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 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.76KNew |
$192K - $223K
|
1.76K
$221K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.76K+ 1.66% |
$192K - $222K
|
108K
$13.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.72KNew |
$187K - $217K
|
1.72K
$215K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.71KNew |
$186K - $215K
|
1.71K
$213K
|
|
|
Jan 16, 2025
Q4 2024
|
Cmh Wealth Management LLC
|
BUY
|
- |
1.7K+ 1.25% |
$185K - $215K
|
138K
$17.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
1.67K+ 123.59% |
$182K - $211K
|
3.02K
$378K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
1.56KNew |
$170K - $197K
|
1.56K
$195K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.49K+ 5.23% |
$162K - $188K
|
30K
$3.75M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1.39K+ 1.46% |
$152K - $176K
|
96.8K
$12.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
1.3KNew |
$142K - $164K
|
1.3K
$163K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
1.22K+ 25.17% |
$132K - $153K
|
6.04K
$755K
|
|
|
Jan 22, 2025
Q4 2024
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
1.21K+ 1.68% |
$131K - $152K
|
73K
$9.12M
|
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
1.18K+ 14.66% |
$128K - $149K
|
9.22K
$1.15M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
1.15K+ 8.56% |
$125K - $145K
|
14.6K
$1.83M
|
|
|
Feb 05, 2025
Q4 2024
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
1.08K+ 31.11% |
$117K - $136K
|
4.53K
$566K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
983New |
$107K - $124K
|
983
$123K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
937+ 8.14% |
$102K - $118K
|
12.4K
$1.56M
|
|
|
Jan 15, 2025
Q4 2024
|
Joule Financial, LLC
|
BUY
|
- |
929+ 3.85% |
$101K - $117K
|
25K
$3.13M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
848+ 4.8% |
$92.3K - $107K
|
18.5K
$2.31M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
783+ 10.51% |
$85.2K - $98.8K
|
8.23K
$1.03M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
778+ 20.32% |
$84.7K - $98.2K
|
4.61K
$576K
|
|
|
Feb 03, 2025
Q4 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
775+ 1.96% |
$84.4K - $97.8K
|
40.3K
$5.04M
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
739+ 12.67% |
$80.5K - $93.3K
|
6.57K
$821K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
735+ 23.82% |
$80K - $92.8K
|
3.82K
$478K
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
BUY
|
- |
734+ 2.84% |
$79.9K - $92.6K
|
26.6K
$3.33M
|
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
693+ 16.82% |
$75.4K - $87.5K
|
4.81K
$602K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
658+ 0.86% |
$71.6K - $83K
|
76.9K
$9.62M
|
|
|
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
$748K
|
|
|
Feb 04, 2025
Q4 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
577+ 9.67% |
$62.8K - $72.8K
|
6.54K
$818K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
577New |
$62.8K - $72.8K
|
577
$72.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Rba Wealth Management, LLC
|
BUY
|
- |
536+ 4.98% |
$58.4K - $67.6K
|
11.3K
$1.41M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
536+ 15.27% |
$58.4K - $67.6K
|
4.05K
$506K
|
|
|
Jan 28, 2025
Q4 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
523+ 9.28% |
$56.9K - $66K
|
6.16K
$770K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
481+ 26.16% |
$52.4K - $60.7K
|
2.32K
$290K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
481+ 0.94% |
$52.4K - $60.7K
|
51.7K
$6.46M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
475New |
$51.7K - $59.9K
|
475
$59.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
466+ 4.14% |
$50.7K - $58.8K
|
11.7K
$1.47M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
466+ 24.15% |
$50.7K - $58.8K
|
2.4K
$300K
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
433+ 0.44% |
$47.1K - $54.6K
|
98K
$12.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
428+ 10.99% |
$46.6K - $54K
|
4.32K
$540K
|
|
|
Jan 10, 2025
Q4 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
409+ 1.91% |
$44.5K - $51.6K
|
21.8K
$2.73M
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
390New |
$42.5K - $49.2K
|
390
$48.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
385New |
$41.9K - $48.6K
|
385
$48.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
380+ 20.03% |
$41.4K - $48K
|
2.28K
$285K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
353+ 1.94% |
$38.4K - $44.5K
|
18.5K
$2.32M
|
|
|
Feb 03, 2025
Q4 2024
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
352+ 26.33% |
$38.3K - $44.4K
|
1.69K
$211K
|
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
BUY
|
- |
349+ 0.53% |
$38K - $44K
|
65.9K
$8.24M
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
326+ 6.47% |
$35.5K - $41.1K
|
5.36K
$670K
|
|
|
Jan 21, 2025
Q4 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
321+ 6.2% |
$34.9K - $40.5K
|
5.5K
$687K
|