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 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
7.25K+ 73.55% |
$657K - $742K
|
17.1K
$2.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Chai Trust CO LLC
Chicago, IL |
BUY
|
- |
7.19K+ 13.23% |
$652K - $737K
|
61.6K
$7.56M
|
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
7.17K+ 10.57% |
$650K - $734K
|
75K
$9.21M
|
|
|
May 15, 2024
Q1 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
6.97KNew |
$632K - $714K
|
6.97K
$856K
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
6.83KNew |
$619K - $699K
|
6.83K
$838K
|
|
|
May 14, 2024
Q1 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
6.72KNew |
$609K - $688K
|
6.72K
$826K
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
6.41K+ 7.51% |
$581K - $657K
|
91.8K
$11.3M
|
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
6.32KNew |
$572K - $647K
|
6.32K
$775K
|
|
|
May 01, 2024
Q1 2024
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
6.06K+ 227.01% |
$549K - $620K
|
8.73K
$1.07M
|
|
|
May 10, 2024
Q1 2024
|
Avestar Capital, LLC
|
BUY
|
- |
5.74KNew |
$520K - $588K
|
5.74K
$705K
|
|
|
May 09, 2024
Q1 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
5.55KNew |
$503K - $568K
|
5.55K
$682K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.35K+ 5.02% |
$484K - $547K
|
112K
$13.7M
|
|
|
May 10, 2024
Q1 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
5.19KNew |
$470K - $531K
|
5.19K
$637K
|
|
|
May 13, 2024
Q1 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
4.78KNew |
$433K - $489K
|
4.78K
$587K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
4.61KNew |
$418K - $472K
|
4.61K
$566K
|
|
|
Apr 10, 2024
Q1 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
4.54K+ 26.33% |
$411K - $464K
|
21.8K
$2.67M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4.48K+ 58.38% |
$406K - $459K
|
12.2K
$1.49M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.22K+ 4.44% |
$382K - $432K
|
99.2K
$12.2M
|
|
|
Apr 19, 2024
Q1 2024
|
Apexium Financial, LP
|
BUY
|
- |
4.21K+ 40.03% |
$382K - $431K
|
14.7K
$1.81M
|
|
|
May 14, 2024
Q1 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
4KNew |
$362K - $410K
|
4K
$491K
|
|
|
May 08, 2024
Q1 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
3.98KNew |
$360K - $407K
|
3.98K
$488K
|
|
|
May 15, 2024
Q1 2024
|
Dagco, Inc.
|
BUY
|
- |
3.89KNew |
$353K - $399K
|
3.89K
$478K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
3.85KNew |
$349K - $394K
|
3.85K
$473K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.8K+ 84.8% |
$344K - $389K
|
8.28K
$1.02M
|
|
|
Apr 22, 2024
Q1 2024
|
Tap Consulting, LLC
|
BUY
|
- |
3.67K+ 7.28% |
$333K - $376K
|
54.2K
$6.65M
|
|
|
May 03, 2024
Q1 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
3.66KNew |
$332K - $375K
|
3.66K
$450K
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.63KNew |
$329K - $372K
|
3.63K
$446K
|
|
|
Jun 10, 2024
Q1 2024
|
Hamilton Wealth, LLC
|
BUY
|
- |
3.47K+ 3.29% |
$314K - $355K
|
109K
$13.4M
|
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
3.38KNew |
$306K - $346K
|
3.38K
$415K
|
|
|
Apr 26, 2024
Q1 2024
|
Cavalier Investments, LLC
|
BUY
|
- |
3.34K+ 5.9% |
$303K - $342K
|
60K
$7.37M
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
3.34K+ 62.52% |
$303K - $342K
|
8.68K
$1.07M
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
BUY
|
- |
3.34KNew |
$302K - $341K
|
3.34K
$410K
|
|
|
May 15, 2024
Q1 2024
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
3.26KNew |
$295K - $334K
|
3.26K
$400K
|
|
|
Apr 11, 2024
Q1 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
3.25KNew |
$294K - $332K
|
3.25K
$399K
|
|
|
May 03, 2024
Q1 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
3.22K+ 25.72% |
$292K - $330K
|
15.7K
$1.93M
|
|
|
Apr 19, 2024
Q1 2024
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
3.18K+ 2.9% |
$289K - $326K
|
113K
$13.9M
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
3.15KNew |
$285K - $322K
|
3.15K
$387K
|
|
|
May 03, 2024
Q1 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
3.12K+ 13.47% |
$283K - $320K
|
26.3K
$3.23M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.03KNew |
$274K - $310K
|
3.03K
$372K
|
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
2.98KNew |
$270K - $305K
|
2.98K
$365K
|
|
|
May 13, 2024
Q1 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
2.97KNew |
$269K - $304K
|
2.97K
$365K
|
|
|
Apr 12, 2024
Q1 2024
|
True North Advisors, LLC
|
BUY
|
- |
2.92KNew |
$264K - $299K
|
2.92K
$358K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.9K+ 5.95% |
$263K - $297K
|
51.6K
$6.33M
|
|
|
May 13, 2024
Q1 2024
|
Retirement Capital Strategies
|
BUY
|
- |
2.85K+ 7.33% |
$258K - $291K
|
41.7K
$5.12M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.81K+ 0.1% |
$255K - $288K
|
2.72M
$335M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.81K+ 0.1% |
$255K - $288K
|
2.72M
$335M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.79K+ 118.34% |
$253K - $286K
|
5.16K
$633K
|
|
|
Apr 23, 2024
Q1 2024
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
2.75K+ 4.63% |
$249K - $282K
|
62.2K
$7.63M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.73K+ 20.52% |
$247K - $279K
|
16K
$1.97M
|
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
2.67KNew |
$242K - $273K
|
2.67K
$328K
|