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
|
Concord Wealth Partners
|
BUY
|
- |
48New |
$5.23K - $6.06K
|
48
$6.05K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
47+ 7.28% |
$5.12K - $5.93K
|
693
$87.4K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
47+ 1.06% |
$5.12K - $5.93K
|
4.47K
$563K
|
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
45+ 0.26% |
$4.9K - $5.68K
|
17.2K
$2.17M
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
BUY
|
- |
43+ 0.19% |
$4.68K - $5.43K
|
22.5K
$2.84M
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
40+ 0.86% |
$4.35K - $5.05K
|
4.67K
$589K
|
|
|
Jan 24, 2025
Q4 2024
|
Matisse Capital
|
BUY
|
- |
40+ 0.68% |
$4.35K - $5.05K
|
5.91K
$745K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
38+ 0.67% |
$4.14K - $4.8K
|
5.73K
$723K
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence LLC
|
BUY
|
- |
37+ 1.03% |
$4.03K - $4.67K
|
3.64K
$459K
|
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
35+ 1.07% |
$3.81K - $4.42K
|
3.31K
$418K
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
34+ 0.77% |
$3.7K - $4.29K
|
4.46K
$563K
|
|
|
Jan 15, 2025
Q4 2024
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
31New |
$3.37K - $3.91K
|
31
$3.91K
|
|
|
Feb 20, 2025
Q4 2024
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
30+ 0.95% |
$3.27K - $3.79K
|
3.2K
$404K
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
30New |
$3.27K - $3.79K
|
30
$3.78K
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
29+ 0.87% |
$3.16K - $3.66K
|
3.37K
$424K
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
25New |
$2.72K - $3.16K
|
25
$3.15K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
23+ 0.86% |
$2.5K - $2.9K
|
2.7K
$340K
|
|
|
Jan 30, 2025
Q4 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
23+ 0.47% |
$2.5K - $2.9K
|
4.89K
$616K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
22+ 0.22% |
$2.4K - $2.78K
|
9.87K
$1.25M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
22+ 3.46% |
$2.4K - $2.78K
|
657
$82.9K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
21New |
$2.29K - $2.65K
|
21
$2.65K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
21+ 2.25% |
$2.29K - $2.65K
|
956
$121K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
19+ 5.38% |
$2.07K - $2.4K
|
372
$46.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
17+ 0.09% |
$1.85K - $2.15K
|
18.2K
$2.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
16+ 0.75% |
$1.74K - $2.02K
|
2.14K
$269K
|
|
|
Feb 11, 2025
Q4 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
13+ 0.48% |
$1.42K - $1.64K
|
2.73K
$344K
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
11+ 0.46% |
$1.2K - $1.39K
|
2.38K
$301K
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
11+ 0.55% |
$1.2K - $1.39K
|
2.02K
$255K
|
|
|
Feb 12, 2025
Q4 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
10+ 0.22% |
$1.09K - $1.26K
|
4.61K
$581K
|
|
|
Jan 27, 2025
Q4 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
10+ 0.5% |
$1.09K - $1.26K
|
2K
$252K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
10+ 0.33% |
$1.09K - $1.26K
|
3K
$378K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
9+ 1.03% |
$980 - $1.14K
|
882
$111K
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
8+ 1.13% |
$871 - $1.01K
|
717
$90.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Welch Group, LLC
|
BUY
|
- |
7+ 0.38% |
$762 - $883
|
1.87K
$235K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
6+ 0.12% |
$653 - $757
|
5.15K
$650K
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
6+ 0.32% |
$653 - $757
|
1.9K
$240K
|
|
|
Jan 29, 2025
Q4 2024
|
Peterson Wealth Services
|
BUY
|
- |
6+ 1.1% |
$653 - $757
|
552
$69.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
5+ 0.01% |
$544 - $631
|
43.4K
$5.48M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
4+ 0.13% |
$435 - $505
|
3.03K
$382K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
4+ 0.14% |
$435 - $505
|
2.77K
$350K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
4+ 1.0% |
$435 - $505
|
403
$50.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
4+ 0.17% |
$435 - $505
|
2.39K
$301K
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
4+ 0.03% |
$435 - $505
|
12.4K
$1.56M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
3+ 0.08% |
$327 - $379
|
3.94K
$497K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
3+ 0.13% |
$327 - $379
|
2.3K
$290K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2+ 1.29% |
$218 - $252
|
157
$19.8K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2+ 1.96% |
$218 - $252
|
104
$13.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
2+ 0.02% |
$218 - $252
|
8.04K
$1.01M
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
2+ 0.04% |
$218 - $252
|
4.8K
$605K
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
2+ 0.36% |
$218 - $252
|
562
$70.9K
|