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 07, 2025
Q2 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-154- 2.62% |
$16.1K - $19.6K
|
5.72K
$744K
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-162- 4.45% |
$17K - $20.6K
|
3.48K
$452K
|
|
|
Jul 09, 2025
Q2 2025
|
First Financial Corp
|
SELL
|
- |
-163- 0.54% |
$17.1K - $20.7K
|
29.9K
$3.89M
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-167- 9.15% |
$17.5K - $21.3K
|
1.66K
$215K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-169- 7.42% |
$17.7K - $21.5K
|
2.11K
$274K
|
|
|
Aug 05, 2025
Q2 2025
|
Tme Financial, Inc.
Huntington Beach, CA |
SELL
|
- |
-171- 9.25% |
$17.9K - $21.8K
|
1.68K
$218K
|
|
|
Aug 12, 2025
Q2 2025
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-172- 3.63% |
$18K - $21.9K
|
4.56K
$593K
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-172- 3.44% |
$18K - $21.9K
|
4.82K
$627K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-173- 37.77% |
$18.1K - $22K
|
285
$37K
|
|
|
Jul 21, 2025
Q2 2025
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-173- 0.74% |
$18.1K - $22K
|
23.3K
$3.03M
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-178- 5.9% |
$18.7K - $22.7K
|
2.84K
$369K
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-179- 0.76% |
$18.8K - $22.8K
|
23.5K
$3.06M
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
SELL
|
- |
-185- 9.9% |
$19.4K - $23.6K
|
1.68K
$219K
|
|
|
Jul 09, 2025
Q2 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-186- 8.68% |
$19.5K - $23.7K
|
1.96K
$254K
|
|
|
Aug 06, 2025
Q2 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-189- 6.74% |
$19.8K - $24.1K
|
2.62K
$340K
|
|
|
Aug 12, 2025
Q2 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-197- 1.19% |
$20.7K - $25.1K
|
16.4K
$2.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-200- 4.49% |
$21K - $25.5K
|
4.25K
$552K
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-222- 4.6% |
$23.3K - $28.3K
|
4.61K
$598K
|
|
|
Jul 30, 2025
Q2 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-228- 12.42% |
$23.9K - $29K
|
1.61K
$209K
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-228- 8.04% |
$23.9K - $29K
|
2.61K
$339K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-229- 2.29% |
$24K - $29.2K
|
9.75K
$1.27M
|
|
|
Jul 24, 2025
Q2 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-234- 3.69% |
$24.5K - $29.8K
|
6.1K
$793K
|
|
|
Aug 04, 2025
Q2 2025
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-235- 9.77% |
$24.6K - $29.9K
|
2.17K
$282K
|
|
|
Aug 14, 2025
Q2 2025
|
Dagco, Inc.
|
SELL
|
- |
-237- 3.98% |
$24.9K - $30.2K
|
5.71K
$742K
|
|
|
Aug 18, 2025
Q2 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-244- 11.39% |
$25.6K - $31.1K
|
1.9K
$247K
|
|
|
Aug 11, 2025
Q2 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
SELL
|
- |
-245- 58.06% |
$25.7K - $31.2K
|
177
$23K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-259- 2.46% |
$27.2K - $33K
|
10.3K
$1.33M
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-269- 22.0% |
$28.2K - $34.2K
|
954
$124K
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-271- 8.05% |
$28.4K - $34.5K
|
3.1K
$402K
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-288- 1.95% |
$30.2K - $36.7K
|
14.5K
$1.88M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-298- 6.69% |
$31.3K - $37.9K
|
4.15K
$540K
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-299- 6.93% |
$31.4K - $38.1K
|
4.02K
$522K
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-307- 3.6% |
$32.2K - $39.1K
|
8.23K
$1.07M
|
|
|
Aug 08, 2025
Q2 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-312- 10.43% |
$32.7K - $39.7K
|
2.68K
$348K
|
|
|
Jul 18, 2025
Q2 2025
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-331- 1.48% |
$34.7K - $42.1K
|
22.1K
$2.87M
|
|
|
Aug 14, 2025
Q2 2025
|
Optimist Retirement Group LLC
Bellevue, WA |
SELL
|
- |
-342- 17.22% |
$35.9K - $43.5K
|
1.64K
$214K
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-346- 1.9% |
$36.3K - $44K
|
17.8K
$2.32M
|
|
|
Aug 11, 2025
Q2 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
SELL
|
- |
-350- 3.66% |
$36.7K - $44.6K
|
9.22K
$1.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-352- 0.34% |
$36.9K - $44.8K
|
105K
$13.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-355- 0.77% |
$37.2K - $45.2K
|
45.8K
$5.95M
|
|
|
Jul 29, 2025
Q2 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
SELL
|
- |
-373- 0.91% |
$39.1K - $47.5K
|
40.5K
$5.26M
|
|
|
Aug 13, 2025
Q2 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-376- 59.12% |
$39.4K - $47.9K
|
260
$33.8K
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
SELL
|
- |
-395- 0.83% |
$41.4K - $50.3K
|
47.4K
$6.16M
|
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
SELL
|
- |
-397- 6.49% |
$41.6K - $50.5K
|
5.72K
$743K
|
|
|
Aug 08, 2025
Q2 2025
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-412- 7.94% |
$43.2K - $52.4K
|
4.78K
$621K
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-420- 5.43% |
$44K - $53.5K
|
7.31K
$950K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-422- 19.67% |
$44.3K - $53.7K
|
1.72K
$224K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-434- 2.95% |
$45.5K - $55.2K
|
14.3K
$1.86M
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-440- 3.53% |
$46.1K - $56K
|
12K
$1.56M
|
|
|
Jul 25, 2025
Q2 2025
|
Community Bank, N.A.
|
SELL
|
- |
-450- 5.67% |
$47.2K - $57.3K
|
7.49K
$973K
|