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 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.72KNew |
$187K - $217K
|
1.72K
$192K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.71KNew |
$186K - $215K
|
1.71K
$190K
|
|
|
Jan 16, 2025
Q4 2024
|
Cmh Wealth Management LLC
|
BUY
|
- |
1.7K+ 1.25% |
$185K - $215K
|
138K
$15.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.69K+ 24.46% |
$184K - $213K
|
8.6K
$960K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
1.67K+ 123.59% |
$182K - $211K
|
3.02K
$337K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.66K+ 4.07% |
$181K - $210K
|
42.5K
$4.74M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
1.56KNew |
$170K - $197K
|
1.56K
$174K
|
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
1.52K+ 39.12% |
$166K - $192K
|
5.41K
$604K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
1.5K+ 23.06% |
$163K - $189K
|
7.98K
$891K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.49K+ 5.23% |
$162K - $188K
|
30K
$3.35M
|
|
|
Feb 12, 2025
Q4 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
1.49K+ 1.16% |
$162K - $188K
|
130K
$14.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.48K+ 15.35% |
$161K - $187K
|
11.1K
$1.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
1.46K+ 9.79% |
$159K - $184K
|
16.3K
$1.82M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1.39K+ 1.46% |
$152K - $176K
|
96.8K
$10.8M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.39K+ 14.62% |
$151K - $175K
|
10.9K
$1.21M
|
|
|
Feb 10, 2025
Q4 2024
|
Penobscot Wealth Management
|
BUY
|
- |
1.32K+ 4.51% |
$144K - $166K
|
30.6K
$3.41M
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
1.31KNew |
$142K - $165K
|
1.31K
$146K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
1.3KNew |
$142K - $164K
|
1.3K
$145K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
1.22KNew |
$133K - $154K
|
1.22K
$136K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
1.22K+ 25.17% |
$132K - $153K
|
6.04K
$674K
|
|
|
Jan 22, 2025
Q4 2024
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
1.21K+ 1.68% |
$131K - $152K
|
73K
$8.14M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.19K+ 3.0% |
$130K - $151K
|
41K
$4.58M
|
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
1.18K+ 14.66% |
$128K - $149K
|
9.22K
$1.03M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
1.15K+ 8.56% |
$125K - $145K
|
14.6K
$1.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
1.14KNew |
$124K - $144K
|
1.14K
$127K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
1.08K+ 35.47% |
$117K - $136K
|
4.12K
$460K
|
|
|
Feb 05, 2025
Q4 2024
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
1.08K+ 31.11% |
$117K - $136K
|
4.53K
$506K
|
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
1.06K+ 17.34% |
$115K - $133K
|
7.15K
$798K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.02K+ 2.58% |
$111K - $129K
|
40.6K
$4.54M
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
983New |
$107K - $124K
|
983
$110K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
980+ 47.39% |
$107K - $124K
|
3.05K
$340K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
953+ 14.5% |
$104K - $120K
|
7.52K
$840K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
937+ 8.14% |
$102K - $118K
|
12.4K
$1.39M
|
|
|
Jan 15, 2025
Q4 2024
|
Joule Financial, LLC
|
BUY
|
- |
929+ 3.85% |
$101K - $117K
|
25K
$2.79M
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
890+ 45.04% |
$96.9K - $112K
|
2.87K
$320K
|
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
880New |
$95.8K - $111K
|
880
$98.2K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
851New |
$92.6K - $107K
|
851
$95K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
848+ 4.8% |
$92.3K - $107K
|
18.5K
$2.07M
|
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
834+ 4.12% |
$90.8K - $105K
|
21.1K
$2.35M
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
829New |
$90.3K - $105K
|
829
$92.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
819+ 5.66% |
$89.2K - $103K
|
15.3K
$1.71M
|
|
|
Feb 13, 2025
Q4 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
803+ 4.04% |
$87.4K - $101K
|
20.7K
$2.31M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
783+ 10.51% |
$85.2K - $98.8K
|
8.23K
$918K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
780+ 4.54% |
$84.9K - $98.4K
|
18K
$2M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
778+ 20.32% |
$84.7K - $98.2K
|
4.61K
$514K
|
|
|
Feb 03, 2025
Q4 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
775+ 1.96% |
$84.4K - $97.8K
|
40.3K
$4.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
739+ 12.67% |
$80.5K - $93.3K
|
6.57K
$733K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
735+ 23.82% |
$80K - $92.8K
|
3.82K
$426K
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
BUY
|
- |
734+ 2.84% |
$79.9K - $92.6K
|
26.6K
$2.97M
|
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
693+ 16.82% |
$75.4K - $87.5K
|
4.81K
$537K
|