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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
4.48K+ 7.52% |
$470K - $571K
|
64.1K
$8.33M
|
|
|
Jul 23, 2025
Q2 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
4.34KNew |
$455K - $553K
|
4.34K
$564K
|
|
|
Aug 07, 2025
Q2 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
4.3KNew |
$451K - $547K
|
4.3K
$559K
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
4.19KNew |
$439K - $533K
|
4.19K
$544K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.16K+ 3.09% |
$436K - $529K
|
139K
$18M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
4.09K+ 7.14% |
$429K - $520K
|
61.4K
$7.97M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
3.88KNew |
$407K - $494K
|
3.88K
$504K
|
|
|
Aug 11, 2025
Q2 2025
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
3.88KNew |
$407K - $494K
|
3.88K
$504K
|
|
|
Aug 15, 2025
Q2 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
3.81KNew |
$400K - $486K
|
3.81K
$496K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
3.69K+ 162.23% |
$387K - $470K
|
5.96K
$775K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
3.58K+ 3.28% |
$375K - $455K
|
112K
$14.6M
|
|
|
Aug 15, 2025
Q2 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
3.55K+ 19.31% |
$372K - $451K
|
21.9K
$2.85M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3.53KNew |
$370K - $449K
|
3.53K
$459K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.51K+ 44.46% |
$369K - $447K
|
11.4K
$1.48M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
3.42KNew |
$359K - $436K
|
3.42K
$445K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.35K+ 0.8% |
$351K - $426K
|
422K
$54.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
3.17K+ 46.15% |
$333K - $404K
|
10.1K
$1.31M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.16K+ 30.12% |
$331K - $402K
|
13.7K
$1.77M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
3K+ 82.59% |
$315K - $382K
|
6.64K
$863K
|
|
|
Jul 18, 2025
Q2 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
2.92K+ 53.37% |
$306K - $371K
|
8.38K
$1.09M
|
|
|
Jul 18, 2025
Q2 2025
|
Nri Wealth Management Lc
Santa Clara, CA |
BUY
|
- |
2.84K+ 9.22% |
$298K - $361K
|
33.6K
$4.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.84K+ 0.26% |
$298K - $361K
|
1.08M
$140M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.74K+ 16.02% |
$287K - $349K
|
19.8K
$2.58M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.59KNew |
$272K - $330K
|
2.59K
$337K
|
|
|
Jul 31, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
2.57K+ 11173.91% |
$270K - $327K
|
2.59K
$337K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.47KNew |
$259K - $314K
|
2.47K
$320K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.34K+ 33.98% |
$245K - $298K
|
9.22K
$1.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
2.24K+ 1.54% |
$235K - $285K
|
147K
$19.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Ballast, Inc.
|
BUY
|
- |
2.17KNew |
$228K - $276K
|
2.17K
$282K
|
|
|
Jul 23, 2025
Q2 2025
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
2.13K+ 3.05% |
$224K - $272K
|
72.1K
$9.37M
|
|
|
Aug 05, 2025
Q2 2025
|
Elm Partners Management LLC
|
BUY
|
- |
2.07K+ 28.94% |
$217K - $264K
|
9.23K
$1.2M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.05KNew |
$215K - $261K
|
2.05K
$267K
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.04K+ 43.39% |
$214K - $260K
|
6.75K
$877K
|
|
|
Aug 14, 2025
Q2 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
2K+ 100.5% |
$210K - $255K
|
4K
$519K
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
1.87KNew |
$196K - $237K
|
1.87K
$242K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
1.85K+ 29.65% |
$194K - $236K
|
8.09K
$1.05M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
1.83K+ 6788.89% |
$192K - $233K
|
1.86K
$242K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.81K+ 8.84% |
$190K - $230K
|
22.3K
$2.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
1.79KNew |
$187K - $227K
|
1.79K
$232K
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.76K+ 8.39% |
$184K - $224K
|
22.7K
$2.95M
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.75KNew |
$183K - $222K
|
1.75K
$227K
|
|
|
Jul 15, 2025
Q2 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
1.73K+ 51.78% |
$181K - $220K
|
5.07K
$658K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.73K+ 6.56% |
$181K - $220K
|
28.1K
$3.65M
|
|
|
Jul 28, 2025
Q2 2025
|
Hudson Capital Management LLC
|
BUY
|
- |
1.7KNew |
$178K - $216K
|
1.7K
$220K
|
|
|
Aug 05, 2025
Q2 2025
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
1.69K+ 7.05% |
$178K - $216K
|
25.7K
$3.34M
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
1.67KNew |
$175K - $212K
|
1.67K
$216K
|
|
|
Jul 11, 2025
Q2 2025
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
1.66KNew |
$174K - $212K
|
1.66K
$216K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
1.66K+ 21.53% |
$174K - $211K
|
9.36K
$1.22M
|
|
|
Jul 09, 2025
Q2 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
1.65KNew |
$173K - $210K
|
1.65K
$214K
|
|
|
Aug 13, 2025
Q2 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.64KNew |
$171K - $208K
|
1.64K
$212K
|