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 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
183+ 4.71% |
$19.9K - $23.1K
|
4.07K
$502K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
178+ 0.41% |
$19.4K - $22.5K
|
43.9K
$5.41M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
178+ 2.32% |
$19.4K - $22.5K
|
7.84K
$967K
|
|
|
Feb 13, 2025
Q4 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
171+ 0.29% |
$18.6K - $21.6K
|
59.1K
$7.29M
|
|
|
Jan 22, 2025
Q4 2024
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
157+ 0.59% |
$17.1K - $19.8K
|
27K
$3.32M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
153+ 1.14% |
$16.7K - $19.3K
|
13.5K
$1.67M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
149+ 2.03% |
$16.2K - $18.8K
|
7.47K
$921K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
145+ 65.61% |
$15.8K - $18.3K
|
366
$45.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
142+ 4.06% |
$15.5K - $17.9K
|
3.64K
$448K
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
141+ 26.36% |
$15.4K - $17.8K
|
676
$83.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
137+ 0.45% |
$14.9K - $17.3K
|
30.7K
$3.79M
|
|
|
Feb 13, 2025
Q4 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
128+ 0.16% |
$13.9K - $16.2K
|
79K
$9.73M
|
|
|
Jan 29, 2025
Q4 2024
|
Northstar Asset Management LLC
|
BUY
|
- |
125+ 0.34% |
$13.6K - $15.8K
|
37.1K
$4.57M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
112New |
$12.2K - $14.1K
|
112
$13.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
111+ 3.49% |
$12.1K - $14K
|
3.29K
$405K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
107+ 1.84% |
$11.6K - $13.5K
|
5.91K
$729K
|
|
|
Jan 23, 2025
Q4 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
105+ 2.2% |
$11.4K - $13.3K
|
4.87K
$600K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
104+ 1.02% |
$11.3K - $13.1K
|
10.3K
$1.27M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
102+ 1.42% |
$11.1K - $12.9K
|
7.3K
$900K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
102+ 0.43% |
$11.1K - $12.9K
|
23.8K
$2.94M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
102New |
$11.1K - $12.9K
|
102
$12.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
97New |
$10.6K - $12.2K
|
97
$12K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
93+ 0.94% |
$10.1K - $11.7K
|
10K
$1.23M
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
89+ 3.6% |
$9.69K - $11.2K
|
2.56K
$316K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
86+ 0.48% |
$9.36K - $10.9K
|
18.1K
$2.24M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
85New |
$9.25K - $10.7K
|
85
$10.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
79+ 0.49% |
$8.6K - $9.97K
|
16.3K
$2M
|
|
|
Feb 13, 2025
Q4 2024
|
Spreng Capital Management, Inc.
|
BUY
|
- |
79+ 2.24% |
$8.6K - $9.97K
|
3.61K
$445K
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
75+ 1.76% |
$8.17K - $9.47K
|
4.33K
$534K
|
|
|
Feb 03, 2025
Q4 2024
|
Wp Advisors, LLC
|
BUY
|
- |
75+ 1.07% |
$8.17K - $9.47K
|
7.11K
$876K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
74+ 3.46% |
$8.06K - $9.34K
|
2.21K
$273K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
71+ 2.53% |
$7.73K - $8.96K
|
2.88K
$355K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
66+ 146.67% |
$7.19K - $8.33K
|
111
$13.7K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
62+ 27.8% |
$6.75K - $7.82K
|
285
$35.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
62+ 0.93% |
$6.75K - $7.82K
|
6.71K
$827K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
60+ 6.0% |
$6.53K - $7.57K
|
1.06K
$131K
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
58New |
$6.31K - $7.32K
|
58
$7.15K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
58+ 1.55% |
$6.31K - $7.32K
|
3.81K
$470K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
56+ 4.36% |
$6.1K - $7.07K
|
1.34K
$165K
|
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
56+ 0.47% |
$6.1K - $7.07K
|
12K
$1.48M
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
55+ 0.1% |
$5.99K - $6.94K
|
54.2K
$6.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
55+ 6.92% |
$5.99K - $6.94K
|
850
$105K
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
55+ 63.95% |
$5.99K - $6.94K
|
141
$17.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
54+ 39.71% |
$5.88K - $6.81K
|
190
$23.4K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
53+ 2.48% |
$5.77K - $6.69K
|
2.19K
$270K
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
51+ 0.89% |
$5.55K - $6.44K
|
5.78K
$713K
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
50+ 42.74% |
$5.44K - $6.31K
|
167
$20.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
48New |
$5.23K - $6.06K
|
48
$5.92K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
47+ 7.28% |
$5.12K - $5.93K
|
693
$85.4K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
47+ 1.06% |
$5.12K - $5.93K
|
4.47K
$551K
|