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
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
89New |
$10.2K - $11.3K
|
89
$10.4K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
81+ 0.43% |
$9.24K - $10.3K
|
19.1K
$2.23M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
81+ 3.66% |
$9.24K - $10.3K
|
2.29K
$267K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
80+ 60.15% |
$9.13K - $10.2K
|
213
$24.9K
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
80New |
$9.13K - $10.2K
|
80
$9.34K
|
|
|
May 14, 2025
Q1 2025
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
72+ 0.42% |
$8.21K - $9.17K
|
17.3K
$2.01M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
61+ 0.78% |
$6.96K - $7.77K
|
7.9K
$922K
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
60+ 7.05% |
$6.84K - $7.64K
|
911
$106K
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
54+ 2.48% |
$6.16K - $6.88K
|
2.23K
$260K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
50+ 2.78% |
$5.7K - $6.37K
|
1.85K
$216K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
50+ 0.89% |
$5.7K - $6.37K
|
5.67K
$661K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
50+ 1.61% |
$5.7K - $6.37K
|
3.15K
$368K
|
|
|
Apr 29, 2025
Q1 2025
|
Northstar Asset Management LLC
|
BUY
|
- |
50+ 0.13% |
$5.7K - $6.37K
|
37.2K
$4.34M
|
|
|
Apr 17, 2025
Q1 2025
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
50New |
$5.7K - $6.37K
|
50
$5.84K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
47+ 3.48% |
$5.36K - $5.98K
|
1.4K
$163K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
44+ 4.6% |
$5.02K - $5.6K
|
1K
$117K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
41+ 0.66% |
$4.68K - $5.22K
|
6.24K
$728K
|
|
|
May 08, 2025
Q1 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
39+ 1.85% |
$4.45K - $4.97K
|
2.14K
$250K
|
|
|
May 12, 2025
Q1 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
39New |
$4.45K - $4.97K
|
39
$4.55K
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
BUY
|
- |
37+ 0.25% |
$4.22K - $4.71K
|
14.6K
$1.71M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
36New |
$4.11K - $4.58K
|
36
$4.2K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
35New |
$3.99K - $4.46K
|
35
$4.08K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
34+ 0.19% |
$3.88K - $4.33K
|
18.2K
$2.12M
|
|
|
Apr 15, 2025
Q1 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
31+ 0.31% |
$3.54K - $3.95K
|
10K
$1.17M
|
|
|
May 12, 2025
Q1 2025
|
Wp Advisors, LLC
|
BUY
|
- |
30+ 0.42% |
$3.42K - $3.82K
|
7.14K
$833K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
30+ 1.28% |
$3.42K - $3.82K
|
2.37K
$277K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
30New |
$3.42K - $3.82K
|
30
$3.5K
|
|
|
May 12, 2025
Q1 2025
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
28+ 0.23% |
$3.19K - $3.57K
|
12K
$1.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
27+ 0.84% |
$3.08K - $3.44K
|
3.25K
$380K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
27New |
$3.08K - $3.44K
|
27
$3.15K
|
|
|
Apr 10, 2025
Q1 2025
|
Boltwood Capital Management
|
BUY
|
- |
27+ 1.39% |
$3.08K - $3.44K
|
1.96K
$229K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
27+ 0.5% |
$3.08K - $3.44K
|
5.39K
$629K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
26New |
$2.97K - $3.31K
|
26
$3.03K
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
25+ 0.37% |
$2.85K - $3.18K
|
6.73K
$786K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
25+ 0.56% |
$2.85K - $3.18K
|
4.49K
$524K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
23+ 0.49% |
$2.62K - $2.93K
|
4.7K
$548K
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
23+ 3.21% |
$2.62K - $2.93K
|
740
$86.4K
|
|
|
Apr 10, 2025
Q1 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
22+ 1.04% |
$2.51K - $2.8K
|
2.14K
$250K
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
21+ 0.36% |
$2.4K - $2.67K
|
5.8K
$677K
|
|
|
May 15, 2025
Q1 2025
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
20+ 0.33% |
$2.28K - $2.55K
|
6.09K
$710K
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
19+ 0.43% |
$2.17K - $2.42K
|
4.49K
$524K
|
|
|
May 14, 2025
Q1 2025
|
Tme Financial, Inc.
Huntington Beach, CA |
BUY
|
- |
17+ 0.93% |
$1.94K - $2.16K
|
1.85K
$216K
|
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence LLC
|
BUY
|
- |
15+ 0.41% |
$1.71K - $1.91K
|
3.66K
$427K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
15+ 0.12% |
$1.71K - $1.91K
|
12.5K
$1.45M
|
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
14+ 0.42% |
$1.6K - $1.78K
|
3.33K
$388K
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
12New |
$1.37K - $1.53K
|
12
$1.4K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
11New |
$1.25K - $1.4K
|
11
$1.28K
|
|
|
Apr 25, 2025
Q1 2025
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
10+ 0.19% |
$1.14K - $1.27K
|
5.35K
$624K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
9+ 0.34% |
$1.03K - $1.15K
|
2.66K
$310K
|
|
|
May 13, 2025
Q1 2025
|
Compass Advisory Group LLC
|
BUY
|
- |
8+ 0.44% |
$913 - $1.02K
|
1.83K
$214K
|