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 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-118- 1.87% |
$12.8K - $14.9K
|
6.2K
$775K
|
|
|
Jan 27, 2025
Q4 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-136- 0.28% |
$14.8K - $17.2K
|
48.2K
$6.02M
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-140- 1.49% |
$15.2K - $17.7K
|
9.24K
$1.16M
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-150- 4.85% |
$16.3K - $18.9K
|
2.94K
$368K
|
|
|
Jan 31, 2025
Q4 2024
|
Allied Investment Advisors, LLC
|
SELL
|
- |
-195- 4.84% |
$21.2K - $24.6K
|
3.83K
$479K
|
|
|
Jan 02, 2025
Q4 2024
|
Nri Wealth Management Lc
Santa Clara, CA |
SELL
|
- |
-220- 6.33% |
$24K - $27.8K
|
3.26K
$407K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-236- 15.36% |
$25.7K - $29.8K
|
1.3K
$163K
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-242- 11.66% |
$26.3K - $30.5K
|
1.83K
$229K
|
|
|
Jan 29, 2025
Q4 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-250- 1.94% |
$27.2K - $31.6K
|
12.6K
$1.58M
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-253- 3.54% |
$27.5K - $31.9K
|
6.89K
$861K
|
|
|
Jan 17, 2025
Q4 2024
|
Trust CO Of Oklahoma
|
SELL
|
- |
-260- 0.18% |
$28.3K - $32.8K
|
141K
$17.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
SELL
|
- |
-275- 0.58% |
$29.9K - $34.7K
|
47.5K
$5.93M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-297- 5.25% |
$32.3K - $37.5K
|
5.36K
$670K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-345- 11.53% |
$37.6K - $43.5K
|
2.65K
$331K
|
|
|
Jan 24, 2025
Q4 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-363- 5.13% |
$39.5K - $45.8K
|
6.72K
$839K
|
|
|
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
$344K
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-422- 0.59% |
$45.9K - $53.3K
|
71.2K
$8.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-431- 8.47% |
$46.9K - $54.4K
|
4.66K
$582K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-447- 14.17% |
$48.7K - $56.4K
|
2.71K
$338K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-470- 0.45% |
$51.2K - $59.3K
|
105K
$13.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-500- 25.15% |
$54.4K - $63.1K
|
1.49K
$186K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-518- 11.46% |
$56.4K - $65.4K
|
4K
$500K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-528- 2.64% |
$57.5K - $66.6K
|
19.5K
$2.44M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
SELL
|
- |
-586- 14.42% |
$63.8K - $74K
|
3.48K
$435K
|
|
|
Feb 05, 2025
Q4 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-609- 16.71% |
$66.3K - $76.9K
|
3.04K
$380K
|
|
|
Jan 22, 2025
Q4 2024
|
Curran Financial Partners, LLC
|
SELL
|
- |
-619- 1.18% |
$67.4K - $78.1K
|
51.9K
$6.49M
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-642- 2.26% |
$69.9K - $81K
|
27.8K
$3.48M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-733- 0.61% |
$79.8K - $92.5K
|
119K
$14.9M
|
|
|
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
$591K
|
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-900- 14.72% |
$98K - $114K
|
5.22K
$652K
|
|
|
Jan 23, 2025
Q4 2024
|
Marmo Financial Group, LLC
Johnson City, TN |
SELL
|
- |
-903- 3.01% |
$98.3K - $114K
|
29.1K
$3.64M
|
|
|
Feb 03, 2025
Q4 2024
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-1.02K- 4.13% |
$111K - $129K
|
23.7K
$2.97M
|
|
|
Jan 30, 2025
Q4 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-1.04K- 0.97% |
$113K - $131K
|
107K
$13.4M
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
SELL
|
- |
-1.5K- 4.49% |
$163K - $189K
|
31.8K
$3.98M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.6K- 12.64% |
$174K - $202K
|
11K
$1.38M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.66K- 5.09% |
$180K - $209K
|
30.9K
$3.86M
|
|
|
Jan 27, 2025
Q4 2024
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-2.52K- 49.69% |
$274K - $318K
|
2.55K
$319K
|
|
|
Jan 16, 2025
Q4 2024
|
Polianta LTD
|
SELL
|
- |
-2.6K- 3.96% |
$283K - $328K
|
63.1K
$7.89M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-3.33K- 65.84% |
$362K - $420K
|
1.73K
$216K
|
|
|
Feb 03, 2025
Q4 2024
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-3.44K- 2.43% |
$374K - $434K
|
138K
$17.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-3.45K- 10.88% |
$376K - $435K
|
28.3K
$3.53M
|
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-3.7K- 6.76% |
$403K - $467K
|
51K
$6.38M
|
|
|
Jan 28, 2025
Q4 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-5.86K- 53.07% |
$638K - $739K
|
5.18K
$647K
|
|
|
Feb 03, 2025
Q4 2024
|
Bray Capital Advisors
|
SELL
|
- |
-6.04K- 20.57% |
$658K - $762K
|
23.3K
$2.92M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-6.47K- 70.31% |
$704K - $817K
|
2.73K
$342K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-6.69K- 50.01% |
$728K - $844K
|
6.69K
$836K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-11.8K- 16.54% |
$1.28M - $1.49M
|
59.4K
$7.42M
|