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 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
859+ 4.27% |
$98K - $109K
|
21K
$2.45M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
829+ 16.59% |
$94.6K - $106K
|
5.83K
$680K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
815+ 1940.48% |
$93K - $104K
|
857
$100K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
811+ 12.13% |
$92.5K - $103K
|
7.5K
$875K
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
790+ 41.43% |
$90.1K - $101K
|
2.7K
$315K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
778+ 19.75% |
$88.7K - $99.1K
|
4.72K
$551K
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
775+ 17.46% |
$88.4K - $98.7K
|
5.21K
$608K
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
722+ 23.05% |
$82.4K - $91.9K
|
3.85K
$450K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
713+ 1.85% |
$81.3K - $90.8K
|
39.2K
$4.57M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
708+ 1.61% |
$80.8K - $90.2K
|
44.6K
$5.21M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
704+ 20.24% |
$80.3K - $89.6K
|
4.18K
$488K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
700+ 11.94% |
$79.8K - $89.1K
|
6.56K
$766K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
678+ 97.84% |
$77.3K - $86.3K
|
1.37K
$160K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
676New |
$77.1K - $86.1K
|
676
$78.9K
|
|
|
May 12, 2025
Q1 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
671+ 4.88% |
$76.5K - $85.4K
|
14.4K
$1.68M
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
641+ 19.04% |
$73.1K - $81.6K
|
4.01K
$468K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
593+ 3.2% |
$67.6K - $75.5K
|
19.1K
$2.23M
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
590+ 32.78% |
$67.3K - $75.1K
|
2.39K
$279K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
578+ 13.38% |
$65.9K - $73.6K
|
4.9K
$572K
|
|
|
Apr 29, 2025
Q1 2025
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
568+ 1.66% |
$64.8K - $72.3K
|
34.8K
$4.06M
|
|
|
May 02, 2025
Q1 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
554+ 1.37% |
$63.2K - $70.5K
|
40.9K
$4.77M
|
|
|
May 14, 2025
Q1 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
552+ 3.2% |
$63K - $70.3K
|
17.8K
$2.08M
|
|
|
May 13, 2025
Q1 2025
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
550+ 2.53% |
$62.7K - $70K
|
22.3K
$2.6M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
550+ 18.19% |
$62.7K - $70K
|
3.57K
$417K
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
532+ 1.91% |
$60.7K - $67.7K
|
28.3K
$3.31M
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
505+ 15.36% |
$57.6K - $64.3K
|
3.79K
$443K
|
|
|
Apr 22, 2025
Q1 2025
|
First Premier Bank
|
BUY
|
- |
459+ 6.54% |
$52.4K - $58.4K
|
7.48K
$873K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
450+ 18.91% |
$51.3K - $57.3K
|
2.83K
$330K
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
431New |
$49.2K - $54.9K
|
431
$50.3K
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
426+ 6.3% |
$48.6K - $54.2K
|
7.19K
$839K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
422New |
$48.1K - $53.7K
|
422
$49.3K
|
|
|
May 08, 2025
Q1 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
409+ 22.48% |
$46.7K - $52.1K
|
2.23K
$260K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
409+ 4.14% |
$46.7K - $52.1K
|
10.3K
$1.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
403New |
$46K - $51.3K
|
403
$47K
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
BUY
|
- |
397+ 14.42% |
$45.3K - $50.6K
|
3.15K
$368K
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
396+ 5.02% |
$45.2K - $50.4K
|
8.29K
$967K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
392+ 4.89% |
$44.7K - $49.9K
|
8.41K
$981K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
383+ 3.83% |
$43.7K - $48.8K
|
10.4K
$1.21M
|
|
|
May 14, 2025
Q1 2025
|
Estate Counselors, LLC
|
BUY
|
- |
370+ 0.23% |
$42.2K - $47.1K
|
163K
$19M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
352+ 9.74% |
$40.2K - $44.8K
|
3.97K
$463K
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
350New |
$39.9K - $44.6K
|
350
$40.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
BUY
|
- |
350+ 0.74% |
$39.9K - $44.6K
|
47.8K
$5.58M
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
347+ 3.62% |
$39.6K - $44.2K
|
9.94K
$1.16M
|
|
|
May 13, 2025
Q1 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
342+ 7.0% |
$39K - $43.6K
|
5.23K
$610K
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
336+ 67.47% |
$38.3K - $42.8K
|
834
$97.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
336+ 3.14% |
$38.3K - $42.8K
|
11K
$1.29M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
334+ 22.4% |
$38.1K - $42.5K
|
1.83K
$213K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
333+ 0.56% |
$38K - $42.4K
|
59.7K
$6.97M
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
323+ 3.49% |
$36.8K - $41.1K
|
9.57K
$1.12M
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
310+ 23.75% |
$35.4K - $39.5K
|
1.62K
$188K
|