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 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-33- 2.59% |
$3.76K - $4.2K
|
1.24K
$153K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-39- 5.94% |
$4.45K - $4.97K
|
618
$75.9K
|
|
|
Apr 24, 2025
Q1 2025
|
Matisse Capital
|
SELL
|
- |
-40- 0.68% |
$4.56K - $5.09K
|
5.87K
$721K
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
SELL
|
- |
-40- 0.5% |
$4.56K - $5.09K
|
7.94K
$976K
|
|
|
Apr 28, 2025
Q1 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-44- 1.0% |
$5.02K - $5.6K
|
4.36K
$535K
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-46- 1.12% |
$5.25K - $5.86K
|
4.06K
$499K
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-50- 29.94% |
$5.7K - $6.37K
|
117
$14.4K
|
|
|
May 15, 2025
Q1 2025
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-50- 1.49% |
$5.7K - $6.37K
|
3.31K
$407K
|
|
|
May 07, 2025
Q1 2025
|
Fischer Financial Services, Inc.
Harrisburg, PA |
SELL
|
- |
-50- 0.43% |
$5.7K - $6.37K
|
11.7K
$1.43M
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-50- 1.14% |
$5.7K - $6.37K
|
4.35K
$535K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-52- 50.98% |
$5.93K - $6.62K
|
50
$6.14K
|
|
|
Apr 24, 2025
Q1 2025
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
SELL
|
- |
-52- 1.01% |
$5.93K - $6.62K
|
5.09K
$626K
|
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-52- 0.8% |
$5.93K - $6.62K
|
6.41K
$788K
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-57- 35.19% |
$6.5K - $7.26K
|
105
$12.9K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-60- 0.22% |
$6.84K - $7.64K
|
27K
$3.32M
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-60- 0.41% |
$6.84K - $7.64K
|
14.8K
$1.81M
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-64- 4.92% |
$7.3K - $8.15K
|
1.24K
$152K
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-72- 2.58% |
$8.21K - $9.17K
|
2.72K
$334K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-72- 19.67% |
$8.21K - $9.17K
|
294
$36.1K
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-80- 0.61% |
$9.13K - $10.2K
|
13.1K
$1.61M
|
|
|
May 06, 2025
Q1 2025
|
Kdk Private Wealth Management, LLC
Houston, TX |
SELL
|
- |
-81- 0.86% |
$9.24K - $10.3K
|
9.37K
$1.15M
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-92- 2.41% |
$10.5K - $11.7K
|
3.73K
$458K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-94- 0.51% |
$10.7K - $12K
|
18.4K
$2.27M
|
|
|
May 05, 2025
Q1 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-97- 1.99% |
$11.1K - $12.4K
|
4.77K
$587K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-99- 2.34% |
$11.3K - $12.6K
|
4.13K
$507K
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-100- 3.23% |
$11.4K - $12.7K
|
2.99K
$368K
|
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
SELL
|
- |
-101- 0.45% |
$11.5K - $12.9K
|
22.4K
$2.75M
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
SELL
|
- |
-101- 0.83% |
$11.5K - $12.9K
|
12.1K
$1.48M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-116- 5.36% |
$13.2K - $14.8K
|
2.05K
$252K
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-116- 3.83% |
$13.2K - $14.8K
|
2.91K
$358K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-116- 1.55% |
$13.2K - $14.8K
|
7.38K
$906K
|
|
|
Apr 24, 2025
Q1 2025
|
Cavalier Investments, LLC
|
SELL
|
- |
-118- 0.17% |
$13.5K - $15K
|
68.6K
$8.43M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-119- 1.58% |
$13.6K - $15.2K
|
7.41K
$910K
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-119- 2.99% |
$13.6K - $15.2K
|
3.86K
$474K
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-124- 1.88% |
$14.1K - $15.8K
|
6.48K
$797K
|
|
|
May 01, 2025
Q1 2025
|
Stillwater Wealth Management Group
Juno Beach, FL |
SELL
|
- |
-124- 3.76% |
$14.1K - $15.8K
|
3.18K
$390K
|
|
|
May 07, 2025
Q1 2025
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-125- 3.58% |
$14.3K - $15.9K
|
3.37K
$414K
|
|
|
May 13, 2025
Q1 2025
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-125- 1.04% |
$14.3K - $15.9K
|
11.9K
$1.46M
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-127- 2.66% |
$14.5K - $16.2K
|
4.64K
$571K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-144- 6.8% |
$16.4K - $18.3K
|
1.97K
$243K
|
|
|
May 02, 2025
Q1 2025
|
Hardy Reed LLC
|
SELL
|
- |
-145- 2.3% |
$16.5K - $18.5K
|
6.17K
$758K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-147- 2.85% |
$16.8K - $18.7K
|
5.01K
$615K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-150- 5.36% |
$17.1K - $19.1K
|
2.65K
$325K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-151- 0.63% |
$17.2K - $19.2K
|
23.7K
$2.91M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-160- 0.6% |
$18.3K - $20.4K
|
26.6K
$3.27M
|
|
|
Apr 21, 2025
Q1 2025
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-168- 0.47% |
$19.2K - $21.4K
|
35.4K
$4.35M
|
|
|
May 13, 2025
Q1 2025
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-175- 5.66% |
$20K - $22.3K
|
2.92K
$358K
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-176- 8.02% |
$20.1K - $22.4K
|
2.02K
$248K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-181- 1.55% |
$20.6K - $23K
|
11.5K
$1.42M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-193- 2.21% |
$22K - $24.6K
|
8.53K
$1.05M
|