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 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
304+ 4.62% |
$34.7K - $38.7K
|
6.88K
$803K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
303+ 14.96% |
$34.6K - $38.6K
|
2.33K
$272K
|
|
|
May 12, 2025
Q1 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
301+ 0.62% |
$34.3K - $38.3K
|
48.5K
$5.66M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
297+ 0.65% |
$33.9K - $37.8K
|
46.1K
$5.38M
|
|
|
Apr 24, 2025
Q1 2025
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
296+ 5.38% |
$33.8K - $37.7K
|
5.8K
$676K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
288+ 0.13% |
$32.9K - $36.7K
|
217K
$25.3M
|
|
|
May 09, 2025
Q1 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
288New |
$32.9K - $36.7K
|
288
$33.6K
|
|
|
May 02, 2025
Q1 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
286+ 5.52% |
$32.6K - $36.4K
|
5.46K
$638K
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
282+ 53.61% |
$32.2K - $35.9K
|
808
$94.3K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
267+ 0.94% |
$30.5K - $34K
|
28.5K
$3.33M
|
|
|
May 08, 2025
Q1 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
255+ 2.74% |
$29.1K - $32.5K
|
9.57K
$1.12M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
250+ 4.26% |
$28.5K - $31.8K
|
6.12K
$715K
|
|
|
May 12, 2025
Q1 2025
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
250+ 1.98% |
$28.5K - $31.8K
|
12.9K
$1.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
250New |
$28.5K - $31.8K
|
250
$29.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
BUY
|
- |
235+ 235.0% |
$26.8K - $29.9K
|
335
$39.1K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
229+ 0.76% |
$26.1K - $29.2K
|
30.5K
$3.57M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
228+ 2.14% |
$26K - $29K
|
10.9K
$1.27M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
205+ 1.99% |
$23.4K - $26.1K
|
10.5K
$1.22M
|
|
|
May 14, 2025
Q1 2025
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
203+ 4.48% |
$23.2K - $25.9K
|
4.73K
$552K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
201+ 2.75% |
$22.9K - $25.6K
|
7.5K
$875K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
200+ 6.94% |
$22.8K - $25.5K
|
3.08K
$360K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
200+ 4.44% |
$22.8K - $25.5K
|
4.71K
$550K
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
197+ 4.11% |
$22.5K - $25.1K
|
5K
$583K
|
|
|
Apr 24, 2025
Q1 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
195+ 6.09% |
$22.2K - $24.8K
|
3.4K
$397K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
193New |
$22K - $24.6K
|
193
$22.5K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
179New |
$20.4K - $22.8K
|
179
$20.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
179+ 3.03% |
$20.4K - $22.8K
|
6.09K
$711K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
173+ 60.7% |
$19.7K - $22K
|
458
$53.5K
|
|
|
May 05, 2025
Q1 2025
|
Peterson Wealth Services
|
BUY
|
- |
171+ 30.98% |
$19.5K - $21.8K
|
723
$84.4K
|
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
163+ 85.79% |
$18.6K - $20.8K
|
353
$41.2K
|
|
|
May 13, 2025
Q1 2025
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
160+ 2.44% |
$18.3K - $20.4K
|
6.73K
$785K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
150New |
$17.1K - $19.1K
|
150
$17.5K
|
|
|
Apr 24, 2025
Q1 2025
|
Rba Wealth Management, LLC
|
BUY
|
- |
148+ 1.31% |
$16.9K - $18.8K
|
11.4K
$1.34M
|
|
|
Apr 16, 2025
Q1 2025
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
146+ 2.61% |
$16.7K - $18.6K
|
5.73K
$669K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
140+ 1.13% |
$16K - $17.8K
|
12.5K
$1.46M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
139+ 2.35% |
$15.9K - $17.7K
|
6.05K
$706K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
136+ 0.5% |
$15.5K - $17.3K
|
27.5K
$3.21M
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
135+ 1.78% |
$15.4K - $17.2K
|
7.73K
$903K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
130+ 224.14% |
$14.8K - $16.6K
|
188
$21.9K
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
127+ 0.94% |
$14.5K - $16.2K
|
13.7K
$1.6M
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
BUY
|
- |
127New |
$14.5K - $16.2K
|
127
$14.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
125New |
$14.3K - $15.9K
|
125
$14.6K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
114+ 7.2% |
$13K - $14.5K
|
1.7K
$198K
|
|
|
May 08, 2025
Q1 2025
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
111+ 0.91% |
$12.7K - $14.1K
|
12.3K
$1.44M
|
|
|
May 06, 2025
Q1 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
108+ 2.5% |
$12.3K - $13.8K
|
4.43K
$517K
|
|
|
Apr 15, 2025
Q1 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
107New |
$12.2K - $13.6K
|
107
$12.5K
|
|
|
Apr 16, 2025
Q1 2025
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
107+ 0.49% |
$12.2K - $13.6K
|
21.9K
$2.56M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
105+ 3.84% |
$12K - $13.4K
|
2.84K
$331K
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
105+ 74.47% |
$12K - $13.4K
|
246
$28.7K
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
100+ 17.79% |
$11.4K - $12.7K
|
662
$77.3K
|