Purchases and Sales Made in Q1 2023 in Vanguard Financial ETF (VFH)
This table provides information about the institutional ownership of Vanguard Financial ETF (VFH) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
597K+ 2.48% |
$44.7M - $54.1M
|
24.6M
$3.02B
|
|
|
May 15, 2023
Q1 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
505KNew |
$37.8M - $45.7M
|
505K
$62M
|
|
|
May 09, 2023
Q1 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
305KNew |
$22.9M - $27.7M
|
305K
$37.5M
|
|
|
May 11, 2023
Q1 2023
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
117KNew |
$8.79M - $10.6M
|
117K
$14.4M
|
|
|
Apr 18, 2023
Q1 2023
|
Tap Consulting, LLC
|
BUY
|
- |
57KNew |
$4.27M - $5.17M
|
57K
$7M
|
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
51.4KNew |
$3.85M - $4.66M
|
51.4K
$6.31M
|
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
43.3K+ 1563.42% |
$3.24M - $3.92M
|
46.1K
$5.66M
|
|
|
May 15, 2023
Q1 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
38.7KNew |
$2.9M - $3.51M
|
38.7K
$4.76M
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
34.1K+ 711.36% |
$2.55M - $3.09M
|
38.8K
$4.77M
|
|
|
Apr 21, 2023
Q1 2023
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
30.9KNew |
$2.32M - $2.8M
|
30.9K
$3.8M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
29K+ 60.69% |
$2.17M - $2.63M
|
76.8K
$9.43M
|
|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
BUY
|
- |
27.9KNew |
$2.09M - $2.53M
|
27.9K
$3.43M
|
|
|
May 11, 2023
Q1 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
26.2KNew |
$1.96M - $2.37M
|
26.2K
$3.22M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
24K+ 2318.49% |
$1.8M - $2.17M
|
25K
$3.07M
|
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
19.2KNew |
$1.44M - $1.74M
|
19.2K
$2.35M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
16.5K+ 66.71% |
$1.24M - $1.49M
|
41.2K
$5.06M
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
14.9K+ 7.74% |
$1.12M - $1.35M
|
207K
$25.5M
|
|
|
Apr 12, 2023
Q1 2023
|
Terra Nova Asset Management LLC
|
BUY
|
- |
14.5KNew |
$1.09M - $1.32M
|
14.5K
$1.79M
|
|
|
Oct 13, 2023
Q1 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
13.8K+ 24.77% |
$1.04M - $1.25M
|
69.7K
$8.56M
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
13.8KNew |
$1.04M - $1.25M
|
13.8K
$1.7M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
13.5K+ 3.78% |
$1.01M - $1.22M
|
370K
$45.5M
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
13K+ 17.14% |
$971K - $1.17M
|
88.6K
$10.9M
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
12.6KNew |
$947K - $1.15M
|
12.6K
$1.55M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
12.3K+ 8.87% |
$918K - $1.11M
|
150K
$18.5M
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
10.8K+ 298.81% |
$807K - $976K
|
14.4K
$1.77M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
9.95K+ 2.12% |
$745K - $902K
|
478K
$58.7M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
9.8K+ 6.02% |
$734K - $888K
|
173K
$21.2M
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
9.38K+ 3.66% |
$703K - $850K
|
265K
$32.6M
|
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
9.18K+ 673.29% |
$688K - $832K
|
10.5K
$1.29M
|
|
|
May 04, 2023
Q1 2023
|
Estate Counselors, LLC
|
BUY
|
- |
9.15K+ 8.27% |
$686K - $829K
|
120K
$14.7M
|
|
|
May 03, 2023
Q1 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
8.2KNew |
$615K - $744K
|
8.2K
$1.01M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
8.06K+ 34.51% |
$604K - $730K
|
31.4K
$3.86M
|
|
|
May 15, 2023
Q1 2023
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
7.66KNew |
$574K - $694K
|
7.66K
$940K
|
|
|
Apr 20, 2023
Q1 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
7.4K+ 239.14% |
$555K - $671K
|
10.5K
$1.29M
|
|
|
May 10, 2023
Q1 2023
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
7.14KNew |
$535K - $647K
|
7.14K
$877K
|
|
|
Jun 21, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
7.14KNew |
$535K - $647K
|
7.14K
$877K
|
|
|
Apr 04, 2024
Q1 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
7.1KNew |
$532K - $643K
|
7.1K
$871K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.07K+ 17.35% |
$530K - $641K
|
47.8K
$5.87M
|
|
|
May 15, 2023
Q1 2023
|
Chai Trust CO LLC
Chicago, IL |
BUY
|
- |
6.96K+ 28.08% |
$522K - $631K
|
31.7K
$3.9M
|
|
|
May 02, 2023
Q1 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
6.83KNew |
$512K - $619K
|
6.83K
$838K
|
|
|
May 12, 2023
Q1 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
6.61K+ 123.68% |
$495K - $599K
|
11.9K
$1.47M
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.16K+ 30.04% |
$461K - $558K
|
26.6K
$3.27M
|
|
|
Apr 27, 2023
Q1 2023
|
Matisse Capital
|
BUY
|
- |
5.87KNew |
$440K - $532K
|
5.87K
$721K
|
|
|
Apr 11, 2023
Q1 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
5.49K+ 4.04% |
$412K - $498K
|
141K
$17.4M
|
|
|
Apr 16, 2024
Q1 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
4.79KNew |
$359K - $434K
|
4.79K
$588K
|
|
|
Apr 03, 2023
Q1 2023
|
Park National Corp
|
BUY
|
- |
4.62K+ 12.21% |
$346K - $419K
|
42.5K
$5.22M
|
|
|
Apr 10, 2023
Q1 2023
|
Cmh Wealth Management LLC
|
BUY
|
- |
4.61K+ 3.52% |
$345K - $418K
|
136K
$16.7M
|
|
|
Jun 13, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
4.56K+ 8.23% |
$342K - $413K
|
60K
$7.37M
|
|
|
May 08, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
4.56K+ 8.23% |
$342K - $413K
|
60K
$7.37M
|
|
|
Apr 17, 2023
Q1 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
4.24KNew |
$318K - $384K
|
4.24K
$520K
|