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 14, 2025
Q2 2025
|
Redwood Financial Network Corp
|
SELL
|
- |
-17- 0.45% |
$1.78K - $2.16K
|
3.8K
$494K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-20- 2.0% |
$2.1K - $2.55K
|
980
$127K
|
|
|
Aug 12, 2025
Q2 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-25- 0.51% |
$2.62K - $3.18K
|
4.87K
$633K
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-25- 0.46% |
$2.62K - $3.18K
|
5.37K
$697K
|
|
|
Aug 11, 2025
Q2 2025
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-29- 0.43% |
$3.04K - $3.69K
|
6.7K
$871K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-31- 5.02% |
$3.25K - $3.95K
|
587
$76.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-36- 1.06% |
$3.78K - $4.58K
|
3.36K
$436K
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-37- 0.33% |
$3.88K - $4.71K
|
11.3K
$1.46M
|
|
|
Aug 13, 2025
Q2 2025
|
Kdk Private Wealth Management, LLC
Houston, TX |
SELL
|
- |
-42- 0.45% |
$4.4K - $5.35K
|
9.32K
$1.21M
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-42- 14.29% |
$4.4K - $5.35K
|
252
$32.7K
|
|
|
Jul 22, 2025
Q2 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-49- 0.94% |
$5.14K - $6.24K
|
5.18K
$673K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-50- 0.13% |
$5.24K - $6.37K
|
39.8K
$5.17M
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-50- 1.67% |
$5.24K - $6.37K
|
2.95K
$384K
|
|
|
Aug 14, 2025
Q2 2025
|
Valley Financial Group, Inc.
Ambler, PA |
SELL
|
- |
-50- 2.47% |
$5.24K - $6.37K
|
1.98K
$257K
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-51- 0.44% |
$5.35K - $6.49K
|
11.4K
$1.48M
|
|
|
Aug 07, 2025
Q2 2025
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-51- 2.38% |
$5.35K - $6.49K
|
2.09K
$272K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-57- 1.18% |
$5.98K - $7.26K
|
4.79K
$623K
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-57- 16.43% |
$5.98K - $7.26K
|
290
$37.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-57- 61.29% |
$5.98K - $7.26K
|
36
$4.68K
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-57- 0.42% |
$5.98K - $7.26K
|
13.6K
$1.77M
|
|
|
Aug 15, 2025
Q2 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-59- 98.33% |
$6.19K - $7.51K
|
1
$130
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-62- 0.65% |
$6.5K - $7.89K
|
9.5K
$1.23M
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-63- 0.06% |
$6.61K - $8.02K
|
100K
$13M
|
|
|
Jul 29, 2025
Q2 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-64- 1.13% |
$6.71K - $8.15K
|
5.6K
$727K
|
|
|
Jul 14, 2025
Q2 2025
|
Argentarii, LLC
Cincinnati, OH |
SELL
|
- |
-65- 0.19% |
$6.82K - $8.27K
|
34.7K
$4.51M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-70- 12.96% |
$7.34K - $8.91K
|
470
$61.1K
|
|
|
Jul 30, 2025
Q2 2025
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-75- 0.27% |
$7.87K - $9.55K
|
28.2K
$3.66M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-80- 37.56% |
$8.39K - $10.2K
|
133
$17.3K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-84- 3.01% |
$8.81K - $10.7K
|
2.71K
$352K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-87- 1.04% |
$9.12K - $11.1K
|
8.27K
$1.07M
|
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-91- 2.24% |
$9.54K - $11.6K
|
3.97K
$516K
|
|
|
Aug 04, 2025
Q2 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-91- 1.4% |
$9.54K - $11.6K
|
6.39K
$830K
|
|
|
Aug 15, 2025
Q2 2025
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-94- 3.22% |
$9.86K - $12K
|
2.82K
$367K
|
|
|
Jul 29, 2025
Q2 2025
|
Novare Capital Management LLC
|
SELL
|
- |
-95- 0.42% |
$9.96K - $12.1K
|
22.3K
$2.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-98- 2.25% |
$10.3K - $12.5K
|
4.25K
$553K
|
|
|
Aug 11, 2025
Q2 2025
|
North Forty Two & Co.
Lake Oswego, OR |
SELL
|
- |
-100- 0.3% |
$10.5K - $12.7K
|
33K
$4.29M
|
|
|
Jul 24, 2025
Q2 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-107- 1.67% |
$11.2K - $13.6K
|
6.31K
$819K
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-109- 43.43% |
$11.4K - $13.9K
|
142
$18.5K
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-111- 5.25% |
$11.6K - $14.1K
|
2K
$260K
|
|
|
Aug 12, 2025
Q2 2025
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-117- 0.94% |
$12.3K - $14.9K
|
12.3K
$1.59M
|
|
|
Jul 30, 2025
Q2 2025
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-125- 0.96% |
$13.1K - $15.9K
|
12.9K
$1.68M
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-129- 2.78% |
$13.5K - $16.4K
|
4.52K
$587K
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-132- 4.89% |
$13.8K - $16.8K
|
2.57K
$333K
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-136- 7.38% |
$14.3K - $17.3K
|
1.71K
$222K
|
|
|
Aug 06, 2025
Q2 2025
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-138- 4.15% |
$14.5K - $17.6K
|
3.19K
$414K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-139- 3.51% |
$14.6K - $17.7K
|
3.83K
$497K
|
|
|
Sep 04, 2025
Q2 2025
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
SELL
|
- |
-140- 2.75% |
$14.7K - $17.8K
|
4.95K
$643K
|
|
|
Aug 26, 2025
Q2 2025
|
Claris Financial LLC
Glen Allen, VA |
SELL
|
- |
-147- 1.87% |
$15.4K - $18.7K
|
7.7K
$1M
|
|
|
Aug 05, 2025
Q2 2025
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-150- 7.56% |
$15.7K - $19.1K
|
1.83K
$238K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-153- 1.13% |
$16K - $19.5K
|
13.3K
$1.73M
|