Purchases and Sales Made in Q4 2024 in Vanguard Financial ETF (VFH)
This table provides information about the institutional ownership of Vanguard Financial ETF (VFH) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-363- 5.13% |
$39.5K - $45.8K
|
6.72K
$749K
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-364- 2.93% |
$39.6K - $45.9K
|
12.1K
$1.35M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-369- 16.38% |
$40.2K - $46.6K
|
1.88K
$210K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-386- 3.12% |
$42K - $48.7K
|
12K
$1.34M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-401- 12.71% |
$43.7K - $50.6K
|
2.75K
$307K
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-405- 1.47% |
$44.1K - $51.1K
|
27.1K
$3.02M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-411- 3.21% |
$44.7K - $51.9K
|
12.4K
$1.38M
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-422- 0.59% |
$45.9K - $53.3K
|
71.2K
$7.95M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-431- 8.47% |
$46.9K - $54.4K
|
4.66K
$519K
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-432- 6.18% |
$47K - $54.5K
|
6.56K
$732K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-447- 14.17% |
$48.7K - $56.4K
|
2.71K
$302K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-470- 0.45% |
$51.2K - $59.3K
|
105K
$11.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-500- 25.15% |
$54.4K - $63.1K
|
1.49K
$166K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-518- 11.46% |
$56.4K - $65.4K
|
4K
$447K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-528- 2.64% |
$57.5K - $66.6K
|
19.5K
$2.18M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
SELL
|
- |
-586- 14.42% |
$63.8K - $74K
|
3.48K
$388K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-589- 8.22% |
$64.1K - $74.3K
|
6.57K
$734K
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-593- 1.23% |
$64.6K - $74.8K
|
47.5K
$5.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-609- 16.71% |
$66.3K - $76.9K
|
3.04K
$339K
|
|
|
Jan 22, 2025
Q4 2024
|
Curran Financial Partners, LLC
|
SELL
|
- |
-619- 1.18% |
$67.4K - $78.1K
|
51.9K
$5.79M
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-622- 16.33% |
$67.7K - $78.5K
|
3.19K
$356K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-642- 2.26% |
$69.9K - $81K
|
27.8K
$3.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-733- 0.61% |
$79.8K - $92.5K
|
119K
$13.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-757- 5.95% |
$82.4K - $95.5K
|
12K
$1.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-787- 0.85% |
$85.7K - $99.3K
|
92.2K
$10.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-791- 4.81% |
$86.1K - $99.8K
|
15.7K
$1.75M
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-797- 14.42% |
$86.8K - $101K
|
4.73K
$528K
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-829- 2.94% |
$90.3K - $105K
|
27.4K
$3.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-855- 2.92% |
$93.1K - $108K
|
28.5K
$3.18M
|
|
|
Feb 11, 2025
Q4 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
SELL
|
- |
-868- 5.22% |
$94.5K - $110K
|
15.8K
$1.76M
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-893- 2.63% |
$97.2K - $113K
|
33K
$3.68M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-898- 83.3% |
$97.8K - $113K
|
180
$20.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-900- 14.72% |
$98K - $114K
|
5.22K
$582K
|
|
|
Jan 23, 2025
Q4 2024
|
Marmo Financial Group, LLC
Johnson City, TN |
SELL
|
- |
-903- 3.01% |
$98.3K - $114K
|
29.1K
$3.25M
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-911- 10.35% |
$99.2K - $115K
|
7.89K
$881K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-931- 9.09% |
$101K - $117K
|
9.32K
$1.04M
|
|
|
Feb 03, 2025
Q4 2024
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-1.02K- 4.13% |
$111K - $129K
|
23.7K
$2.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-1.04K- 10.29% |
$113K - $131K
|
9.04K
$1.01M
|
|
|
Jan 30, 2025
Q4 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-1.04K- 0.97% |
$113K - $131K
|
107K
$11.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.04K- 17.3% |
$114K - $132K
|
4.99K
$557K
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.05K- 17.36% |
$114K - $133K
|
5K
$558K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-1.09K- 0.3% |
$118K - $137K
|
362K
$40.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Community Bank, N.A.
|
SELL
|
- |
-1.09K- 12.02% |
$119K - $138K
|
7.98K
$891K
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-1.11K- 1.86% |
$121K - $141K
|
58.8K
$6.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-1.23K- 9.25% |
$133K - $155K
|
12K
$1.34M
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
SELL
|
- |
-1.5K- 4.49% |
$163K - $189K
|
31.8K
$3.55M
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-1.57K- 27.89% |
$171K - $198K
|
4.05K
$452K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.6K- 12.64% |
$174K - $202K
|
11K
$1.23M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.66K- 5.09% |
$180K - $209K
|
30.9K
$3.45M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-1.78K- 18.31% |
$193K - $224K
|
7.92K
$884K
|