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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.13K+ 15.5% |
$509K - $570K
|
38.2K
$4.58M
|
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
5.01KNew |
$498K - $557K
|
5.01K
$601K
|
|
|
Nov 07, 2024
Q3 2024
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
5K+ 25.12% |
$496K - $556K
|
24.9K
$2.99M
|
|
|
Oct 23, 2024
Q3 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
4.84KNew |
$481K - $539K
|
4.84K
$581K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.83K+ 4.77% |
$480K - $537K
|
106K
$12.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.76K+ 32.2% |
$473K - $529K
|
19.5K
$2.34M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.74K+ 0.79% |
$470K - $527K
|
606K
$72.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
4.49K+ 15482.76% |
$446K - $499K
|
4.52K
$542K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.46K+ 4.04% |
$443K - $496K
|
115K
$13.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
4.45KNew |
$441K - $494K
|
4.45K
$533K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.27K+ 5.4% |
$423K - $474K
|
83.2K
$9.97M
|
|
|
Nov 13, 2024
Q3 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
4.19KNew |
$415K - $465K
|
4.19K
$502K
|
|
|
Nov 14, 2024
Q3 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
4.16KNew |
$413K - $463K
|
4.16K
$499K
|
|
|
Oct 24, 2024
Q3 2024
|
Cavalier Investments, LLC
|
BUY
|
- |
4.07K+ 6.58% |
$404K - $453K
|
65.9K
$7.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Sabal Trust CO
|
BUY
|
- |
3.99K+ 6.47% |
$396K - $443K
|
65.6K
$7.86M
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
3.96KNew |
$393K - $441K
|
3.96K
$475K
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
3.81KNew |
$378K - $424K
|
3.81K
$457K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.46K+ 3.03% |
$344K - $385K
|
118K
$14.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
3.33K+ 123.4% |
$331K - $371K
|
6.03K
$723K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
3.33K+ 7.86% |
$330K - $370K
|
45.7K
$5.47M
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
3.3KNew |
$328K - $367K
|
3.3K
$396K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.28K+ 4.12% |
$326K - $365K
|
82.9K
$9.93M
|
|
|
Nov 07, 2024
Q3 2024
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
3.17KNew |
$315K - $353K
|
3.17K
$380K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
3.14K+ 2.33% |
$311K - $349K
|
138K
$16.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
3.04K+ 31.72% |
$302K - $338K
|
12.6K
$1.51M
|
|
|
Oct 15, 2024
Q3 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
2.97K+ 2.06% |
$294K - $330K
|
147K
$17.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
2.92K+ 34.8% |
$290K - $325K
|
11.3K
$1.36M
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2.88K+ 100.74% |
$285K - $320K
|
5.73K
$687K
|
|
|
Nov 13, 2024
Q3 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
2.84KNew |
$281K - $315K
|
2.84K
$340K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
2.81K+ 73.64% |
$279K - $313K
|
6.63K
$795K
|
|
|
Oct 25, 2024
Q3 2024
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
2.76KNew |
$274K - $307K
|
2.76K
$331K
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
2.67KNew |
$265K - $297K
|
2.67K
$320K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.57KNew |
$255K - $285K
|
2.57K
$308K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.54K+ 14.49% |
$253K - $283K
|
20.1K
$2.41M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.49K+ 96.22% |
$248K - $277K
|
5.09K
$610K
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
2.43K+ 3.51% |
$241K - $270K
|
71.6K
$8.59M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.36K+ 14.94% |
$235K - $263K
|
18.2K
$2.18M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.32K+ 29.27% |
$230K - $258K
|
10.2K
$1.23M
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2.28K+ 2.21% |
$226K - $253K
|
105K
$12.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Wms Partners, LLC
|
BUY
|
- |
2.27KNew |
$226K - $253K
|
2.27K
$272K
|
|
|
Oct 18, 2024
Q3 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
2.08K+ 34.8% |
$206K - $231K
|
8.04K
$964K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.07KNew |
$205K - $230K
|
2.07K
$248K
|
|
|
Oct 31, 2024
Q3 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
2.01KNew |
$199K - $223K
|
2.01K
$241K
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
2KNew |
$198K - $222K
|
2K
$239K
|
|
|
Nov 25, 2024
Q3 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
1.99KNew |
$197K - $221K
|
1.99K
$238K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.98KNew |
$196K - $220K
|
1.98K
$237K
|
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
BUY
|
- |
1.97KNew |
$195K - $219K
|
1.97K
$236K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.96K+ 18.1% |
$195K - $218K
|
12.8K
$1.54M
|
|
|
Oct 18, 2024
Q3 2024
|
Spectrum Financial Alliance LTD LLC
|
BUY
|
- |
1.95KNew |
$193K - $217K
|
1.95K
$234K
|
|
|
Oct 02, 2024
Q3 2024
|
Boltwood Capital Management
|
BUY
|
- |
1.94KNew |
$193K - $216K
|
1.94K
$233K
|