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 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-77- 43.02% |
$7.64K - $8.56K
|
102
$12.2K
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-84- 19.58% |
$8.34K - $9.34K
|
345
$41.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-88- 2.56% |
$8.74K - $9.79K
|
3.35K
$402K
|
|
|
Nov 07, 2024
Q3 2024
|
Wp Advisors, LLC
|
SELL
|
- |
-93- 1.31% |
$9.23K - $10.3K
|
7.03K
$843K
|
|
|
Oct 04, 2024
Q3 2024
|
Allied Investment Advisors, LLC
|
SELL
|
- |
-94- 2.28% |
$9.33K - $10.5K
|
4.03K
$482K
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-100- 15.63% |
$9.93K - $11.1K
|
540
$64.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-100- 3.13% |
$9.93K - $11.1K
|
3.09K
$371K
|
|
|
Nov 14, 2024
Q3 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-100- 0.75% |
$9.93K - $11.1K
|
13.2K
$1.59M
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-102- 2.72% |
$10.1K - $11.3K
|
3.64K
$437K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-106- 0.3% |
$10.5K - $11.8K
|
34.7K
$4.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-119- 1.92% |
$11.8K - $13.2K
|
6.08K
$729K
|
|
|
Nov 13, 2024
Q3 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-123- 3.46% |
$12.2K - $13.7K
|
3.44K
$412K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-123- 4.59% |
$12.2K - $13.7K
|
2.56K
$306K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-125- 7.74% |
$12.4K - $13.9K
|
1.49K
$179K
|
|
|
Oct 10, 2024
Q3 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-135- 2.35% |
$13.4K - $15K
|
5.6K
$671K
|
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-145- 4.13% |
$14.4K - $16.1K
|
3.37K
$403K
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-147- 4.12% |
$14.6K - $16.3K
|
3.42K
$410K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-148- 0.97% |
$14.7K - $16.5K
|
15.1K
$1.81M
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-149- 1.7% |
$14.8K - $16.6K
|
8.6K
$1.03M
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-150- 48.08% |
$14.9K - $16.7K
|
162
$19.4K
|
|
|
Oct 07, 2024
Q3 2024
|
Cypress Financial Planning LLC
|
SELL
|
- |
-152- 7.09% |
$15.1K - $16.9K
|
1.99K
$239K
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-160- 4.83% |
$15.9K - $17.8K
|
3.16K
$378K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-161- 0.88% |
$16K - $17.9K
|
18.1K
$2.16M
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-163- 3.13% |
$16.2K - $18.1K
|
5.05K
$605K
|
|
|
Oct 31, 2024
Q3 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-172- 7.32% |
$17.1K - $19.1K
|
2.18K
$261K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-176- 12.05% |
$17.5K - $19.6K
|
1.28K
$154K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-177- 3.34% |
$17.6K - $19.7K
|
5.12K
$614K
|
|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
SELL
|
- |
-181- 4.57% |
$18K - $20.1K
|
3.78K
$453K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-184- 38.66% |
$18.3K - $20.5K
|
292
$35K
|
|
|
Nov 14, 2024
Q3 2024
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-190- 5.21% |
$18.9K - $21.1K
|
3.46K
$414K
|
|
|
Oct 28, 2024
Q3 2024
|
Lcm Capital Management Inc
|
SELL
|
- |
-194- 0.33% |
$19.3K - $21.6K
|
59K
$7.07M
|
|
|
Nov 01, 2024
Q3 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-199- 2.42% |
$19.8K - $22.1K
|
8.03K
$963K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-210- 20.9% |
$20.8K - $23.4K
|
795
$95.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-212- 5.11% |
$21K - $23.6K
|
3.94K
$472K
|
|
|
Oct 31, 2024
Q3 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-213- 1.11% |
$21.1K - $23.7K
|
18.9K
$2.27M
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-215- 8.98% |
$21.3K - $23.9K
|
2.18K
$261K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-217- 1.71% |
$21.5K - $24.1K
|
12.4K
$1.49M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-224- 3.81% |
$22.2K - $24.9K
|
5.65K
$677K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-232- 4.31% |
$23K - $25.8K
|
5.15K
$617K
|
|
|
Oct 28, 2024
Q3 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-237- 0.44% |
$23.5K - $26.4K
|
54.2K
$6.49M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-251- 2.26% |
$24.9K - $27.9K
|
10.8K
$1.3M
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-252- 3.44% |
$25K - $28K
|
7.07K
$848K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-258- 2.55% |
$25.6K - $28.7K
|
9.85K
$1.18M
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-283- 5.57% |
$28.1K - $31.5K
|
4.8K
$575K
|
|
|
Oct 17, 2024
Q3 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-285- 0.88% |
$28.3K - $31.7K
|
32.2K
$3.86M
|
|
|
Nov 08, 2024
Q3 2024
|
South State Corp
|
SELL
|
- |
-286- 22.24% |
$28.4K - $31.8K
|
1K
$120K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-286- 2.64% |
$28.4K - $31.8K
|
10.6K
$1.27M
|
|
|
Oct 29, 2024
Q3 2024
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-300- 1.57% |
$29.8K - $33.4K
|
18.8K
$2.25M
|
|
|
Oct 30, 2024
Q3 2024
|
Northstar Asset Management LLC
|
SELL
|
- |
-300- 0.8% |
$29.8K - $33.4K
|
37K
$4.43M
|
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-305- 0.51% |
$30.3K - $33.9K
|
60K
$7.19M
|