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 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-386- 3.12% |
$42K - $48.7K
|
12K
$1.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-401- 12.71% |
$43.7K - $50.6K
|
2.75K
$345K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-431- 8.47% |
$46.9K - $54.4K
|
4.66K
$584K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-447- 14.17% |
$48.7K - $56.4K
|
2.71K
$340K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-470- 0.45% |
$51.2K - $59.3K
|
105K
$13.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-500- 25.15% |
$54.4K - $63.1K
|
1.49K
$187K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-528- 2.64% |
$57.5K - $66.6K
|
19.5K
$2.45M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
SELL
|
- |
-586- 14.42% |
$63.8K - $74K
|
3.48K
$436K
|
|
|
Jan 22, 2025
Q4 2024
|
Curran Financial Partners, LLC
|
SELL
|
- |
-619- 1.18% |
$67.4K - $78.1K
|
51.9K
$6.51M
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-642- 2.26% |
$69.9K - $81K
|
27.8K
$3.49M
|
|
|
Jan 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-757- 5.95% |
$82.4K - $95.5K
|
12K
$1.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-797- 14.42% |
$86.8K - $101K
|
4.73K
$593K
|
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-900- 14.72% |
$98K - $114K
|
5.22K
$654K
|
|
|
Jan 23, 2025
Q4 2024
|
Marmo Financial Group, LLC
Johnson City, TN |
SELL
|
- |
-903- 3.01% |
$98.3K - $114K
|
29.1K
$3.66M
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
SELL
|
- |
-1.5K- 4.49% |
$163K - $189K
|
31.8K
$3.99M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.6K- 12.64% |
$174K - $202K
|
11K
$1.38M
|
|
|
Jan 27, 2025
Q4 2024
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-2.52K- 49.69% |
$274K - $318K
|
2.55K
$320K
|
|
|
Jan 16, 2025
Q4 2024
|
Polianta LTD
|
SELL
|
- |
-2.6K- 3.96% |
$283K - $328K
|
63.1K
$7.92M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-3.45K- 10.88% |
$376K - $435K
|
28.3K
$3.55M
|
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-3.7K- 6.76% |
$403K - $467K
|
51K
$6.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-5.86K- 53.07% |
$638K - $739K
|
5.18K
$650K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-6.69K- 50.01% |
$728K - $844K
|
6.69K
$839K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-11.8K- 16.54% |
$1.28M - $1.49M
|
59.4K
$7.45M
|