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 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-80- 8.62% |
$7.67K - $8.24K
|
848
$104K
|
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-85- 8.37% |
$8.15K - $8.76K
|
930
$114K
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-85- 11.72% |
$8.15K - $8.76K
|
640
$78.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-92- 1.01% |
$8.82K - $9.48K
|
9.06K
$1.11M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-96- 12.97% |
$9.21K - $9.89K
|
644
$78.6K
|
|
|
Jul 26, 2024
Q2 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-100- 16.0% |
$9.59K - $10.3K
|
525
$64.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-100- 4.71% |
$9.59K - $10.3K
|
2.03K
$247K
|
|
|
Aug 01, 2024
Q2 2024
|
Costello Asset Management, Inc
|
SELL
|
- |
-100- 52.08% |
$9.59K - $10.3K
|
92
$11.2K
|
|
|
Aug 15, 2024
Q2 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-102- 0.68% |
$9.78K - $10.5K
|
15K
$1.83M
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-103Closed |
$9.88K - $10.6K
|
0
$0
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-103- 0.92% |
$9.88K - $10.6K
|
11.1K
$1.35M
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
SELL
|
- |
-105- 1.21% |
$10.1K - $10.8K
|
8.58K
$1.05M
|
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-106- 99.07% |
$10.2K - $10.9K
|
1
$122
|
|
|
Aug 09, 2024
Q2 2024
|
Belvedere Trading LLC
|
SELL
|
- |
-108- 41.06% |
$10.4K - $11.1K
|
155
$18.9K
|
|
|
Jul 15, 2024
Q2 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-110- 1.88% |
$10.5K - $11.3K
|
5.74K
$700K
|
|
|
Aug 13, 2024
Q2 2024
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-113- 0.21% |
$10.8K - $11.6K
|
53.7K
$6.56M
|
|
|
Jul 19, 2024
Q2 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-113- 3.31% |
$10.8K - $11.6K
|
3.31K
$404K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-115- 3.13% |
$11K - $11.8K
|
3.57K
$435K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-116- 0.46% |
$11.1K - $11.9K
|
24.8K
$3.03M
|
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-120- 1.61% |
$11.5K - $12.4K
|
7.33K
$894K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-121- 0.76% |
$11.6K - $12.5K
|
15.9K
$1.94M
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-129- 0.13% |
$12.4K - $13.3K
|
96.1K
$11.7M
|
|
|
Aug 15, 2024
Q2 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-129- 0.73% |
$12.4K - $13.3K
|
17.6K
$2.15M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-134- 1.22% |
$12.9K - $13.8K
|
10.9K
$1.32M
|
|
|
Jul 25, 2024
Q2 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-143- 33.73% |
$13.7K - $14.7K
|
281
$34.3K
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-145- 30.02% |
$13.9K - $14.9K
|
338
$41.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-145- 0.54% |
$13.9K - $14.9K
|
26.5K
$3.24M
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
SELL
|
- |
-150- 5.2% |
$14.4K - $15.5K
|
2.73K
$334K
|
|
|
Aug 14, 2024
Q2 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-151- 4.07% |
$14.5K - $15.6K
|
3.56K
$435K
|
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
SELL
|
- |
-159- 1.9% |
$15.2K - $16.4K
|
8.19K
$1M
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-161- 1.59% |
$15.4K - $16.6K
|
9.96K
$1.22M
|
|
|
Aug 06, 2024
Q2 2024
|
Tru Independence LLC
|
SELL
|
- |
-189- 5.03% |
$18.1K - $19.5K
|
3.57K
$435K
|
|
|
Jul 16, 2024
Q2 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
SELL
|
- |
-189- 2.75% |
$18.1K - $19.5K
|
6.7K
$818K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-193- 1.6% |
$18.5K - $19.9K
|
11.9K
$1.45M
|
|
|
Jul 16, 2024
Q2 2024
|
Cypress Financial Planning LLC
|
SELL
|
- |
-200- 8.53% |
$19.2K - $20.6K
|
2.14K
$262K
|
|
|
Aug 08, 2024
Q2 2024
|
Garrison Asset Management, LLC
|
SELL
|
- |
-200- 1.16% |
$19.2K - $20.6K
|
17K
$2.08M
|
|
|
Jul 23, 2024
Q2 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-214- 82.31% |
$20.5K - $22K
|
46
$5.62K
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-216- 0.79% |
$20.7K - $22.2K
|
27.2K
$3.32M
|
|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-217- 4.3% |
$20.8K - $22.4K
|
4.83K
$590K
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-225- 24.04% |
$21.6K - $23.2K
|
711
$86.8K
|
|
|
Aug 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-225- 1.94% |
$21.6K - $23.2K
|
11.4K
$1.39M
|
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-230- 5.86% |
$22.1K - $23.7K
|
3.7K
$452K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-242- 31.03% |
$23.2K - $24.9K
|
538
$65.7K
|
|
|
Jul 30, 2024
Q2 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-246- 4.92% |
$23.6K - $25.3K
|
4.76K
$581K
|
|
|
Aug 13, 2024
Q2 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-250- 0.42% |
$24K - $25.8K
|
59.4K
$7.26M
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-255- 0.73% |
$24.5K - $26.3K
|
34.8K
$4.25M
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-264- 5.36% |
$25.3K - $27.2K
|
4.66K
$569K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-272- 7.01% |
$26.1K - $28K
|
3.61K
$441K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-280- 21.79% |
$26.9K - $28.8K
|
1.01K
$123K
|
|
|
Jul 11, 2024
Q2 2024
|
First Financial Corp
|
SELL
|
- |
-284- 1.07% |
$27.2K - $29.3K
|
26.3K
$3.21M
|