Purchases and Sales Made in Q1 2024 in Vanguard Financial ETF (VFH)
This table provides information about the institutional ownership of Vanguard Financial ETF (VFH) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2024
Q1 2024
|
Beacon Capital Management, Inc.
|
BUY
|
- |
1.13M+ 206.22% |
$102M - $115M
|
1.67M
$205M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
751K+ 170.96% |
$68M - $76.9M
|
1.19M
$146M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
339K+ 657.76% |
$30.7M - $34.7M
|
391K
$48M
|
|
|
Apr 11, 2024
Q1 2024
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
215K+ 200.25% |
$19.5M - $22M
|
322K
$39.6M
|
|
|
May 15, 2024
Q1 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
120K+ 22.36% |
$10.9M - $12.3M
|
658K
$80.8M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
108K+ 25.75% |
$9.82M - $11.1M
|
529K
$65M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
96K+ 67.84% |
$8.7M - $9.83M
|
237K
$29.2M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
90.7K+ 821.73% |
$8.22M - $9.29M
|
102K
$12.5M
|
|
|
May 15, 2024
Q1 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
59.1KNew |
$5.36M - $6.05M
|
59.1K
$7.26M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
49.2K+ 54.2% |
$4.45M - $5.03M
|
140K
$17.2M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
48.7K+ 34.32% |
$4.42M - $4.99M
|
191K
$23.4M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
43.4KNew |
$3.93M - $4.44M
|
43.4K
$5.32M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
39.1K+ 78.49% |
$3.54M - $4.01M
|
89K
$10.9M
|
|
|
May 14, 2024
Q1 2024
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
35.9KNew |
$3.26M - $3.68M
|
35.9K
$4.41M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
35.2K+ 93.44% |
$3.19M - $3.6M
|
72.8K
$8.95M
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
32.4KNew |
$2.94M - $3.32M
|
32.4K
$3.98M
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
32K+ 759.85% |
$2.9M - $3.28M
|
36.2K
$4.45M
|
|
|
May 01, 2024
Q1 2024
|
Quaker Wealth Management, LLC
|
BUY
|
- |
31.4KNew |
$2.84M - $3.21M
|
31.4K
$3.85M
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
28K+ 19.05% |
$2.54M - $2.87M
|
175K
$21.5M
|
|
|
May 13, 2024
Q1 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
27.9K+ 131.94% |
$2.53M - $2.86M
|
49.1K
$6.03M
|
|
|
Apr 15, 2024
Q1 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
23.5K+ 85.28% |
$2.13M - $2.4M
|
51K
$6.26M
|
|
|
Oct 17, 2024
Q1 2024
|
Joule Financial, LLC
|
BUY
|
- |
22.5KNew |
$2.04M - $2.31M
|
22.5K
$2.77M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
20.9K+ 3037.55% |
$1.89M - $2.14M
|
21.6K
$2.65M
|
|
|
Apr 24, 2024
Q1 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
20K+ 436.77% |
$1.81M - $2.05M
|
24.6K
$3.02M
|
|
|
May 13, 2024
Q1 2024
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
17.6KNew |
$1.59M - $1.8M
|
17.6K
$2.16M
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
17.1KNew |
$1.55M - $1.75M
|
17.1K
$2.1M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
16.9K+ 66.44% |
$1.53M - $1.73M
|
42.3K
$5.2M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
16.8KNew |
$1.53M - $1.73M
|
16.8K
$2.07M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
15.8K+ 727.43% |
$1.43M - $1.62M
|
17.9K
$2.2M
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
15.1KNew |
$1.37M - $1.55M
|
15.1K
$1.86M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
14.8K+ 14.74% |
$1.34M - $1.51M
|
115K
$14.1M
|
|
|
May 07, 2024
Q1 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
13.4K+ 3.89% |
$1.21M - $1.37M
|
357K
$43.8M
|
|
|
May 06, 2024
Q1 2024
|
Mittelman Wealth Management
Andover, MA |
BUY
|
- |
13KNew |
$1.17M - $1.33M
|
13K
$1.59M
|
|
|
May 02, 2024
Q1 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
12.6K+ 34955.56% |
$1.14M - $1.29M
|
12.6K
$1.55M
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
BUY
|
- |
12.5KNew |
$1.13M - $1.28M
|
12.5K
$1.54M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
11.9K+ 27.81% |
$1.08M - $1.22M
|
54.7K
$6.72M
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
11.9K+ 17.47% |
$1.07M - $1.21M
|
79.7K
$9.79M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
11.7K+ 2.29% |
$1.06M - $1.19M
|
521K
$63.9M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
11.4KNew |
$1.03M - $1.17M
|
11.4K
$1.4M
|
|
|
May 13, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
11.3KNew |
$1.02M - $1.15M
|
11.3K
$1.38M
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
10.2K+ 27.6% |
$923K - $1.04M
|
47.1K
$5.78M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
10.2K+ 7.05% |
$923K - $1.04M
|
155K
$19M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10.2K+ 10.65% |
$922K - $1.04M
|
106K
$13M
|
|
|
May 15, 2024
Q1 2024
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
9.47K+ 23.63% |
$858K - $969K
|
49.5K
$6.08M
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
8.72K+ 1933.26% |
$790K - $893K
|
9.17K
$1.13M
|
|
|
Apr 15, 2024
Q1 2024
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
8.39K+ 10.01% |
$760K - $859K
|
92.1K
$11.3M
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
8.34K+ 141.54% |
$755K - $853K
|
14.2K
$1.75M
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.23K+ 41.41% |
$746K - $843K
|
28.1K
$3.45M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
7.86KNew |
$712K - $804K
|
7.86K
$965K
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
7.7KNew |
$698K - $789K
|
7.7K
$946K
|