Public ownership evidence

Vanguard Financials ETF (VFH) Ownership Disclosures

Read VFH insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Vanguard Financials ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
B. Riley Wealth Advisors, Inc.
Report period
2025-03-31
Available
2026-08-29
Reported shares
5,112
Value (USD)
$610,723
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001464811-26-000009
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read VFH fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read VFH fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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B. Riley Wealth Advisors, Inc.2025-03-312026-08-295,112$610,723None
Corient Private Wealth LP2026-06-302026-08-28192,960$25,393,487None
TUCKER ASSET MANAGEMENT LLC2026-06-302026-08-2814$1,842None
Dakota Wealth Management2025-09-302026-08-272,751$361,067None
Dakota Wealth Management2025-12-312026-08-272,678$357,514None
Dakota Wealth Management2026-03-312026-08-272,668$322,347None
Bernard Wealth Management Corp.2026-06-302026-08-22686$90,278None
Rehmann Capital Advisory Group2026-06-302026-08-213,098$407,767None
Bullock Wealth Management Group2026-06-302026-08-20485$65,172None
Kingsview Wealth Management, LLC2026-06-302026-08-202,274$299,253None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-20142,504$18,753,520None
Beacon Pointe Advisors, LLC2026-06-302026-08-1926,828$3,530,599None
Copia Wealth Management2026-06-302026-08-19300$39,480None
JDM Financial Group LLC2026-06-302026-08-19240$31,584None
Twin Lakes Capital Management, LLC2026-06-302026-08-19103$13,510None
PIN OAK INVESTMENT ADVISORS INC2026-06-302026-08-19200$26,000None
Jacobs Equity LLC2026-06-302026-08-188,144$1,071,750None
Caitlin John, LLC2026-06-302026-08-18226$29,742None
Corient Private Wealth LP2026-06-302026-08-18193,969$25,526,097None
Pure Financial Advisors, LLC2026-06-302026-08-186,640$873,855None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-1820,927$2,753,547None
Equitable Holdings, Inc.2026-06-302026-08-1846,168$6,075,646None
CENTAURUS FINANCIAL, INC.2026-06-302026-08-184,741$624,000None
Outlook Capital Management, LLC2026-06-302026-08-15539$70,932None
Sanchez Gaunt Capital Management, LLC2026-06-302026-08-153,676$483,762None
Tripletail Wealth Management, LLC2026-06-302026-08-15268$36,496None
AMERIFLEX GROUP, INC.2026-06-302026-08-15400$52,640None
SEI INVESTMENTS CO2026-06-302026-08-151,808$237,930None
Murphy & Mullick Capital Management Corp2026-06-302026-08-15530$69,747None
Glen Eagle Advisors, LLC2026-06-302026-08-15118$15,591None
Federation des caisses Desjardins du Quebec2026-06-302026-08-1520,392$2,683,587None
Modern Wealth Management, LLC2026-06-302026-08-154,399$578,967None
FWL INVESTMENT MANAGEMENT, LLC2026-06-302026-08-15365$48,034None
Basecamp Wealth Advisors LLC2026-06-302026-08-1599$13,013None
Mutual Advisors, LLC2026-06-302026-08-151,926$253,481None
Advyzon Investment Management, LLC2026-06-302026-08-151,081$142,260None
Advyzon Investment Management, LLC2026-06-302026-08-15440$57,904None
Nemes Rush Group LLC2026-06-302026-08-15138$18,161None
SNOWWATER INVESTMENT PARTNERS, LLC2026-06-302026-08-153,778$497,185None
Vertex Planning Partners, LLC2026-06-302026-08-151,959$257,825None
KCM INVESTMENT ADVISORS LLC2026-06-302026-08-15200,509$26,386,971None
O'ROURKE & COMPANY, Inc2026-06-302026-08-1521,450$2,822,834None
Blackston Financial Advisory Group, LLC2026-06-302026-08-155,969$785,537None
EARNED WEALTH ADVISORS, LLC2026-06-302026-08-1520,798$2,737,016None
Ameritas Advisory Services, LLC2026-06-302026-08-15197,536$25,995,715None
Vickerman Investment Advisors, Inc.2026-06-302026-08-153,880$510,608None
NFSG Corp2026-06-302026-08-15115$15,170None
Bellwether Advisors, LLC2026-06-302026-08-1558,048$7,639,117None
Prestige Wealth Management Group LLC2026-06-302026-08-1586$11,318None
Western Wealth Management, LLC2026-06-302026-08-157,656$1,007,471None

90-day public filing window, up to 50 source positions.

B. Riley Wealth Advisors, Inc. ↗Corient Private Wealth LP ↗TUCKER ASSET MANAGEMENT LLC ↗Dakota Wealth Management ↗Dakota Wealth Management ↗Dakota Wealth Management ↗Bernard Wealth Management Corp. ↗Rehmann Capital Advisory Group ↗Bullock Wealth Management Group ↗Kingsview Wealth Management, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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