Purchases and Sales Made in Q2 2025 in Vanguard Financial ETF (VFH)
This table provides information about the institutional ownership of Vanguard Financial ETF (VFH) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
914KNew |
$95.8M - $116M
|
914K
$117M
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
8.59KNew |
$901K - $1.09M
|
8.59K
$1.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
5.86KNew |
$614K - $745K
|
5.86K
$750K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.16K+ 3.09% |
$436K - $529K
|
139K
$17.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
3.88KNew |
$407K - $494K
|
3.88K
$497K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
3.58K+ 3.28% |
$375K - $455K
|
112K
$14.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3.53KNew |
$370K - $449K
|
3.53K
$452K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
3.42KNew |
$359K - $436K
|
3.42K
$439K
|
|
|
Jul 18, 2025
Q2 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
2.92K+ 53.37% |
$306K - $371K
|
8.38K
$1.07M
|
|
|
Jul 18, 2025
Q2 2025
|
Nri Wealth Management Lc
Santa Clara, CA |
BUY
|
- |
2.84K+ 9.22% |
$298K - $361K
|
33.6K
$4.31M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.74K+ 16.02% |
$287K - $349K
|
19.8K
$2.54M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.34K+ 33.98% |
$245K - $298K
|
9.22K
$1.18M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
1.83K+ 6788.89% |
$192K - $233K
|
1.86K
$238K
|
|
|
Jul 15, 2025
Q2 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
1.73K+ 51.78% |
$181K - $220K
|
5.07K
$649K
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
1.67KNew |
$175K - $212K
|
1.67K
$213K
|
|
|
Jul 11, 2025
Q2 2025
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
1.66KNew |
$174K - $212K
|
1.66K
$213K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
1.66K+ 21.53% |
$174K - $211K
|
9.36K
$1.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
1.65KNew |
$173K - $210K
|
1.65K
$211K
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
1.59KNew |
$166K - $202K
|
1.59K
$203K
|
|
|
Jul 16, 2025
Q2 2025
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
1.51K+ 1.63% |
$159K - $193K
|
94.6K
$12.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.28K+ 24.25% |
$134K - $162K
|
6.54K
$838K
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1.03K+ 42.89% |
$107K - $130K
|
3.42K
$438K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
813+ 2.85% |
$85.3K - $103K
|
29.4K
$3.76M
|
|
|
Jul 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
681+ 5.76% |
$71.4K - $86.7K
|
12.5K
$1.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Searcy Financial Services Inc
|
BUY
|
- |
609+ 0.55% |
$63.9K - $77.5K
|
110K
$14.2M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
541+ 2.83% |
$56.7K - $68.9K
|
19.7K
$2.52M
|
|
|
Jul 16, 2025
Q2 2025
|
Rba Wealth Management, LLC
|
BUY
|
- |
522+ 4.56% |
$54.7K - $66.5K
|
12K
$1.53M
|
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
417+ 17.75% |
$43.7K - $53.1K
|
2.77K
$354K
|
|
|
Jul 18, 2025
Q2 2025
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
379+ 6.54% |
$39.7K - $48.2K
|
6.17K
$791K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
373New |
$39.1K - $47.5K
|
373
$47.8K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
296New |
$31K - $37.7K
|
296
$37.9K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
291New |
$30.5K - $37K
|
291
$37.3K
|
|
|
Jul 14, 2025
Q2 2025
|
Lcm Capital Management Inc
|
BUY
|
- |
273+ 0.45% |
$28.6K - $34.8K
|
61.2K
$7.84M
|
|
|
Jul 09, 2025
Q2 2025
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
259+ 1.18% |
$27.2K - $33K
|
22.2K
$2.84M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
223+ 1.19% |
$23.4K - $28.4K
|
18.9K
$2.42M
|
|
|
Jul 14, 2025
Q2 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
182+ 3.81% |
$19.1K - $23.2K
|
4.96K
$635K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
170+ 5.52% |
$17.8K - $21.6K
|
3.25K
$417K
|
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
159New |
$16.7K - $20.2K
|
159
$20.4K
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
143+ 1.65% |
$15K - $18.2K
|
8.79K
$1.13M
|
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
136New |
$14.3K - $17.3K
|
136
$17.4K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
129+ 0.12% |
$13.5K - $16.4K
|
104K
$13.3M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
103+ 68.67% |
$10.8K - $13.1K
|
253
$32.4K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
99New |
$10.4K - $12.6K
|
99
$12.7K
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
85+ 5.67% |
$8.91K - $10.8K
|
1.59K
$203K
|
|
|
Jul 10, 2025
Q2 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
85+ 4.33% |
$8.91K - $10.8K
|
2.05K
$262K
|
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
BUY
|
- |
35+ 1.78% |
$3.67K - $4.46K
|
2K
$256K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
26+ 0.21% |
$2.73K - $3.31K
|
12.5K
$1.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
18+ 1.58% |
$1.89K - $2.29K
|
1.16K
$148K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
16+ 5.25% |
$1.68K - $2.04K
|
321
$41.1K
|
|
|
Jul 15, 2025
Q2 2025
|
Tru Independence LLC
|
BUY
|
- |
13+ 0.36% |
$1.36K - $1.65K
|
3.67K
$470K
|