7,724 | -5.1% | 22Q | SEC ↗ |
| 37 | GOLDMAN SACHS GROUP INC | 138,842 | $18M | -5,361 | -3.7% | 15Q | SEC ↗ |
| 38 | EDMOND DE ROTHSCHILD HOLDING S.A. | 138,679 | $18M | — | +0.0% | 8Q | SEC ↗ |
| 39 | Mariner, LLC | 136,363 | $18M | -5,291 | -3.7% | 35Q | SEC ↗ |
| 40 | FIFTH THIRD BANCORP | 133,814 | $17M | -2,519 | -1.8% | 26Q | SEC ↗ |
| 41 | HighTower Advisors, LLC | 129,075 | $17M | -4,324 | -3.2% | 22Q | SEC ↗ |
| 42 | ASSETMARK, INC | 120,753 | $16M | +71,396 | +144.7% | 32Q | SEC ↗ |
| 43 | Focus Partners Wealth | 115,665 | $15M | -4,970 | -4.1% | 11Q | SEC ↗ |
| 44 | Cresset Asset Management, LLC | 115,066 | $15M | +11,539 | +11.1% | 23Q | SEC ↗ |
| 45 | SEARCY FINANCIAL SERVICES INC /ADV | 114,112 | $15M | -163 | -0.1% | 6Q | SEC ↗ |
| 46 | MassMutual Private Wealth & Trust, FSB | 108,624 | $14M | -2,307 | -2.1% | 39Q | SEC ↗ |
| 47 | Retirement Planning Group, LLC | 108,505 | $14M | +101,689 | +1491.9% | 15Q | SEC ↗ |
| 48 | Winthrop Capital Management, LLC | 104,157 | $14M | +1,001 | +1.0% | 11Q | SEC ↗ |
| 49 | JONES FINANCIAL COMPANIES LLLP | 103,222 | $13M | +11,474 | +12.5% | 23Q | SEC ↗ |
| 50 | Marmo Financial Group, LLC | 102,669 | $13M | -127 | -0.1% | 13Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Bellwether Advisors, LLC | 58,048 | $8M |
| Curran Financial Partners, LLC | 48,196 | $6M |
| NORTHSTAR ASSET MANAGEMENT Co | 36,706 | $5M |
| Quantitative Investment Management, | 16,561 | $2M |
| Stonebridge Financial Group, LLC/CA | 14,111 | $2M |
| Evanson Financial, LLC | 13,328 | $2M |
| Simplicity Wealth,LLC | 10,030 | $1M |
| FLOW TRADERS U.S. LLC | 8,719 | $1M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 7,625 | $995K |
| Envestnet Portfolio Solutions, Inc. | 7,242 | $945K |
| TRUST CO OF VERMONT | 6,577 | $858K |
| AlphaStar Capital Management, LLC | 5,619 | $733K |
| Sixth Street Partners Management Co | 5,449 | $711K |
| Phillip James Consulting Co. | 4,900 | $640K |
| Rothschild Wealth LLC | 4,834 | $631K |
| Diversify Advisory Services, LLC | 4,453 | $581K |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 4,453 | $581K |
| IFG Advisory, LLC | 4,421 | $577K |
| Nuveen, LLC | 4,076 | $532K |
| IMA Advisory Services, Inc. | 4,040 | $527K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Main Management ETF Advisors, LLC | 924,885 | $121M |
| TIFF ADVISORY SERVICES, LLC | 213,451 | $28M |
| Estate Counselors, LLC | 82,403 | $11M |
| TUDOR INVESTMENT CORP ET AL | 81,340 | $11M |
| Cavalier Investments, LLC | 73,154 | $10M |
| GAMCO INVESTORS, INC. ET AL | 50,549 | $7M |
| SOL Capital Management CO | 45,665 | $6M |
| Banque Transatlantique SA | 38,290 | $5M |
| Matthew Goff Investment Advisor, LL | 35,004 | $5M |
| Axiom Financial Strategies, LLC | 28,817 | $4M |
| Empirical Asset Management, LLC | 26,432 | $3M |
| Tower Research Capital LLC (TRC) | 21,688 | $3M |
| JANE STREET GROUP, LLC | 18,181 | $2M |
| Clear Creek Financial Management, L | 17,617 | $2M |
| Retireful, LLC | 15,647 | $2M |
| Independent Advisor Alliance | 15,409 | $2M |
| GoalVest Advisory LLC | 10,836 | $1M |
| RENAISSANCE TECHNOLOGIES LLC | 9,300 | $1M |
| WOODWARD DIVERSIFIED CAPITAL, LLC | 8,343 | $1M |
| Aspen Grove Capital, LLC | 8,343 | $1M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Retirement Planning Group, LLC | +101,689 | +1491.9% | 108,505 |
| Mosley Wealth Management | +77,187 | +2191.6% | 80,709 |
| ASSETMARK, INC | +71,396 | +144.7% | 120,753 |
| Ameritas Advisory Services, LLC | +64,658 | +48.7% | 197,536 |
| MORGAN STANLEY | +63,853 | +1.7% | 3,729,437 |
| PGIM Custom Harvest LLC | +62,529 | +3.9% | 1,686,235 |
| ROYAL BANK OF CANADA | +59,266 | +10.2% | 639,191 |
| Sanctuary Advisors, LLC | +51,500 | +42.6% | 172,422 |
| Quantinno Capital Management LP | +50,936 | +103.1% | 100,363 |
| LPL Financial LLC | +46,414 | +5.1% | 964,920 |
| OSAIC HOLDINGS, INC. | +46,289 | +18.0% | 303,034 |
| ENVESTNET ASSET MANAGEMENT INC | +34,350 | +7.6% | 485,154 |
| UBS Group AG | +32,422 | +1.7% | 1,938,513 |
| CITADEL ADVISORS LLC | +31,815 | +161.3% | 51,543 |
| Arax Advisory Partners | +21,654 | +1555.6% | 23,046 |
| Freestone Capital Holdings, LLC | +13,311 | +434.9% | 16,372 |
| Cetera Investment Advisers | +12,429 | +3.0% | 430,033 |
| Cresset Asset Management, LLC | +11,539 | +11.1% | 115,066 |
| JONES FINANCIAL COMPANIES LLLP | +11,474 | +12.5% | 103,222 |
| Lido Advisors, LLC | +10,970 | +3.3% | 344,493 |