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 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-453- 5.51% |
$47.5K - $57.7K
|
7.78K
$1.01M
|
|
|
Aug 11, 2025
Q2 2025
|
Alteri Wealth LLC
Westlake Village, CA |
SELL
|
- |
-463- 20.45% |
$48.6K - $58.9K
|
1.8K
$234K
|
|
|
Jul 24, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-468- 2.4% |
$49.1K - $59.6K
|
19K
$2.47M
|
|
|
Jul 16, 2025
Q2 2025
|
Fischer Financial Services, Inc.
Harrisburg, PA |
SELL
|
- |
-475- 4.07% |
$49.8K - $60.5K
|
11.2K
$1.45M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-490- 4.56% |
$51.4K - $62.4K
|
10.3K
$1.33M
|
|
|
Jul 31, 2025
Q2 2025
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-535- 2.88% |
$56.1K - $68.1K
|
18.1K
$2.35M
|
|
|
Jul 31, 2025
Q2 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-547- 1.93% |
$57.4K - $69.6K
|
27.8K
$3.61M
|
|
|
Aug 07, 2025
Q2 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-616- 13.91% |
$64.6K - $78.4K
|
3.81K
$495K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-621- 30.31% |
$65.1K - $79.1K
|
1.43K
$186K
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-622- 2.85% |
$65.2K - $79.2K
|
21.2K
$2.75M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
SELL
|
- |
-628- 15.01% |
$65.9K - $79.9K
|
3.56K
$462K
|
|
|
Aug 07, 2025
Q2 2025
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-629- 21.26% |
$66K - $80.1K
|
2.33K
$303K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-635- 51.13% |
$66.6K - $80.8K
|
607
$78.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-649- 6.13% |
$68.1K - $82.6K
|
9.94K
$1.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-665- 17.53% |
$69.7K - $84.7K
|
3.13K
$406K
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-666- 2.46% |
$69.8K - $84.8K
|
26.4K
$3.42M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-680- 6.26% |
$71.3K - $86.6K
|
10.2K
$1.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-680- 13.88% |
$71.3K - $86.6K
|
4.22K
$548K
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-702- 8.47% |
$73.6K - $89.4K
|
7.59K
$986K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-706- 49.34% |
$74K - $89.9K
|
725
$94.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-715- 6.21% |
$75K - $91K
|
10.8K
$1.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-741- 20.74% |
$77.7K - $94.3K
|
2.83K
$368K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-745- 28.13% |
$78.1K - $94.8K
|
1.9K
$247K
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO Of Oklahoma
|
SELL
|
- |
-753- 0.55% |
$79K - $95.9K
|
137K
$17.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Northstar Asset Management LLC
|
SELL
|
- |
-800- 2.15% |
$83.9K - $102K
|
36.4K
$4.72M
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-813- 16.45% |
$85.3K - $103K
|
4.13K
$536K
|
|
|
Aug 07, 2025
Q2 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-816- 31.64% |
$85.6K - $104K
|
1.76K
$229K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-817- 4.29% |
$85.7K - $104K
|
18.2K
$2.37M
|
|
|
Aug 13, 2025
Q2 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-847- 4.76% |
$88.8K - $108K
|
16.9K
$2.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-854- 13.01% |
$89.6K - $109K
|
5.71K
$742K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-869- 11.52% |
$91.1K - $111K
|
6.68K
$868K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-876- 37.37% |
$91.9K - $112K
|
1.47K
$191K
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
SELL
|
- |
-886- 19.29% |
$92.9K - $113K
|
3.71K
$482K
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-886- 1.48% |
$92.9K - $113K
|
58.8K
$7.65M
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-913- 6.24% |
$95.7K - $116K
|
13.7K
$1.78M
|
|
|
Aug 19, 2025
Q2 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-930- 2.8% |
$97.5K - $118K
|
32.3K
$4.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-944- 9.0% |
$99K - $120K
|
9.55K
$1.24M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-980- 3.51% |
$103K - $125K
|
26.9K
$3.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-984- 14.55% |
$103K - $125K
|
5.78K
$751K
|
|
|
Aug 13, 2025
Q2 2025
|
Tudor Financial Inc.
Dayton, OH |
SELL
|
- |
-994- 17.34% |
$104K - $127K
|
4.74K
$616K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1K- 35.37% |
$105K - $127K
|
1.83K
$238K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.03K- 5.94% |
$108K - $131K
|
16.3K
$2.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.11K- 5.76% |
$116K - $141K
|
18.1K
$2.35M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.11K- 16.97% |
$117K - $141K
|
5.44K
$706K
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.22K- 0.56% |
$128K - $156K
|
216K
$28.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-1.27K- 30.06% |
$133K - $161K
|
2.95K
$383K
|
|
|
Aug 07, 2025
Q2 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-1.29K- 4.05% |
$135K - $164K
|
30.6K
$3.97M
|
|
|
Aug 05, 2025
Q2 2025
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-1.3K- 28.32% |
$136K - $166K
|
3.29K
$428K
|
|
|
Jul 30, 2025
Q2 2025
|
Cavalier Investments, LLC
|
SELL
|
- |
-1.36K- 1.98% |
$142K - $173K
|
67.3K
$8.74M
|
|
|
Jul 11, 2025
Q2 2025
|
Cmh Wealth Management LLC
|
SELL
|
- |
-1.37K- 1.01% |
$143K - $174K
|
134K
$17.4M
|