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 |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-31- 6.72% |
$2.81K - $3.17K
|
430
$52.8K
|
|
|
Apr 11, 2024
Q1 2024
|
Allied Investment Advisors, LLC
|
SELL
|
- |
-32- 0.77% |
$2.9K - $3.28K
|
4.12K
$506K
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-35- 0.38% |
$3.17K - $3.58K
|
9.15K
$1.12M
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-37- 0.68% |
$3.35K - $3.79K
|
5.43K
$667K
|
|
|
Apr 04, 2024
Q1 2024
|
Boltwood Capital Management
|
SELL
|
- |
-50- 2.2% |
$4.53K - $5.12K
|
2.22K
$273K
|
|
|
May 14, 2024
Q1 2024
|
Simmons Bank
|
SELL
|
- |
-50- 1.15% |
$4.53K - $5.12K
|
4.3K
$528K
|
|
|
May 15, 2024
Q1 2024
|
Community Bank, N.A.
|
SELL
|
- |
-54- 0.49% |
$4.89K - $5.53K
|
10.9K
$1.34M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-55- 3.99% |
$4.98K - $5.63K
|
1.33K
$163K
|
|
|
May 14, 2024
Q1 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-56- 1.26% |
$5.07K - $5.73K
|
4.39K
$539K
|
|
|
May 09, 2024
Q1 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-60- 1.02% |
$5.44K - $6.14K
|
5.85K
$718K
|
|
|
Apr 19, 2024
Q1 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-65- 5.35% |
$5.89K - $6.66K
|
1.15K
$141K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-68- 3.36% |
$6.16K - $6.96K
|
1.95K
$240K
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-68Closed |
$6.16K - $6.96K
|
0
$0
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-73- 3.08% |
$6.62K - $7.47K
|
2.3K
$282K
|
|
|
May 15, 2024
Q1 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-75- 68.18% |
$6.8K - $7.68K
|
35
$4.3K
|
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-77- 4.6% |
$6.98K - $7.88K
|
1.6K
$196K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-80- 34.19% |
$7.25K - $8.19K
|
154
$18.9K
|
|
|
May 15, 2024
Q1 2024
|
Valley Financial Group, Inc.
Ambler, PA |
SELL
|
- |
-94- 4.28% |
$8.52K - $9.62K
|
2.1K
$258K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-100- 0.95% |
$9.06K - $10.2K
|
10.5K
$1.28M
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-100- 1.33% |
$9.06K - $10.2K
|
7.45K
$914K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-101- 1.32% |
$9.15K - $10.3K
|
7.58K
$930K
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-102- 2.77% |
$9.24K - $10.4K
|
3.58K
$439K
|
|
|
May 14, 2024
Q1 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-103- 35.64% |
$9.33K - $10.5K
|
186
$22.8K
|
|
|
May 07, 2024
Q1 2024
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-108- 3.88% |
$9.79K - $11.1K
|
2.68K
$328K
|
|
|
May 10, 2024
Q1 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-112- 3.15% |
$10.1K - $11.5K
|
3.44K
$422K
|
|
|
May 06, 2024
Q1 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-116- 2.37% |
$10.5K - $11.9K
|
4.78K
$587K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-119- 4.44% |
$10.8K - $12.2K
|
2.56K
$314K
|
|
|
May 08, 2024
Q1 2024
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-125- 0.65% |
$11.3K - $12.8K
|
19.1K
$2.34M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-137- 0.81% |
$12.4K - $14K
|
16.7K
$2.06M
|
|
|
May 13, 2024
Q1 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-145- 1.12% |
$13.1K - $14.8K
|
12.8K
$1.58M
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-146- 1.36% |
$13.2K - $14.9K
|
10.6K
$1.3M
|
|
|
May 09, 2024
Q1 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-151- 4.8% |
$13.7K - $15.5K
|
3K
$368K
|
|
|
Apr 30, 2024
Q1 2024
|
Bray Capital Advisors
|
SELL
|
- |
-151- 0.45% |
$13.7K - $15.5K
|
33.1K
$4.06M
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-160- 83.33% |
$14.5K - $16.4K
|
32
$3.93K
|
|
|
May 01, 2024
Q1 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-166- 3.21% |
$15K - $17K
|
5K
$614K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-169- 35.96% |
$15.3K - $17.3K
|
301
$37K
|
|
|
Apr 12, 2024
Q1 2024
|
Cypress Financial Planning LLC
|
SELL
|
- |
-172- 6.84% |
$15.6K - $17.6K
|
2.34K
$288K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-180- 22.44% |
$16.3K - $18.4K
|
622
$76.4K
|
|
|
May 13, 2024
Q1 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-184- 4.34% |
$16.7K - $18.8K
|
4.05K
$498K
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-190- 1.15% |
$17.2K - $19.5K
|
16.3K
$2M
|
|
|
May 13, 2024
Q1 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
SELL
|
- |
-228- 0.7% |
$20.7K - $23.3K
|
32.5K
$4M
|
|
|
May 15, 2024
Q1 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-236- 5.98% |
$21.4K - $24.2K
|
3.71K
$456K
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-246- 8.65% |
$22.3K - $25.2K
|
2.6K
$319K
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-246- 8.1% |
$22.3K - $25.2K
|
2.79K
$343K
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-252- 8.86% |
$22.8K - $25.8K
|
2.59K
$318K
|
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-266- 57.08% |
$24.1K - $27.2K
|
200
$24.6K
|
|
|
Apr 16, 2024
Q1 2024
|
Norwood Financial Corp
|
SELL
|
- |
-270- 5.2% |
$24.5K - $27.6K
|
4.93K
$605K
|
|
|
May 08, 2024
Q1 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-280- 30.94% |
$25.4K - $28.7K
|
625
$76.8K
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-287- 6.52% |
$26K - $29.4K
|
4.11K
$505K
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-293- 0.85% |
$26.6K - $30K
|
34.2K
$4.2M
|