Purchases and Sales Made in Q4 2024 in Vanguard Financial ETF (VFH)
This table provides information about the institutional ownership of Vanguard Financial ETF (VFH) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-44- 0.36% |
$4.79K - $5.55K
|
12.2K
$1.57M
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-46- 1.03% |
$5.01K - $5.81K
|
4.4K
$564K
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-50- 1.74% |
$5.44K - $6.31K
|
2.82K
$361K
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
SELL
|
- |
-50- 1.14% |
$5.44K - $6.31K
|
4.32K
$553K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-50- 1.12% |
$5.44K - $6.31K
|
4.4K
$564K
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-52- 2.07% |
$5.66K - $6.56K
|
2.46K
$316K
|
|
|
May 28, 2025
Q4 2024
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-55- 0.57% |
$5.99K - $6.94K
|
9.52K
$1.22M
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-55- 1.55% |
$5.99K - $6.94K
|
3.49K
$448K
|
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-58- 2.66% |
$6.31K - $7.32K
|
2.12K
$272K
|
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-61- 0.4% |
$6.64K - $7.7K
|
15.1K
$1.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-63- 1.35% |
$6.86K - $7.95K
|
4.59K
$589K
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-66- 3.58% |
$7.19K - $8.33K
|
1.78K
$228K
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
SELL
|
- |
-68- 0.73% |
$7.4K - $8.58K
|
9.24K
$1.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-76- 1.47% |
$8.27K - $9.59K
|
5.09K
$652K
|
|
|
Feb 14, 2025
Q4 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-77- 2.24% |
$8.38K - $9.72K
|
3.36K
$431K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-79- 0.05% |
$8.6K - $9.97K
|
147K
$18.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-81- 3.85% |
$8.82K - $10.2K
|
2.03K
$259K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-84- 6.18% |
$9.15K - $10.6K
|
1.28K
$163K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-86- 1.99% |
$9.36K - $10.9K
|
4.23K
$542K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-88- 42.31% |
$9.58K - $11.1K
|
120
$15.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-97- 2.83% |
$10.6K - $12.2K
|
3.33K
$426K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
SELL
|
- |
-99- 4.93% |
$10.8K - $12.5K
|
1.91K
$245K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-100- 6.89% |
$10.9K - $12.6K
|
1.35K
$173K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-101- 4.8% |
$11K - $12.7K
|
2K
$257K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-103- 3.27% |
$11.2K - $13K
|
3.05K
$391K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-103- 4.6% |
$11.2K - $13K
|
2.14K
$274K
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
SELL
|
- |
-109- 4.45% |
$11.9K - $13.8K
|
2.34K
$300K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-109- 2.58% |
$11.9K - $13.8K
|
4.11K
$526K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-118- 1.87% |
$12.8K - $14.9K
|
6.2K
$794K
|
|
|
Jan 27, 2025
Q4 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-136- 0.28% |
$14.8K - $17.2K
|
48.2K
$6.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-137- 0.92% |
$14.9K - $17.3K
|
14.8K
$1.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-140- 1.49% |
$15.2K - $17.7K
|
9.24K
$1.18M
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-150- 4.85% |
$16.3K - $18.9K
|
2.94K
$377K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-151- 0.95% |
$16.4K - $19.1K
|
15.8K
$2.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-164- 4.05% |
$17.9K - $20.7K
|
3.89K
$498K
|
|
|
Feb 13, 2025
Q4 2024
|
Elm Partners Management LLC
|
SELL
|
- |
-165- 2.19% |
$18K - $20.8K
|
7.37K
$945K
|
|
|
Jan 31, 2025
Q4 2024
|
Allied Investment Advisors, LLC
|
SELL
|
- |
-195- 4.84% |
$21.2K - $24.6K
|
3.83K
$491K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-197- 3.83% |
$21.4K - $24.9K
|
4.94K
$633K
|
|
|
Jul 14, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-197- 3.94% |
$21.4K - $24.9K
|
4.8K
$615K
|
|
|
Jan 02, 2025
Q4 2024
|
Nri Wealth Management Lc
Santa Clara, CA |
SELL
|
- |
-220- 6.33% |
$24K - $27.8K
|
3.26K
$417K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-236- 15.36% |
$25.7K - $29.8K
|
1.3K
$167K
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-242- 11.66% |
$26.3K - $30.5K
|
1.83K
$235K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-246- 2.27% |
$26.8K - $31K
|
10.6K
$1.36M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-250- 2.44% |
$27.2K - $31.6K
|
10K
$1.28M
|
|
|
Jan 29, 2025
Q4 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-250- 1.94% |
$27.2K - $31.6K
|
12.6K
$1.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-250- 5.32% |
$27.2K - $31.6K
|
4.45K
$570K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-251- 3.23% |
$27.3K - $31.7K
|
7.52K
$963K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-253- 3.54% |
$27.5K - $31.9K
|
6.89K
$883K
|
|
|
Jan 17, 2025
Q4 2024
|
Trust CO Of Oklahoma
|
SELL
|
- |
-260- 0.18% |
$28.3K - $32.8K
|
141K
$18M
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-260- 7.76% |
$28.3K - $32.8K
|
3.09K
$396K
|