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
|
Calamos Wealth Management LLC
|
BUY
|
- |
2.67KNew |
$242K - $273K
|
2.67K
$327K
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
2.63K+ 786.53% |
$238K - $269K
|
2.96K
$364K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
2.6K+ 10.28% |
$236K - $267K
|
27.9K
$3.43M
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.52KNew |
$228K - $258K
|
2.52K
$309K
|
|
|
May 10, 2024
Q1 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
2.47KNew |
$224K - $253K
|
2.47K
$303K
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.46KNew |
$223K - $252K
|
2.46K
$302K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.45K+ 110.0% |
$222K - $251K
|
4.68K
$575K
|
|
|
May 07, 2024
Q1 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
2.44KNew |
$221K - $250K
|
2.44K
$300K
|
|
|
Apr 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
2.43KNew |
$220K - $249K
|
2.43K
$299K
|
|
|
May 13, 2024
Q1 2024
|
Ellevest, Inc.
|
BUY
|
- |
2.43KNew |
$220K - $249K
|
2.43K
$298K
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.42K+ 1.08% |
$219K - $248K
|
227K
$27.9M
|
|
|
May 07, 2024
Q1 2024
|
Capital Square, LLC
|
BUY
|
- |
2.37KNew |
$214K - $242K
|
2.37K
$291K
|
|
|
Apr 12, 2024
Q1 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
2.35KNew |
$213K - $241K
|
2.35K
$289K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.35K+ 12.35% |
$213K - $240K
|
21.4K
$2.62M
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
2.33KNew |
$211K - $239K
|
2.33K
$286K
|
|
|
Apr 26, 2024
Q1 2024
|
First National Trust CO
|
BUY
|
- |
2.27KNew |
$206K - $233K
|
2.27K
$279K
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
2.27KNew |
$206K - $232K
|
2.27K
$279K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
2.22KNew |
$201K - $227K
|
2.22K
$272K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
2.21KNew |
$200K - $226K
|
2.21K
$271K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2.2K+ 2.23% |
$199K - $225K
|
101K
$12.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
2.19KNew |
$198K - $224K
|
2.19K
$269K
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.17KNew |
$197K - $222K
|
2.17K
$266K
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
2.17K+ 43300.0% |
$196K - $222K
|
2.17K
$266K
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
2.14KNew |
$194K - $219K
|
2.14K
$262K
|
|
|
Apr 30, 2024
Q1 2024
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
2.13KNew |
$193K - $218K
|
2.13K
$261K
|
|
|
Apr 30, 2024
Q1 2024
|
Elm Partners Management LLC
|
BUY
|
- |
2.12K+ 32.17% |
$192K - $217K
|
8.72K
$1.07M
|
|
|
May 14, 2024
Q1 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
2.11KNew |
$191K - $216K
|
2.11K
$258K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
2.09KNew |
$190K - $214K
|
2.09K
$257K
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
2.01KNew |
$182K - $206K
|
2.01K
$247K
|
|
|
May 06, 2024
Q1 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
2KNew |
$182K - $205K
|
2K
$246K
|
|
|
May 07, 2024
Q1 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
2KNew |
$181K - $205K
|
2K
$246K
|
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
2KNew |
$181K - $205K
|
2K
$246K
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.98KNew |
$180K - $203K
|
1.98K
$244K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.96K+ 7.94% |
$178K - $201K
|
26.7K
$3.27M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.89K+ 4.54% |
$171K - $193K
|
43.5K
$5.34M
|
|
|
May 15, 2024
Q1 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
1.89K+ 58.59% |
$171K - $193K
|
5.1K
$627K
|
|
|
Apr 22, 2024
Q1 2024
|
Bts Asset Management, Inc.
|
BUY
|
- |
1.83KNew |
$166K - $187K
|
1.83K
$225K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
1.69K+ 134.77% |
$153K - $173K
|
2.94K
$361K
|
|
|
Oct 09, 2024
Q1 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
1.5K+ 12.16% |
$136K - $154K
|
13.8K
$1.7M
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.47K+ 37.37% |
$134K - $151K
|
5.42K
$665K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.44K+ 747.4% |
$130K - $147K
|
1.63K
$200K
|
|
|
Apr 24, 2024
Q1 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1.31K+ 41.81% |
$118K - $134K
|
4.43K
$544K
|
|
|
Apr 18, 2024
Q1 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
1.3K+ 1.4% |
$118K - $133K
|
94.1K
$11.6M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.28K+ 6.4% |
$116K - $131K
|
21.3K
$2.61M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.27K+ 7038.89% |
$115K - $130K
|
1.29K
$158K
|
|
|
Apr 11, 2024
Q1 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
1.21K+ 9.26% |
$110K - $124K
|
14.3K
$1.75M
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.19K+ 13.3% |
$108K - $122K
|
10.1K
$1.24M
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.16K+ 22.65% |
$105K - $119K
|
6.3K
$773K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.16K+ 46.09% |
$105K - $119K
|
3.68K
$452K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
1.13KNew |
$102K - $116K
|
1.13K
$139K
|