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 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1+ 0.76% |
$99.3 - $111
|
133
$15.9K
|
|
|
Oct 15, 2024
Q3 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
1+ 0.05% |
$99.3 - $111
|
2.1K
$252K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.65% |
$99.3 - $111
|
155
$18.6K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1+ 0.68% |
$99.3 - $111
|
149
$17.9K
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
1+ 0.03% |
$99.3 - $111
|
3.63K
$435K
|
|
|
Oct 22, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1+ 1.09% |
$99.3 - $111
|
93
$11.1K
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-1Closed |
$99.3 - $111
|
0
$0
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3- 0.1% |
$298 - $334
|
2.95K
$354K
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-3- 60.0% |
$298 - $334
|
2
$240
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-4- 2.68% |
$397 - $445
|
145
$17.4K
|
|
|
Nov 06, 2024
Q3 2024
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-5- 0.04% |
$496 - $556
|
12K
$1.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Valley Financial Group, Inc.
Ambler, PA |
SELL
|
- |
-11- 0.53% |
$1.09K - $1.22K
|
2.05K
$246K
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
SELL
|
- |
-12- 0.49% |
$1.19K - $1.33K
|
2.45K
$294K
|
|
|
Oct 30, 2024
Q3 2024
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-16- 0.26% |
$1.59K - $1.78K
|
6.17K
$739K
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-18- 0.09% |
$1.79K - $2K
|
19.6K
$2.35M
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-19- 0.33% |
$1.89K - $2.11K
|
5.66K
$678K
|
|
|
Nov 15, 2024
Q3 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-20- 57.14% |
$1.99K - $2.22K
|
15
$1.8K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-20- 0.71% |
$1.99K - $2.22K
|
2.81K
$337K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-20- 14.18% |
$1.99K - $2.22K
|
121
$14.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-20- 28.57% |
$1.99K - $2.22K
|
50
$5.99K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-21- 0.61% |
$2.08K - $2.34K
|
3.45K
$413K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-22- 30.56% |
$2.18K - $2.45K
|
50
$5.99K
|
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-23- 0.34% |
$2.28K - $2.56K
|
6.7K
$803K
|
|
|
Oct 23, 2024
Q3 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-25- 0.12% |
$2.48K - $2.78K
|
20.2K
$2.42M
|
|
|
Nov 12, 2024
Q3 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-27- 0.61% |
$2.68K - $3K
|
4.41K
$529K
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-28- 0.23% |
$2.78K - $3.11K
|
12.4K
$1.48M
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-29- 0.15% |
$2.88K - $3.23K
|
18.7K
$2.24M
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-32- 0.48% |
$3.18K - $3.56K
|
6.61K
$792K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-33- 4.15% |
$3.28K - $3.67K
|
762
$91.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-33- 91.67% |
$3.28K - $3.67K
|
3
$360
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-33- 10.12% |
$3.28K - $3.67K
|
293
$35.1K
|
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
SELL
|
- |
-35- 0.25% |
$3.47K - $3.89K
|
14.1K
$1.69M
|
|
|
Oct 30, 2024
Q3 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-38- 0.91% |
$3.77K - $4.23K
|
4.12K
$494K
|
|
|
Oct 24, 2024
Q3 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-39- 1.06% |
$3.87K - $4.34K
|
3.65K
$437K
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-41- 1.6% |
$4.07K - $4.56K
|
2.52K
$302K
|
|
|
Nov 07, 2024
Q3 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
SELL
|
- |
-44- 0.85% |
$4.37K - $4.89K
|
5.14K
$616K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-50- 0.45% |
$4.96K - $5.56K
|
11.1K
$1.33M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-50- 1.1% |
$4.96K - $5.56K
|
4.5K
$540K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-50- 0.69% |
$4.96K - $5.56K
|
7.2K
$862K
|
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-56- 1.36% |
$5.56K - $6.23K
|
4.05K
$486K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-57- 13.7% |
$5.66K - $6.34K
|
359
$43K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-60- 0.81% |
$5.96K - $6.67K
|
7.32K
$878K
|
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-62- 0.81% |
$6.15K - $6.9K
|
7.57K
$907K
|
|
|
Nov 12, 2024
Q3 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-69- 2.45% |
$6.85K - $7.67K
|
2.75K
$329K
|
|
|
Nov 14, 2024
Q3 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-69- 0.46% |
$6.85K - $7.67K
|
14.9K
$1.79M
|
|
|
Nov 12, 2024
Q3 2024
|
Estate Counselors, LLC
|
SELL
|
- |
-70- 0.04% |
$6.95K - $7.78K
|
162K
$19.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-70- 2.96% |
$6.95K - $7.78K
|
2.3K
$275K
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-72- 1.22% |
$7.15K - $8.01K
|
5.83K
$699K
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-72- 21.3% |
$7.15K - $8.01K
|
266
$31.9K
|
|
|
Oct 31, 2024
Q3 2024
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-73- 0.29% |
$7.25K - $8.12K
|
24.8K
$2.97M
|