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
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
224+ 5.0% |
$20.3K - $22.9K
|
4.7K
$578K
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
217+ 1.78% |
$19.7K - $22.2K
|
12.4K
$1.52M
|
|
|
Apr 22, 2024
Q1 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
211+ 4.56% |
$19.1K - $21.6K
|
4.84K
$595K
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
BUY
|
- |
209+ 3.96% |
$18.9K - $21.4K
|
5.49K
$675K
|
|
|
Apr 18, 2024
Q1 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
200New |
$18.1K - $20.5K
|
200
$24.6K
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
200New |
$18.1K - $20.5K
|
200
$24.6K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
200New |
$18.1K - $20.5K
|
200
$24.6K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
191+ 1.12% |
$17.3K - $19.6K
|
17.3K
$2.13M
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
187+ 3.55% |
$16.9K - $19.1K
|
5.45K
$669K
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
183+ 2.5% |
$16.6K - $18.7K
|
7.49K
$920K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
183+ 2.86% |
$16.6K - $18.7K
|
6.58K
$808K
|
|
|
Apr 17, 2024
Q1 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
174+ 4.87% |
$15.8K - $17.8K
|
3.75K
$460K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
160New |
$14.5K - $16.4K
|
160
$19.6K
|
|
|
May 14, 2024
Q1 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
154+ 4.52% |
$14K - $15.8K
|
3.56K
$437K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
154New |
$14K - $15.8K
|
154
$18.9K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
144+ 2.53% |
$13K - $14.7K
|
5.84K
$717K
|
|
|
May 14, 2024
Q1 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
132+ 0.75% |
$12K - $13.5K
|
17.7K
$2.18M
|
|
|
Apr 17, 2024
Q1 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
131+ 5.15% |
$11.9K - $13.4K
|
2.68K
$329K
|
|
|
May 13, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
129New |
$11.7K - $13.2K
|
129
$15.8K
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
124+ 1.78% |
$11.2K - $12.7K
|
7.1K
$871K
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
121+ 3.13% |
$11K - $12.4K
|
3.98K
$489K
|
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
121New |
$11K - $12.4K
|
121
$14.9K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
117New |
$10.6K - $12K
|
117
$14.4K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
117+ 468.0% |
$10.6K - $12K
|
142
$17.4K
|
|
|
Apr 18, 2024
Q1 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
115+ 3.1% |
$10.4K - $11.8K
|
3.83K
$470K
|
|
|
May 13, 2024
Q1 2024
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
110+ 0.96% |
$9.97K - $11.3K
|
11.5K
$1.41M
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
109+ 0.98% |
$9.88K - $11.2K
|
11.2K
$1.37M
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
105+ 4.12% |
$9.52K - $10.8K
|
2.65K
$326K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
96+ 14.91% |
$8.7K - $9.83K
|
740
$90.9K
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
95+ 1.88% |
$8.61K - $9.73K
|
5.16K
$633K
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
90New |
$8.16K - $9.22K
|
90
$11.1K
|
|
|
May 15, 2024
Q1 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
77+ 0.51% |
$6.98K - $7.88K
|
15.1K
$1.85M
|
|
|
May 15, 2024
Q1 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
75+ 0.39% |
$6.8K - $7.68K
|
19.1K
$2.35M
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
74+ 0.64% |
$6.71K - $7.58K
|
11.6K
$1.43M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
72+ 3.93% |
$6.52K - $7.37K
|
1.9K
$234K
|
|
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
66New |
$5.98K - $6.76K
|
66
$8.1K
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
57+ 1.92% |
$5.17K - $5.84K
|
3.03K
$372K
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
53New |
$4.8K - $5.43K
|
53
$6.51K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
50+ 102.04% |
$4.53K - $5.12K
|
99
$12.2K
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
49New |
$4.44K - $5.02K
|
49
$6.02K
|
|
|
Apr 19, 2024
Q1 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
45+ 0.38% |
$4.08K - $4.61K
|
12K
$1.47M
|
|
|
Apr 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
BUY
|
- |
44+ 78.57% |
$3.99K - $4.51K
|
100
$12.3K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
44+ 0.37% |
$3.99K - $4.51K
|
11.9K
$1.46M
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
43+ 1.81% |
$3.9K - $4.4K
|
2.42K
$297K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
39+ 4.91% |
$3.53K - $3.99K
|
834
$102K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
39+ 1.14% |
$3.53K - $3.99K
|
3.47K
$426K
|
|
|
May 14, 2024
Q1 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
32+ 0.29% |
$2.9K - $3.28K
|
11.1K
$1.36M
|
|
|
Apr 17, 2024
Q1 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
31+ 0.86% |
$2.81K - $3.17K
|
3.63K
$446K
|
|
|
May 08, 2024
Q1 2024
|
Wp Advisors, LLC
|
BUY
|
- |
27+ 0.39% |
$2.45K - $2.76K
|
6.96K
$855K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
26+ 2.36% |
$2.36K - $2.66K
|
1.13K
$139K
|