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 29, 2025
Q1 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-214- 3.64% |
$24.4K - $27.3K
|
5.66K
$660K
|
|
|
May 13, 2025
Q1 2025
|
Elm Partners Management LLC
|
SELL
|
- |
-214- 2.9% |
$24.4K - $27.3K
|
7.16K
$836K
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
SELL
|
- |
-217- 2.89% |
$24.8K - $27.6K
|
7.3K
$852K
|
|
|
May 12, 2025
Q1 2025
|
Mainsail Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-225- 4.47% |
$25.7K - $28.7K
|
4.81K
$562K
|
|
|
May 15, 2025
Q1 2025
|
Redwood Financial Network Corp
|
SELL
|
- |
-239- 5.9% |
$27.3K - $30.4K
|
3.82K
$445K
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-240- 20.94% |
$27.4K - $30.6K
|
906
$106K
|
|
|
May 14, 2025
Q1 2025
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-246- 1.04% |
$28.1K - $31.3K
|
23.5K
$2.74M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-251- 10.48% |
$28.6K - $32K
|
2.15K
$250K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-252- 4.94% |
$28.7K - $32.1K
|
4.85K
$566K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-254- 1.34% |
$29K - $32.3K
|
18.7K
$2.18M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-291- 3.9% |
$33.2K - $37.1K
|
7.18K
$838K
|
|
|
May 09, 2025
Q1 2025
|
Bouchey Financial Group LTD
|
SELL
|
- |
-315- 10.38% |
$35.9K - $40.1K
|
2.72K
$318K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-327- 3.26% |
$37.3K - $41.6K
|
9.69K
$1.13M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-341- 12.26% |
$38.9K - $43.4K
|
2.44K
$285K
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-364- 0.25% |
$41.5K - $46.4K
|
146K
$17.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Pflug Koory, LLC
|
SELL
|
- |
-385- 65.81% |
$43.9K - $49K
|
200
$23.3K
|
|
|
May 08, 2025
Q1 2025
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-387- 6.29% |
$44.1K - $49.3K
|
5.77K
$673K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-394- 2.61% |
$44.9K - $50.2K
|
14.7K
$1.72M
|
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
SELL
|
- |
-415- 1.3% |
$47.3K - $52.8K
|
31.4K
$3.67M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
SELL
|
- |
-432- 4.67% |
$49.3K - $55K
|
8.81K
$1.03M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-433- 3.69% |
$49.4K - $55.1K
|
11.3K
$1.32M
|
|
|
May 01, 2025
Q1 2025
|
Focused Wealth Management, Inc
|
SELL
|
- |
-441- 11.67% |
$50.3K - $56.2K
|
3.34K
$389K
|
|
|
May 14, 2025
Q1 2025
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-454- 0.77% |
$51.8K - $57.8K
|
58.7K
$6.85M
|
|
|
May 14, 2025
Q1 2025
|
Capital Square, LLC
|
SELL
|
- |
-458- 15.95% |
$52.2K - $58.3K
|
2.41K
$282K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-478- 0.88% |
$54.5K - $60.9K
|
53.8K
$6.27M
|
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-497- 12.78% |
$56.7K - $63.3K
|
3.39K
$396K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-500- 18.02% |
$57K - $63.7K
|
2.27K
$265K
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-519- 8.59% |
$59.2K - $66.1K
|
5.52K
$645K
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-520- 4.34% |
$59.3K - $66.2K
|
11.5K
$1.34M
|
|
|
May 15, 2025
Q1 2025
|
Btg Pactual Asset Management Us LLC
New York, NY |
SELL
|
- |
-530- 1.2% |
$60.5K - $67.5K
|
43.6K
$5.08M
|
|
|
Apr 24, 2025
Q1 2025
|
Wall Street Financial Group, Inc.
Carlinville, IL |
SELL
|
- |
-559- 0.79% |
$63.8K - $71.2K
|
70K
$8.17M
|
|
|
May 05, 2025
Q1 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-589- 10.74% |
$67.2K - $75K
|
4.89K
$571K
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-609- 19.1% |
$69.5K - $77.6K
|
2.58K
$301K
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-611- 5.15% |
$69.7K - $77.8K
|
11.2K
$1.31M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-632- 1.46% |
$72.1K - $80.5K
|
42.8K
$4.99M
|
|
|
Apr 21, 2025
Q1 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-640- 11.47% |
$73K - $81.5K
|
4.94K
$577K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-655- 13.95% |
$74.7K - $83.4K
|
4.04K
$472K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-663- 9.62% |
$75.6K - $84.4K
|
6.23K
$727K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-667- 7.69% |
$76.1K - $84.9K
|
8K
$934K
|
|
|
May 12, 2025
Q1 2025
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-679- 18.67% |
$77.5K - $86.5K
|
2.96K
$345K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-689- 16.98% |
$78.6K - $87.7K
|
3.37K
$393K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-698- 2.44% |
$79.6K - $88.9K
|
27.9K
$3.25M
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
SELL
|
- |
-725- 1.1% |
$82.7K - $92.3K
|
65.2K
$7.61M
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-814- 4.67% |
$92.9K - $104K
|
16.6K
$1.94M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-889- 38.32% |
$101K - $113K
|
1.43K
$167K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-900- 57.58% |
$103K - $115K
|
663
$77.4K
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1K- 12.5% |
$114K - $127K
|
7K
$817K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.01K- 0.83% |
$116K - $129K
|
121K
$14.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Stapp Wealth Management, Pllc
Olympia, WA |
SELL
|
- |
-1.02K- 3.77% |
$116K - $130K
|
25.9K
$3.03M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.05K- 25.82% |
$119K - $133K
|
3K
$350K
|