Purchases and Sales Made in Q1 2023 in Vanguard Financial ETF (VFH)

VFH Quotes by TradingView

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
Quantitative Advantage, LLC

Minnetonka, MN
BUY
 -
4.23K
+ 3.54%
$317K - $384K
124K $15.2M
Apr 19, 2023 Q1 2023
Calton & Associates, Inc.

BUY
 -
4.14K
+ 5.24%
$311K - $376K
83.3K $10.2M
Apr 27, 2023 Q1 2023
Sawtooth Solutions, LLC

BUY
 -
4.04K
New
$303K - $366K
4.04K $496K
May 04, 2023 Q1 2023
Commerce Bank

Kansas City, MO
BUY
 -
3.92K
+ 94.78%
$294K - $356K
8.06K $990K
May 25, 2023 Q1 2023
Empower Advisory Group, LLC

Greenwood Village, CO
BUY
 -
3.83K
New
$287K - $347K
3.83K $471K
Apr 14, 2023 Q1 2023
Aprio Wealth Management, LLC

BUY
 -
3.75K
+ 8.69%
$281K - $340K
46.9K $5.76M
Apr 24, 2023 Q1 2023
Merit Financial Group, LLC

BUY
 -
3.67K
+ 9.4%
$275K - $333K
42.7K $5.25M
Apr 12, 2023 Q1 2023
Chapin Davis, Inc.

Baltimore, MD
BUY
 -
3.57K
New
$268K - $324K
3.57K $439K
May 18, 2023 Q1 2023
Axiom Financial Strategies, LLC

New Albany, IN
BUY
 -
3.4K
+ 5.7%
$255K - $308K
63.1K $7.74M
May 03, 2023 Q1 2023
Centered Wealth LLC Dba Miller Equity Capital Advisors

BUY
 -
3.38K
+ 7.63%
$253K - $306K
47.6K $5.84M
Apr 17, 2023 Q1 2023
Fifth Third Securities, Inc.

BUY
 -
3.34K
+ 29.31%
$250K - $302K
14.7K $1.81M
May 01, 2023 Q1 2023
Lcm Capital Management Inc

BUY
 -
3.3K
+ 6.48%
$247K - $299K
54.2K $6.66M
May 12, 2023 Q1 2023
Flow Traders U.S. LLC

New York, NY
BUY
 -
3.28K
New
$246K - $298K
3.28K $403K
Apr 20, 2023 Q1 2023
Rainsberger Wealth Advisors, Inc.

Colorado Springs, CO
BUY
 -
3.13K
+ 30.21%
$235K - $284K
13.5K $1.66M
May 02, 2023 Q1 2023
Prw Wealth Management LLC

BUY
 -
2.94K
New
$220K - $266K
2.94K $361K
May 09, 2023 Q1 2023
Ingalls & Snyder LLC

New York, NY
BUY
 -
2.92K
+ 22.35%
$219K - $265K
16K $1.96M
May 10, 2023 Q1 2023
Cavalier Investments, LLC

BUY
 -
2.91K
+ 6.21%
$218K - $264K
49.9K $6.12M
Apr 11, 2023 Q1 2023
Massmutual Trust CO Fsb

BUY
 -
2.85K
+ 3.08%
$213K - $258K
95.3K $11.7M
May 05, 2023 Q1 2023
Avion Wealth

The Woodlands, TX
BUY
 -
2.83K
+ 15.01%
$212K - $257K
21.7K $2.67M
May 03, 2023 Q1 2023
Stonebridge Financial Planning Group, LLC

BUY
 -
2.78K
New
$208K - $252K
2.78K $341K
May 15, 2023 Q1 2023
Cladis Investment Advisory, LLC

Billings, MT
BUY
 -
2.78K
+ 32.48%
$208K - $252K
11.3K $1.39M
Apr 07, 2023 Q1 2023
Mission Wealth Management, LP

BUY
 -
2.72K
+ 24.38%
$204K - $246K
13.9K $1.7M
May 03, 2023 Q1 2023
Petredis Investment Advisors LLC

Warrendale, PA
BUY
 -
2.5K
+ 55.4%
$187K - $227K
7.01K $861K
May 20, 2024 Q1 2023
Petredis Investment Advisors LLC

Warrendale, PA
BUY
 -
2.5K
+ 55.4%
$187K - $227K
7.01K $861K
Apr 12, 2023 Q1 2023
Praetorian Wealth Management, Inc.

BUY
 -
2.47K
+ 12.26%
$185K - $224K
22.6K $2.78M
Apr 27, 2023 Q1 2023
Pinnacle Wealth Management Group, Inc.

BUY
 -
2.39K
+ 15.36%
$179K - $216K
17.9K $2.2M
May 15, 2023 Q1 2023
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
1.78K
+ 33.62%
$133K - $161K
7.06K $867K
Apr 17, 2023 Q1 2023
First Financial Corp

BUY
 -
1.63K
+ 4.31%
$122K - $147K
39.3K $4.83M
May 11, 2023 Q1 2023
Robertson Stephens Wealth Management, LLC

San Francisco, CA
BUY
 -
1.55K
+ 6.95%
$116K - $140K
23.9K $2.93M
May 02, 2023 Q1 2023
Great Valley Advisor Group, Inc.

BUY
 -
1.52K
+ 25.0%
$114K - $138K
7.59K $931K
May 02, 2023 Q1 2023
Carl P. Sherr & Co., LLC

BUY
 -
1.46K
+ 29.4%
$109K - $132K
6.41K $787K
May 10, 2023 Q1 2023
Keeley Teton Advisors, LLC

Chicago, IL
BUY
 -
1.39K
+ 2.34%
$104K - $126K
60.9K $7.48M
May 15, 2023 Q1 2023
Aspen Grove Capital, LLC

Avon, CO
BUY
 -
1.36K
+ 7.71%
$102K - $123K
19K $2.33M
May 04, 2023 Q1 2023
Scissortail Wealth Management, LLC

Tulsa, OK
BUY
 -
1.25K
New
$94K - $114K
1.25K $154K
Aug 29, 2024 Q1 2023
Waldron Private Wealth LLC

BUY
 -
1.24K
+ 22.31%
$92.8K - $112K
6.79K $834K
Aug 14, 2023 Q1 2023
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
1.24K
+ 9.94%
$92.7K - $112K
13.7K $1.68M
Aug 14, 2024 Q1 2023
Federation Des Caisses Desjardins Du Quebec

Levis, A8
BUY
 -
1.21K
+ 3.15%
$90.4K - $109K
39.5K $4.85M
May 08, 2023 Q1 2023
Mgo One Seven LLC

Beachwood, OH
BUY
 -
1.16K
+ 32.76%
$87.2K - $105K
4.71K $579K
May 15, 2023 Q1 2023
Td Ameritrade Investment Management, LLC

Omaha, NE
BUY
 -
1.14K
+ 3.81%
$85.4K - $103K
31K $3.81M
May 01, 2023 Q1 2023
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
1.12K
+ 34.39%
$83.6K - $101K
4.36K $535K
May 22, 2023 Q1 2023
Front Row Advisors LLC

Tiburon, CA
BUY
 -
1.04K
+ 1182.95%
$78K - $94.4K
1.13K $139K
May 08, 2023 Q1 2023
South State Corp

BUY
 -
1K
+ 1111.11%
$75K - $90.6K
1.09K $134K
May 05, 2023 Q1 2023
Transatlantique Private Wealth LLC

BUY
 -
928
+ 11.56%
$69.6K - $84.1K
8.96K $1.1M
May 03, 2023 Q1 2023
Kistler Tiffany Companies, LLC

Berwyn, PA
BUY
 -
926
+ 3.39%
$69.4K - $83.9K
28.3K $3.47M
Apr 27, 2023 Q1 2023
Mainsail Financial Group, LLC

Bellevue, WA
BUY
 -
920
+ 3.17%
$69K - $83.4K
30K $3.68M
May 11, 2023 Q1 2023
Avalon Trust CO

Santa Fe, NM
BUY
 -
900
New
$67.5K - $81.6K
900 $111K
May 12, 2023 Q1 2023
Theory Financial LLC

Fort Collins, CO
BUY
 -
891
+ 2.18%
$66.8K - $80.8K
41.7K $5.13M
May 12, 2023 Q1 2023
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
775
+ 5.85%
$58.1K - $70.2K
14K $1.72M
May 15, 2023 Q1 2023
Greytown Advisors Inc.

Miami, FL
BUY
 -
765
+ 1.02%
$57.3K - $69.3K
75.5K $9.27M

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