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
|
Marshall Financial Group LLC
|
BUY
|
- |
7+ 0.25% |
$734 - $891
|
2.8K
$359K
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
6+ 0.37% |
$629 - $764
|
1.62K
$208K
|
|
|
Jul 11, 2025
Q2 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
6+ 0.18% |
$629 - $764
|
3.4K
$436K
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
4+ 0.17% |
$419 - $509
|
2.39K
$306K
|
|
|
Jul 16, 2025
Q2 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
2+ 0.1% |
$210 - $255
|
1.97K
$253K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.0% |
$210 - $255
|
42.8K
$5.48M
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1+ 0.15% |
$105 - $127
|
663
$85K
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
1+ 0.03% |
$105 - $127
|
3.15K
$404K
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
1+ 0.05% |
$105 - $127
|
1.91K
$244K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 0.43% |
$105 - $127
|
236
$30.2K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-20- 2.0% |
$2.1K - $2.55K
|
980
$126K
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-51- 0.44% |
$5.35K - $6.49K
|
11.4K
$1.46M
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-57- 0.42% |
$5.98K - $7.26K
|
13.6K
$1.74M
|
|
|
Jul 14, 2025
Q2 2025
|
Argentarii, LLC
Cincinnati, OH |
SELL
|
- |
-65- 0.19% |
$6.82K - $8.27K
|
34.7K
$4.45M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-70- 12.96% |
$7.34K - $8.91K
|
470
$60.2K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-80- 37.56% |
$8.39K - $10.2K
|
133
$17K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-84- 3.01% |
$8.81K - $10.7K
|
2.71K
$347K
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-162- 4.45% |
$17K - $20.6K
|
3.48K
$446K
|
|
|
Jul 09, 2025
Q2 2025
|
First Financial Corp
|
SELL
|
- |
-163- 0.54% |
$17.1K - $20.7K
|
29.9K
$3.84M
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-172- 3.44% |
$18K - $21.9K
|
4.82K
$618K
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
SELL
|
- |
-185- 9.9% |
$19.4K - $23.6K
|
1.68K
$216K
|
|
|
Jul 09, 2025
Q2 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-186- 8.68% |
$19.5K - $23.7K
|
1.96K
$251K
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-271- 8.05% |
$28.4K - $34.5K
|
3.1K
$397K
|
|
|
Jul 18, 2025
Q2 2025
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-331- 1.48% |
$34.7K - $42.1K
|
22.1K
$2.83M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-422- 19.67% |
$44.3K - $53.7K
|
1.72K
$221K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-434- 2.95% |
$45.5K - $55.2K
|
14.3K
$1.83M
|
|
|
Jul 16, 2025
Q2 2025
|
Fischer Financial Services, Inc.
Harrisburg, PA |
SELL
|
- |
-475- 4.07% |
$49.8K - $60.5K
|
11.2K
$1.43M
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-622- 2.85% |
$65.2K - $79.2K
|
21.2K
$2.71M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
SELL
|
- |
-628- 15.01% |
$65.9K - $79.9K
|
3.56K
$456K
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO Of Oklahoma
|
SELL
|
- |
-753- 0.55% |
$79K - $95.9K
|
137K
$17.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-869- 11.52% |
$91.1K - $111K
|
6.68K
$856K
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-913- 6.24% |
$95.7K - $116K
|
13.7K
$1.76M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-944- 9.0% |
$99K - $120K
|
9.55K
$1.22M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1K- 35.37% |
$105K - $127K
|
1.83K
$234K
|
|
|
Jul 17, 2025
Q2 2025
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-1.27K- 30.06% |
$133K - $161K
|
2.95K
$377K
|
|
|
Jul 11, 2025
Q2 2025
|
Cmh Wealth Management LLC
|
SELL
|
- |
-1.37K- 1.01% |
$143K - $174K
|
134K
$17.2M
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
SELL
|
- |
-1.38K- 4.39% |
$145K - $176K
|
30K
$3.85M
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-1.46K- 23.38% |
$153K - $185K
|
4.77K
$611K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.46K- 35.36% |
$258K - $313K
|
4.49K
$575K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-2.82K- 2.94% |
$295K - $358K
|
93K
$11.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-3.32K- 41.79% |
$348K - $423K
|
4.63K
$593K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-4.42K- 58.98% |
$464K - $563K
|
3.08K
$394K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-9.49K- 19.9% |
$996K - $1.21M
|
38.2K
$4.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-19.8K- 14.82% |
$2.08M - $2.53M
|
114K
$14.6M
|