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 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
104+ 0.91% |
$10.3K - $11.6K
|
11.5K
$1.38M
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
103New |
$10.2K - $11.5K
|
103
$12.3K
|
|
|
Nov 05, 2024
Q3 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
103+ 0.87% |
$10.2K - $11.5K
|
12K
$1.43M
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
93+ 2.72% |
$9.23K - $10.3K
|
3.51K
$421K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
90+ 45.0% |
$8.93K - $10K
|
290
$34.8K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
87New |
$8.64K - $9.68K
|
87
$10.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
87+ 0.46% |
$8.64K - $9.68K
|
19.2K
$2.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
80+ 2.16% |
$7.94K - $8.9K
|
3.78K
$453K
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
79+ 2.12% |
$7.84K - $8.79K
|
3.81K
$457K
|
|
|
Nov 08, 2024
Q3 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
68+ 1.42% |
$6.75K - $7.56K
|
4.86K
$583K
|
|
|
Oct 31, 2024
Q3 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
63+ 1.64% |
$6.25K - $7.01K
|
3.89K
$467K
|
|
|
Nov 14, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
49New |
$4.86K - $5.45K
|
49
$5.87K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
48+ 0.43% |
$4.76K - $5.34K
|
11.2K
$1.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
44New |
$4.37K - $4.89K
|
44
$5.27K
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
43+ 0.34% |
$4.27K - $4.78K
|
12.8K
$1.54M
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
40+ 0.3% |
$3.97K - $4.45K
|
13.4K
$1.61M
|
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence LLC
|
BUY
|
- |
40+ 1.12% |
$3.97K - $4.45K
|
3.61K
$432K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
40+ 4.47% |
$3.97K - $4.45K
|
935
$112K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
36+ 1.32% |
$3.57K - $4K
|
2.77K
$332K
|
|
|
Nov 13, 2024
Q3 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
34+ 0.24% |
$3.38K - $3.78K
|
14.5K
$1.73M
|
|
|
Oct 03, 2024
Q3 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
29+ 0.88% |
$2.88K - $3.23K
|
3.34K
$400K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
29+ 2.18% |
$2.88K - $3.23K
|
1.36K
$163K
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
25+ 0.45% |
$2.48K - $2.78K
|
5.58K
$668K
|
|
|
Nov 14, 2024
Q3 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
24+ 0.19% |
$2.38K - $2.67K
|
12.9K
$1.54M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
19+ 0.53% |
$1.89K - $2.11K
|
3.58K
$430K
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
16+ 0.21% |
$1.59K - $1.78K
|
7.49K
$898K
|
|
|
Oct 09, 2024
Q3 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
15+ 0.46% |
$1.49K - $1.67K
|
3.28K
$393K
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
15+ 15.79% |
$1.49K - $1.67K
|
110
$13.2K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
15+ 0.2% |
$1.49K - $1.67K
|
7.45K
$893K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
15+ 0.98% |
$1.49K - $1.67K
|
1.54K
$185K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
14+ 0.67% |
$1.39K - $1.56K
|
2.11K
$252K
|
|
|
Nov 14, 2024
Q3 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
13+ 0.48% |
$1.29K - $1.45K
|
2.71K
$325K
|
|
|
Oct 28, 2024
Q3 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
13+ 0.37% |
$1.29K - $1.45K
|
3.5K
$419K
|
|
|
Oct 31, 2024
Q3 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
11+ 0.23% |
$1.09K - $1.22K
|
4.77K
$571K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
10+ 3.02% |
$993 - $1.11K
|
341
$40.9K
|
|
|
Nov 06, 2024
Q3 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
9+ 0.45% |
$893 - $1K
|
2.01K
$241K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
9+ 0.3% |
$893 - $1K
|
2.99K
$358K
|
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
7+ 0.16% |
$695 - $778
|
4.42K
$530K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
7+ 0.33% |
$695 - $778
|
2.12K
$254K
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
5+ 0.1% |
$496 - $556
|
5.16K
$619K
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
4+ 0.13% |
$397 - $445
|
3.15K
$378K
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
4+ 0.19% |
$397 - $445
|
2.08K
$249K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
4+ 80.0% |
$397 - $445
|
9
$1.08K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
3+ 0.1% |
$298 - $334
|
3.15K
$378K
|
|
|
Oct 16, 2024
Q3 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
2+ 0.08% |
$199 - $222
|
2.38K
$286K
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
2+ 0.05% |
$199 - $222
|
4.07K
$487K
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
2+ 0.07% |
$199 - $222
|
3.02K
$362K
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
2+ 0.5% |
$199 - $222
|
399
$47.8K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
2+ 0.32% |
$199 - $222
|
635
$76.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2+ 0.31% |
$199 - $222
|
646
$77.4K
|