Purchases and Sales Made in Q2 2025 in Vanguard Financial ETF (VFH)
This table provides information about the institutional ownership of Vanguard Financial ETF (VFH) during Q2 2025. The information is specifically focused on institutions that hold shares of VANGUARD FINANCIAL ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
914KNew |
$95.8M - $116M
|
914K
$118M
|
|
|
Jul 21, 2025
Q2 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
54.1KNew |
$5.68M - $6.89M
|
54.1K
$6.97M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
20.6KNew |
$2.16M - $2.62M
|
20.6K
$2.65M
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
8.59KNew |
$901K - $1.09M
|
8.59K
$1.11M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
7.12K+ 68.6% |
$747K - $906K
|
17.5K
$2.25M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
6.73KNew |
$705K - $856K
|
6.73K
$866K
|
|
|
Jul 15, 2025
Q2 2025
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
5.86KNew |
$614K - $745K
|
5.86K
$754K
|
|
|
Jul 23, 2025
Q2 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
4.34KNew |
$455K - $553K
|
4.34K
$559K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.16K+ 3.09% |
$436K - $529K
|
139K
$17.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
3.88KNew |
$407K - $494K
|
3.88K
$500K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
3.69K+ 162.23% |
$387K - $470K
|
5.96K
$768K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
3.58K+ 3.28% |
$375K - $455K
|
112K
$14.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3.53KNew |
$370K - $449K
|
3.53K
$455K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
3.42KNew |
$359K - $436K
|
3.42K
$441K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
3K+ 82.59% |
$315K - $382K
|
6.64K
$855K
|
|
|
Jul 18, 2025
Q2 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
2.92K+ 53.37% |
$306K - $371K
|
8.38K
$1.08M
|
|
|
Jul 18, 2025
Q2 2025
|
Nri Wealth Management Lc
Santa Clara, CA |
BUY
|
- |
2.84K+ 9.22% |
$298K - $361K
|
33.6K
$4.33M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.74K+ 16.02% |
$287K - $349K
|
19.8K
$2.55M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.59KNew |
$272K - $330K
|
2.59K
$334K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.47KNew |
$259K - $314K
|
2.47K
$317K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.34K+ 33.98% |
$245K - $298K
|
9.22K
$1.19M
|
|
|
Jul 23, 2025
Q2 2025
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
2.13K+ 3.05% |
$224K - $272K
|
72.1K
$9.29M
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
1.87KNew |
$196K - $237K
|
1.87K
$240K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
1.85K+ 29.65% |
$194K - $236K
|
8.09K
$1.04M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
1.83K+ 6788.89% |
$192K - $233K
|
1.86K
$239K
|
|
|
Jul 22, 2025
Q2 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
1.79KNew |
$187K - $227K
|
1.79K
$230K
|
|
|
Jul 15, 2025
Q2 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
1.73K+ 51.78% |
$181K - $220K
|
5.07K
$652K
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
1.67KNew |
$175K - $212K
|
1.67K
$214K
|
|
|
Jul 11, 2025
Q2 2025
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
1.66KNew |
$174K - $212K
|
1.66K
$214K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
1.66K+ 21.53% |
$174K - $211K
|
9.36K
$1.21M
|
|
|
Jul 09, 2025
Q2 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
1.65KNew |
$173K - $210K
|
1.65K
$212K
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Architects, LLC
|
BUY
|
- |
1.63KNew |
$170K - $207K
|
1.63K
$209K
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
1.59KNew |
$166K - $202K
|
1.59K
$204K
|
|
|
Jul 16, 2025
Q2 2025
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
1.51K+ 1.63% |
$159K - $193K
|
94.6K
$12.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1.32K+ 0.9% |
$139K - $168K
|
148K
$19M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.28K+ 24.25% |
$134K - $162K
|
6.54K
$842K
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1.03K+ 42.89% |
$107K - $130K
|
3.42K
$440K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
813+ 2.85% |
$85.3K - $103K
|
29.4K
$3.78M
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
801+ 1.87% |
$84K - $102K
|
43.6K
$5.61M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
786+ 1.76% |
$82.4K - $100K
|
45.4K
$5.84M
|
|
|
Jul 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
681+ 5.76% |
$71.4K - $86.7K
|
12.5K
$1.61M
|
|
|
Jul 22, 2025
Q2 2025
|
Joule Financial, LLC
|
BUY
|
- |
664+ 2.65% |
$69.6K - $84.5K
|
25.7K
$3.31M
|
|
|
Jul 09, 2025
Q2 2025
|
Searcy Financial Services Inc
|
BUY
|
- |
609+ 0.55% |
$63.9K - $77.5K
|
110K
$14.2M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
541+ 2.83% |
$56.7K - $68.9K
|
19.7K
$2.53M
|
|
|
Jul 16, 2025
Q2 2025
|
Rba Wealth Management, LLC
|
BUY
|
- |
522+ 4.56% |
$54.7K - $66.5K
|
12K
$1.54M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
427+ 49.82% |
$44.8K - $54.4K
|
1.28K
$165K
|
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
417+ 17.75% |
$43.7K - $53.1K
|
2.77K
$356K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
405+ 3.67% |
$42.5K - $51.6K
|
11.4K
$1.47M
|
|
|
Jul 18, 2025
Q2 2025
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
379+ 6.54% |
$39.7K - $48.2K
|
6.17K
$795K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
373New |
$39.1K - $47.5K
|
373
$48K
|