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
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
36New |
$3.45K - $3.71K
|
36
$4.4K
|
|
|
Jul 18, 2024
Q2 2024
|
Northstar Asset Management LLC
|
BUY
|
- |
35+ 0.09% |
$3.36K - $3.61K
|
37.3K
$4.55M
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
30New |
$2.88K - $3.09K
|
30
$3.66K
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
30+ 0.16% |
$2.88K - $3.09K
|
18.7K
$2.29M
|
|
|
Jul 12, 2024
Q2 2024
|
Retirement Planning Group
|
BUY
|
- |
27+ 0.27% |
$2.59K - $2.78K
|
10.2K
$1.25M
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
25+ 1.07% |
$2.4K - $2.58K
|
2.36K
$289K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
20+ 16.53% |
$1.92K - $2.06K
|
141
$17.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
17+ 17.0% |
$1.63K - $1.75K
|
117
$14.3K
|
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
14New |
$1.34K - $1.44K
|
14
$1.71K
|
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
9+ 0.21% |
$863 - $927
|
4.27K
$521K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
9New |
$863 - $927
|
9
$1.1K
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
7+ 4.93% |
$671 - $721
|
149
$18.2K
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
6+ 0.23% |
$575 - $618
|
2.6K
$318K
|
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
5+ 0.09% |
$480 - $515
|
5.42K
$662K
|
|
|
Jul 15, 2024
Q2 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
4+ 0.12% |
$384 - $412
|
3.31K
$404K
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
2+ 0.05% |
$192 - $206
|
4.06K
$496K
|
|
|
Aug 20, 2024
Q2 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1+ 1.52% |
$95.9 - $103
|
67
$8.18K
|
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 11, 2024
Q2 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-1- 0.05% |
$95.9 - $103
|
2.1K
$256K
|
|
|
Aug 13, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-2- 0.02% |
$192 - $206
|
11.3K
$1.37M
|
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-2- 0.06% |
$192 - $206
|
3.59K
$438K
|
|
|
Nov 14, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-2- 0.02% |
$192 - $206
|
11.3K
$1.37M
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-6- 0.66% |
$575 - $618
|
902
$110K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-7- 0.06% |
$671 - $721
|
11.2K
$1.37M
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-10- 1.56% |
$959 - $1.03K
|
633
$77.3K
|
|
|
Jul 30, 2024
Q2 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-11- 0.31% |
$1.05K - $1.13K
|
3.48K
$425K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-11- 0.45% |
$1.05K - $1.13K
|
2.45K
$299K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-12- 37.5% |
$1.15K - $1.24K
|
20
$2.44K
|
|
|
Aug 02, 2024
Q2 2024
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-15- 0.24% |
$1.44K - $1.55K
|
6.18K
$755K
|
|
|
Jul 31, 2024
Q2 2024
|
Graypoint LLC
|
SELL
|
- |
-15- 0.37% |
$1.44K - $1.55K
|
4.06K
$495K
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-16- 1.19% |
$1.53K - $1.65K
|
1.33K
$162K
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-17- 0.23% |
$1.63K - $1.75K
|
7.48K
$913K
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
SELL
|
- |
-20- 0.6% |
$1.92K - $2.06K
|
3.32K
$405K
|
|
|
Aug 13, 2024
Q2 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-22- 0.53% |
$2.11K - $2.27K
|
4.11K
$502K
|
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
SELL
|
- |
-23- 0.24% |
$2.21K - $2.37K
|
9.76K
$1.19M
|
|
|
Jul 31, 2024
Q2 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-30- 33.33% |
$2.88K - $3.09K
|
60
$7.33K
|
|
|
Aug 15, 2024
Q2 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-30- 0.84% |
$2.88K - $3.09K
|
3.53K
$431K
|
|
|
Aug 14, 2024
Q2 2024
|
Valley Financial Group, Inc.
Ambler, PA |
SELL
|
- |
-38- 1.81% |
$3.64K - $3.91K
|
2.06K
$252K
|
|
|
Aug 07, 2024
Q2 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-40- 0.84% |
$3.84K - $4.12K
|
4.74K
$579K
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
SELL
|
- |
-44- 4.98% |
$4.22K - $4.53K
|
840
$103K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-48- 0.73% |
$4.6K - $4.94K
|
6.53K
$797K
|
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-50- 50.51% |
$4.8K - $5.15K
|
49
$5.98K
|
|
|
Jul 12, 2024
Q2 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-51- 1.37% |
$4.89K - $5.25K
|
3.68K
$450K
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-52- 2.15% |
$4.99K - $5.36K
|
2.37K
$289K
|
|
|
Aug 09, 2024
Q2 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-54- 0.4% |
$5.18K - $5.56K
|
13.3K
$1.62M
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-56- 1.85% |
$5.37K - $5.77K
|
2.97K
$363K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-60- 0.48% |
$5.75K - $6.18K
|
12.5K
$1.52M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-70- 2.31% |
$6.71K - $7.21K
|
2.96K
$361K
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-74- 2.79% |
$7.1K - $7.62K
|
2.58K
$315K
|
|
|
Jul 02, 2024
Q2 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-74- 9.38% |
$7.1K - $7.62K
|
715
$87.3K
|