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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-1.05K- 19.52% |
$119K - $133K
|
4.32K
$504K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-1.05K- 1.48% |
$120K - $134K
|
70.2K
$8.19M
|
|
|
Apr 25, 2025
Q1 2025
|
Crown Wealth Group, LLC
|
SELL
|
- |
-1.05K- 2.96% |
$120K - $134K
|
34.5K
$4.03M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-1.06K- 1.09% |
$121K - $135K
|
95.8K
$11.2M
|
|
|
May 13, 2025
Q1 2025
|
Long Island Wealth Management, Inc.
Melville, NY |
SELL
|
- |
-1.09K- 17.19% |
$125K - $139K
|
5.26K
$614K
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
SELL
|
- |
-1.12K- 33.14% |
$128K - $143K
|
2.26K
$264K
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-1.16K- 29.2% |
$132K - $147K
|
2.81K
$327K
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-1.16K- 14.63% |
$132K - $148K
|
6.76K
$789K
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-1.17K- 1.0% |
$134K - $149K
|
116K
$13.5M
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-1.27K- 27.59% |
$145K - $162K
|
3.34K
$389K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-1.47K- 13.29% |
$167K - $187K
|
9.56K
$1.12M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.5K- 1.65% |
$171K - $191K
|
89.1K
$10.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.53K- 25.61% |
$175K - $195K
|
4.45K
$520K
|
|
|
Apr 22, 2025
Q1 2025
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-1.63K- 44.78% |
$186K - $207K
|
2.01K
$234K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-1.73K- 83.29% |
$197K - $220K
|
347
$40.5K
|
|
|
Apr 24, 2025
Q1 2025
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-1.77K- 1.66% |
$202K - $225K
|
105K
$12.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.79K- 2.33% |
$204K - $228K
|
75K
$8.76M
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.8K- 13.54% |
$205K - $229K
|
11.5K
$1.34M
|
|
|
May 14, 2025
Q1 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-2K- 1.36% |
$228K - $255K
|
145K
$16.9M
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.16K- 53.96% |
$246K - $275K
|
1.84K
$215K
|
|
|
May 15, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-2.18K- 44.63% |
$249K - $278K
|
2.71K
$316K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-2.19K- 1.09% |
$250K - $279K
|
198K
$23.1M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.39K- 7.79% |
$273K - $305K
|
28.3K
$3.31M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.45K- 12.36% |
$279K - $312K
|
17.4K
$2.03M
|
|
|
Apr 23, 2025
Q1 2025
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-2.5K- 37.29% |
$286K - $319K
|
4.21K
$491K
|
|
|
Apr 14, 2025
Q1 2025
|
Cmh Wealth Management LLC
|
SELL
|
- |
-2.51K- 1.82% |
$286K - $320K
|
135K
$15.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Trust CO Of Oklahoma
|
SELL
|
- |
-2.78K- 1.98% |
$317K - $354K
|
138K
$16.1M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.16K- 2.13% |
$360K - $402K
|
145K
$16.9M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.33K- 2.14% |
$380K - $424K
|
152K
$17.8M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.4K- 98.61% |
$388K - $433K
|
48
$5.6K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-3.97K- 20.63% |
$453K - $506K
|
15.3K
$1.78M
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-3.99K- 7.72% |
$455K - $508K
|
47.7K
$5.57M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-4.48K- 89.7% |
$511K - $570K
|
514
$60K
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-5K- 27.62% |
$570K - $637K
|
13.1K
$1.53M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-5.1K- 55.19% |
$582K - $650K
|
4.14K
$484K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-5.25K- 2.38% |
$599K - $668K
|
215K
$25.1M
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-5.34K- 23.8% |
$609K - $680K
|
17.1K
$2M
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-6.34K- 7.33% |
$723K - $807K
|
80.2K
$9.36M
|
|
|
May 12, 2025
Q1 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
SELL
|
- |
-6.56K- 36.23% |
$749K - $836K
|
11.6K
$1.35M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-6.98K- 22.67% |
$796K - $889K
|
23.8K
$2.78M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-8.46K- 2.33% |
$964K - $1.08M
|
354K
$41.3M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-9.08K- 23.64% |
$1.04M - $1.16M
|
29.3K
$3.42M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-9.74K- 7.26% |
$1.11M - $1.24M
|
125K
$14.5M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-9.85K- 1.87% |
$1.12M - $1.25M
|
516K
$60.3M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-10.9K- 0.05% |
$1.24M - $1.38M
|
23M
$2.68B
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-11K- 24.1% |
$1.26M - $1.4M
|
34.7K
$4.05M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-13.7K- 11.36% |
$1.57M - $1.75M
|
107K
$12.5M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-14.2K- 0.74% |
$1.62M - $1.8M
|
1.91M
$223M
|
|
|
May 14, 2025
Q1 2025
|
Royal Fund Management, LLC
|
SELL
|
- |
-14.7K- 47.85% |
$1.68M - $1.88M
|
16.1K
$1.88M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-15.1K- 31.86% |
$1.73M - $1.93M
|
32.4K
$3.78M
|