We are live on ! Find out more
VFH icon

Vanguard Financials ETF
VFH

Name Holding Trade Value Shares
Change 		Change in
Stake
MF
326
Montis Financial
Massachusetts
$300K +$73K +808 +32%
CSPIA
327
Cary Street Partners Investment Advisory
Virginia
$300K +$300K +3,320 New
AIM
328
Anchor Investment Management
South Carolina
$300K -$9.94K -110 -3%
TPCW
329
TD Private Client Wealth
New York
$298K -$48.4K -536 -14%
MP
330
McDonald Partners
Ohio
$298K – – –
CT
331
Cambridge Trust
Massachusetts
$294K – – –
RDWM
332
Red Door Wealth Management
Tennessee
$294K +$2.26K +25 +0.8%
TPW
333
TL Private Wealth
Texas
$291K -$8.95K -99 -3%
FHB
334
First Hawaiian Bank
Hawaii
$290K – – –
FCFC
335
First Commonwealth Financial Corp
Pennsylvania
$289K – – –
MC
336
Moors & Cabot
Massachusetts
$286K -$2.08K -23 -0.7%
MWM
337
Maltin Wealth Management
New Jersey
$286K +$1.18K +13 +0.4%
BDF
338
Black Diamond Financial
Maryland
$285K – – –
HIC
339
Holderness Investments Company
North Carolina
$285K +$6.78K +75 +2%
WP
340
WealthSource Partners
California
$284K – – –
MSFS
341
Main Street Financial Solutions
Pennsylvania
$281K +$12.5K +138 +5%
DC
342
Davenport & Co
Virginia
$281K +$25.5K +282 +10%
FFWA
343
FRG Family Wealth Advisors
Washington
$280K – – –
BAM
344
Belpointe Asset Management
Nevada
$277K -$91.9K -1,017 -25%
SAM
345
Secure Asset Management
Michigan
$272K -$8.86K -98 -3%
FFG
346
Frisch Financial Group
New York
$268K +$994 +11 +0.4%
EWA
347
EP Wealth Advisors
California
$267K -$6.24K -69 -2%
SSWM
348
Sheets Smith Wealth Management
North Carolina
$266K -$3.25K -36 -1%
FANJ
349
Financial Architects (New Jersey)
New Jersey
$264K – – –
LNB
350
Ledyard National Bank
$262K -$17.9K -198 -6%
12 13
14
15 16