Berkeley Capital Partners, LLC Vanguard Financial ETF Transaction History

Berkeley Capital Partners, LLC

$409 Million
Q3 2025

A detailed history of Berkeley Capital Partners, LLC transactions in Vanguard Financial ETF stock. As of the latest transaction made, Berkeley Capital Partners, LLC holds 33,109 shares of VFH stock, worth $4.23 Million. This represents 1.06% of its overall portfolio holdings.

Number of Shares

33,109

Previous 29,496 12.25%

Holding current value

$4.23 Million

Previous $3.75 Million 15.74%

% of portfolio

1.06%

Previous 0.98%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 07, 2025	BUY	$125.23 - $132.78 $452,455 - $479,734	3,613 Added 12.25%	33,109 $4.35 Million
Q2 2025 Jul 30, 2025	BUY	$104.87 - $127.3 $3.09 Million - $3.75 Million	29,496 New	29,496 $3.75 Million
Q2 2022 Aug 04, 2022	SELL	$75.42 - $93.29 $3.99 Million - $4.93 Million	-52,871 Closed	0 $0
Q1 2022 May 05, 2022	BUY	$87.26 - $101.75 $4.61 Million - $5.38 Million	52,871 New	52,871 $4.94 Million
Q4 2021 Feb 14, 2022	SELL	$92.72 - $100.95 $250,344 - $272,565	-2,700 Closed	0 $0

Q3 2021 Nov 04, 2021	BUY	$86.32 - $96.09 $233,063 - $259,443	2,700 New	2,700 $250,000
Q1 2018 Apr 27, 2018	SELL	N/A	-70,207 Closed	0 $0
Q4 2017 Feb 02, 2018	SELL	N/A	-1,274 Reduced 1.78%	70,207 $4.92 Million
Q3 2017 Nov 08, 2017	BUY	N/A	71,481	71,481 $4.67 Million

Others Institutions Holding VFH

# of Institutions

803

Shares Held

54.9M

Call Options Held

61.9K

Put Options Held

6.9K

View Full List

About VANGUARD FINANCIAL ETF

Ticker VFH
Sector ETFs
Industry ETFs

More about VFH

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Berkeley Capital Partners, LLC Vanguard Financial ETF Transaction History