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 11, 2023
Q1 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
741+ 312.66% |
$55.5K - $67.2K
|
978
$120K
|
|
|
Apr 19, 2023
Q1 2023
|
Sol Capital Management CO
|
BUY
|
- |
700+ 1.22% |
$52.5K - $63.4K
|
58.1K
$7.13M
|
|
|
May 12, 2023
Q1 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
665+ 5.63% |
$49.8K - $60.3K
|
12.5K
$1.53M
|
|
|
Sep 04, 2024
Q1 2023
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
657+ 5.76% |
$49.2K - $59.6K
|
12.1K
$1.48M
|
|
|
May 12, 2023
Q1 2023
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
657+ 5.76% |
$49.2K - $59.6K
|
12.1K
$1.48M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
652New |
$48.9K - $59.1K
|
652
$80.1K
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
645+ 6.66% |
$48.3K - $58.5K
|
10.3K
$1.27M
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
590+ 9.53% |
$44.2K - $53.5K
|
6.78K
$833K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
572+ 5.37% |
$42.9K - $51.8K
|
11.2K
$1.38M
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
555+ 7.12% |
$41.6K - $50.3K
|
8.35K
$1.03M
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
543+ 2.65% |
$40.7K - $49.2K
|
21K
$2.58M
|
|
|
May 12, 2023
Q1 2023
|
Main Management ETF Advisors, LLC
San Francisco, CA |
BUY
|
- |
510New |
$38.2K - $46.2K
|
510
$62.6K
|
|
|
Apr 06, 2023
Q1 2023
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
482+ 4.15% |
$36.1K - $43.7K
|
12.1K
$1.48M
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
463New |
$34.7K - $42K
|
463
$56.9K
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
461+ 5.55% |
$34.6K - $41.8K
|
8.77K
$1.08M
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
451+ 6.68% |
$33.8K - $40.9K
|
7.21K
$885K
|
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
444New |
$33.3K - $40.2K
|
444
$54.5K
|
|
|
Mar 12, 2024
Q1 2023
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
432+ 0.4% |
$32.4K - $39.2K
|
108K
$13.3M
|
|
|
May 04, 2023
Q1 2023
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
407+ 7.59% |
$30.5K - $36.9K
|
5.77K
$708K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
406+ 56.86% |
$30.4K - $36.8K
|
1.12K
$138K
|
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
397+ 14.48% |
$29.8K - $36K
|
3.14K
$385K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
390+ 4.9% |
$29.2K - $35.3K
|
8.35K
$1.03M
|
|
|
Apr 20, 2023
Q1 2023
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
382+ 14.2% |
$28.6K - $34.6K
|
3.07K
$377K
|
|
|
May 15, 2023
Q1 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
370+ 11.02% |
$27.7K - $33.5K
|
3.73K
$458K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
351New |
$26.3K - $31.8K
|
351
$43.1K
|
|
|
May 03, 2023
Q1 2023
|
Exchange Capital Management, Inc.
|
BUY
|
- |
351+ 0.41% |
$26.3K - $31.8K
|
86.2K
$10.6M
|
|
|
May 09, 2023
Q1 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
350New |
$26.2K - $31.7K
|
350
$43K
|
|
|
Apr 11, 2023
Q1 2023
|
Wedmont Private Capital
|
BUY
|
- |
332+ 8.91% |
$24.9K - $30.1K
|
4.06K
$498K
|
|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
321+ 5.44% |
$24.1K - $29.1K
|
6.23K
$765K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
296New |
$22.2K - $26.8K
|
296
$36.3K
|
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
288New |
$21.6K - $26.1K
|
288
$35.4K
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
271+ 0.86% |
$20.3K - $24.6K
|
31.8K
$3.91M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
249+ 8.07% |
$18.7K - $22.6K
|
3.34K
$410K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
248+ 2.03% |
$18.6K - $22.5K
|
12.5K
$1.53M
|
|
|
May 10, 2023
Q1 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
240+ 4.51% |
$18K - $21.8K
|
5.57K
$683K
|
|
|
Apr 17, 2023
Q1 2023
|
Rba Wealth Management, LLC
|
BUY
|
- |
234+ 2.45% |
$17.5K - $21.2K
|
9.77K
$1.2M
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
219+ 0.93% |
$16.4K - $19.9K
|
23.8K
$2.92M
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
208New |
$15.6K - $18.9K
|
208
$25.5K
|
|
|
May 12, 2023
Q1 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
206+ 1.29% |
$15.4K - $18.7K
|
16.2K
$1.99M
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
205+ 14.63% |
$15.4K - $18.6K
|
1.61K
$197K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
200+ 23.23% |
$15K - $18.1K
|
1.06K
$130K
|
|
|
Apr 25, 2023
Q1 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
200+ 6.91% |
$15K - $18.1K
|
3.09K
$380K
|
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
180+ 3.44% |
$13.5K - $16.3K
|
5.42K
$665K
|
|
|
May 10, 2023
Q1 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
176+ 2.86% |
$13.2K - $16K
|
6.34K
$778K
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
168+ 2.71% |
$12.6K - $15.2K
|
6.36K
$781K
|
|
|
May 11, 2023
Q1 2023
|
Montis Financial, LLC
|
BUY
|
- |
158+ 4.24% |
$11.8K - $14.3K
|
3.88K
$477K
|
|
|
May 15, 2023
Q1 2023
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
153+ 2.56% |
$11.5K - $13.9K
|
6.14K
$754K
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
135+ 4.46% |
$10.1K - $12.2K
|
3.16K
$389K
|
|
|
May 01, 2023
Q1 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
134+ 2.09% |
$10K - $12.1K
|
6.53K
$802K
|
|
|
Apr 20, 2023
Q1 2023
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
130+ 5.2% |
$9.74K - $11.8K
|
2.63K
$323K
|