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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
145K+ 48.05% |
$15.8M - $18.3M
|
447K
$55.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
109KNew |
$11.9M - $13.8M
|
109K
$13.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
74.5KNew |
$8.11M - $9.4M
|
74.5K
$9.27M
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
57.4KNew |
$6.25M - $7.24M
|
57.4K
$7.14M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
37.6K+ 43.86% |
$4.1M - $4.75M
|
123K
$15.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Retireful, LLC
|
BUY
|
- |
24.7KNew |
$2.69M - $3.12M
|
24.7K
$3.07M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
16.8K+ 755.23% |
$1.83M - $2.12M
|
19K
$2.37M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
13.8K+ 161.04% |
$1.51M - $1.75M
|
22.4K
$2.79M
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
12.2KNew |
$1.32M - $1.53M
|
12.2K
$1.51M
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
6.76KNew |
$736K - $854K
|
6.76K
$842K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
6.64KNew |
$722K - $837K
|
6.64K
$826K
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
5.59KNew |
$608K - $705K
|
5.59K
$695K
|
|
|
Jan 16, 2025
Q4 2024
|
Wall Street Financial Group, Inc.
Carlinville, IL |
BUY
|
- |
5.53K+ 8.51% |
$602K - $698K
|
70.5K
$8.78M
|
|
|
Jan 28, 2025
Q4 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
5.34KNew |
$581K - $673K
|
5.34K
$664K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
4.26K+ 113.68% |
$464K - $538K
|
8.01K
$997K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
3.35K+ 130.4% |
$364K - $422K
|
5.91K
$736K
|
|
|
Jan 21, 2025
Q4 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
3.34K+ 10.37% |
$363K - $421K
|
35.5K
$4.42M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.8KNew |
$305K - $353K
|
2.8K
$348K
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
2.61KNew |
$284K - $329K
|
2.61K
$324K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.38KNew |
$259K - $300K
|
2.38K
$296K
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
2.2K+ 15.62% |
$240K - $278K
|
16.3K
$2.03M
|
|
|
Jan 27, 2025
Q4 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
2.13KNew |
$232K - $268K
|
2.13K
$265K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
2.11KNew |
$230K - $266K
|
2.11K
$263K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2.06KNew |
$224K - $260K
|
2.06K
$256K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
2.04K+ 30.7% |
$222K - $257K
|
8.67K
$1.08M
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
2.02K+ 26.67% |
$220K - $255K
|
9.59K
$1.19M
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
1.98K+ 6.87% |
$216K - $250K
|
30.8K
$3.83M
|
|
|
Jan 21, 2025
Q4 2024
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
1.94K+ 2.98% |
$212K - $245K
|
67.2K
$8.37M
|
|
|
Jan 13, 2025
Q4 2024
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
1.89KNew |
$206K - $238K
|
1.89K
$235K
|
|
|
Jan 24, 2025
Q4 2024
|
Compass Advisory Group LLC
|
BUY
|
- |
1.82KNew |
$199K - $230K
|
1.82K
$227K
|
|
|
Jan 14, 2025
Q4 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
1.82KNew |
$198K - $229K
|
1.82K
$226K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1.8KNew |
$196K - $227K
|
1.8K
$224K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.77KNew |
$193K - $224K
|
1.77K
$221K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.77KNew |
$193K - $224K
|
1.77K
$220K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.71KNew |
$186K - $215K
|
1.71K
$212K
|
|
|
Jan 16, 2025
Q4 2024
|
Cmh Wealth Management LLC
|
BUY
|
- |
1.7K+ 1.25% |
$185K - $215K
|
138K
$17.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
1.56KNew |
$170K - $197K
|
1.56K
$194K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1.39K+ 1.46% |
$152K - $176K
|
96.8K
$12M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
1.3KNew |
$142K - $164K
|
1.3K
$162K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
1.22K+ 25.17% |
$132K - $153K
|
6.04K
$752K
|
|
|
Jan 22, 2025
Q4 2024
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
1.21K+ 1.68% |
$131K - $152K
|
73K
$9.08M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
1.15K+ 8.56% |
$125K - $145K
|
14.6K
$1.82M
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
983New |
$107K - $124K
|
983
$122K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
937+ 8.14% |
$102K - $118K
|
12.4K
$1.55M
|
|
|
Jan 15, 2025
Q4 2024
|
Joule Financial, LLC
|
BUY
|
- |
929+ 3.85% |
$101K - $117K
|
25K
$3.12M
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
BUY
|
- |
734+ 2.84% |
$79.9K - $92.6K
|
26.6K
$3.31M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
658+ 0.86% |
$71.6K - $83K
|
76.9K
$9.57M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
647+ 5.85% |
$70.4K - $81.7K
|
11.7K
$1.46M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
597+ 11.08% |
$65K - $75.3K
|
5.99K
$745K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
577New |
$62.8K - $72.8K
|
577
$71.8K
|