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 28, 2025
Q4 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-5.86K- 53.07% |
$638K - $739K
|
5.18K
$638K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-6.02K- 7.27% |
$656K - $760K
|
76.8K
$9.47M
|
|
|
Feb 03, 2025
Q4 2024
|
Bray Capital Advisors
|
SELL
|
- |
-6.04K- 20.57% |
$658K - $762K
|
23.3K
$2.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-6.16K- 3.81% |
$671K - $778K
|
155K
$19.2M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-6.47K- 70.31% |
$704K - $817K
|
2.73K
$337K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-6.69K- 50.01% |
$728K - $844K
|
6.69K
$824K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-7.43K- 8.93% |
$809K - $938K
|
75.8K
$9.34M
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-8.91K- 70.64% |
$970K - $1.12M
|
3.7K
$457K
|
|
|
Feb 14, 2025
Q4 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
SELL
|
- |
-9.26K- 59.3% |
$1.01M - $1.17M
|
6.35K
$783K
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-10.4K- 13.53% |
$1.14M - $1.32M
|
66.8K
$8.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-10.6K- 70.89% |
$1.15M - $1.34M
|
4.35K
$536K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-11.2K- 22.04% |
$1.22M - $1.41M
|
39.6K
$4.88M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-11.8K- 16.54% |
$1.28M - $1.49M
|
59.4K
$7.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-12.3K- 12.57% |
$1.34M - $1.55M
|
85.6K
$10.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-12.9K- 12.47% |
$1.41M - $1.63M
|
90.6K
$11.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-16.5K- 79.91% |
$1.8M - $2.09M
|
4.16K
$512K
|
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-16.8K- 4.68% |
$1.83M - $2.12M
|
342K
$42.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-16.8K- 98.87% |
$1.83M - $2.13M
|
192
$23.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-19K- 8.47% |
$2.07M - $2.4M
|
205K
$25.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-21.6K- 42.38% |
$2.35M - $2.73M
|
29.4K
$3.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-26.2K- 4.75% |
$2.86M - $3.31M
|
526K
$64.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-29.5K- 6.69% |
$3.21M - $3.73M
|
412K
$50.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-37.6K- 77.98% |
$4.1M - $4.75M
|
10.6K
$1.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-63.3K- 93.62% |
$6.89M - $7.98M
|
4.31K
$532K
|
|
|
Feb 11, 2025
Q4 2024
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-89.8K- 5.91% |
$9.78M - $11.3M
|
1.43M
$176M
|
|
|
Feb 12, 2025
Q4 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-209K- 85.87% |
$22.8M - $26.4M
|
34.4K
$4.25M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-226K- 51.06% |
$24.6M - $28.6M
|
217K
$26.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-233K- 18.51% |
$25.4M - $29.4M
|
1.03M
$127M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-401K- 1.71% |
$43.7M - $50.6M
|
23M
$2.84B
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-487K- 52.65% |
$53M - $61.4M
|
438K
$54M
|