Purchases and Sales Made in Q3 2025 in Vanguard Financial ETF (VFH)
This table provides information about the institutional ownership of Vanguard Financial ETF (VFH) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2025
Q3 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
691+ 5.7% |
$86.5K - $91.8K
|
12.8K
$1.66M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
656+ 26.6% |
$82.2K - $87.1K
|
3.12K
$406K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
528+ 1.86% |
$66.1K - $70.1K
|
28.9K
$3.75M
|
|
|
Oct 27, 2025
Q3 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
498+ 7.9% |
$62.4K - $66.1K
|
6.8K
$884K
|
|
|
Oct 29, 2025
Q3 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
497+ 2.35% |
$62.2K - $66K
|
21.7K
$2.82M
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
491+ 10.82% |
$61.5K - $65.2K
|
5.03K
$653K
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
491+ 6.01% |
$61.5K - $65.2K
|
8.65K
$1.12M
|
|
|
Nov 05, 2025
Q3 2025
|
Rba Wealth Management, LLC
|
BUY
|
- |
441+ 3.68% |
$55.2K - $58.6K
|
12.4K
$1.61M
|
|
|
Nov 05, 2025
Q3 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
429+ 96.62% |
$53.7K - $57K
|
873
$113K
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
407+ 3.56% |
$51K - $54K
|
11.8K
$1.54M
|
|
|
Oct 06, 2025
Q3 2025
|
Searcy Financial Services Inc
|
BUY
|
- |
398+ 0.36% |
$49.8K - $52.8K
|
111K
$14.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
380+ 11.13% |
$47.6K - $50.5K
|
3.8K
$493K
|
|
|
Oct 17, 2025
Q3 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
BUY
|
- |
368New |
$46.1K - $48.9K
|
368
$47.8K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
361+ 5.68% |
$45.2K - $47.9K
|
6.72K
$873K
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
353+ 0.92% |
$44.2K - $46.9K
|
38.6K
$5.01M
|
|
|
Oct 23, 2025
Q3 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
350New |
$43.8K - $46.5K
|
350
$45.5K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
337+ 5.65% |
$42.2K - $44.7K
|
6.3K
$819K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
313+ 13.54% |
$39.2K - $41.6K
|
2.63K
$341K
|
|
|
Oct 14, 2025
Q3 2025
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
310+ 1.4% |
$38.8K - $41.2K
|
22.5K
$2.92M
|
|
|
Nov 05, 2025
Q3 2025
|
Key F Inancial Inc
|
BUY
|
- |
292+ 74.68% |
$36.6K - $38.8K
|
683
$88.7K
|
|
|
Oct 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
276+ 8.92% |
$34.6K - $36.6K
|
3.37K
$438K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
267+ 13.01% |
$33.4K - $35.5K
|
2.32K
$301K
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
250+ 3.04% |
$31.3K - $33.2K
|
8.48K
$1.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
242+ 2.12% |
$30.3K - $32.1K
|
11.7K
$1.52M
|
|
|
Oct 20, 2025
Q3 2025
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
240New |
$30.1K - $31.9K
|
240
$31.2K
|
|
|
Oct 28, 2025
Q3 2025
|
Lcm Capital Management Inc
|
BUY
|
- |
223+ 0.36% |
$27.9K - $29.6K
|
61.4K
$7.98M
|
|
|
Oct 27, 2025
Q3 2025
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
221+ 1.18% |
$27.7K - $29.3K
|
19K
$2.47M
|
|
|
Nov 04, 2025
Q3 2025
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
221+ 0.95% |
$27.7K - $29.3K
|
23.5K
$3.06M
|
|
|
Nov 04, 2025
Q3 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
220+ 0.47% |
$27.6K - $29.2K
|
47.3K
$6.15M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
208+ 0.77% |
$26K - $27.6K
|
27.1K
$3.52M
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
205New |
$25.7K - $27.2K
|
205
$26.6K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
199+ 19.47% |
$24.9K - $26.4K
|
1.22K
$159K
|
|
|
Oct 27, 2025
Q3 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
195+ 2.9% |
$24.4K - $25.9K
|
6.92K
$899K
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
176+ 1.56% |
$22K - $23.4K
|
11.4K
$1.49M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
175+ 3.95% |
$21.9K - $23.2K
|
4.61K
$599K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
162+ 2.08% |
$20.3K - $21.5K
|
7.94K
$1.03M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
142+ 5.48% |
$17.8K - $18.9K
|
2.73K
$355K
|
|
|
Oct 20, 2025
Q3 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
139+ 2.8% |
$17.4K - $18.5K
|
5.1K
$662K
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
138+ 21.94% |
$17.3K - $18.3K
|
767
$99.7K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
128New |
$16K - $17K
|
128
$16.6K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
127New |
$15.9K - $16.9K
|
127
$16.5K
|
|
|
Nov 03, 2025
Q3 2025
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
113+ 3.77% |
$14.2K - $15K
|
3.11K
$405K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
112+ 0.93% |
$14K - $14.9K
|
12.1K
$1.58M
|
|
|
Oct 09, 2025
Q3 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
110New |
$13.8K - $14.6K
|
110
$14.3K
|
|
|
Nov 04, 2025
Q3 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
100+ 0.56% |
$12.5K - $13.3K
|
17.9K
$2.33M
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
99+ 54.7% |
$12.4K - $13.1K
|
280
$36.4K
|
|
|
Oct 31, 2025
Q3 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
97New |
$12.1K - $12.9K
|
97
$12.6K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
96+ 1.04% |
$12K - $12.7K
|
9.31K
$1.21M
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
95+ 1.3% |
$11.9K - $12.6K
|
7.4K
$961K
|
|
|
Oct 23, 2025
Q3 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
90New |
$11.3K - $12K
|
90
$11.7K
|