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 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-88- 42.31% |
$9.58K - $11.1K
|
120
$14.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-97- 2.83% |
$10.6K - $12.2K
|
3.33K
$410K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
SELL
|
- |
-99- 4.93% |
$10.8K - $12.5K
|
1.91K
$235K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-100- 6.89% |
$10.9K - $12.6K
|
1.35K
$167K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-101- 4.8% |
$11K - $12.7K
|
2K
$247K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-103- 3.27% |
$11.2K - $13K
|
3.05K
$376K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-103- 4.6% |
$11.2K - $13K
|
2.14K
$263K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-109- 2.58% |
$11.9K - $13.8K
|
4.11K
$506K
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
SELL
|
- |
-109- 4.45% |
$11.9K - $13.8K
|
2.34K
$288K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-118- 1.87% |
$12.8K - $14.9K
|
6.2K
$764K
|
|
|
Jan 27, 2025
Q4 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-136- 0.28% |
$14.8K - $17.2K
|
48.2K
$5.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-137- 0.92% |
$14.9K - $17.3K
|
14.8K
$1.83M
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-140- 1.49% |
$15.2K - $17.7K
|
9.24K
$1.14M
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-150- 4.85% |
$16.3K - $18.9K
|
2.94K
$363K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-151- 0.95% |
$16.4K - $19.1K
|
15.8K
$1.95M
|
|
|
Feb 13, 2025
Q4 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-164- 4.05% |
$17.9K - $20.7K
|
3.89K
$480K
|
|
|
Feb 13, 2025
Q4 2024
|
Elm Partners Management LLC
|
SELL
|
- |
-165- 2.19% |
$18K - $20.8K
|
7.37K
$909K
|
|
|
Jan 31, 2025
Q4 2024
|
Allied Investment Advisors, LLC
|
SELL
|
- |
-195- 4.84% |
$21.2K - $24.6K
|
3.83K
$472K
|
|
|
Jan 02, 2025
Q4 2024
|
Nri Wealth Management Lc
Santa Clara, CA |
SELL
|
- |
-220- 6.33% |
$24K - $27.8K
|
3.26K
$402K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-236- 15.36% |
$25.7K - $29.8K
|
1.3K
$160K
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-242- 11.66% |
$26.3K - $30.5K
|
1.83K
$226K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-246- 2.27% |
$26.8K - $31K
|
10.6K
$1.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-250- 5.32% |
$27.2K - $31.6K
|
4.45K
$549K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-250- 2.44% |
$27.2K - $31.6K
|
10K
$1.23M
|
|
|
Jan 29, 2025
Q4 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-250- 1.94% |
$27.2K - $31.6K
|
12.6K
$1.56M
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-251- 3.23% |
$27.3K - $31.7K
|
7.52K
$927K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-253- 3.54% |
$27.5K - $31.9K
|
6.89K
$849K
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-260- 7.76% |
$28.3K - $32.8K
|
3.09K
$381K
|
|
|
Jan 17, 2025
Q4 2024
|
Trust CO Of Oklahoma
|
SELL
|
- |
-260- 0.18% |
$28.3K - $32.8K
|
141K
$17.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
SELL
|
- |
-275- 0.58% |
$29.9K - $34.7K
|
47.5K
$5.85M
|
|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-288- 9.36% |
$31.4K - $36.3K
|
2.79K
$344K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-297- 5.25% |
$32.3K - $37.5K
|
5.36K
$661K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
SELL
|
- |
-331- 5.33% |
$36K - $41.8K
|
5.87K
$724K
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-341- 4.82% |
$37.1K - $43K
|
6.73K
$830K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-345- 11.53% |
$37.6K - $43.5K
|
2.65K
$326K
|
|
|
Jan 24, 2025
Q4 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-363- 5.13% |
$39.5K - $45.8K
|
6.72K
$828K
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-364- 2.93% |
$39.6K - $45.9K
|
12.1K
$1.49M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-369- 16.38% |
$40.2K - $46.6K
|
1.88K
$232K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-386- 3.12% |
$42K - $48.7K
|
12K
$1.48M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-401- 12.71% |
$43.7K - $50.6K
|
2.75K
$339K
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-405- 1.47% |
$44.1K - $51.1K
|
27.1K
$3.34M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-411- 3.21% |
$44.7K - $51.9K
|
12.4K
$1.53M
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-422- 0.59% |
$45.9K - $53.3K
|
71.2K
$8.78M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-431- 8.47% |
$46.9K - $54.4K
|
4.66K
$574K
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-432- 6.18% |
$47K - $54.5K
|
6.56K
$808K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-447- 14.17% |
$48.7K - $56.4K
|
2.71K
$334K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-470- 0.45% |
$51.2K - $59.3K
|
105K
$12.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-500- 25.15% |
$54.4K - $63.1K
|
1.49K
$183K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-518- 11.46% |
$56.4K - $65.4K
|
4K
$493K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-528- 2.64% |
$57.5K - $66.6K
|
19.5K
$2.4M
|