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 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
495New |
$49.1K - $55K
|
495
$59.3K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
491New |
$48.7K - $54.6K
|
491
$58.9K
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
487+ 1.13% |
$48.3K - $54.2K
|
43.4K
$5.2M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
475+ 2.99% |
$47.2K - $52.8K
|
16.4K
$1.96M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
446+ 24.68% |
$44.3K - $49.6K
|
2.25K
$270K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
437+ 7.22% |
$43.4K - $48.6K
|
6.49K
$778K
|
|
|
Nov 14, 2024
Q3 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
425+ 0.89% |
$42.2K - $47.3K
|
48.3K
$5.79M
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
416+ 7.19% |
$41.3K - $46.3K
|
6.2K
$744K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
414+ 16.05% |
$41.1K - $46K
|
2.99K
$359K
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
411+ 15.42% |
$40.8K - $45.7K
|
3.08K
$369K
|
|
|
Nov 14, 2024
Q3 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
363+ 10.29% |
$36K - $40.4K
|
3.89K
$466K
|
|
|
Oct 21, 2024
Q3 2024
|
Rba Wealth Management, LLC
|
BUY
|
- |
340+ 3.26% |
$33.8K - $37.8K
|
10.8K
$1.29M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
338+ 0.22% |
$33.6K - $37.6K
|
151K
$18.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
327+ 1.2% |
$32.5K - $36.4K
|
27.5K
$3.29M
|
|
|
Nov 04, 2024
Q3 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
309+ 12.17% |
$30.7K - $34.4K
|
2.85K
$341K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
305+ 7.61% |
$30.3K - $33.9K
|
4.31K
$517K
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
303+ 6.4% |
$30.1K - $33.7K
|
5.04K
$604K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
301+ 4.09% |
$29.9K - $33.5K
|
7.66K
$919K
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
296+ 1.02% |
$29.4K - $32.9K
|
29.3K
$3.51M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
286+ 2.87% |
$28.4K - $31.8K
|
10.2K
$1.23M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
282+ 10.83% |
$28K - $31.4K
|
2.89K
$346K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
282+ 0.65% |
$28K - $31.4K
|
43.7K
$5.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
270+ 4.98% |
$26.8K - $30K
|
5.69K
$682K
|
|
|
Nov 04, 2024
Q3 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
256+ 0.24% |
$25.4K - $28.5K
|
108K
$12.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
241+ 4.04% |
$23.9K - $26.8K
|
6.21K
$744K
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
226+ 3.52% |
$22.4K - $25.1K
|
6.65K
$796K
|
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
216+ 62.79% |
$21.4K - $24K
|
560
$67.1K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
212+ 3.47% |
$21K - $23.6K
|
6.32K
$757K
|
|
|
Nov 12, 2024
Q3 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
211+ 1.41% |
$20.9K - $23.5K
|
15.2K
$1.82M
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
207+ 1478.57% |
$20.5K - $23K
|
221
$26.5K
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
200+ 4.93% |
$19.9K - $22.2K
|
4.25K
$510K
|
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
197New |
$19.6K - $21.9K
|
197
$23.6K
|
|
|
Nov 08, 2024
Q3 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
187+ 3.44% |
$18.6K - $20.8K
|
5.62K
$674K
|
|
|
Oct 24, 2024
Q3 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
186+ 0.5% |
$18.5K - $20.7K
|
37.4K
$4.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
169New |
$16.8K - $18.8K
|
169
$20.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
161+ 3.58% |
$16K - $17.9K
|
4.66K
$558K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
155+ 3.78% |
$15.4K - $17.2K
|
4.25K
$510K
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
154+ 5.09% |
$15.3K - $17.1K
|
3.18K
$381K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
153+ 2.1% |
$15.2K - $17K
|
7.45K
$893K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
152+ 1.77% |
$15.1K - $16.9K
|
8.73K
$1.05M
|
|
|
Nov 06, 2024
Q3 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
149+ 323.91% |
$14.8K - $16.6K
|
195
$23.4K
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
145+ 2.88% |
$14.4K - $16.1K
|
5.18K
$621K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
145+ 4.02% |
$14.4K - $16.1K
|
3.75K
$450K
|
|
|
Oct 23, 2024
Q3 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
142New |
$14.1K - $15.8K
|
142
$17K
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
BUY
|
- |
137+ 1.03% |
$13.6K - $15.2K
|
13.5K
$1.61M
|
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
134+ 6.68% |
$13.3K - $14.9K
|
2.14K
$257K
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
124+ 4.19% |
$12.3K - $13.8K
|
3.09K
$370K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
116+ 0.44% |
$11.5K - $12.9K
|
26.6K
$3.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Square, LLC
|
BUY
|
- |
115+ 4.59% |
$11.4K - $12.8K
|
2.62K
$314K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
106New |
$10.5K - $11.8K
|
106
$12.7K
|