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 02, 2024
Q1 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
1.04K+ 28.73% |
$94.1K - $106K
|
4.65K
$571K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.03KNew |
$93.7K - $106K
|
1.03K
$127K
|
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
972+ 5.28% |
$88.1K - $99.5K
|
19.4K
$2.38M
|
|
|
Apr 24, 2024
Q1 2024
|
Krilogy Financial LLC
|
BUY
|
- |
897+ 7.3% |
$81.3K - $91.8K
|
13.2K
$1.62M
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
873+ 11.04% |
$79.1K - $89.4K
|
8.78K
$1.08M
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
863+ 178.67% |
$78.2K - $88.4K
|
1.35K
$165K
|
|
|
Apr 18, 2024
Q1 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
856+ 5.06% |
$77.6K - $87.6K
|
17.8K
$2.18M
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
800+ 754.72% |
$72.5K - $81.9K
|
906
$111K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
799+ 1.91% |
$72.4K - $81.8K
|
42.7K
$5.24M
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
790+ 4.71% |
$71.6K - $80.9K
|
17.6K
$2.16M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
777+ 152.35% |
$70.4K - $79.6K
|
1.29K
$158K
|
|
|
May 08, 2024
Q1 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
754+ 0.77% |
$68.3K - $77.2K
|
99K
$12.2M
|
|
|
Oct 22, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
697+ 1.01% |
$63.2K - $71.4K
|
69.9K
$8.58M
|
|
|
May 07, 2024
Q1 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
688+ 24.53% |
$62.3K - $70.4K
|
3.49K
$429K
|
|
|
May 24, 2024
Q1 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
671+ 0.8% |
$60.8K - $68.7K
|
84.9K
$10.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
630+ 5.57% |
$57.1K - $64.5K
|
11.9K
$1.47M
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
623+ 14.26% |
$56.5K - $63.8K
|
4.99K
$613K
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
619New |
$56.1K - $63.4K
|
619
$76K
|
|
|
May 06, 2024
Q1 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
618+ 2.34% |
$56K - $63.3K
|
27K
$3.32M
|
|
|
May 14, 2024
Q1 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
598New |
$54.2K - $61.2K
|
598
$73.4K
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
596+ 15.48% |
$54K - $61K
|
4.45K
$546K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
579+ 10.5% |
$52.5K - $59.3K
|
6.09K
$748K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
517+ 3.52% |
$46.9K - $52.9K
|
15.2K
$1.87M
|
|
|
Jul 26, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
502+ 244.88% |
$45.5K - $51.4K
|
707
$86.8K
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
BUY
|
- |
472+ 21.68% |
$42.8K - $48.3K
|
2.65K
$325K
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
452+ 15.85% |
$41K - $46.3K
|
3.3K
$406K
|
|
|
Apr 26, 2024
Q1 2024
|
Northstar Asset Management LLC
|
BUY
|
- |
450+ 1.22% |
$40.8K - $46.1K
|
37.2K
$4.57M
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
431+ 13.7% |
$39.1K - $44.1K
|
3.58K
$439K
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
431+ 1.37% |
$39.1K - $44.1K
|
31.9K
$3.92M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
430+ 17.93% |
$39K - $44K
|
2.83K
$347K
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
401+ 6.29% |
$36.3K - $41.1K
|
6.78K
$833K
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
400+ 4.32% |
$36.2K - $41K
|
9.66K
$1.19M
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
398+ 4.6% |
$36.1K - $40.8K
|
9.05K
$1.11M
|
|
|
Apr 12, 2024
Q1 2024
|
Retirement Planning Group
|
BUY
|
- |
386+ 3.94% |
$35K - $39.5K
|
10.2K
$1.25M
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
380+ 73.79% |
$34.4K - $38.9K
|
895
$110K
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
339+ 0.98% |
$30.7K - $34.7K
|
35.1K
$4.31M
|
|
|
May 07, 2024
Q1 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
336+ 11.16% |
$30.4K - $34.4K
|
3.35K
$411K
|
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
333+ 5.96% |
$30.2K - $34.1K
|
5.92K
$727K
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
316+ 1.28% |
$28.6K - $32.4K
|
25K
$3.06M
|
|
|
Apr 25, 2024
Q1 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
305+ 1.79% |
$27.6K - $31.2K
|
17.3K
$2.12M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
300+ 0.05% |
$27.2K - $30.7K
|
599K
$73.5M
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
277+ 2.62% |
$25.1K - $28.4K
|
10.8K
$1.33M
|
|
|
May 09, 2024
Q1 2024
|
Belvedere Trading LLC
|
BUY
|
- |
263New |
$23.8K - $26.9K
|
263
$32.3K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
244New |
$22.1K - $25K
|
244
$30K
|
|
|
May 06, 2024
Q1 2024
|
Lcm Capital Management Inc
|
BUY
|
- |
241+ 0.42% |
$21.8K - $24.7K
|
57.6K
$7.07M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
239+ 5.17% |
$21.7K - $24.5K
|
4.86K
$597K
|
|
|
May 02, 2024
Q1 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
233New |
$21.1K - $23.9K
|
233
$28.6K
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
232+ 3.13% |
$21K - $23.8K
|
7.65K
$939K
|
|
|
Apr 17, 2024
Q1 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
228+ 1.69% |
$20.7K - $23.3K
|
13.7K
$1.68M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
227+ 2.11% |
$20.6K - $23.2K
|
11K
$1.35M
|