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 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
103+ 68.67% |
$10.8K - $13.1K
|
253
$32.9K
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
102+ 2.47% |
$10.7K - $13K
|
4.23K
$550K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
100+ 2.41% |
$10.5K - $12.7K
|
4.24K
$551K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
100+ 0.38% |
$10.5K - $12.7K
|
26.1K
$3.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
100New |
$10.5K - $12.7K
|
100
$13K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
99New |
$10.4K - $12.6K
|
99
$12.9K
|
|
|
Aug 08, 2025
Q2 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
95+ 4.12% |
$9.96K - $12.1K
|
2.4K
$312K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
90+ 3.69% |
$9.44K - $11.5K
|
2.53K
$329K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
90+ 16.79% |
$9.44K - $11.5K
|
626
$81.3K
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
88+ 2.27% |
$9.23K - $11.2K
|
3.96K
$515K
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
85+ 5.67% |
$8.91K - $10.8K
|
1.59K
$206K
|
|
|
Jul 10, 2025
Q2 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
85+ 4.33% |
$8.91K - $10.8K
|
2.05K
$266K
|
|
|
Aug 11, 2025
Q2 2025
|
Capital Square, LLC
|
BUY
|
- |
84+ 3.48% |
$8.81K - $10.7K
|
2.5K
$325K
|
|
|
Aug 06, 2025
Q2 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
77+ 0.53% |
$8.07K - $9.8K
|
14.5K
$1.89M
|
|
|
Aug 11, 2025
Q2 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
73+ 4.13% |
$7.66K - $9.29K
|
1.84K
$239K
|
|
|
Aug 11, 2025
Q2 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
72+ 184.62% |
$7.55K - $9.17K
|
111
$14.4K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
70+ 24.39% |
$7.34K - $8.91K
|
357
$46.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
69+ 0.25% |
$7.24K - $8.78K
|
27.8K
$3.62M
|
|
|
Sep 09, 2025
Q2 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
68+ 3.63% |
$7.13K - $8.66K
|
1.94K
$252K
|
|
|
Aug 14, 2025
Q2 2025
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
65+ 0.38% |
$6.82K - $8.27K
|
17.3K
$2.25M
|
|
|
Aug 01, 2025
Q2 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
64+ 0.53% |
$6.71K - $8.15K
|
12.1K
$1.57M
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
59+ 0.49% |
$6.19K - $7.51K
|
12K
$1.56M
|
|
|
Aug 08, 2025
Q2 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
55+ 0.2% |
$5.77K - $7K
|
28K
$3.64M
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
51+ 0.69% |
$5.35K - $6.49K
|
7.43K
$965K
|
|
|
Jul 31, 2025
Q2 2025
|
Peterson Wealth Services
|
BUY
|
- |
50+ 6.92% |
$5.24K - $6.37K
|
773
$100K
|
|
|
Aug 15, 2025
Q2 2025
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
50New |
$5.24K - $6.37K
|
50
$6.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
50New |
$5.24K - $6.37K
|
50
$6.5K
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
48+ 1.07% |
$5.03K - $6.11K
|
4.54K
$590K
|
|
|
Oct 02, 2025
Q2 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
48New |
$5.03K - $6.11K
|
48
$6.24K
|
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
BUY
|
- |
42+ 1.77% |
$4.4K - $5.35K
|
2.41K
$313K
|
|
|
Aug 13, 2025
Q2 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
42New |
$4.4K - $5.35K
|
42
$5.46K
|
|
|
Aug 14, 2025
Q2 2025
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
41+ 0.67% |
$4.3K - $5.22K
|
6.13K
$796K
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
39New |
$4.09K - $4.96K
|
39
$5.07K
|
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
BUY
|
- |
35+ 1.78% |
$3.67K - $4.46K
|
2K
$260K
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
BUY
|
- |
32New |
$3.36K - $4.07K
|
32
$4.16K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
31+ 8.33% |
$3.25K - $3.95K
|
403
$52.4K
|
|
|
Aug 05, 2025
Q2 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
29+ 1.3% |
$3.04K - $3.69K
|
2.26K
$293K
|
|
|
Jul 23, 2025
Q2 2025
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
29+ 0.69% |
$3.04K - $3.69K
|
4.26K
$553K
|
|
|
Aug 08, 2025
Q2 2025
|
Wp Advisors, LLC
|
BUY
|
- |
27+ 0.38% |
$2.83K - $3.44K
|
7.16K
$931K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
26+ 0.21% |
$2.73K - $3.31K
|
12.5K
$1.62M
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
22+ 0.33% |
$2.31K - $2.8K
|
6.75K
$878K
|
|
|
Jul 31, 2025
Q2 2025
|
Waldron Private Wealth LLC
|
BUY
|
- |
21+ 0.38% |
$2.2K - $2.67K
|
5.62K
$730K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
20+ 20.0% |
$2.1K - $2.55K
|
120
$15.6K
|
|
|
Aug 04, 2025
Q2 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
20+ 0.21% |
$2.1K - $2.55K
|
9.74K
$1.27M
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
18+ 1.58% |
$1.89K - $2.29K
|
1.16K
$150K
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
18+ 0.31% |
$1.89K - $2.29K
|
5.82K
$756K
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
18+ 18.56% |
$1.89K - $2.29K
|
115
$14.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
18New |
$1.89K - $2.29K
|
18
$2.34K
|
|
|
Aug 07, 2025
Q2 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
17+ 0.38% |
$1.78K - $2.16K
|
4.5K
$585K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
16+ 5.25% |
$1.68K - $2.04K
|
321
$41.7K
|