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 16, 2024
Q1 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-298- 0.21% |
$27K - $30.5K
|
143K
$17.5M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-299- 0.33% |
$27.1K - $30.6K
|
91K
$11.2M
|
|
|
Apr 05, 2024
Q1 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-303- 27.75% |
$27.5K - $31K
|
789
$96.9K
|
|
|
May 02, 2024
Q1 2024
|
Curran Financial Partners, LLC
|
SELL
|
- |
-316- 0.56% |
$28.6K - $32.4K
|
56.3K
$6.91M
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-319- 74.88% |
$28.9K - $32.7K
|
107
$13.1K
|
|
|
May 13, 2024
Q1 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-321- 2.46% |
$29.1K - $32.9K
|
12.8K
$1.57M
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-329- 1.19% |
$29.8K - $33.7K
|
27.4K
$3.36M
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-344- 45.26% |
$31.2K - $35.2K
|
416
$51.1K
|
|
|
Apr 15, 2024
Q1 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-348- 9.69% |
$31.5K - $35.6K
|
3.25K
$398K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-368- 1.45% |
$33.3K - $37.7K
|
25K
$3.07M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-374- 0.16% |
$33.9K - $38.3K
|
240K
$29.5M
|
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-377- 94.49% |
$34.2K - $38.6K
|
22
$2.7K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-389- 6.03% |
$35.3K - $39.8K
|
6.06K
$745K
|
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
SELL
|
- |
-390- 10.95% |
$35.3K - $39.9K
|
3.17K
$390K
|
|
|
Apr 23, 2024
Q1 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-396- 0.73% |
$35.9K - $40.5K
|
54K
$6.63M
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-400- 3.44% |
$36.2K - $41K
|
11.2K
$1.38M
|
|
|
May 09, 2024
Q1 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-400- 5.52% |
$36.2K - $41K
|
6.85K
$841K
|
|
|
May 10, 2024
Q1 2024
|
Garrison Asset Management, LLC
|
SELL
|
- |
-403- 2.28% |
$36.5K - $41.3K
|
17.2K
$2.12M
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-407- 2.77% |
$36.9K - $41.7K
|
14.3K
$1.76M
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-428- 1.44% |
$38.8K - $43.8K
|
29.2K
$3.59M
|
|
|
Apr 15, 2024
Q1 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-428- 9.35% |
$38.8K - $43.8K
|
4.15K
$510K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-449- 7.42% |
$40.7K - $46K
|
5.6K
$688K
|
|
|
May 08, 2024
Q1 2024
|
Focused Wealth Management, Inc
|
SELL
|
- |
-467- 10.54% |
$42.3K - $47.8K
|
3.96K
$487K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-482- 14.45% |
$43.7K - $49.4K
|
2.85K
$350K
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-483- 2.25% |
$43.8K - $49.5K
|
21K
$2.57M
|
|
|
May 03, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-499- 70.88% |
$45.2K - $51.1K
|
205
$25.2K
|
|
|
Apr 18, 2024
Q1 2024
|
Stapp Wealth Management, Pllc
Olympia, WA |
SELL
|
- |
-507- 1.71% |
$45.9K - $51.9K
|
29.1K
$3.57M
|
|
|
May 13, 2024
Q1 2024
|
Ratio Wealth Group
Denver, CO |
SELL
|
- |
-527- 1.63% |
$47.8K - $54K
|
31.7K
$3.9M
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-529- 20.08% |
$47.9K - $54.2K
|
2.11K
$259K
|
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-566- 4.07% |
$51.3K - $58K
|
13.4K
$1.64M
|
|
|
Apr 23, 2024
Q1 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-573- 7.07% |
$51.9K - $58.7K
|
7.53K
$924K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-577- 10.06% |
$52.3K - $59.1K
|
5.16K
$633K
|
|
|
Apr 15, 2024
Q1 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-602- 3.05% |
$54.6K - $61.6K
|
19.1K
$2.35M
|
|
|
May 14, 2024
Q1 2024
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-651- 15.69% |
$59K - $66.7K
|
3.5K
$430K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-651- 12.1% |
$59K - $66.7K
|
4.73K
$581K
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-653- 0.54% |
$59.2K - $66.9K
|
120K
$14.7M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-659- 0.11% |
$59.7K - $67.5K
|
575K
$70.6M
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
SELL
|
- |
-689- 7.62% |
$62.4K - $70.5K
|
8.35K
$1.03M
|
|
|
May 13, 2024
Q1 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-698- 9.41% |
$63.3K - $71.5K
|
6.72K
$825K
|
|
|
Apr 23, 2024
Q1 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-703- 15.84% |
$63.7K - $72K
|
3.74K
$459K
|
|
|
Apr 12, 2024
Q1 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-710- 25.28% |
$64.3K - $72.7K
|
2.1K
$258K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-741- 11.95% |
$67.1K - $75.9K
|
5.46K
$670K
|
|
|
May 06, 2024
Q1 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-745- 2.89% |
$67.5K - $76.3K
|
25.1K
$3.08M
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-746- 1.85% |
$67.6K - $76.4K
|
39.5K
$4.85M
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
SELL
|
- |
-758- 7.19% |
$68.7K - $77.6K
|
9.78K
$1.2M
|
|
|
May 07, 2024
Q1 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-771- 14.69% |
$69.9K - $78.9K
|
4.48K
$550K
|
|
|
May 14, 2024
Q1 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-804- 0.52% |
$72.9K - $82.3K
|
155K
$19M
|
|
|
May 03, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-806- 1.14% |
$73K - $82.5K
|
69.9K
$8.58M
|
|
|
Aug 07, 2024
Q1 2024
|
Nri Wealth Management Lc
Santa Clara, CA |
SELL
|
- |
-832- 18.21% |
$75.4K - $85.2K
|
3.74K
$459K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-854- 0.88% |
$77.4K - $87.4K
|
96.2K
$11.8M
|