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
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
4+ 0.03% |
$435 - $505
|
12.4K
$1.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
3+ 0.13% |
$327 - $379
|
2.3K
$257K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
3+ 0.08% |
$327 - $379
|
3.94K
$440K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2+ 1.96% |
$218 - $252
|
104
$11.6K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2+ 1.29% |
$218 - $252
|
157
$17.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
2+ 0.36% |
$218 - $252
|
562
$62.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
2+ 0.02% |
$218 - $252
|
8.04K
$897K
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
2+ 0.04% |
$218 - $252
|
4.8K
$535K
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
1+ 1.37% |
$109 - $126
|
74
$8.26K
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1+ 0.03% |
$109 - $126
|
3.94K
$440K
|
|
|
Jan 29, 2025
Q4 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1+ 1.12% |
$109 - $126
|
90
$10K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 03, 2025
Q4 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-1- 1.14% |
$109 - $126
|
87
$9.71K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1- 0.05% |
$109 - $126
|
1.94K
$216K
|
|
|
Feb 14, 2025
Q4 2024
|
Valley Financial Group, Inc.
Ambler, PA |
SELL
|
- |
-2- 0.1% |
$218 - $252
|
2.05K
$229K
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
SELL
|
- |
-2- 0.03% |
$218 - $252
|
7.02K
$784K
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
SELL
|
- |
-3- 0.03% |
$327 - $379
|
12K
$1.34M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
SELL
|
- |
-3- 0.03% |
$327 - $379
|
12K
$1.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-4- 0.1% |
$435 - $505
|
3.98K
$444K
|
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
SELL
|
- |
-4- 0.11% |
$435 - $505
|
3.78K
$422K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
SELL
|
- |
-4- 0.14% |
$435 - $505
|
2.76K
$308K
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
SELL
|
- |
-4- 8.89% |
$435 - $505
|
41
$4.58K
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-5- 0.25% |
$544 - $631
|
1.99K
$222K
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-5- 0.08% |
$544 - $631
|
6.61K
$737K
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
SELL
|
- |
-6- 0.31% |
$653 - $757
|
1.94K
$216K
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-6- 0.01% |
$653 - $757
|
117K
$13.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-6- 0.04% |
$653 - $757
|
15.1K
$1.69M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-9- 0.62% |
$980 - $1.14K
|
1.45K
$162K
|
|
|
Feb 14, 2025
Q4 2024
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-9- 0.15% |
$980 - $1.14K
|
6.16K
$687K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-9- 0.03% |
$980 - $1.14K
|
30.3K
$3.38M
|
|
|
Feb 10, 2025
Q4 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-10- 0.36% |
$1.09K - $1.26K
|
2.74K
$305K
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
SELL
|
- |
-15- 0.66% |
$1.63K - $1.89K
|
2.26K
$252K
|
|
|
Feb 14, 2025
Q4 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-15- 0.25% |
$1.63K - $1.89K
|
6.07K
$677K
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-16- 0.9% |
$1.74K - $2.02K
|
1.75K
$196K
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-18- 0.44% |
$1.96K - $2.27K
|
4.06K
$453K
|
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-18- 2.52% |
$1.96K - $2.27K
|
697
$77.8K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-19- 0.19% |
$2.07K - $2.4K
|
10K
$1.12M
|
|
|
Feb 03, 2025
Q4 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-20- 0.36% |
$2.18K - $2.52K
|
5.58K
$623K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-20- 2.38% |
$2.18K - $2.52K
|
820
$91.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-20- 0.39% |
$2.18K - $2.52K
|
5.1K
$569K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-23- 21.7% |
$2.5K - $2.9K
|
83
$9.26K
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-24- 0.98% |
$2.61K - $3.03K
|
2.41K
$269K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-28- 0.23% |
$3.05K - $3.53K
|
11.9K
$1.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-30- 8.36% |
$3.27K - $3.79K
|
329
$36.7K
|
|
|
Mar 17, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-33- 0.17% |
$3.59K - $4.16K
|
19.6K
$2.19M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-39- 0.37% |
$4.25K - $4.92K
|
10.5K
$1.17M
|
|
|
Feb 11, 2025
Q4 2024
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-44- 0.36% |
$4.79K - $5.55K
|
12.2K
$1.37M
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-46- 1.03% |
$5.01K - $5.81K
|
4.4K
$491K
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-50- 1.74% |
$5.44K - $6.31K
|
2.82K
$314K
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
SELL
|
- |
-50- 1.14% |
$5.44K - $6.31K
|
4.32K
$482K
|