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
|
Wealth Architects, LLC
|
BUY
|
- |
1.63KNew |
$170K - $207K
|
1.63K
$211K
|
|
|
Aug 01, 2025
Q2 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
1.61KNew |
$169K - $205K
|
1.61K
$209K
|
|
|
Aug 08, 2025
Q2 2025
|
Royal Harbor Partners, LLC
|
BUY
|
- |
1.6KNew |
$168K - $204K
|
1.6K
$208K
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.6KNew |
$167K - $203K
|
1.6K
$207K
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
1.6KNew |
$167K - $203K
|
1.6K
$207K
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
1.59KNew |
$166K - $202K
|
1.59K
$206K
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
1.59KNew |
$166K - $202K
|
1.59K
$206K
|
|
|
Jul 16, 2025
Q2 2025
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
1.51K+ 1.63% |
$159K - $193K
|
94.6K
$12.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
1.51K+ 3.31% |
$158K - $192K
|
47.1K
$6.12M
|
|
|
Oct 24, 2025
Q2 2025
|
Aventus Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
1.48KNew |
$155K - $188K
|
1.48K
$192K
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.39K+ 4.54% |
$146K - $177K
|
31.9K
$4.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.38K+ 5.38% |
$144K - $175K
|
27K
$3.51M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.37K+ 6.91% |
$144K - $175K
|
21.3K
$2.76M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.35K+ 14.35% |
$142K - $172K
|
10.8K
$1.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1.32K+ 0.9% |
$139K - $168K
|
148K
$19.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
1.31KNew |
$137K - $166K
|
1.31K
$170K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.28K+ 24.25% |
$134K - $162K
|
6.54K
$849K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.26K+ 5.13% |
$132K - $160K
|
25.8K
$3.35M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
1.23K+ 8.04% |
$129K - $156K
|
16.5K
$2.14M
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
1.18K+ 11.52% |
$124K - $151K
|
11.5K
$1.49M
|
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.17K+ 22.52% |
$123K - $149K
|
6.39K
$830K
|
|
|
Aug 07, 2025
Q2 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1.13K+ 18.82% |
$118K - $144K
|
7.13K
$926K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
1.08K+ 5.67% |
$114K - $138K
|
20.2K
$2.62M
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
BUY
|
- |
1.07K+ 12.18% |
$113K - $137K
|
9.88K
$1.28M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
1.04K+ 44.67% |
$109K - $132K
|
3.37K
$438K
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1.03K+ 42.89% |
$107K - $130K
|
3.42K
$444K
|
|
|
Aug 07, 2025
Q2 2025
|
Lom Asset Management LTD
Hamilton, |
BUY
|
- |
882New |
$92.5K - $112K
|
882
$115K
|
|
|
Aug 11, 2025
Q2 2025
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
879+ 1.7% |
$92.2K - $112K
|
52.6K
$6.84M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
813+ 2.85% |
$85.3K - $103K
|
29.4K
$3.81M
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
801+ 1.87% |
$84K - $102K
|
43.6K
$5.66M
|
|
|
Aug 11, 2025
Q2 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
800+ 11.43% |
$83.9K - $102K
|
7.8K
$1.01M
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
798+ 27.84% |
$83.7K - $102K
|
3.66K
$476K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
790New |
$82.8K - $101K
|
790
$103K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
786+ 1.76% |
$82.4K - $100K
|
45.4K
$5.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
764+ 16.19% |
$80.1K - $97.3K
|
5.48K
$712K
|
|
|
Aug 14, 2025
Q2 2025
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
757+ 2.99% |
$79.4K - $96.4K
|
26.1K
$3.38M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
750+ 0.43% |
$78.7K - $95.5K
|
174K
$22.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
728+ 21.0% |
$76.3K - $92.7K
|
4.2K
$545K
|
|
|
Jul 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
681+ 5.76% |
$71.4K - $86.7K
|
12.5K
$1.63M
|
|
|
Jul 22, 2025
Q2 2025
|
Joule Financial, LLC
|
BUY
|
- |
664+ 2.65% |
$69.6K - $84.5K
|
25.7K
$3.34M
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
661+ 2.4% |
$69.3K - $84.1K
|
28.2K
$3.66M
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
629New |
$66K - $80.1K
|
629
$81.7K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
628+ 18.65% |
$65.9K - $79.9K
|
4K
$519K
|
|
|
Aug 08, 2025
Q2 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
628+ 18.82% |
$65.9K - $79.9K
|
3.96K
$515K
|
|
|
Jul 09, 2025
Q2 2025
|
Searcy Financial Services Inc
|
BUY
|
- |
609+ 0.55% |
$63.9K - $77.5K
|
110K
$14.4M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
541+ 2.83% |
$56.7K - $68.9K
|
19.7K
$2.56M
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
BUY
|
- |
540+ 8.82% |
$56.6K - $68.7K
|
6.66K
$866K
|
|
|
Jul 16, 2025
Q2 2025
|
Rba Wealth Management, LLC
|
BUY
|
- |
522+ 4.56% |
$54.7K - $66.5K
|
12K
$1.56M
|
|
|
Aug 14, 2025
Q2 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
511+ 6.33% |
$53.6K - $65.1K
|
8.58K
$1.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
509+ 6.87% |
$53.4K - $64.8K
|
7.91K
$1.03M
|