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 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.29K+ 49.19% |
$261K - $292K
|
6.95K
$853K
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
2.21K+ 113.04% |
$252K - $282K
|
4.17K
$512K
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
2.19K+ 11.17% |
$250K - $279K
|
21.8K
$2.68M
|
|
|
May 02, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
2.16K+ 78.94% |
$246K - $275K
|
4.89K
$601K
|
|
|
May 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
BUY
|
- |
2.13K+ 2.17% |
$243K - $271K
|
100K
$12.3M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.11KNew |
$241K - $269K
|
2.11K
$260K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.1K+ 11.42% |
$239K - $267K
|
20.5K
$2.52M
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
2.09KNew |
$238K - $266K
|
2.09K
$257K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.02K+ 4.75% |
$230K - $257K
|
44.5K
$5.47M
|
|
|
Apr 22, 2025
Q1 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
1.99KNew |
$227K - $253K
|
1.99K
$244K
|
|
|
May 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
1.98KNew |
$226K - $253K
|
1.98K
$244K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.98K+ 8.2% |
$225K - $251K
|
26K
$3.2M
|
|
|
May 01, 2025
Q1 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
1.96KNew |
$224K - $250K
|
1.96K
$241K
|
|
|
May 14, 2025
Q1 2025
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
1.93K+ 12.6% |
$220K - $245K
|
17.2K
$2.12M
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1.92K+ 46.9% |
$218K - $244K
|
6K
$737K
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
1.91KNew |
$218K - $243K
|
1.91K
$235K
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
1.89K+ 32.56% |
$216K - $241K
|
7.7K
$946K
|
|
|
May 14, 2025
Q1 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
1.88KNew |
$214K - $239K
|
1.88K
$231K
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.86K+ 11.9% |
$212K - $237K
|
17.5K
$2.15M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
1.83K+ 183.0% |
$209K - $233K
|
2.83K
$348K
|
|
|
May 16, 2025
Q1 2025
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
1.8K+ 2.28% |
$205K - $229K
|
80.8K
$9.92M
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
1.8KNew |
$205K - $229K
|
1.8K
$221K
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
1.79KNew |
$204K - $228K
|
1.79K
$220K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.74K+ 4.24% |
$198K - $221K
|
42.8K
$5.25M
|
|
|
May 08, 2025
Q1 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
1.69K+ 8.17% |
$193K - $215K
|
22.4K
$2.75M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.69KNew |
$192K - $215K
|
1.69K
$207K
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.66K+ 42.24% |
$190K - $212K
|
5.6K
$688K
|
|
|
May 13, 2025
Q1 2025
|
17 Capital Partners, LLC
|
BUY
|
- |
1.66K+ 26.95% |
$189K - $211K
|
7.82K
$960K
|
|
|
May 09, 2025
Q1 2025
|
Lcm Capital Management Inc
|
BUY
|
- |
1.62K+ 2.74% |
$185K - $207K
|
60.9K
$7.48M
|
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
1.62K+ 2.82% |
$185K - $206K
|
59K
$7.25M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
1.53K+ 78.8% |
$174K - $195K
|
3.47K
$426K
|
|
|
May 12, 2025
Q1 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
1.51K+ 31.33% |
$172K - $192K
|
6.32K
$777K
|
|
|
May 02, 2025
Q1 2025
|
Richmond Brothers, Inc.
Jackson, MI |
BUY
|
- |
1.5K+ 2.24% |
$171K - $191K
|
68.5K
$8.42M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.49K+ 175.76% |
$170K - $190K
|
2.34K
$288K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.41K+ 0.59% |
$160K - $179K
|
239K
$29.4M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.34KNew |
$153K - $171K
|
1.34K
$165K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.34K+ 58.09% |
$152K - $170K
|
3.64K
$447K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.31K+ 37.17% |
$149K - $167K
|
4.83K
$593K
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.28K+ 31.99% |
$145K - $162K
|
5.26K
$646K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.1K+ 11.37% |
$125K - $140K
|
10.7K
$1.32M
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
1.08K+ 404.89% |
$123K - $137K
|
1.34K
$165K
|
|
|
Apr 29, 2025
Q1 2025
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
1.06K+ 8.84% |
$121K - $135K
|
13K
$1.6M
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
1.05KNew |
$120K - $134K
|
1.05K
$129K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
949+ 6.01% |
$108K - $121K
|
16.7K
$2.06M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
945+ 53.3% |
$108K - $120K
|
2.72K
$334K
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
944New |
$108K - $120K
|
944
$116K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
920+ 7.63% |
$105K - $117K
|
13K
$1.6M
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
917+ 12.82% |
$105K - $117K
|
8.07K
$992K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
910+ 13.71% |
$104K - $116K
|
7.55K
$927K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
892+ 23.41% |
$102K - $114K
|
4.7K
$578K
|