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 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
10.7KNew |
$1.17M - $1.35M
|
10.7K
$1.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Kdk Private Wealth Management, LLC
Houston, TX |
BUY
|
- |
9.45KNew |
$1.03M - $1.19M
|
9.45K
$1.05M
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
9.31KNew |
$1.01M - $1.18M
|
9.31K
$1.04M
|
|
|
Feb 06, 2025
Q4 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
9.2K+ 103.23% |
$1M - $1.16M
|
18.1K
$2.02M
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
9.16KNew |
$998K - $1.16M
|
9.16K
$1.02M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
8.02K+ 2.9% |
$873K - $1.01M
|
284K
$31.7M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7.2K+ 6.26% |
$783K - $908K
|
122K
$13.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
7.19K+ 3.12% |
$782K - $907K
|
238K
$26.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
6.91KNew |
$753K - $872K
|
6.91K
$771K
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
6.76KNew |
$736K - $854K
|
6.76K
$755K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6.72K+ 4.63% |
$731K - $847K
|
152K
$16.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
6.64KNew |
$722K - $837K
|
6.64K
$741K
|
|
|
Feb 06, 2025
Q4 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
6.46KNew |
$704K - $816K
|
6.46K
$721K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
6.46K+ 16.9% |
$703K - $815K
|
44.6K
$4.98M
|
|
|
Feb 03, 2025
Q4 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
6.09KNew |
$662K - $768K
|
6.09K
$679K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
5.69K+ 29.13% |
$620K - $718K
|
25.2K
$2.82M
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
5.59KNew |
$608K - $705K
|
5.59K
$624K
|
|
|
Jan 16, 2025
Q4 2024
|
Wall Street Financial Group, Inc.
Carlinville, IL |
BUY
|
- |
5.53K+ 8.51% |
$602K - $698K
|
70.5K
$7.87M
|
|
|
Feb 10, 2025
Q4 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
5.48KNew |
$597K - $692K
|
5.48K
$612K
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
5.4K+ 18.92% |
$588K - $681K
|
33.9K
$3.79M
|
|
|
Jan 28, 2025
Q4 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
5.34KNew |
$581K - $673K
|
5.34K
$595K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
4.92K+ 4.35% |
$535K - $620K
|
118K
$13.2M
|
|
|
Apr 15, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
4.86K+ 131.13% |
$529K - $613K
|
8.56K
$955K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
4.77KNew |
$519K - $602K
|
4.77K
$532K
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
4.7KNew |
$511K - $593K
|
4.7K
$524K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.59K+ 24.2% |
$499K - $579K
|
23.5K
$2.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
4.51KNew |
$491K - $569K
|
4.51K
$503K
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
4.43K+ 12.31% |
$483K - $559K
|
40.4K
$4.51M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
4.26K+ 113.68% |
$464K - $538K
|
8.01K
$894K
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
4.08KNew |
$445K - $515K
|
4.08K
$456K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.97K+ 19.75% |
$432K - $501K
|
24.1K
$2.69M
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
3.87K+ 192.48% |
$421K - $488K
|
5.87K
$655K
|
|
|
Mar 07, 2025
Q4 2024
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
3.8KNew |
$414K - $480K
|
3.8K
$424K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
3.75K+ 10.81% |
$408K - $473K
|
38.5K
$4.29M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.75K+ 22.88% |
$408K - $473K
|
20.1K
$2.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
3.62KNew |
$394K - $457K
|
3.62K
$404K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
3.61KNew |
$393K - $456K
|
3.61K
$403K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.52K+ 21.48% |
$383K - $444K
|
19.9K
$2.22M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.45K+ 13.74% |
$376K - $436K
|
28.6K
$3.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
3.39KNew |
$369K - $427K
|
3.39K
$378K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.37K+ 93.97% |
$367K - $425K
|
6.95K
$776K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
3.35K+ 130.4% |
$364K - $422K
|
5.91K
$660K
|
|
|
Jan 21, 2025
Q4 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
3.34K+ 10.37% |
$363K - $421K
|
35.5K
$3.96M
|
|
|
Apr 14, 2025
Q4 2024
|
Stillwater Wealth Management Group
Juno Beach, FL |
BUY
|
- |
3.3KNew |
$359K - $416K
|
3.3K
$368K
|
|
|
Feb 10, 2025
Q4 2024
|
Richmond Brothers, Inc.
Jackson, MI |
BUY
|
- |
3.29K+ 5.16% |
$358K - $415K
|
67K
$7.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
3.25KNew |
$353K - $410K
|
3.25K
$362K
|
|
|
Mar 06, 2025
Q4 2024
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
3.23KNew |
$351K - $407K
|
3.23K
$360K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.19K+ 2.71% |
$347K - $402K
|
121K
$13.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
3.1KNew |
$338K - $391K
|
3.1K
$346K
|
|
|
Feb 10, 2025
Q4 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
3.04K+ 8.13% |
$331K - $384K
|
40.4K
$4.51M
|