Purchases and Sales Made in Q2 2024 in Vanguard Financial ETF (VFH)
This table provides information about the institutional ownership of Vanguard Financial ETF (VFH) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
1.75MNew |
$168M - $181M
|
1.75M
$214M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
607K+ 219.34% |
$58.2M - $62.5M
|
884K
$108M
|
|
|
Aug 14, 2024
Q2 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
369K+ 56.16% |
$35.4M - $38.1M
|
1.03M
$125M
|
|
|
Aug 02, 2024
Q2 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
108KNew |
$10.3M - $11.1M
|
108K
$13.1M
|
|
|
Jul 23, 2024
Q2 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
62.5K+ 153.08% |
$5.99M - $6.44M
|
103K
$12.6M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
54.2K+ 9.05% |
$5.2M - $5.58M
|
653K
$79.7M
|
|
|
Aug 01, 2024
Q2 2024
|
Wall Street Financial Group, Inc.
Carlinville, IL |
BUY
|
- |
41.5KNew |
$3.98M - $4.27M
|
41.5K
$5.07M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
40.7K+ 9.44% |
$3.91M - $4.2M
|
472K
$57.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
36.5K+ 1.34% |
$3.5M - $3.76M
|
2.76M
$337M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
36.5K+ 1.34% |
$3.5M - $3.76M
|
2.76M
$337M
|
|
|
Aug 08, 2024
Q2 2024
|
Estate Counselors, LLC
|
BUY
|
- |
35.9K+ 28.39% |
$3.44M - $3.69M
|
162K
$19.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
33.9K+ 158.94% |
$3.26M - $3.5M
|
55.3K
$6.75M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
32KNew |
$3.07M - $3.3M
|
32K
$3.91M
|
|
|
Aug 13, 2024
Q2 2024
|
Hamilton Wealth, LLC
|
BUY
|
- |
30.3K+ 27.87% |
$2.91M - $3.12M
|
139K
$17M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
25.7K+ 4.47% |
$2.47M - $2.65M
|
601K
$73.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
25.4K+ 24.06% |
$2.44M - $2.62M
|
131K
$16M
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
25K+ 148.09% |
$2.39M - $2.57M
|
41.8K
$5.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
23.9K+ 21.62% |
$2.29M - $2.46M
|
135K
$16.4M
|
|
|
Aug 01, 2024
Q2 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
21.3KNew |
$2.04M - $2.19M
|
21.3K
$2.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
20.7K+ 292.88% |
$1.98M - $2.13M
|
27.8K
$3.39M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
19.2KNew |
$1.84M - $1.97M
|
19.2K
$2.34M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
17K+ 7.19% |
$1.63M - $1.75M
|
254K
$31M
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
16.6KNew |
$1.59M - $1.71M
|
16.6K
$2.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
15.8KNew |
$1.52M - $1.63M
|
15.8K
$1.93M
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
15.8K+ 90.96% |
$1.51M - $1.62M
|
33.1K
$4.04M
|
|
|
Aug 07, 2024
Q2 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
14.4KNew |
$1.38M - $1.49M
|
14.4K
$1.76M
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
13.4K+ 11.63% |
$1.28M - $1.38M
|
128K
$15.7M
|
|
|
Jul 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
13.3K+ 16.72% |
$1.28M - $1.37M
|
93K
$11.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
12.2K+ 126.56% |
$1.17M - $1.26M
|
21.9K
$2.67M
|
|
|
Aug 14, 2024
Q2 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
11.9KNew |
$1.14M - $1.22M
|
11.9K
$1.45M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
11.4K+ 12.57% |
$1.1M - $1.18M
|
102K
$12.5M
|
|
|
Jul 30, 2024
Q2 2024
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
11.2K+ 128.08% |
$1.07M - $1.15M
|
19.9K
$2.43M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.6K+ 42.19% |
$1.01M - $1.09M
|
35.6K
$4.34M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
10.3K+ 6.25% |
$986K - $1.06M
|
175K
$21.3M
|
|
|
Jul 15, 2024
Q2 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
9.64KNew |
$924K - $993K
|
9.64K
$1.18M
|
|
|
Aug 15, 2024
Q2 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
9.28KNew |
$890K - $956K
|
9.28K
$1.13M
|
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
9.26K+ 383.35% |
$888K - $954K
|
11.7K
$1.43M
|
|
|
Oct 17, 2024
Q2 2024
|
Joule Financial, LLC
|
BUY
|
- |
8.61K+ 38.22% |
$826K - $887K
|
31.1K
$3.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
8.4KNew |
$805K - $865K
|
8.4K
$1.03M
|
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
7.22KNew |
$693K - $744K
|
7.22K
$882K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.51K+ 78.6% |
$624K - $670K
|
14.8K
$1.81M
|
|
|
Aug 14, 2024
Q2 2024
|
Chai Trust CO LLC
Chicago, IL |
BUY
|
- |
6.29K+ 10.22% |
$603K - $648K
|
67.9K
$8.29M
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
6.26KNew |
$601K - $645K
|
6.26K
$765K
|
|
|
Aug 06, 2024
Q2 2024
|
Tap Consulting, LLC
|
BUY
|
- |
6.09K+ 11.25% |
$584K - $627K
|
60.3K
$7.36M
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
5.52K+ 41.86% |
$529K - $568K
|
18.7K
$2.28M
|
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
5.19KNew |
$497K - $534K
|
5.19K
$633K
|
|
|
Aug 14, 2024
Q2 2024
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
5.01K+ 10.12% |
$481K - $516K
|
54.5K
$6.66M
|
|
|
Aug 13, 2024
Q2 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
4.64K+ 132.73% |
$445K - $478K
|
8.14K
$994K
|
|
|
Jul 12, 2024
Q2 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
4.55KNew |
$437K - $469K
|
4.55K
$556K
|
|
|
Jul 30, 2024
Q2 2024
|
Sabal Trust CO
|
BUY
|
- |
4.31K+ 7.52% |
$413K - $444K
|
61.6K
$7.52M
|