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
|
City State Bank
Norwalk, IA |
SELL
|
- |
-323- 1.12% |
$32.1K - $35.9K
|
28.5K
$3.41M
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-325- 6.72% |
$32.3K - $36.1K
|
4.51K
$540K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-337- 4.51% |
$33.5K - $37.5K
|
7.14K
$856K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-350- 77.78% |
$34.7K - $38.9K
|
100
$12K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-351- 2.16% |
$34.8K - $39K
|
15.9K
$1.91M
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-357- 29.02% |
$35.4K - $39.7K
|
873
$105K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
SELL
|
- |
-357- 15.1% |
$35.4K - $39.7K
|
2.01K
$241K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-362- 12.19% |
$35.9K - $40.3K
|
2.61K
$313K
|
|
|
Nov 04, 2024
Q3 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
SELL
|
- |
-367- 3.95% |
$36.4K - $40.8K
|
8.91K
$1.07M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-375- 15.87% |
$37.2K - $41.7K
|
1.99K
$238K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-383- 1.5% |
$38K - $42.6K
|
25.1K
$3.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-384- 4.18% |
$38.1K - $42.7K
|
8.8K
$1.06M
|
|
|
Nov 15, 2024
Q3 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-394- 2.24% |
$39.1K - $43.8K
|
17.2K
$2.06M
|
|
|
Oct 24, 2024
Q3 2024
|
First Financial Corp
|
SELL
|
- |
-398- 1.51% |
$39.5K - $44.3K
|
25.9K
$3.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
SELL
|
- |
-422- 5.15% |
$41.9K - $46.9K
|
7.77K
$931K
|
|
|
Oct 16, 2024
Q3 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-437- 13.22% |
$43.4K - $48.6K
|
2.87K
$344K
|
|
|
Oct 21, 2024
Q3 2024
|
Stapp Wealth Management, Pllc
Olympia, WA |
SELL
|
- |
-438- 1.61% |
$43.5K - $48.7K
|
26.8K
$3.21M
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
SELL
|
- |
-444- 4.55% |
$44.1K - $49.4K
|
9.31K
$1.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-448- 2.31% |
$44.5K - $49.8K
|
19K
$2.27M
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-455- 9.28% |
$45.2K - $50.6K
|
4.45K
$533K
|
|
|
Oct 29, 2024
Q3 2024
|
Garrison Asset Management, LLC
|
SELL
|
- |
-468- 2.75% |
$46.5K - $52K
|
16.6K
$1.99M
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-482- 11.18% |
$47.8K - $53.6K
|
3.83K
$459K
|
|
|
Nov 13, 2024
Q3 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-493- 0.83% |
$48.9K - $54.8K
|
58.9K
$7.06M
|
|
|
Oct 31, 2024
Q3 2024
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-505- 3.82% |
$50.1K - $56.2K
|
12.7K
$1.53M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-505- 11.87% |
$50.1K - $56.2K
|
3.75K
$449K
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-549- 42.39% |
$54.5K - $61.1K
|
746
$89.4K
|
|
|
Oct 02, 2024
Q3 2024
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-571- 2.6% |
$56.7K - $63.5K
|
21.4K
$2.57M
|
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
SELL
|
- |
-572- 7.53% |
$56.8K - $63.6K
|
7.02K
$842K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-586- 1.88% |
$58.2K - $65.2K
|
30.6K
$3.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-608- 3.58% |
$60.4K - $67.6K
|
16.4K
$1.96M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-624- 3.18% |
$61.9K - $69.4K
|
19K
$2.28M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-653- 0.68% |
$64.8K - $72.6K
|
95.4K
$11.4M
|
|
|
Oct 01, 2024
Q3 2024
|
Park National Corp
|
SELL
|
- |
-664- 1.95% |
$65.9K - $73.8K
|
33.3K
$3.99M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-675- 14.8% |
$67K - $75.1K
|
3.89K
$466K
|
|
|
Oct 31, 2024
Q3 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-680- 5.81% |
$67.5K - $75.6K
|
11K
$1.32M
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-681- 0.91% |
$67.6K - $75.7K
|
74.3K
$8.91M
|
|
|
Oct 15, 2024
Q3 2024
|
Cmh Wealth Management LLC
|
SELL
|
- |
-709- 0.52% |
$70.4K - $78.8K
|
136K
$16.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-709- 3.42% |
$70.4K - $78.8K
|
20K
$2.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
SELL
|
- |
-735- 23.16% |
$73K - $81.7K
|
2.44K
$292K
|
|
|
Nov 14, 2024
Q3 2024
|
Hamilton Wealth, LLC
|
SELL
|
- |
-776- 0.56% |
$77K - $86.3K
|
138K
$16.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-786- 1.89% |
$78K - $87.4K
|
40.8K
$4.89M
|
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-793- 0.81% |
$78.7K - $88.2K
|
97.5K
$11.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-846- 28.57% |
$84K - $94.1K
|
2.12K
$254K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-934- 29.55% |
$92.7K - $104K
|
2.23K
$267K
|
|
|
Nov 14, 2024
Q3 2024
|
Community Bank, N.A.
|
SELL
|
- |
-951- 9.49% |
$94.4K - $106K
|
9.07K
$1.09M
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
SELL
|
- |
-955- 1.96% |
$94.8K - $106K
|
47.7K
$5.72M
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-967- 22.66% |
$96K - $108K
|
3.3K
$396K
|
|
|
Oct 15, 2024
Q3 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-1K- 12.8% |
$99.3K - $111K
|
6.81K
$816K
|
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.01K- 7.07% |
$100K - $112K
|
13.3K
$1.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.1K- 4.42% |
$109K - $122K
|
23.7K
$2.85M
|