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 |
|---|---|---|---|---|---|---|---|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.11K- 17.79% |
$110K - $124K
|
5.14K
$616K
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.15K- 38.4% |
$114K - $128K
|
1.84K
$221K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.16K- 33.94% |
$115K - $129K
|
2.26K
$271K
|
|
|
Oct 15, 2024
Q3 2024
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-1.18K- 6.8% |
$117K - $131K
|
16.2K
$1.94M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1.19K- 10.64% |
$118K - $133K
|
10K
$1.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.2K- 34.86% |
$119K - $133K
|
2.24K
$268K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-1.24K- 47.74% |
$123K - $137K
|
1.35K
$162K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.24K- 3.66% |
$123K - $137K
|
32.6K
$3.9M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.32K- 19.7% |
$131K - $147K
|
5.39K
$646K
|
|
|
Oct 11, 2024
Q3 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-1.45K- 6.04% |
$143K - $161K
|
22.5K
$2.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-1.45K- 2.66% |
$144K - $162K
|
53.1K
$6.36M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.48K- 10.47% |
$147K - $164K
|
12.6K
$1.51M
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-1.49K- 12.76% |
$148K - $166K
|
10.2K
$1.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-1.6K- 14.13% |
$158K - $177K
|
9.7K
$1.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.63K- 18.54% |
$162K - $181K
|
7.16K
$859K
|
|
|
Oct 17, 2024
Q3 2024
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-1.69K- 32.33% |
$168K - $188K
|
3.53K
$423K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.82K- 2.07% |
$180K - $202K
|
85.8K
$10.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.87K- 1.97% |
$185K - $207K
|
92.9K
$11.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-2K- 20.0% |
$199K - $222K
|
8K
$959K
|
|
|
Nov 04, 2024
Q3 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-2.12K- 2.12% |
$211K - $236K
|
97.9K
$11.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Bray Capital Advisors
|
SELL
|
- |
-2.24K- 7.09% |
$222K - $249K
|
29.4K
$3.52M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.34K- 1.53% |
$232K - $260K
|
150K
$18M
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-2.35K- 1.97% |
$233K - $262K
|
117K
$14M
|
|
|
Nov 15, 2024
Q3 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
SELL
|
- |
-2.37K- 34.05% |
$236K - $264K
|
4.6K
$551K
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-2.42K- 36.42% |
$240K - $269K
|
4.22K
$505K
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-2.61K- 7.92% |
$259K - $290K
|
30.3K
$3.64M
|
|
|
Nov 13, 2024
Q3 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-3.22K- 2.1% |
$320K - $358K
|
150K
$18M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-3.66K- 31.99% |
$364K - $407K
|
7.79K
$933K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.86K- 0.82% |
$384K - $430K
|
468K
$56.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Curran Financial Partners, LLC
|
SELL
|
- |
-3.98K- 7.04% |
$395K - $442K
|
52.5K
$6.29M
|
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-4.53K- 5.54% |
$449K - $503K
|
77.3K
$9.26M
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-4.57K- 4.91% |
$453K - $508K
|
88.5K
$10.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-4.77K- 38.24% |
$473K - $530K
|
7.7K
$922K
|
|
|
Nov 12, 2024
Q3 2024
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-4.87K- 59.85% |
$484K - $542K
|
3.27K
$392K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-5.19K- 2.2% |
$515K - $577K
|
231K
$27.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-5.49K- 9.11% |
$544K - $610K
|
54.7K
$6.56M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-5.51K- 25.17% |
$547K - $612K
|
16.4K
$1.96M
|
|
|
Nov 15, 2024
Q3 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-5.58K- 6.61% |
$554K - $620K
|
78.8K
$9.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-5.75K- 36.33% |
$571K - $639K
|
10.1K
$1.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-5.76K- 12.69% |
$572K - $641K
|
39.6K
$4.75M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.82K- 2.53% |
$578K - $648K
|
224K
$26.9M
|
|
|
Oct 17, 2024
Q3 2024
|
Joule Financial, LLC
|
SELL
|
- |
-7.03K- 22.56% |
$697K - $781K
|
24.1K
$2.89M
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
SELL
|
- |
-7.73K- 75.77% |
$767K - $860K
|
2.47K
$296K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-7.84K- 6.13% |
$778K - $872K
|
120K
$14.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-8.23K- 14.88% |
$817K - $915K
|
47.1K
$5.64M
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-8.27K- 3.28% |
$821K - $919K
|
244K
$29.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-8.43K- 9.46% |
$837K - $938K
|
80.7K
$9.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-9.17K- 0.33% |
$911K - $1.02M
|
2.75M
$330M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-10.1K- 24.11% |
$1M - $1.12M
|
31.7K
$3.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-11.3K- 35.35% |
$1.12M - $1.26M
|
20.7K
$2.48M
|