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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.85K+ 36.59% |
$310K - $360K
|
10.6K
$1.26M
|
|
|
Feb 04, 2025
Q4 2024
|
Cavalier Investments, LLC
|
BUY
|
- |
2.83K+ 4.3% |
$308K - $357K
|
68.7K
$8.11M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.8KNew |
$305K - $353K
|
2.8K
$330K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.76K+ 5.86% |
$300K - $348K
|
49.8K
$5.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Chai Trust CO LLC
Chicago, IL |
BUY
|
- |
2.69K+ 3.62% |
$292K - $339K
|
76.8K
$9.07M
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
2.61KNew |
$284K - $329K
|
2.61K
$308K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.57KNew |
$279K - $324K
|
2.57K
$303K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.38KNew |
$259K - $300K
|
2.38K
$281K
|
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
2.31KNew |
$251K - $291K
|
2.31K
$272K
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
2.2K+ 15.62% |
$240K - $278K
|
16.3K
$1.92M
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
2.17KNew |
$236K - $274K
|
2.17K
$256K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.16K+ 2.81% |
$235K - $273K
|
79.1K
$9.34M
|
|
|
Jan 27, 2025
Q4 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
2.13KNew |
$232K - $268K
|
2.13K
$251K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
2.12KNew |
$231K - $267K
|
2.12K
$250K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
2.11KNew |
$230K - $266K
|
2.11K
$249K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2.06KNew |
$224K - $260K
|
2.06K
$243K
|
|
|
Feb 13, 2025
Q4 2024
|
Dagco, Inc.
|
BUY
|
- |
2.06K+ 52.8% |
$224K - $259K
|
5.95K
$702K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
2.05KNew |
$223K - $258K
|
2.05K
$242K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
2.04K+ 30.7% |
$222K - $257K
|
8.67K
$1.02M
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
2.02K+ 26.67% |
$220K - $255K
|
9.59K
$1.13M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2K+ 12.21% |
$218K - $252K
|
18.4K
$2.17M
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
1.98K+ 6.87% |
$216K - $250K
|
30.8K
$3.64M
|
|
|
Feb 11, 2025
Q4 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
1.96KNew |
$213K - $247K
|
1.96K
$231K
|
|
|
Jan 21, 2025
Q4 2024
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
1.94K+ 2.98% |
$212K - $245K
|
67.2K
$7.94M
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
1.91KNew |
$208K - $241K
|
1.91K
$225K
|
|
|
Jan 13, 2025
Q4 2024
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
1.89KNew |
$206K - $238K
|
1.89K
$223K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.88KNew |
$204K - $237K
|
1.88K
$221K
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
1.87KNew |
$203K - $236K
|
1.87K
$220K
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.85K+ 2.49% |
$202K - $234K
|
76.2K
$8.99M
|
|
|
Feb 13, 2025
Q4 2024
|
Tme Financial, Inc.
Huntington Beach, CA |
BUY
|
- |
1.83KNew |
$199K - $231K
|
1.83K
$216K
|
|
|
Jan 24, 2025
Q4 2024
|
Compass Advisory Group LLC
|
BUY
|
- |
1.82KNew |
$199K - $230K
|
1.82K
$215K
|
|
|
Feb 12, 2025
Q4 2024
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
1.82KNew |
$198K - $230K
|
1.82K
$215K
|
|
|
Jan 14, 2025
Q4 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
1.82KNew |
$198K - $229K
|
1.82K
$215K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
1.81KNew |
$197K - $228K
|
1.81K
$214K
|
|
|
Feb 10, 2025
Q4 2024
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
1.81KNew |
$197K - $228K
|
1.81K
$214K
|
|
|
Feb 13, 2025
Q4 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
1.81KNew |
$197K - $228K
|
1.81K
$213K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.8K+ 24.18% |
$196K - $227K
|
9.25K
$1.09M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1.8KNew |
$196K - $227K
|
1.8K
$212K
|
|
|
Feb 18, 2025
Q4 2024
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
1.79KNew |
$195K - $226K
|
1.79K
$212K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.79K+ 616.21% |
$195K - $226K
|
2.08K
$245K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.77KNew |
$193K - $224K
|
1.77K
$209K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.77KNew |
$193K - $224K
|
1.77K
$209K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.76KNew |
$192K - $223K
|
1.76K
$208K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.76K+ 1.66% |
$192K - $222K
|
108K
$12.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
1.75KNew |
$191K - $221K
|
1.75K
$207K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.75KNew |
$190K - $221K
|
1.75K
$206K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.72KNew |
$187K - $217K
|
1.72K
$203K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.71KNew |
$186K - $215K
|
1.71K
$201K
|
|
|
Jan 16, 2025
Q4 2024
|
Cmh Wealth Management LLC
|
BUY
|
- |
1.7K+ 1.25% |
$185K - $215K
|
138K
$16.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.69K+ 24.46% |
$184K - $213K
|
8.6K
$1.02M
|