High Mark Wealth Management LLC Vanguard Financial ETF Transaction History

High Mark Wealth Management LLC

$217 Million
Q3 2025

A detailed history of High Mark Wealth Management LLC transactions in Vanguard Financial ETF stock. As of the latest transaction made, High Mark Wealth Management LLC holds 35 shares of VFH stock, worth $4,547. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$4,547

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 20, 2025	BUY	$125.23 - $132.78 $4,383 - $4,647	35 New	35 $4,000

Others Institutions Holding VFH

# of Institutions

801

Shares Held

54.5M

Call Options Held

81.7K

Put Options Held

3.9K

Bank Of America Corp Charlotte, NC

22.9M
Shares

$2.98 Billion
0.22% of portfolio
Morgan Stanley New York, NY

3.4M
Shares

$442 Million
0.03% of portfolio
Ubs Group Ag

1.8M
Shares

$234 Million
0.04% of portfolio
Wells Fargo & Company San Francisco, CA

1.69M
Shares

$219 Million
0.05% of portfolio
Pgim Custom Harvest LLC Newark, NJ

1.38M
Shares

$179 Million
3.64% of portfolio

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About VANGUARD FINANCIAL ETF

Ticker VFH
Sector ETFs
Industry ETFs

More about VFH

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High Mark Wealth Management LLC Vanguard Financial ETF Transaction History