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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-4.2K- 31.75% |
$381K - $430K
|
9.03K
$1.11M
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-5.14K- 23.76% |
$466K - $526K
|
16.5K
$2.03M
|
|
|
May 03, 2024
Q1 2024
|
Sabal Trust CO
|
SELL
|
- |
-5.24K- 8.38% |
$475K - $537K
|
57.3K
$7.03M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-5.79K- 23.03% |
$524K - $593K
|
19.3K
$2.38M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-6.32K- 75.94% |
$573K - $647K
|
2K
$246K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.37K- 1.21% |
$577K - $652K
|
521K
$63.9M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-6.82K- 25.0% |
$618K - $699K
|
20.5K
$2.51M
|
|
|
Apr 26, 2024
Q1 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-6.91K- 47.5% |
$626K - $707K
|
7.63K
$937K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-7.19K- 25.62% |
$651K - $736K
|
20.9K
$2.56M
|
|
|
Apr 29, 2024
Q1 2024
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-7.63K- 12.41% |
$692K - $782K
|
53.9K
$6.61M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-7.97K- 17.3% |
$722K - $816K
|
38.1K
$4.68M
|
|
|
May 15, 2024
Q1 2024
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-8.44K- 12.6% |
$765K - $864K
|
58.5K
$7.19M
|
|
|
Apr 30, 2024
Q1 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-8.55K- 77.97% |
$775K - $875K
|
2.42K
$297K
|
|
|
May 15, 2024
Q1 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-8.56K- 63.08% |
$776K - $877K
|
5.01K
$616K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-8.67K- 5.01% |
$786K - $888K
|
164K
$20.2M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-9.2K- 0.64% |
$834K - $942K
|
1.43M
$175M
|
|
|
Apr 16, 2024
Q1 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-9.29K- 11.03% |
$842K - $952K
|
75K
$9.21M
|
|
|
Apr 12, 2024
Q1 2024
|
Cmh Wealth Management LLC
|
SELL
|
- |
-9.46K- 6.52% |
$857K - $968K
|
136K
$16.6M
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-10.4K- 54.48% |
$946K - $1.07M
|
8.73K
$1.07M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-10.5K- 8.58% |
$948K - $1.07M
|
111K
$13.7M
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
SELL
|
- |
-11.1K- 2.67% |
$1M - $1.13M
|
404K
$49.6M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-11.2K- 11.5% |
$1.02M - $1.15M
|
86.3K
$10.6M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-11.7K- 4.71% |
$1.06M - $1.2M
|
237K
$29.1M
|
|
|
May 06, 2024
Q1 2024
|
Penobscot Wealth Management
|
SELL
|
- |
-12.6K- 32.21% |
$1.14M - $1.29M
|
26.5K
$3.26M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-17.8K- 3.96% |
$1.61M - $1.82M
|
431K
$53M
|
|
|
May 15, 2024
Q1 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-18.7K- 17.71% |
$1.69M - $1.91M
|
86.7K
$10.7M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-20K- 73.92% |
$1.81M - $2.05M
|
7.06K
$867K
|
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-21K- 17.96% |
$1.9M - $2.15M
|
95.9K
$11.8M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-24.3K- 4.79% |
$2.2M - $2.49M
|
483K
$59.3M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-32.8K- 36.07% |
$2.97M - $3.36M
|
58.1K
$7.14M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-36.5K- 1.32% |
$3.31M - $3.74M
|
2.72M
$335M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-41.9K- 27.48% |
$3.8M - $4.29M
|
111K
$13.6M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-58.9K- 16.05% |
$5.34M - $6.03M
|
308K
$37.8M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-68.9K- 19.93% |
$6.24M - $7.05M
|
277K
$34M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-112K- 87.93% |
$10.1M - $11.5M
|
15.4K
$1.89M
|
|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-145K- 96.41% |
$13.2M - $14.9M
|
5.41K
$664K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-457K- 1.88% |
$41.4M - $46.8M
|
23.8M
$2.92B
|
|
|
May 15, 2024
Q1 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-544K- 66.45% |
$49.3M - $55.7M
|
275K
$33.7M
|
|
|
May 08, 2024
Q1 2024
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-645K- 99.96% |
$58.4M - $66M
|
287
$35.2K
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-648K- 70.08% |
$58.7M - $66.3M
|
277K
$34M
|