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 27, 2025
Q3 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
90+ 2.04% |
$11.3K - $12K
|
4.5K
$585K
|
|
|
Nov 05, 2025
Q3 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
89+ 1.46% |
$11.1K - $11.8K
|
6.19K
$805K
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
77+ 4.86% |
$9.64K - $10.2K
|
1.66K
$216K
|
|
|
Nov 05, 2025
Q3 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
75+ 0.81% |
$9.39K - $9.96K
|
9.29K
$1.21M
|
|
|
Oct 29, 2025
Q3 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
65+ 2.79% |
$8.14K - $8.63K
|
2.39K
$311K
|
|
|
Nov 03, 2025
Q3 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
55+ 0.34% |
$6.89K - $7.3K
|
16.5K
$2.14M
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
BUY
|
- |
54+ 2.24% |
$6.76K - $7.17K
|
2.47K
$320K
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
51+ 0.95% |
$6.39K - $6.77K
|
5.42K
$704K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
47+ 0.16% |
$5.89K - $6.24K
|
29.4K
$3.82M
|
|
|
Nov 03, 2025
Q3 2025
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
46+ 0.69% |
$5.76K - $6.11K
|
6.75K
$877K
|
|
|
Nov 05, 2025
Q3 2025
|
South State Corp
|
BUY
|
- |
44+ 3.55% |
$5.51K - $5.84K
|
1.28K
$167K
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
43+ 8.69% |
$5.38K - $5.71K
|
538
$69.9K
|
|
|
Oct 20, 2025
Q3 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
42+ 1.86% |
$5.26K - $5.58K
|
2.3K
$298K
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
38+ 0.57% |
$4.76K - $5.05K
|
6.76K
$879K
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
38+ 0.32% |
$4.76K - $5.05K
|
12.1K
$1.57M
|
|
|
Oct 06, 2025
Q3 2025
|
Grove Bank & Trust
|
BUY
|
- |
36+ 12.16% |
$4.51K - $4.78K
|
332
$43.1K
|
|
|
Oct 20, 2025
Q3 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
35New |
$4.38K - $4.65K
|
35
$4.55K
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
31New |
$3.88K - $4.12K
|
31
$4.03K
|
|
|
Oct 22, 2025
Q3 2025
|
Northstar Asset Management LLC
|
BUY
|
- |
30+ 0.08% |
$3.76K - $3.98K
|
36.4K
$4.73M
|
|
|
Oct 14, 2025
Q3 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
28+ 0.21% |
$3.51K - $3.72K
|
13.6K
$1.77M
|
|
|
Nov 06, 2025
Q3 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
26+ 0.06% |
$3.26K - $3.45K
|
43.6K
$5.66M
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
25+ 0.46% |
$3.13K - $3.32K
|
5.51K
$716K
|
|
|
Oct 22, 2025
Q3 2025
|
Wp Advisors, LLC
|
BUY
|
- |
23+ 0.32% |
$2.88K - $3.05K
|
7.19K
$934K
|
|
|
Oct 16, 2025
Q3 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
21+ 1.03% |
$2.63K - $2.79K
|
2.07K
$269K
|
|
|
Oct 29, 2025
Q3 2025
|
Waldron Private Wealth LLC
|
BUY
|
- |
17+ 0.3% |
$2.13K - $2.26K
|
5.63K
$732K
|
|
|
Nov 06, 2025
Q3 2025
|
Caprock Group, Inc.
|
BUY
|
- |
16+ 0.29% |
$2K - $2.12K
|
5.54K
$720K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
14+ 0.28% |
$1.75K - $1.86K
|
5.02K
$652K
|
|
|
Oct 30, 2025
Q3 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
14+ 0.58% |
$1.75K - $1.86K
|
2.43K
$315K
|
|
|
Oct 24, 2025
Q3 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
12+ 0.31% |
$1.5K - $1.59K
|
3.83K
$497K
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
12+ 0.34% |
$1.5K - $1.59K
|
3.54K
$460K
|
|
|
Oct 23, 2025
Q3 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
10+ 0.31% |
$1.25K - $1.33K
|
3.2K
$415K
|
|
|
Oct 14, 2025
Q3 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
9+ 1.33% |
$1.13K - $1.2K
|
686
$89.1K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
9+ 0.7% |
$1.13K - $1.2K
|
1.29K
$168K
|
|
|
Oct 09, 2025
Q3 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
8New |
$1K - $1.06K
|
8
$1.04K
|
|
|
Nov 06, 2025
Q3 2025
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
7+ 0.13% |
$877 - $929
|
5.28K
$685K
|
|
|
Oct 22, 2025
Q3 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
7+ 0.31% |
$877 - $929
|
2.26K
$294K
|
|
|
Nov 03, 2025
Q3 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
7+ 0.26% |
$877 - $929
|
2.71K
$353K
|
|
|
Oct 08, 2025
Q3 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
6+ 0.21% |
$751 - $797
|
2.81K
$365K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
5+ 0.13% |
$626 - $664
|
3.98K
$517K
|
|
|
Nov 03, 2025
Q3 2025
|
Hollencrest Capital Management
|
BUY
|
- |
5+ 0.26% |
$626 - $664
|
1.9K
$247K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
5+ 0.17% |
$626 - $664
|
3.02K
$392K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4+ 0.31% |
$501 - $531
|
1.29K
$168K
|
|
|
Nov 03, 2025
Q3 2025
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
3+ 0.1% |
$376 - $398
|
2.95K
$383K
|
|
|
Oct 27, 2025
Q3 2025
|
Dagco, Inc.
|
BUY
|
- |
3+ 0.05% |
$376 - $398
|
5.72K
$743K
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
3+ 0.06% |
$376 - $398
|
5.1K
$663K
|
|
|
Oct 06, 2025
Q3 2025
|
Boltwood Capital Management
|
BUY
|
- |
3+ 0.15% |
$376 - $398
|
2K
$260K
|
|
|
Nov 03, 2025
Q3 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
2+ 0.07% |
$250 - $266
|
2.7K
$351K
|
|
|
Oct 14, 2025
Q3 2025
|
Welch Group, LLC
|
BUY
|
- |
2+ 0.11% |
$250 - $266
|
1.87K
$243K
|
|
|
Oct 06, 2025
Q3 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
2+ 0.1% |
$250 - $266
|
1.91K
$248K
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.96% |
$125 - $133
|
105
$13.6K
|