Purchases and Sales Made in Q1 2025 in Vanguard Financial ETF (VFH)
This table provides information about the institutional ownership of Vanguard Financial ETF (VFH) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
430K+ 13.45% |
$49M - $54.7M
|
3.63M
$423M
|
|
|
May 09, 2025
Q1 2025
|
Barings LLC
|
BUY
|
- |
178KNew |
$20.3M - $22.6M
|
178K
$20.7M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
171K+ 24.73% |
$19.5M - $21.8M
|
863K
$101M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
135K+ 47.33% |
$15.4M - $17.1M
|
419K
$48.9M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
110K+ 1201.07% |
$12.6M - $14M
|
119K
$13.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Searcy Financial Services Inc
|
BUY
|
- |
110KNew |
$12.5M - $14M
|
110K
$12.8M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
101K+ 23.14% |
$11.6M - $12.9M
|
539K
$62.9M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
78.7K+ 4.97% |
$8.98M - $10M
|
1.66M
$194M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
64.1K+ 31.24% |
$7.31M - $8.16M
|
269K
$31.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
63.9K+ 219.27% |
$7.29M - $8.14M
|
93K
$10.9M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
58.6K+ 11847.07% |
$6.69M - $7.47M
|
59.1K
$6.9M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
57.3KNew |
$6.53M - $7.29M
|
57.3K
$6.69M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
56.8K+ 13.78% |
$6.47M - $7.23M
|
469K
$54.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
50.2KNew |
$5.73M - $6.39M
|
50.2K
$5.86M
|
|
|
Apr 21, 2025
Q1 2025
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
47.4K+ 58.79% |
$5.41M - $6.04M
|
128K
$14.9M
|
|
|
May 09, 2025
Q1 2025
|
Allianz Se
Munich, 2M |
BUY
|
- |
46.9K+ 25.6% |
$5.36M - $5.98M
|
230K
$26.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
38.9KNew |
$4.44M - $4.96M
|
38.9K
$4.55M
|
|
|
May 02, 2025
Q1 2025
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
34.3K+ 24.92% |
$3.91M - $4.37M
|
172K
$20.1M
|
|
|
May 06, 2025
Q1 2025
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
33.7K+ 186.43% |
$3.84M - $4.29M
|
51.7K
$6.04M
|
|
|
May 07, 2025
Q1 2025
|
Allen Investment Management LLC
|
BUY
|
- |
31.7K+ 49.38% |
$3.61M - $4.04M
|
95.9K
$11.2M
|
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
31.6K+ 2.67% |
$3.61M - $4.03M
|
1.22M
$142M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
27.7K+ 3.65% |
$3.16M - $3.52M
|
786K
$91.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Nri Wealth Management Lc
Santa Clara, CA |
BUY
|
- |
27.5K+ 844.81% |
$3.14M - $3.5M
|
30.8K
$3.59M
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
26.8K+ 52.53% |
$3.06M - $3.41M
|
77.8K
$9.08M
|
|
|
May 14, 2025
Q1 2025
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
25.3KNew |
$2.89M - $3.22M
|
25.3K
$2.95M
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
25.2K+ 375.51% |
$2.87M - $3.2M
|
31.9K
$3.72M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
24.4K+ 30.88% |
$2.79M - $3.11M
|
104K
$12.1M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
23.7K+ 5.28% |
$2.71M - $3.02M
|
473K
$55.2M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
21.9K+ 14.44% |
$2.5M - $2.79M
|
174K
$20.3M
|
|
|
May 09, 2025
Q1 2025
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
21.6KNew |
$2.47M - $2.76M
|
21.6K
$2.53M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
20.8K+ 483.01% |
$2.38M - $2.65M
|
25.2K
$2.94M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
18.6KNew |
$2.12M - $2.37M
|
18.6K
$2.17M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
18K+ 45.43% |
$2.05M - $2.29M
|
57.6K
$6.72M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
15.9K+ 13.46% |
$1.81M - $2.02M
|
134K
$15.6M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
14.6K+ 9.47% |
$1.66M - $1.86M
|
168K
$19.7M
|
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
14.4K+ 16.77% |
$1.64M - $1.83M
|
100K
$11.7M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
13.8KNew |
$1.57M - $1.75M
|
13.8K
$1.6M
|
|
|
May 09, 2025
Q1 2025
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
13.6KNew |
$1.55M - $1.73M
|
13.6K
$1.59M
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
12.6KNew |
$1.44M - $1.61M
|
12.6K
$1.47M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
12.3K+ 40.92% |
$1.4M - $1.56M
|
42.3K
$4.94M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
12K+ 1.17% |
$1.37M - $1.52M
|
1.04M
$121M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
11.1K+ 8.96% |
$1.26M - $1.41M
|
135K
$15.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
11KNew |
$1.26M - $1.41M
|
11K
$1.29M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11K+ 12.21% |
$1.25M - $1.4M
|
101K
$11.8M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
9.86K+ 105.86% |
$1.12M - $1.26M
|
19.2K
$2.24M
|
|
|
May 14, 2025
Q1 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
9.61K+ 221.16% |
$1.1M - $1.22M
|
14K
$1.63M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
9.56K+ 85.86% |
$1.09M - $1.22M
|
20.7K
$2.41M
|
|
|
May 14, 2025
Q1 2025
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
9.45K+ 290.97% |
$1.08M - $1.2M
|
12.7K
$1.48M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
9.43K+ 308.98% |
$1.08M - $1.2M
|
12.5K
$1.46M
|
|
|
May 15, 2025
Q1 2025
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
9.37K+ 7.19% |
$1.07M - $1.19M
|
140K
$16.3M
|