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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
4.3KNew |
$412K - $443K
|
4.3K
$525K
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.26K+ 20.02% |
$408K - $438K
|
25.5K
$3.12M
|
|
|
Jul 23, 2024
Q2 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
4.19K+ 4.45% |
$401K - $431K
|
98.3K
$12M
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
4.09K+ 2.37% |
$392K - $421K
|
177K
$21.6M
|
|
|
Jul 22, 2024
Q2 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
3.92KNew |
$376K - $404K
|
3.92K
$478K
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.57KNew |
$342K - $368K
|
3.57K
$436K
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
3.53K+ 139.64% |
$338K - $363K
|
6.05K
$739K
|
|
|
Aug 06, 2024
Q2 2024
|
Nri Wealth Management Lc
Santa Clara, CA |
BUY
|
- |
3.48KNew |
$334K - $358K
|
3.48K
$425K
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
3.46K+ 45.25% |
$332K - $356K
|
11.1K
$1.36M
|
|
|
Jul 24, 2024
Q2 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
3.38K+ 21.49% |
$325K - $349K
|
19.1K
$2.34M
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
3.15KNew |
$302K - $325K
|
3.15K
$385K
|
|
|
Aug 30, 2024
Q2 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
3.14KNew |
$301K - $323K
|
3.14K
$383K
|
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
3.02KNew |
$290K - $311K
|
3.02K
$369K
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.99KNew |
$287K - $308K
|
2.99K
$365K
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.97K+ 3.23% |
$284K - $305K
|
94.8K
$11.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.83KNew |
$271K - $292K
|
2.83K
$346K
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.78K+ 9.77% |
$266K - $286K
|
31.2K
$3.81M
|
|
|
Jul 31, 2024
Q2 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
2.67KNew |
$256K - $274K
|
2.67K
$325K
|
|
|
Aug 14, 2024
Q2 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
2.57KNew |
$247K - $265K
|
2.57K
$314K
|
|
|
Aug 02, 2024
Q2 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
2.56KNew |
$245K - $263K
|
2.56K
$312K
|
|
|
Aug 07, 2024
Q2 2024
|
Pds Planning, Inc
|
BUY
|
- |
2.46KNew |
$236K - $253K
|
2.46K
$301K
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
2.37KNew |
$227K - $244K
|
2.37K
$289K
|
|
|
Jul 17, 2024
Q2 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
2.35KNew |
$225K - $242K
|
2.35K
$287K
|
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
BUY
|
- |
2.33KNew |
$223K - $240K
|
2.33K
$284K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
2.25KNew |
$216K - $232K
|
2.25K
$275K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.19K+ 2.21% |
$210K - $225K
|
101K
$12.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.18K+ 419.42% |
$209K - $225K
|
2.7K
$330K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2.16K+ 2.14% |
$207K - $222K
|
103K
$12.6M
|
|
|
Jul 19, 2024
Q2 2024
|
Zhang Financial LLC
|
BUY
|
- |
2.11KNew |
$203K - $218K
|
2.11K
$258K
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.11KNew |
$202K - $217K
|
2.11K
$257K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
2.07K+ 11.78% |
$198K - $213K
|
19.6K
$2.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
2.03KNew |
$195K - $209K
|
2.03K
$248K
|
|
|
Aug 09, 2024
Q2 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
2.02K+ 7.47% |
$193K - $208K
|
29K
$3.54M
|
|
|
Jul 29, 2024
Q2 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
2.01KNew |
$192K - $207K
|
2.01K
$245K
|
|
|
Jul 30, 2024
Q2 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
2.01KNew |
$192K - $207K
|
2.01K
$245K
|
|
|
Aug 08, 2024
Q2 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
1.99K+ 50.05% |
$191K - $205K
|
5.97K
$729K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.93K+ 4.43% |
$185K - $198K
|
45.4K
$5.54M
|
|
|
Aug 02, 2024
Q2 2024
|
Cavalier Investments, LLC
|
BUY
|
- |
1.83K+ 3.05% |
$175K - $188K
|
61.8K
$7.55M
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
1.82K+ 90.71% |
$174K - $187K
|
3.82K
$466K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.8KNew |
$173K - $186K
|
1.8K
$220K
|
|
|
Aug 01, 2024
Q2 2024
|
Lcm Capital Management Inc
|
BUY
|
- |
1.6K+ 2.78% |
$154K - $165K
|
59.2K
$7.23M
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
1.58K+ 39.24% |
$152K - $163K
|
5.62K
$686K
|
|
|
Jul 18, 2024
Q2 2024
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
1.51K+ 2.43% |
$145K - $155K
|
63.7K
$7.78M
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.39K+ 1956.34% |
$133K - $143K
|
1.46K
$178K
|
|
|
Jul 11, 2024
Q2 2024
|
Cmh Wealth Management LLC
|
BUY
|
- |
1.35K+ 1.0% |
$130K - $139K
|
137K
$16.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.33K+ 63.3% |
$128K - $137K
|
3.44K
$420K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.32K+ 21.75% |
$126K - $136K
|
7.38K
$901K
|
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.31K+ 23.98% |
$126K - $135K
|
6.77K
$826K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.3KNew |
$124K - $134K
|
1.3K
$158K
|
|
|
Aug 07, 2024
Q2 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
1.3KNew |
$124K - $133K
|
1.3K
$158K
|