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 19, 2024
Q2 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-1K- 13.31% |
$96.1K - $103K
|
6.53K
$797K
|
|
|
Aug 12, 2024
Q2 2024
|
Mittelman Wealth Management
Andover, MA |
SELL
|
- |
-1.01K- 7.81% |
$97.1K - $104K
|
12K
$1.46M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.1K- 83.02% |
$105K - $113K
|
225
$27.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-1.11K- 0.72% |
$106K - $114K
|
153K
$18.7M
|
|
|
Jul 24, 2024
Q2 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-1.14K- 14.59% |
$109K - $117K
|
6.64K
$811K
|
|
|
Aug 01, 2024
Q2 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-1.15K- 4.59% |
$110K - $118K
|
23.9K
$2.92M
|
|
|
Aug 13, 2024
Q2 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-1.17K- 2.39% |
$112K - $121K
|
47.9K
$5.85M
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.23K- 23.02% |
$117K - $126K
|
4.1K
$500K
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-1.35K- 15.24% |
$129K - $139K
|
7.48K
$913K
|
|
|
Aug 14, 2024
Q2 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.35K- 8.31% |
$130K - $139K
|
14.9K
$1.83M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.46K- 6.97% |
$140K - $150K
|
19.4K
$2.37M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.48K- 0.77% |
$142K - $152K
|
189K
$23.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-1.49K- 22.23% |
$143K - $153K
|
5.21K
$637K
|
|
|
Jul 31, 2024
Q2 2024
|
Bray Capital Advisors
|
SELL
|
- |
-1.49K- 4.51% |
$143K - $154K
|
31.6K
$3.86M
|
|
|
Aug 13, 2024
Q2 2024
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-1.5K- 49.5% |
$144K - $155K
|
1.53K
$187K
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.58K- 25.74% |
$151K - $163K
|
4.55K
$556K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.6K- 17.71% |
$153K - $165K
|
7.43K
$908K
|
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.6K- 13.79% |
$153K - $165K
|
10K
$1.22M
|
|
|
Jul 18, 2024
Q2 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-1.71K- 12.0% |
$164K - $176K
|
12.5K
$1.53M
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.73K- 33.58% |
$166K - $178K
|
3.42K
$418K
|
|
|
Jul 17, 2024
Q2 2024
|
Stapp Wealth Management, Pllc
Olympia, WA |
SELL
|
- |
-1.85K- 6.37% |
$178K - $191K
|
27.2K
$3.33M
|
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.89K- 13.17% |
$181K - $194K
|
12.4K
$1.52M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.96K- 66.56% |
$187K - $201K
|
982
$120K
|
|
|
Aug 05, 2024
Q2 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1.99K- 34.75% |
$191K - $205K
|
3.73K
$456K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.06K- 1.35% |
$197K - $212K
|
151K
$18.4M
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-2.11K- 9.22% |
$202K - $217K
|
20.7K
$2.53M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.11K- 1.37% |
$202K - $217K
|
153K
$18.6M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.13K- 2.37% |
$204K - $219K
|
87.6K
$10.7M
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-2.17K- 99.77% |
$208K - $223K
|
5
$611
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-2.32K- 27.51% |
$222K - $239K
|
6.1K
$745K
|
|
|
Aug 15, 2024
Q2 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-2.32K- 2.67% |
$222K - $239K
|
84.4K
$10.3M
|
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-2.34K- 1.33% |
$224K - $241K
|
173K
$21.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.36K- 12.2% |
$226K - $243K
|
17K
$2.07M
|
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
SELL
|
- |
-2.45K- 4.79% |
$235K - $252K
|
48.7K
$5.95M
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-2.54K- 27.67% |
$243K - $261K
|
6.63K
$810K
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-2.57K- 55.69% |
$246K - $265K
|
2.04K
$250K
|
|
|
Jul 15, 2024
Q2 2024
|
Park National Corp
|
SELL
|
- |
-2.6K- 7.1% |
$249K - $267K
|
34K
$4.15M
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.71K- 14.25% |
$260K - $279K
|
16.3K
$1.99M
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-2.74K- 13.06% |
$262K - $282K
|
18.2K
$2.23M
|
|
|
Jul 31, 2024
Q2 2024
|
Elm Partners Management LLC
|
SELL
|
- |
-2.77K- 31.79% |
$266K - $286K
|
5.95K
$726K
|
|
|
Jul 23, 2024
Q2 2024
|
Trust CO Of Oklahoma
|
SELL
|
- |
-2.91K- 2.11% |
$279K - $300K
|
135K
$16.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.94K- 2.51% |
$282K - $303K
|
114K
$13.9M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-2.98K- 17.45% |
$286K - $307K
|
14.1K
$1.72M
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-2.98K- 17.45% |
$286K - $307K
|
14.1K
$1.72M
|
|
|
Jul 23, 2024
Q2 2024
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-3.04K- 3.3% |
$291K - $313K
|
89.1K
$10.9M
|
|
|
Aug 16, 2024
Q2 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-3.15K- 3.7% |
$302K - $324K
|
81.8K
$9.99M
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-3.26K- 1.43% |
$313K - $336K
|
224K
$27.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-3.41K- 22.59% |
$327K - $352K
|
11.7K
$1.43M
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-4.28K- 11.23% |
$410K - $441K
|
33.8K
$4.13M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-4.48K- 1.87% |
$430K - $462K
|
236K
$28.8M
|