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
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
9.33K+ 51.24% |
$1.06M - $1.19M
|
27.5K
$3.21M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
8.91K+ 28.83% |
$1.02M - $1.13M
|
39.8K
$4.65M
|
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
8.76K+ 1464.21% |
$999K - $1.11M
|
9.35K
$1.09M
|
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
8.66K+ 29.49% |
$988K - $1.1M
|
38K
$4.44M
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
8.39K+ 84.05% |
$957K - $1.07M
|
18.4K
$2.14M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
8.04K+ 327.33% |
$917K - $1.02M
|
10.5K
$1.22M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.97K+ 4.82% |
$909K - $1.01M
|
173K
$20.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Penobscot Wealth Management
|
BUY
|
- |
7.95K+ 26.01% |
$907K - $1.01M
|
38.5K
$4.5M
|
|
|
May 01, 2025
Q1 2025
|
Fulcrum Equity Management
|
BUY
|
- |
7.89KNew |
$900K - $1.01M
|
7.89K
$921K
|
|
|
May 13, 2025
Q1 2025
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
7.69K+ 47.09% |
$877K - $979K
|
24K
$2.8M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
7.57K+ 18.73% |
$864K - $964K
|
48K
$5.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
7.25KNew |
$827K - $923K
|
7.25K
$846K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
7.13K+ 17.55% |
$814K - $908K
|
47.8K
$5.58M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
6.87KNew |
$784K - $875K
|
6.87K
$802K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
6.58K+ 36.61% |
$750K - $837K
|
24.5K
$2.86M
|
|
|
May 02, 2025
Q1 2025
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
6.31K+ 29.4% |
$720K - $803K
|
27.8K
$3.24M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
6.23K+ 3242.19% |
$710K - $793K
|
6.42K
$749K
|
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
5.95K+ 1.74% |
$678K - $757K
|
348K
$40.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
5.88KNew |
$670K - $748K
|
5.88K
$686K
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
5.81KNew |
$663K - $740K
|
5.81K
$678K
|
|
|
May 14, 2025
Q1 2025
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
5.53K+ 10.42% |
$631K - $705K
|
58.6K
$6.84M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
5.52K+ 69.09% |
$629K - $702K
|
13.5K
$1.58M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
5.42K+ 65.64% |
$619K - $691K
|
13.7K
$1.6M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.19K+ 124.91% |
$592K - $661K
|
9.35K
$1.09M
|
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
5.13K+ 12.67% |
$585K - $653K
|
45.6K
$5.32M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
5.07K+ 5.5% |
$578K - $646K
|
97.2K
$11.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.99K+ 265.07% |
$570K - $636K
|
6.88K
$803K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
4.9K+ 45.03% |
$559K - $624K
|
15.8K
$1.84M
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
4.86K+ 84.82% |
$554K - $619K
|
10.6K
$1.24M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.86K+ 159.32% |
$554K - $618K
|
7.9K
$922K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
4.67K+ 249.04% |
$533K - $595K
|
6.55K
$764K
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
4.59KNew |
$524K - $585K
|
4.59K
$536K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.59K+ 269.27% |
$524K - $585K
|
6.3K
$735K
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
4.39KNew |
$501K - $559K
|
4.39K
$512K
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
4.32K+ 99.7% |
$492K - $549K
|
8.64K
$1.01M
|
|
|
May 13, 2025
Q1 2025
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
4.23KNew |
$483K - $539K
|
4.23K
$494K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
3.97K+ 3.78% |
$453K - $506K
|
109K
$12.7M
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
3.69KNew |
$420K - $469K
|
3.69K
$430K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
3.56K+ 138.85% |
$406K - $453K
|
6.12K
$714K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
3.53K+ 6.3% |
$403K - $450K
|
59.6K
$6.96M
|
|
|
Apr 10, 2025
Q1 2025
|
First Financial Corp
|
BUY
|
- |
3.47K+ 13.03% |
$396K - $442K
|
30.1K
$3.51M
|
|
|
Apr 29, 2025
Q1 2025
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
3.44K+ 114.95% |
$393K - $439K
|
6.44K
$752K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.11K+ 4.1% |
$355K - $396K
|
78.9K
$9.21M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.79KNew |
$318K - $355K
|
2.79K
$326K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.79K+ 11.84% |
$318K - $355K
|
26.3K
$3.07M
|
|
|
Apr 29, 2025
Q1 2025
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
2.76K+ 4.11% |
$315K - $352K
|
70K
$8.17M
|
|
|
Apr 21, 2025
Q1 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
2.6K+ 28.24% |
$297K - $332K
|
11.8K
$1.38M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.46K+ 35.36% |
$280K - $313K
|
9.41K
$1.1M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
2.37KNew |
$271K - $302K
|
2.37K
$277K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.29K+ 49.19% |
$261K - $292K
|
6.95K
$811K
|