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 14, 2024
Q2 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
1.22K+ 10.99% |
$117K - $125K
|
12.3K
$1.5M
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
1.15K+ 24.23% |
$110K - $118K
|
5.88K
$718K
|
|
|
Aug 02, 2024
Q2 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
1.12K+ 23.42% |
$107K - $115K
|
5.9K
$721K
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.04K+ 41.51% |
$100K - $108K
|
3.56K
$435K
|
|
|
Aug 14, 2024
Q2 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1KNew |
$95.9K - $103K
|
1K
$122K
|
|
|
Aug 09, 2024
Q2 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
989+ 1.0% |
$94.8K - $102K
|
100K
$12.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
988+ 3.09% |
$94.7K - $102K
|
32.9K
$4.02M
|
|
|
Jul 18, 2024
Q2 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
955+ 29.41% |
$91.6K - $98.4K
|
4.2K
$513K
|
|
|
Jul 11, 2024
Q2 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
917+ 0.64% |
$87.9K - $94.5K
|
144K
$17.5M
|
|
|
Jul 29, 2024
Q2 2024
|
Penobscot Wealth Management
|
BUY
|
- |
832+ 3.14% |
$79.8K - $85.7K
|
27.4K
$3.34M
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
822+ 35.14% |
$78.8K - $84.7K
|
3.16K
$386K
|
|
|
Jul 15, 2024
Q2 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
811+ 24.23% |
$77.8K - $83.5K
|
4.16K
$508K
|
|
|
Jul 18, 2024
Q2 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
805+ 4.53% |
$77.2K - $82.9K
|
18.6K
$2.27M
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
795New |
$76.2K - $81.9K
|
795
$97.1K
|
|
|
Aug 07, 2024
Q2 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
784+ 16.86% |
$75.2K - $80.8K
|
5.44K
$664K
|
|
|
Aug 09, 2024
Q2 2024
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
756New |
$72.5K - $77.9K
|
756
$92.3K
|
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
733+ 20.49% |
$70.3K - $75.5K
|
4.31K
$526K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
683+ 35.87% |
$65.5K - $70.3K
|
2.59K
$316K
|
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
642+ 23.13% |
$61.6K - $66.1K
|
3.42K
$417K
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
602+ 4.23% |
$57.7K - $62K
|
14.8K
$1.81M
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
582+ 8.58% |
$55.8K - $59.9K
|
7.36K
$899K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
570+ 2.78% |
$54.7K - $58.7K
|
21K
$2.57M
|
|
|
Aug 01, 2024
Q2 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
555+ 2.11% |
$53.2K - $57.2K
|
26.9K
$3.28M
|
|
|
Jul 16, 2024
Q2 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
524+ 2.74% |
$50.3K - $54K
|
19.7K
$2.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
500+ 8.45% |
$48K - $51.5K
|
6.42K
$784K
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
486+ 10.93% |
$46.6K - $50.1K
|
4.93K
$602K
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
BUY
|
- |
471+ 8.57% |
$45.2K - $48.5K
|
5.96K
$728K
|
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
460+ 3.85% |
$44.1K - $47.4K
|
12.4K
$1.51M
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
449+ 2.92% |
$43.1K - $46.2K
|
15.8K
$1.93M
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
429New |
$41.1K - $44.2K
|
429
$52.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
420+ 9.52% |
$40.3K - $43.3K
|
4.83K
$590K
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
407+ 0.75% |
$39K - $41.9K
|
54.4K
$6.64M
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
406+ 4.62% |
$38.9K - $41.8K
|
9.19K
$1.12M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
405+ 2.42% |
$38.8K - $41.7K
|
17.1K
$2.09M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
396+ 3.79% |
$38K - $40.8K
|
10.8K
$1.32M
|
|
|
Aug 14, 2024
Q2 2024
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
385+ 11.81% |
$36.9K - $39.7K
|
3.65K
$445K
|
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
357+ 6.57% |
$34.2K - $36.8K
|
5.79K
$707K
|
|
|
Jul 26, 2024
Q2 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
353+ 16.14% |
$33.9K - $36.4K
|
2.54K
$310K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
350+ 350.0% |
$33.6K - $36.1K
|
450
$54.9K
|
|
|
Jul 29, 2024
Q2 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
342+ 0.1% |
$32.8K - $35.2K
|
357K
$43.6M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
340+ 54.66% |
$32.6K - $35K
|
962
$117K
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
323+ 6.64% |
$31K - $33.3K
|
5.19K
$633K
|
|
|
Jul 29, 2024
Q2 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
315+ 6.88% |
$30.2K - $32.4K
|
4.89K
$597K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
312+ 4.12% |
$29.9K - $32.1K
|
7.89K
$963K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
286New |
$27.4K - $29.5K
|
286
$34.9K
|
|
|
Aug 01, 2024
Q2 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
265+ 8.17% |
$25.4K - $27.3K
|
3.51K
$429K
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
263+ 6.59% |
$25.2K - $27.1K
|
4.26K
$520K
|
|
|
Jul 12, 2024
Q2 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
258+ 5.76% |
$24.7K - $26.6K
|
4.73K
$578K
|
|
|
Aug 14, 2024
Q2 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
255+ 1.04% |
$24.5K - $26.3K
|
24.8K
$3.03M
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
247New |
$23.7K - $25.4K
|
247
$30.2K
|