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 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.0% |
$125 - $133
|
42.8K
$5.56M
|
|
|
Oct 21, 2025
Q3 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
1+ 0.05% |
$125 - $133
|
1.98K
$257K
|
|
|
Nov 04, 2025
Q3 2025
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-1- 1.1% |
$125 - $133
|
90
$11.7K
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-3- 0.18% |
$376 - $398
|
1.66K
$216K
|
|
|
Nov 04, 2025
Q3 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-4- 0.06% |
$501 - $531
|
6.39K
$830K
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
SELL
|
- |
-10- 0.72% |
$1.25K - $1.33K
|
1.37K
$178K
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-14- 1.38% |
$1.75K - $1.86K
|
1K
$130K
|
|
|
Nov 03, 2025
Q3 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-15- 0.31% |
$1.88K - $1.99K
|
4.85K
$631K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-16- 4.98% |
$2K - $2.12K
|
305
$39.6K
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-21- 0.46% |
$2.63K - $2.79K
|
4.58K
$596K
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-24- 5.96% |
$3.01K - $3.19K
|
379
$49.2K
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
SELL
|
- |
-24- 0.71% |
$3.01K - $3.19K
|
3.38K
$439K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-25- 0.77% |
$3.13K - $3.32K
|
3.23K
$419K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-25- 0.24% |
$3.13K - $3.32K
|
10.2K
$1.33M
|
|
|
Oct 21, 2025
Q3 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-28- 0.29% |
$3.51K - $3.72K
|
9.72K
$1.26M
|
|
|
Oct 14, 2025
Q3 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-30- 0.61% |
$3.76K - $3.98K
|
4.91K
$638K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-31- 3.16% |
$3.88K - $4.12K
|
949
$123K
|
|
|
Oct 22, 2025
Q3 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-31- 0.55% |
$3.88K - $4.12K
|
5.56K
$723K
|
|
|
Oct 08, 2025
Q3 2025
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
SELL
|
- |
-32- 0.65% |
$4.01K - $4.25K
|
4.92K
$639K
|
|
|
Nov 03, 2025
Q3 2025
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-34- 0.71% |
$4.26K - $4.51K
|
4.74K
$616K
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-35- 0.42% |
$4.38K - $4.65K
|
8.23K
$1.07M
|
|
|
Oct 28, 2025
Q3 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-38- 1.09% |
$4.76K - $5.05K
|
3.44K
$448K
|
|
|
Nov 06, 2025
Q3 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-38- 2.36% |
$4.76K - $5.05K
|
1.57K
$204K
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
SELL
|
- |
-38- 1.57% |
$4.76K - $5.05K
|
2.38K
$309K
|
|
|
Oct 20, 2025
Q3 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-40- 0.92% |
$5.01K - $5.31K
|
4.32K
$561K
|
|
|
Oct 27, 2025
Q3 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-43- 0.34% |
$5.38K - $5.71K
|
12.4K
$1.62M
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-44- 6.51% |
$5.51K - $5.84K
|
632
$82.1K
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-52- 3.18% |
$6.51K - $6.9K
|
1.58K
$206K
|
|
|
Nov 03, 2025
Q3 2025
|
Novare Capital Management LLC
|
SELL
|
- |
-65- 0.29% |
$8.14K - $8.63K
|
22.3K
$2.89M
|
|
|
Nov 06, 2025
Q3 2025
|
Compass Advisory Group LLC
|
SELL
|
- |
-65- 3.53% |
$8.14K - $8.63K
|
1.77K
$231K
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
SELL
|
- |
-67- 1.81% |
$8.39K - $8.9K
|
3.64K
$473K
|
|
|
Oct 07, 2025
Q3 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-68- 3.47% |
$8.52K - $9.03K
|
1.89K
$245K
|
|
|
Oct 14, 2025
Q3 2025
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-70- 4.21% |
$8.77K - $9.29K
|
1.59K
$207K
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-75- 1.93% |
$9.39K - $9.96K
|
3.81K
$494K
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-79- 4.87% |
$9.89K - $10.5K
|
1.54K
$200K
|
|
|
Oct 21, 2025
Q3 2025
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-79- 1.28% |
$9.89K - $10.5K
|
6.1K
$792K
|
|
|
Oct 28, 2025
Q3 2025
|
Bfsg, LLC
|
SELL
|
- |
-79- 18.5% |
$9.89K - $10.5K
|
348
$45.2K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-100- 0.73% |
$12.5K - $13.3K
|
13.6K
$1.76M
|
|
|
Oct 28, 2025
Q3 2025
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-100- 2.35% |
$12.5K - $13.3K
|
4.15K
$539K
|
|
|
Oct 10, 2025
Q3 2025
|
Focused Wealth Management, Inc
|
SELL
|
- |
-104- 2.05% |
$13K - $13.8K
|
4.96K
$645K
|
|
|
Nov 04, 2025
Q3 2025
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-106- 0.79% |
$13.3K - $14.1K
|
13.4K
$1.74M
|
|
|
Nov 05, 2025
Q3 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
SELL
|
- |
-113- 1.13% |
$14.2K - $15K
|
9.88K
$1.28M
|
|
|
Oct 15, 2025
Q3 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-113- 5.52% |
$14.2K - $15K
|
1.93K
$251K
|
|
|
Oct 07, 2025
Q3 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
SELL
|
- |
-128- 94.12% |
$16K - $17K
|
8
$1.04K
|
|
|
Oct 22, 2025
Q3 2025
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-130- 0.59% |
$16.3K - $17.3K
|
21.9K
$2.85M
|
|
|
Nov 03, 2025
Q3 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-134- 1.4% |
$16.8K - $17.8K
|
9.43K
$1.23M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-144- 6.83% |
$18K - $19.1K
|
1.96K
$255K
|
|
|
Nov 04, 2025
Q3 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-151- 2.03% |
$18.9K - $20K
|
7.28K
$945K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-158- 6.25% |
$19.8K - $21K
|
2.37K
$308K
|
|
|
Oct 28, 2025
Q3 2025
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-160- 1.33% |
$20K - $21.2K
|
11.9K
$1.54M
|