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 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-289- 11.71% |
$27.7K - $29.8K
|
2.18K
$266K
|
|
|
Jul 30, 2024
Q2 2024
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-293- 10.95% |
$28.1K - $30.2K
|
2.38K
$291K
|
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-301- 3.33% |
$28.9K - $31K
|
8.74K
$1.07M
|
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-303- 18.96% |
$29.1K - $31.2K
|
1.3K
$158K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-351- 2.47% |
$33.7K - $36.2K
|
13.9K
$1.69M
|
|
|
Aug 13, 2024
Q2 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-369- 6.77% |
$35.4K - $38K
|
5.08K
$620K
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-371- 1.35% |
$35.6K - $38.2K
|
27.2K
$3.32M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-373- 1.34% |
$35.8K - $38.4K
|
27.5K
$3.36M
|
|
|
Jul 30, 2024
Q2 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-379- 3.13% |
$36.3K - $39K
|
11.7K
$1.43M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-380- 0.89% |
$36.4K - $39.1K
|
42.3K
$5.17M
|
|
|
Aug 15, 2024
Q2 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
SELL
|
- |
-387- 1.19% |
$37.1K - $39.9K
|
32.2K
$3.93M
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-387- 2.16% |
$37.1K - $39.9K
|
17.6K
$2.14M
|
|
|
Jul 17, 2024
Q2 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-405- 8.36% |
$38.8K - $41.7K
|
4.44K
$542K
|
|
|
Jul 11, 2024
Q2 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-421- 0.35% |
$40.4K - $43.4K
|
119K
$14.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-427- 11.94% |
$40.9K - $44K
|
3.15K
$385K
|
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-436- 1.49% |
$41.8K - $44.9K
|
28.8K
$3.51M
|
|
|
Aug 01, 2024
Q2 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-439- 12.91% |
$42.1K - $45.2K
|
2.96K
$362K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-448- 4.85% |
$43K - $46.1K
|
8.79K
$1.07M
|
|
|
Aug 09, 2024
Q2 2024
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-450- 3.29% |
$43.2K - $46.4K
|
13.2K
$1.62M
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-460- 4.35% |
$44.1K - $47.4K
|
10.1K
$1.23M
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
SELL
|
- |
-464- 7.94% |
$44.5K - $47.8K
|
5.38K
$657K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-475- 78.13% |
$45.6K - $48.9K
|
133
$16.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-479- 41.91% |
$45.9K - $49.3K
|
664
$81.1K
|
|
|
Oct 09, 2024
Q2 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-500- 3.61% |
$48K - $51.5K
|
13.3K
$1.63M
|
|
|
Aug 14, 2024
Q2 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-500- 3.89% |
$48K - $51.5K
|
12.3K
$1.51M
|
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-508- 71.85% |
$48.7K - $52.3K
|
199
$24.3K
|
|
|
Aug 09, 2024
Q2 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-520- 7.74% |
$49.9K - $53.6K
|
6.2K
$757K
|
|
|
Jul 19, 2024
Q2 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-552- 0.74% |
$52.9K - $56.9K
|
74.4K
$9.09M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-555- 11.8% |
$53.2K - $57.2K
|
4.15K
$507K
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-555- 0.95% |
$53.2K - $57.2K
|
57.6K
$7.03M
|
|
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-578- 1.46% |
$55.4K - $59.5K
|
38.9K
$4.75M
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-582- 9.89% |
$55.8K - $59.9K
|
5.3K
$647K
|
|
|
Jul 19, 2024
Q2 2024
|
Rba Wealth Management, LLC
|
SELL
|
- |
-598- 5.43% |
$57.3K - $61.6K
|
10.4K
$1.27M
|
|
|
Jul 17, 2024
Q2 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-602- 14.51% |
$57.7K - $62K
|
3.55K
$433K
|
|
|
Jul 24, 2024
Q2 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-614- 53.44% |
$58.9K - $63.2K
|
535
$65.3K
|
|
|
Aug 05, 2024
Q2 2024
|
Apexium Financial, LP
|
SELL
|
- |
-622- 4.22% |
$59.6K - $64.1K
|
14.1K
$1.72M
|
|
|
Jul 17, 2024
Q2 2024
|
First Premier Bank
|
SELL
|
- |
-643- 7.81% |
$61.7K - $66.2K
|
7.6K
$927K
|
|
|
Aug 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-654- 11.76% |
$62.7K - $67.4K
|
4.91K
$599K
|
|
|
Aug 12, 2024
Q2 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-697- 1.0% |
$66.8K - $71.8K
|
69.2K
$8.45M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-712- 5.85% |
$68.3K - $73.3K
|
11.5K
$1.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-725- 1.71% |
$69.5K - $74.7K
|
41.6K
$5.08M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-739- 37.84% |
$70.9K - $76.1K
|
1.21K
$148K
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-778- 12.36% |
$74.6K - $80.1K
|
5.52K
$674K
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-807- 6.77% |
$77.4K - $83.1K
|
11.1K
$1.36M
|
|
|
Aug 14, 2024
Q2 2024
|
Community Bank, N.A.
|
SELL
|
- |
-872- 8.01% |
$83.6K - $89.8K
|
10K
$1.22M
|
|
|
Jul 26, 2024
Q2 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-876- 10.34% |
$84K - $90.2K
|
7.6K
$928K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-877- 4.86% |
$84.1K - $90.3K
|
17.2K
$2.1M
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-883- 2.58% |
$84.7K - $90.9K
|
33.3K
$4.06M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-911- 11.95% |
$87.4K - $93.8K
|
6.71K
$819K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-947- 0.85% |
$90.8K - $97.5K
|
110K
$13.5M
|