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 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-23.5K- 24.96% |
$2.47M - $3M
|
70.8K
$9.19M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-24.7K- 32.95% |
$2.59M - $3.15M
|
50.3K
$6.54M
|
|
|
Aug 14, 2025
Q2 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-35.2K- 92.49% |
$3.69M - $4.48M
|
2.86K
$371K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-41.8K- 28.85% |
$4.38M - $5.32M
|
103K
$13.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-44.7K- 5.17% |
$4.68M - $5.69M
|
819K
$106M
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
SELL
|
- |
-46.2K- 13.07% |
$4.85M - $5.89M
|
308K
$40M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-53.1K- 10.29% |
$5.57M - $6.76M
|
463K
$60.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-59.1K- 21.97% |
$6.2M - $7.53M
|
210K
$27.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-70.6K- 65.37% |
$7.4M - $8.98M
|
37.4K
$4.86M
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-73.2K- 96.07% |
$7.68M - $9.32M
|
2.99K
$389K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-82K- 0.36% |
$8.6M - $10.4M
|
22.9M
$2.98B
|
|
|
Aug 12, 2025
Q2 2025
|
Barings LLC
|
SELL
|
- |
-88.6K- 49.89% |
$9.29M - $11.3M
|
89K
$11.6M
|
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-101K- 84.9% |
$10.6M - $12.9M
|
18K
$2.34M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-103K- 5.42% |
$10.8M - $13.2M
|
1.8M
$234M
|
|
|
Aug 11, 2025
Q2 2025
|
Estate Counselors, LLC
|
SELL
|
- |
-112K- 68.71% |
$11.7M - $14.3M
|
51K
$6.62M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-125K- 26.71% |
$13.1M - $15.9M
|
343K
$44.6M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-223K- 6.15% |
$23.4M - $28.4M
|
3.4M
$442M
|
|
|
Aug 08, 2025
Q2 2025
|
Allianz Se
Munich, 2M |
SELL
|
- |
-230K- 99.98% |
$24.2M - $29.3M
|
46
$5.98K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-315K- 30.3% |
$33M - $40.1M
|
724K
$94.1M
|