Purchases and Sales Made in Q1 2025 in Vanguard Financial ETF (VFH)
This table provides information about the institutional ownership of Vanguard Financial ETF (VFH) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-9.74K- 7.26% |
$1.11M - $1.24M
|
125K
$15.3M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-9.85K- 1.87% |
$1.12M - $1.25M
|
516K
$63.5M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-10.9K- 0.05% |
$1.24M - $1.38M
|
23M
$2.83B
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-11K- 24.1% |
$1.26M - $1.4M
|
34.7K
$4.27M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-13.7K- 11.36% |
$1.57M - $1.75M
|
107K
$13.2M
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-13.9K- 20.87% |
$1.59M - $1.78M
|
52.9K
$6.5M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-14.2K- 0.74% |
$1.62M - $1.8M
|
1.91M
$234M
|
|
|
May 14, 2025
Q1 2025
|
Royal Fund Management, LLC
|
SELL
|
- |
-14.7K- 47.85% |
$1.68M - $1.88M
|
16.1K
$1.97M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-15.1K- 31.86% |
$1.73M - $1.93M
|
32.4K
$3.98M
|
|
|
May 05, 2025
Q1 2025
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-17.1K- 49.72% |
$1.95M - $2.18M
|
17.3K
$2.13M
|
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-20.1K- 18.39% |
$2.3M - $2.56M
|
89.3K
$11M
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-21.2K- 42.38% |
$2.42M - $2.7M
|
28.9K
$3.55M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-22K- 87.28% |
$2.51M - $2.8M
|
3.21K
$395K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-24.2K- 48.62% |
$2.76M - $3.09M
|
25.6K
$3.15M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-25K- 20.98% |
$2.86M - $3.19M
|
94.3K
$11.6M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-28K- 2.54% |
$3.2M - $3.57M
|
1.08M
$132M
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-30K- 88.33% |
$3.42M - $3.82M
|
3.96K
$486K
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-32K- 91.65% |
$3.65M - $4.07M
|
2.91K
$358K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-44.6KClosed |
$5.09M - $5.69M
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-44.7K- 61.31% |
$5.1M - $5.7M
|
28.2K
$3.47M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-58.6K- 99.16% |
$6.69M - $7.47M
|
495
$60.8K
|
|
|
May 13, 2025
Q1 2025
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-80K- 47.28% |
$9.13M - $10.2M
|
89.2K
$11M
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-184K- 99.66% |
$21M - $23.5M
|
636
$78.2K
|
|
|
May 06, 2025
Q1 2025
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-445K- 99.64% |
$50.7M - $56.7M
|
1.61K
$197K
|
|
|
May 21, 2025
Q1 2025
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-1.09M- 76.17% |
$124M - $139M
|
341K
$41.9M
|