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 24, 2025
Q3 2025
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-3.34K- 2.26% |
$418K - $443K
|
144K
$18.7M
|
|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-3.63K- 3.19% |
$455K - $483K
|
110K
$14.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-3.71K- 9.33% |
$464K - $492K
|
36.1K
$4.69M
|
|
|
Oct 28, 2025
Q3 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-3.75K- 46.66% |
$470K - $498K
|
4.29K
$557K
|
|
|
Nov 06, 2025
Q3 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-4.69K- 47.14% |
$587K - $622K
|
5.26K
$683K
|
|
|
Oct 30, 2025
Q3 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-5.49K- 9.11% |
$687K - $728K
|
54.7K
$7.11M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-6.76K- 74.72% |
$847K - $898K
|
2.29K
$297K
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-8.82K- 48.97% |
$1.1M - $1.17M
|
9.19K
$1.19M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-11.9K- 77.89% |
$1.49M - $1.58M
|
3.37K
$438K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-13.6K- 11.96% |
$1.71M - $1.81M
|
100K
$13M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-18.6K- 29.1% |
$2.34M - $2.48M
|
45.4K
$5.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-36.8K- 18.3% |
$4.61M - $4.89M
|
164K
$21.3M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-45.6K- 90.55% |
$5.71M - $6.05M
|
4.76K
$618K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
SELL
|
- |
-55.6K- 73.1% |
$6.96M - $7.38M
|
20.5K
$2.66M
|
|
|
Oct 28, 2025
Q3 2025
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-92.1K- 38.51% |
$11.5M - $12.2M
|
147K
$19.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-112K- 15.53% |
$14.1M - $14.9M
|
611K
$79.4M
|
|
|
Oct 16, 2025
Q3 2025
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-129K- 12.77% |
$16.2M - $17.2M
|
885K
$115M
|