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 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1- 0.05% |
$109 - $126
|
1.94K
$239K
|
|
|
Feb 03, 2025
Q4 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-1- 1.14% |
$109 - $126
|
87
$10.7K
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
SELL
|
- |
-2- 0.03% |
$218 - $252
|
7.02K
$865K
|
|
|
Feb 14, 2025
Q4 2024
|
Valley Financial Group, Inc.
Ambler, PA |
SELL
|
- |
-2- 0.1% |
$218 - $252
|
2.05K
$253K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
SELL
|
- |
-3- 0.03% |
$327 - $379
|
12K
$1.48M
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
SELL
|
- |
-4- 8.89% |
$435 - $505
|
41
$5.05K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
SELL
|
- |
-4- 0.14% |
$435 - $505
|
2.76K
$341K
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-4- 0.1% |
$435 - $505
|
3.98K
$490K
|
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
SELL
|
- |
-4- 0.11% |
$435 - $505
|
3.78K
$466K
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-5- 0.25% |
$544 - $631
|
1.99K
$246K
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-5- 0.08% |
$544 - $631
|
6.61K
$814K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-6- 0.04% |
$653 - $757
|
15.1K
$1.86M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-6- 0.01% |
$653 - $757
|
117K
$14.4M
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
SELL
|
- |
-6- 0.31% |
$653 - $757
|
1.94K
$239K
|
|
|
Feb 14, 2025
Q4 2024
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-9- 0.15% |
$980 - $1.14K
|
6.16K
$759K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-9- 0.03% |
$980 - $1.14K
|
30.3K
$3.74M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-9- 0.62% |
$980 - $1.14K
|
1.45K
$179K
|
|
|
Feb 10, 2025
Q4 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-10- 0.36% |
$1.09K - $1.26K
|
2.74K
$337K
|
|
|
Feb 14, 2025
Q4 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-15- 0.25% |
$1.63K - $1.89K
|
6.07K
$748K
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
SELL
|
- |
-15- 0.66% |
$1.63K - $1.89K
|
2.26K
$278K
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-16- 0.9% |
$1.74K - $2.02K
|
1.75K
$216K
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-18- 0.44% |
$1.96K - $2.27K
|
4.06K
$500K
|
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-18- 2.52% |
$1.96K - $2.27K
|
697
$85.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-19- 0.19% |
$2.07K - $2.4K
|
10K
$1.23M
|
|
|
Feb 03, 2025
Q4 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-20- 0.36% |
$2.18K - $2.52K
|
5.58K
$688K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-20- 0.39% |
$2.18K - $2.52K
|
5.1K
$629K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-20- 2.38% |
$2.18K - $2.52K
|
820
$101K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-23- 21.7% |
$2.5K - $2.9K
|
83
$10.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-24- 0.98% |
$2.61K - $3.03K
|
2.41K
$298K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-28- 0.23% |
$3.05K - $3.53K
|
11.9K
$1.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-30- 8.36% |
$3.27K - $3.79K
|
329
$40.6K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-39- 0.37% |
$4.25K - $4.92K
|
10.5K
$1.3M
|
|
|
Feb 11, 2025
Q4 2024
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-44- 0.36% |
$4.79K - $5.55K
|
12.2K
$1.51M
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-46- 1.03% |
$5.01K - $5.81K
|
4.4K
$542K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-50- 1.12% |
$5.44K - $6.31K
|
4.4K
$542K
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-50- 1.74% |
$5.44K - $6.31K
|
2.82K
$347K
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
SELL
|
- |
-50- 1.14% |
$5.44K - $6.31K
|
4.32K
$532K
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-52- 2.07% |
$5.66K - $6.56K
|
2.46K
$304K
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-55- 1.55% |
$5.99K - $6.94K
|
3.49K
$431K
|
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-58- 2.66% |
$6.31K - $7.32K
|
2.12K
$261K
|
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-61- 0.4% |
$6.64K - $7.7K
|
15.1K
$1.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-63- 1.35% |
$6.86K - $7.95K
|
4.59K
$566K
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-66- 3.58% |
$7.19K - $8.33K
|
1.78K
$219K
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
SELL
|
- |
-68- 0.73% |
$7.4K - $8.58K
|
9.24K
$1.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-76- 1.47% |
$8.27K - $9.59K
|
5.09K
$627K
|
|
|
Feb 14, 2025
Q4 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-77- 2.24% |
$8.38K - $9.72K
|
3.36K
$414K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-79- 0.05% |
$8.6K - $9.97K
|
147K
$18.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-81- 3.85% |
$8.82K - $10.2K
|
2.03K
$250K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-84- 6.18% |
$9.15K - $10.6K
|
1.28K
$157K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-86- 1.99% |
$9.36K - $10.9K
|
4.23K
$521K
|