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 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
239+ 18.56% |
$22.9K - $24.6K
|
1.53K
$186K
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
236+ 0.5% |
$22.6K - $24.3K
|
47.3K
$5.78M
|
|
|
Jul 09, 2024
Q2 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
234+ 1.08% |
$22.4K - $24.1K
|
22K
$2.69M
|
|
|
Aug 01, 2024
Q2 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
229+ 1.56% |
$22K - $23.6K
|
15K
$1.83M
|
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
226+ 4.14% |
$21.7K - $23.3K
|
5.68K
$693K
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
225+ 10.37% |
$21.6K - $23.2K
|
2.4K
$292K
|
|
|
Aug 13, 2024
Q2 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
219+ 0.43% |
$21K - $22.6K
|
51.2K
$6.25M
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
200+ 7.19% |
$19.2K - $20.6K
|
2.98K
$364K
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
198+ 2.79% |
$19K - $20.4K
|
7.29K
$891K
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
BUY
|
- |
196+ 17.98% |
$18.8K - $20.2K
|
1.29K
$157K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
180+ 11.06% |
$17.3K - $18.5K
|
1.81K
$221K
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
168New |
$16.1K - $17.3K
|
168
$20.5K
|
|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
167+ 1.32% |
$16K - $17.2K
|
12.8K
$1.56M
|
|
|
Jul 30, 2024
Q2 2024
|
Wp Advisors, LLC
|
BUY
|
- |
164+ 2.36% |
$15.7K - $16.9K
|
7.13K
$870K
|
|
|
Jul 22, 2024
Q2 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
163+ 0.29% |
$15.6K - $16.8K
|
56.5K
$6.9M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
158+ 2.59% |
$15.2K - $16.3K
|
6.25K
$763K
|
|
|
Aug 14, 2024
Q2 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
156+ 3.06% |
$15K - $16.1K
|
5.26K
$642K
|
|
|
Nov 01, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
- |
155New |
$14.9K - $16K
|
155
$18.9K
|
|
|
Aug 09, 2024
Q2 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
150+ 0.75% |
$14.4K - $15.5K
|
20.2K
$2.47M
|
|
|
Jul 16, 2024
Q2 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
150+ 92.59% |
$14.4K - $15.5K
|
312
$38.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
147+ 11.42% |
$14.1K - $15.1K
|
1.43K
$175K
|
|
|
Aug 01, 2024
Q2 2024
|
Capital Square, LLC
|
BUY
|
- |
141+ 5.96% |
$13.5K - $14.5K
|
2.51K
$306K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
134+ 8.3% |
$12.9K - $13.8K
|
1.75K
$213K
|
|
|
Jul 22, 2024
Q2 2024
|
Krilogy Financial LLC
|
BUY
|
- |
134+ 1.02% |
$12.9K - $13.8K
|
13.3K
$1.63M
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
125+ 8.38% |
$12K - $12.9K
|
1.62K
$197K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
120+ 4.69% |
$11.5K - $12.4K
|
2.68K
$327K
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
115New |
$11K - $11.8K
|
115
$14K
|
|
|
Aug 13, 2024
Q2 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
105+ 2.39% |
$10.1K - $10.8K
|
4.5K
$549K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
104+ 1.46% |
$9.97K - $10.7K
|
7.25K
$885K
|
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
100New |
$9.59K - $10.3K
|
100
$12.2K
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
100New |
$9.59K - $10.3K
|
100
$12.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
100+ 8.85% |
$9.59K - $10.3K
|
1.23K
$150K
|
|
|
Jul 23, 2024
Q2 2024
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
90+ 1.77% |
$8.63K - $9.27K
|
5.19K
$634K
|
|
|
Jul 31, 2024
Q2 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
89+ 0.7% |
$8.54K - $9.17K
|
12.8K
$1.57M
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
84+ 4.18% |
$8.06K - $8.65K
|
2.09K
$255K
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
78+ 0.18% |
$7.48K - $8.03K
|
43.4K
$5.3M
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
75New |
$7.19K - $7.73K
|
75
$9.16K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
70+ 0.89% |
$6.71K - $7.21K
|
7.93K
$968K
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
70New |
$6.71K - $7.21K
|
70
$8.55K
|
|
|
Jul 26, 2024
Q2 2024
|
Simmons Bank
|
BUY
|
- |
67+ 1.56% |
$6.43K - $6.9K
|
4.37K
$533K
|
|
|
Jul 15, 2024
Q2 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
65+ 0.38% |
$6.23K - $6.7K
|
17.4K
$2.12M
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
55+ 0.69% |
$5.27K - $5.67K
|
8.03K
$980K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
55+ 0.36% |
$5.27K - $5.67K
|
15.3K
$1.86M
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
52+ 17.28% |
$4.99K - $5.36K
|
353
$43.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
50+ 227.27% |
$4.8K - $5.15K
|
72
$8.79K
|
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
47+ 1.58% |
$4.51K - $4.84K
|
3.02K
$369K
|
|
|
Jul 23, 2024
Q2 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
42+ 0.84% |
$4.03K - $4.33K
|
5.03K
$615K
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
41+ 0.38% |
$3.93K - $4.22K
|
10.9K
$1.33M
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
37+ 0.39% |
$3.55K - $3.81K
|
9.58K
$1.17M
|
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
36+ 1.06% |
$3.45K - $3.71K
|
3.42K
$417K
|