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 14, 2024
Q3 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
1.9KNew |
$188K - $211K
|
1.9K
$227K
|
|
|
Oct 28, 2024
Q3 2024
|
Penobscot Wealth Management
|
BUY
|
- |
1.89K+ 6.91% |
$188K - $210K
|
29.3K
$3.51M
|
|
|
Oct 07, 2024
Q3 2024
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
1.88KNew |
$187K - $209K
|
1.88K
$226K
|
|
|
Nov 05, 2024
Q3 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
1.88KNew |
$186K - $209K
|
1.88K
$225K
|
|
|
Oct 24, 2024
Q3 2024
|
Welch Group, LLC
|
BUY
|
- |
1.86KNew |
$184K - $207K
|
1.86K
$223K
|
|
|
Nov 12, 2024
Q3 2024
|
Quaker Wealth Management, LLC
|
BUY
|
- |
1.84K+ 5.85% |
$182K - $204K
|
33.2K
$3.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
1.77KNew |
$176K - $197K
|
1.77K
$212K
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
1.71K+ 0.48% |
$169K - $190K
|
359K
$43M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1.65K+ 2.86% |
$164K - $183K
|
59.2K
$7.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.62K+ 10.89% |
$160K - $180K
|
16.4K
$1.97M
|
|
|
Oct 29, 2024
Q3 2024
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
1.61K+ 2.53% |
$160K - $179K
|
65.3K
$7.83M
|
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
1.61K+ 41.07% |
$160K - $179K
|
5.53K
$662K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.6K+ 20.26% |
$159K - $178K
|
9.49K
$1.14M
|
|
|
Nov 07, 2024
Q3 2024
|
Elm Partners Management LLC
|
BUY
|
- |
1.59K+ 26.75% |
$158K - $177K
|
7.54K
$904K
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.54KNew |
$152K - $171K
|
1.54K
$184K
|
|
|
Nov 01, 2024
Q3 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
1.43K+ 34.06% |
$142K - $159K
|
5.63K
$675K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.39K+ 29.76% |
$138K - $154K
|
6.05K
$725K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.39K+ 26.71% |
$137K - $154K
|
6.57K
$788K
|
|
|
Oct 28, 2024
Q3 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
1.33K+ 7.17% |
$132K - $148K
|
19.9K
$2.38M
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.31K+ 64.33% |
$130K - $145K
|
3.34K
$400K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.27K+ 190.66% |
$126K - $141K
|
1.93K
$231K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.24K+ 5.91% |
$123K - $138K
|
22.3K
$2.67M
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
BUY
|
- |
1.12K+ 10.24% |
$111K - $124K
|
12K
$1.44M
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
1.11K+ 22.75% |
$110K - $124K
|
6.01K
$720K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.08KNew |
$107K - $120K
|
1.08K
$129K
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.05K+ 3.87% |
$104K - $117K
|
28.2K
$3.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.01K+ 12.52% |
$99.8K - $112K
|
9.03K
$1.08M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
979+ 3.55% |
$97.2K - $109K
|
28.5K
$3.42M
|
|
|
Nov 08, 2024
Q3 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
950New |
$94.3K - $106K
|
950
$114K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
947+ 66.04% |
$94K - $105K
|
2.38K
$285K
|
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
924New |
$91.7K - $103K
|
924
$111K
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
920+ 2.36% |
$91.3K - $102K
|
39.8K
$4.77M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
871+ 17.66% |
$86.5K - $96.9K
|
5.8K
$696K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
865+ 9.55% |
$85.9K - $96.2K
|
9.92K
$1.19M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
857+ 87.27% |
$85.1K - $95.3K
|
1.84K
$220K
|
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
837+ 15.92% |
$83.1K - $93.1K
|
6.1K
$731K
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
803+ 23.5% |
$79.7K - $89.3K
|
4.22K
$506K
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
748+ 1.58% |
$74.3K - $83.2K
|
48.1K
$5.76M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
714+ 30.67% |
$70.9K - $79.4K
|
3.04K
$365K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
683+ 56.26% |
$67.8K - $76K
|
1.9K
$227K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
646+ 10.31% |
$64.1K - $71.8K
|
6.91K
$828K
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
612+ 1.84% |
$60.8K - $68.1K
|
33.9K
$4.06M
|
|
|
Nov 04, 2024
Q3 2024
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
581+ 76.85% |
$57.7K - $64.6K
|
1.34K
$160K
|
|
|
Oct 21, 2024
Q3 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
552+ 8.46% |
$54.8K - $61.4K
|
7.08K
$848K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Wealth Services
|
BUY
|
- |
546New |
$54.2K - $60.7K
|
546
$65.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
516+ 14.5% |
$51.2K - $57.4K
|
4.08K
$488K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
516+ 3.01% |
$51.2K - $57.4K
|
17.7K
$2.12M
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
510+ 256.28% |
$50.6K - $56.7K
|
709
$85K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
507+ 7.49% |
$50.3K - $56.4K
|
7.27K
$872K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
497+ 51.66% |
$49.3K - $55.3K
|
1.46K
$175K
|