Ibex Wealth Advisors Vanguard Financial ETF Transaction History

Ibex Wealth Advisors

$902 Million
Q2 2025

A detailed history of Ibex Wealth Advisors transactions in Vanguard Financial ETF stock. As of the latest transaction made, Ibex Wealth Advisors holds 4,300 shares of VFH stock, worth $558,742. This represents 0.06% of its overall portfolio holdings.

Number of Shares

4,300

Holding current value

$558,742

% of portfolio

0.06%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 07, 2025	BUY	$104.87 - $127.3 $450,941 - $547,390	4,300 New	4,300 $547,000

Others Institutions Holding VFH

# of Institutions

802

Shares Held

54.7M

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

View Full List

About VANGUARD FINANCIAL ETF

Ticker VFH
Sector ETFs
Industry ETFs

More about VFH

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Ibex Wealth Advisors Vanguard Financial ETF Transaction History