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 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-900- 3.07% |
$81.6K - $92.2K
|
28.4K
$3.49M
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-956- 4.02% |
$86.6K - $97.9K
|
22.8K
$2.81M
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-990- 12.87% |
$89.7K - $101K
|
6.7K
$823K
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.03K- 20.53% |
$93.4K - $106K
|
3.99K
$490K
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.04K- 5.17% |
$93.8K - $106K
|
19K
$2.33M
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
SELL
|
- |
-1.04K- 11.24% |
$94.5K - $107K
|
8.24K
$1.01M
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-1.06K- 11.04% |
$96.1K - $109K
|
8.54K
$1.05M
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.06K- 15.32% |
$96.4K - $109K
|
5.88K
$722K
|
|
|
Apr 11, 2024
Q1 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-1.09K- 3.24% |
$98.5K - $111K
|
32.5K
$3.99M
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.1K- 63.07% |
$99.5K - $112K
|
643
$79K
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1.16K- 17.59% |
$105K - $119K
|
5.45K
$670K
|
|
|
Apr 24, 2024
Q1 2024
|
Sol Capital Management CO
|
SELL
|
- |
-1.18K- 2.25% |
$106K - $120K
|
51.1K
$6.28M
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.24K- 71.89% |
$112K - $126K
|
483
$59.3K
|
|
|
May 14, 2024
Q1 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.4K- 2.29% |
$127K - $143K
|
59.7K
$7.33M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.46K- 16.03% |
$132K - $149K
|
7.62K
$936K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.5K- 74.26% |
$136K - $154K
|
520
$63.9K
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.55K- 11.79% |
$140K - $159K
|
11.6K
$1.42M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-1.58K- 15.82% |
$143K - $162K
|
8.42K
$1.03M
|
|
|
Apr 19, 2024
Q1 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
SELL
|
- |
-1.61K- 18.91% |
$145K - $164K
|
6.88K
$845K
|
|
|
May 02, 2024
Q1 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-1.72K- 33.53% |
$155K - $176K
|
3.4K
$418K
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
SELL
|
- |
-1.72K- 6.08% |
$156K - $176K
|
26.6K
$3.26M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.75K- 8.81% |
$158K - $179K
|
18.1K
$2.22M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.76K- 11.03% |
$160K - $180K
|
14.2K
$1.75M
|
|
|
Apr 29, 2024
Q1 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-1.77K- 46.1% |
$160K - $181K
|
2.07K
$254K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.78K- 52.43% |
$161K - $182K
|
1.61K
$198K
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.84K- 6.25% |
$166K - $188K
|
27.5K
$3.38M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.91K- 1.24% |
$173K - $196K
|
153K
$18.8M
|
|
|
May 14, 2024
Q1 2024
|
Independent Order Of Foresters
Toronto, A6 |
SELL
|
- |
-1.93K- 8.34% |
$175K - $198K
|
21.2K
$2.61M
|
|
|
May 14, 2024
Q1 2024
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-1.93K- 8.34% |
$175K - $198K
|
21.2K
$2.61M
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1.93K- 25.26% |
$175K - $198K
|
5.72K
$702K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.97K- 26.97% |
$178K - $201K
|
5.32K
$654K
|
|
|
May 15, 2024
Q1 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-2.03K- 12.13% |
$184K - $208K
|
14.7K
$1.81M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.05K- 1.72% |
$186K - $210K
|
117K
$14.4M
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.12K- 30.06% |
$192K - $217K
|
4.92K
$605K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-2.22K- 36.41% |
$201K - $228K
|
3.88K
$476K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-2.32K- 62.82% |
$211K - $238K
|
1.38K
$169K
|
|
|
Apr 01, 2024
Q1 2024
|
Park National Corp
|
SELL
|
- |
-2.49K- 6.36% |
$225K - $255K
|
36.6K
$4.49M
|
|
|
Apr 30, 2024
Q1 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-2.55K- 17.39% |
$231K - $261K
|
12.1K
$1.49M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2.63K- 74.34% |
$238K - $269K
|
908
$112K
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.7K- 30.54% |
$244K - $276K
|
6.13K
$753K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-2.8K- 24.07% |
$254K - $286K
|
8.83K
$1.08M
|
|
|
Apr 19, 2024
Q1 2024
|
Trust CO Of Oklahoma
|
SELL
|
- |
-2.92K- 2.07% |
$264K - $298K
|
138K
$16.9M
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-3.27K- 27.84% |
$296K - $335K
|
8.47K
$1.04M
|
|
|
Apr 18, 2024
Q1 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-3.31K- 4.08% |
$300K - $339K
|
77.8K
$9.56M
|
|
|
May 15, 2024
Q1 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-3.32K- 44.51% |
$300K - $339K
|
4.13K
$507K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-3.35K- 25.97% |
$303K - $343K
|
9.54K
$1.17M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.47KClosed |
$314K - $355K
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4.02K- 36.04% |
$365K - $412K
|
7.14K
$877K
|
|
|
May 13, 2024
Q1 2024
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-4.07K- 9.06% |
$368K - $416K
|
40.8K
$5.01M
|
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-4.19K- 35.0% |
$380K - $429K
|
7.78K
$955K
|