Kovitz Investment Group Partners, LLC Vanguard Financial ETF Transaction History

Kovitz Investment Group Partners, LLC

  • $23.6 Billion
  • Q3 2025

A detailed history of Kovitz Investment Group Partners, LLC transactions in Vanguard Financial ETF stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 3,525 shares of VFH stock, worth $450,177. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,525
Previous 4,195 15.97%
Holding current value
$450,177
Previous $534,000 13.48%
% of portfolio
0.0%
Previous 0.0%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025
SELL
$125.23 - $132.78 $83,904 - $88,962
-670 Reduced 15.97%
3,525 $462,000
Q2 2025

Aug 14, 2025
BUY
$104.87 - $127.3 $76,345 - $92,674
728 Added 21.0%
4,195 $534,000
Q1 2025

May 13, 2025
BUY
$114.07 - $127.34 $174,298 - $194,575
1,528 Added 78.8%
3,467 $414,000
Q4 2024

Aug 25, 2025
SELL
$108.87 - $126.2 $75,664 - $87,709
-695 Reduced 16.57%
3,500 $413,000
Q4 2024

Feb 14, 2025
SELL
$108.87 - $126.2 $248,223 - $287,736
-2,280 Reduced 54.03%
1,940 $229,000
Q4 2024

Feb 14, 2025
SELL
$108.87 - $126.2 $108 - $126
-1 Reduced 0.05%
1,939 $228,000
Q3 2024

Nov 14, 2024
BUY
$99.27 - $111.21 $79,713 - $89,301
803 Added 23.5%
4,220 $463,000
Q2 2024

Aug 14, 2024
BUY
$95.9 - $103.0 $3,452 - $3,708
36 Added 1.06%
3,417 $341,000
Q1 2024

May 14, 2024
BUY
$90.62 - $102.39 $306,386 - $346,180
3,381 New
3,381 $346,000
Q4 2022

Jan 19, 2023
BUY
$74.7 - $88.6 $15,388 - $18,251
206 Added 1.6%
13,067 $1.08 Million
Q3 2022

Nov 09, 2022
BUY
$74.44 - $88.21 $297 - $352
4 Added 0.03%
12,861 $957,000
Q2 2022

Aug 02, 2022
BUY
$75.42 - $93.29 $5,128 - $6,343
68 Added 0.53%
12,857 $992,000
Q1 2022

Apr 22, 2022
SELL
$87.26 - $101.75 $24,607 - $28,693
-282 Reduced 2.16%
12,789 $1.19 Million
Q4 2021

Feb 04, 2022
BUY
$92.72 - $100.95 $46,267 - $50,374
499 Added 3.97%
13,071 $952,000
Q3 2021

Oct 28, 2021
SELL
$86.32 - $96.09 $7,941 - $8,840
-92 Reduced 0.73%
12,572 $1.17 Million
Q2 2021

Aug 04, 2021
SELL
$85.53 - $94.49 $24,119 - $26,646
-282 Reduced 2.18%
12,664 $1.15 Million
Q1 2021

May 06, 2021
SELL
$71.74 - $86.71 $937,713 - $1.13 Million
-13,071 Closed
0 $0
Q4 2020

Feb 12, 2021
BUY
$58.32 - $72.85 $9,156 - $11,437
157 Added 1.22%
13,071 $952,000
Q3 2020

Nov 10, 2020
BUY
$55.49 - $62.22 $716,597 - $803,509
12,914 New
12,914 $755,000
Q2 2020

Aug 12, 2020
SELL
$47.38 - $65.88 $493,510 - $686,206
-10,416 Closed
0 $0
Q1 2020

May 15, 2020
BUY
$42.8 - $77.51 $445,804 - $807,344
10,416 New
10,416 $528,000

Others Institutions Holding VFH

# of Institutions
804
Shares Held
54.8M
Call Options Held
61.9K
Put Options Held
6.9K
View Full List

About VANGUARD FINANCIAL ETF

VFH Quotes by TradingView
  • Ticker VFH
  • Sector ETFs
  • Industry ETFs
More about VFH
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