Purchases and Sales Made in Q3 2024 in Vanguard Financial ETF (VFH)
This table provides information about the institutional ownership of Vanguard Financial ETF (VFH) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-13.1K- 7.47% |
$1.3M - $1.45M
|
162K
$19.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
SELL
|
- |
-16.5K- 51.46% |
$1.64M - $1.84M
|
15.6K
$1.87M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-19.7K- 71.01% |
$1.96M - $2.19M
|
8.05K
$964K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-27.5K- 20.99% |
$2.73M - $3.06M
|
104K
$12.4M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-31.6K- 8.0% |
$3.14M - $3.52M
|
363K
$43.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-36.9K- 2.63% |
$3.67M - $4.11M
|
1.37M
$164M
|
|
|
Oct 18, 2024
Q3 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-68K- 91.34% |
$6.75M - $7.56M
|
6.44K
$772K
|
|
|
Oct 24, 2024
Q3 2024
|
Marmo Financial Group, LLC
Johnson City, TN |
SELL
|
- |
-75.3K- 71.47% |
$7.47M - $8.37M
|
30K
$3.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-79.6K- 4.97% |
$7.9M - $8.85M
|
1.52M
$182M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-129K- 0.55% |
$12.8M - $14.3M
|
23.4M
$2.81B
|