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 01, 2025
Q2 2025
|
Park National Corp
|
SELL
|
- |
-1.38K- 4.39% |
$145K - $176K
|
30K
$3.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-1.38K- 2.57% |
$145K - $176K
|
52.4K
$6.81M
|
|
|
Jul 29, 2025
Q2 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
SELL
|
- |
-1.44K- 12.46% |
$151K - $183K
|
10.1K
$1.31M
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-1.46K- 23.38% |
$153K - $185K
|
4.77K
$620K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.46K- 1.85% |
$153K - $186K
|
77.4K
$10.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-1.53K- 29.4% |
$161K - $195K
|
3.68K
$479K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-1.59K- 56.18% |
$167K - $202K
|
1.24K
$161K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-1.65K- 20.56% |
$173K - $209K
|
6.36K
$826K
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-1.93K- 1.66% |
$202K - $245K
|
114K
$14.8M
|
|
|
Aug 18, 2025
Q2 2025
|
Hershey Financial Advisers, LLC
Lancaster, PA |
SELL
|
- |
-2K- 12.68% |
$210K - $254K
|
13.8K
$1.79M
|
|
|
Aug 13, 2025
Q2 2025
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-2.2K- 12.77% |
$231K - $280K
|
15K
$1.95M
|
|
|
Aug 13, 2025
Q2 2025
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-2.23K- 11.99% |
$234K - $284K
|
16.4K
$2.13M
|
|
|
Jul 31, 2025
Q2 2025
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-2.25K- 17.5% |
$236K - $287K
|
10.6K
$1.38M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.46K- 35.36% |
$258K - $313K
|
4.49K
$583K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.62K- 8.91% |
$274K - $333K
|
26.7K
$3.47M
|
|
|
Aug 04, 2025
Q2 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-2.65K- 26.68% |
$278K - $337K
|
7.29K
$947K
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-2.69K- 3.35% |
$282K - $342K
|
77.5K
$10.1M
|
|
|
Jul 28, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-2.69K- 99.15% |
$282K - $343K
|
23
$2.99K
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-2.71K- 6.92% |
$284K - $345K
|
36.5K
$4.74M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-2.82K- 2.94% |
$295K - $358K
|
93K
$12.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.01K- 1.98% |
$315K - $383K
|
149K
$19.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.21K- 17.38% |
$336K - $408K
|
15.2K
$1.98M
|
|
|
Jul 14, 2025
Q2 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-3.32K- 41.79% |
$348K - $423K
|
4.63K
$601K
|
|
|
Aug 12, 2025
Q2 2025
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-3.44K- 53.42% |
$361K - $438K
|
3K
$390K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3.93K- 62.42% |
$412K - $500K
|
2.37K
$307K
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-3.97K- 47.28% |
$417K - $506K
|
4.43K
$576K
|
|
|
Aug 06, 2025
Q2 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-4.3K- 1.23% |
$451K - $547K
|
344K
$44.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-4.42K- 58.98% |
$464K - $563K
|
3.08K
$400K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.72K- 1.0% |
$495K - $601K
|
468K
$60.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-5.73K- 34.22% |
$600K - $729K
|
11K
$1.43M
|
|
|
Aug 14, 2025
Q2 2025
|
Quantitative Investment Management, LLC
Charlottesville, VA |
SELL
|
- |
-6.41K- 50.52% |
$672K - $816K
|
6.28K
$816K
|
|
|
Aug 01, 2025
Q2 2025
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-7.08K- 54.08% |
$742K - $901K
|
6.01K
$781K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-7.86K- 3.28% |
$824K - $1M
|
231K
$30.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-8.76K- 93.61% |
$918K - $1.11M
|
598
$77.7K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-9.41K- 9.33% |
$987K - $1.2M
|
91.4K
$11.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-9.49K- 19.9% |
$996K - $1.21M
|
38.2K
$4.97M
|
|
|
Aug 11, 2025
Q2 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-10.1K- 72.28% |
$1.06M - $1.28M
|
3.87K
$503K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-10.5K- 6.22% |
$1.1M - $1.33M
|
158K
$20.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Richmond Brothers, Inc.
Jackson, MI |
SELL
|
- |
-10.8K- 15.79% |
$1.13M - $1.38M
|
57.7K
$7.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-11.1K- 84.73% |
$1.16M - $1.41M
|
2K
$260K
|
|
|
Oct 16, 2025
Q2 2025
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-11.1K- 21.06% |
$1.17M - $1.42M
|
41.7K
$5.42M
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-11.4K- 11.68% |
$1.19M - $1.45M
|
85.9K
$11.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-11.5K- 20.02% |
$1.21M - $1.47M
|
46.1K
$5.98M
|
|
|
Aug 12, 2025
Q2 2025
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-12.7K- 57.22% |
$1.34M - $1.62M
|
9.52K
$1.24M
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-15K- 7.6% |
$1.58M - $1.91M
|
183K
$23.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-15.8K- 35.46% |
$1.65M - $2.01M
|
28.7K
$3.73M
|
|
|
Jul 30, 2025
Q2 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-17.6K- 22.64% |
$1.85M - $2.24M
|
60.2K
$7.82M
|
|
|
Aug 13, 2025
Q2 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-17.7K- 36.53% |
$1.86M - $2.26M
|
30.8K
$4M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-19.8K- 14.82% |
$2.08M - $2.53M
|
114K
$14.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-21.4K- 85.18% |
$2.25M - $2.73M
|
3.73K
$484K
|