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 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
299New |
$32.6K - $37.7K
|
299
$37.4K
|
|
|
Jan 27, 2025
Q4 2024
|
Lcm Capital Management Inc
|
BUY
|
- |
242+ 0.41% |
$26.3K - $30.5K
|
59.3K
$7.41M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
225+ 11.6% |
$24.5K - $28.4K
|
2.17K
$271K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
222+ 1.19% |
$24.2K - $28K
|
18.9K
$2.37M
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
221+ 3.96% |
$24.1K - $27.9K
|
5.8K
$725K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
220+ 10.52% |
$24K - $27.8K
|
2.31K
$289K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
218New |
$23.7K - $27.5K
|
218
$27.3K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
208+ 5.51% |
$22.6K - $26.2K
|
3.99K
$498K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
202New |
$22K - $25.5K
|
202
$25.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
196+ 27.88% |
$21.3K - $24.7K
|
899
$112K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
193+ 8.53% |
$21K - $24.4K
|
2.46K
$307K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
186+ 379.59% |
$20.2K - $23.5K
|
235
$29.4K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
184+ 6.38% |
$20K - $23.2K
|
3.07K
$384K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
183+ 5.49% |
$19.9K - $23.1K
|
3.52K
$440K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
178+ 0.41% |
$19.4K - $22.5K
|
43.9K
$5.49M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
178+ 2.32% |
$19.4K - $22.5K
|
7.84K
$980K
|
|
|
Jan 22, 2025
Q4 2024
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
157+ 0.59% |
$17.1K - $19.8K
|
27K
$3.37M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
153+ 1.14% |
$16.7K - $19.3K
|
13.5K
$1.69M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
149+ 2.03% |
$16.2K - $18.8K
|
7.47K
$934K
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
142+ 4.06% |
$15.5K - $17.9K
|
3.64K
$455K
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
141+ 26.36% |
$15.4K - $17.8K
|
676
$84.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
137+ 0.45% |
$14.9K - $17.3K
|
30.7K
$3.84M
|
|
|
Jan 29, 2025
Q4 2024
|
Northstar Asset Management LLC
|
BUY
|
- |
125+ 0.34% |
$13.6K - $15.8K
|
37.1K
$4.64M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
107+ 1.84% |
$11.6K - $13.5K
|
5.91K
$739K
|
|
|
Jan 23, 2025
Q4 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
105+ 2.2% |
$11.4K - $13.3K
|
4.87K
$609K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
104+ 1.02% |
$11.3K - $13.1K
|
10.3K
$1.29M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
86+ 0.48% |
$9.36K - $10.9K
|
18.1K
$2.27M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
85New |
$9.25K - $10.7K
|
85
$10.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
79+ 0.49% |
$8.6K - $9.97K
|
16.3K
$2.03M
|
|
|
Feb 03, 2025
Q4 2024
|
Wp Advisors, LLC
|
BUY
|
- |
75+ 1.07% |
$8.17K - $9.47K
|
7.11K
$888K
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
75+ 1.76% |
$8.17K - $9.47K
|
4.33K
$541K
|
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
56+ 0.47% |
$6.1K - $7.07K
|
12K
$1.51M
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
55+ 0.1% |
$5.99K - $6.94K
|
54.2K
$6.78M
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
54+ 39.71% |
$5.88K - $6.81K
|
190
$23.8K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
53+ 2.48% |
$5.77K - $6.69K
|
2.19K
$274K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
48New |
$5.23K - $6.06K
|
48
$6K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
47+ 7.28% |
$5.12K - $5.93K
|
693
$86.6K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
47+ 1.06% |
$5.12K - $5.93K
|
4.47K
$558K
|
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
45+ 0.26% |
$4.9K - $5.68K
|
17.2K
$2.15M
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
BUY
|
- |
43+ 0.19% |
$4.68K - $5.43K
|
22.5K
$2.81M
|
|
|
Jan 24, 2025
Q4 2024
|
Matisse Capital
|
BUY
|
- |
40+ 0.68% |
$4.35K - $5.05K
|
5.91K
$739K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
38+ 0.67% |
$4.14K - $4.8K
|
5.73K
$716K
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence LLC
|
BUY
|
- |
37+ 1.03% |
$4.03K - $4.67K
|
3.64K
$455K
|
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
35+ 1.07% |
$3.81K - $4.42K
|
3.31K
$414K
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
34+ 0.77% |
$3.7K - $4.29K
|
4.46K
$558K
|
|
|
Jan 15, 2025
Q4 2024
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
31New |
$3.37K - $3.91K
|
31
$3.88K
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
30New |
$3.27K - $3.79K
|
30
$3.75K
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
29+ 0.87% |
$3.16K - $3.66K
|
3.37K
$421K
|
|
|
Jan 30, 2025
Q4 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
23+ 0.47% |
$2.5K - $2.9K
|
4.89K
$611K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
23+ 0.86% |
$2.5K - $2.9K
|
2.7K
$338K
|