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 |
|---|---|---|---|---|---|---|---|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
115+ 370.97% |
$8.62K - $10.4K
|
146
$18.4K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
106+ 0.44% |
$7.94K - $9.61K
|
24K
$3.03M
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
105+ 34.65% |
$7.87K - $9.52K
|
408
$51.4K
|
|
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
103+ 1.04% |
$7.72K - $9.34K
|
10.1K
$1.27M
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
93New |
$6.97K - $8.43K
|
93
$11.7K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
90+ 1.61% |
$6.75K - $8.16K
|
5.66K
$713K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
85+ 39.17% |
$6.37K - $7.7K
|
302
$38K
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
83+ 2.2% |
$6.22K - $7.52K
|
3.86K
$486K
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
80New |
$6K - $7.25K
|
80
$10.1K
|
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
78+ 1.83% |
$5.85K - $7.07K
|
4.34K
$546K
|
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
78+ 1.83% |
$5.85K - $7.07K
|
4.34K
$546K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
76New |
$5.7K - $6.89K
|
76
$9.57K
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
75New |
$5.62K - $6.8K
|
75
$9.44K
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
69+ 118.97% |
$5.17K - $6.25K
|
127
$16K
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
BUY
|
- |
67+ 1.16% |
$5.02K - $6.07K
|
5.83K
$733K
|
|
|
May 10, 2023
Q1 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
64+ 2.09% |
$4.8K - $5.8K
|
3.12K
$393K
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
BUY
|
- |
58+ 1.24% |
$4.35K - $5.26K
|
4.74K
$597K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
57+ 17.98% |
$4.27K - $5.17K
|
374
$47.1K
|
|
|
May 03, 2023
Q1 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
45+ 1.57% |
$3.37K - $4.08K
|
2.91K
$366K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
45New |
$3.37K - $4.08K
|
45
$5.66K
|
|
|
Apr 14, 2023
Q1 2023
|
Wp Advisors, LLC
|
BUY
|
- |
37+ 0.55% |
$2.77K - $3.35K
|
6.75K
$850K
|
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
BUY
|
- |
35+ 12.82% |
$2.62K - $3.17K
|
308
$38.8K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
29New |
$2.17K - $2.63K
|
29
$3.65K
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
28+ 18.54% |
$2.1K - $2.54K
|
179
$22.5K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
27+ 15.88% |
$2.02K - $2.45K
|
197
$24.8K
|
|
|
Apr 04, 2023
Q1 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
23+ 0.34% |
$1.72K - $2.08K
|
6.79K
$855K
|
|
|
May 02, 2023
Q1 2023
|
Corbyn Investment Management Inc
|
BUY
|
- |
21+ 0.8% |
$1.57K - $1.9K
|
2.64K
$333K
|
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
20+ 0.56% |
$1.5K - $1.81K
|
3.62K
$456K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
20+ 1.26% |
$1.5K - $1.81K
|
1.6K
$202K
|
|
|
May 10, 2023
Q1 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
19+ 0.42% |
$1.42K - $1.72K
|
4.56K
$574K
|
|
|
May 01, 2023
Q1 2023
|
Davis R M Inc
Portland, ME |
BUY
|
- |
17+ 0.58% |
$1.27K - $1.54K
|
2.97K
$373K
|
|
|
May 15, 2023
Q1 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
16+ 0.61% |
$1.2K - $1.45K
|
2.64K
$333K
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
14New |
$1.05K - $1.27K
|
14
$1.76K
|
|
|
Dec 14, 2023
Q1 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
13New |
$974 - $1.18K
|
13
$1.64K
|
|
|
May 08, 2023
Q1 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
13+ 0.44% |
$974 - $1.18K
|
2.94K
$370K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
12+ 0.1% |
$899 - $1.09K
|
12.4K
$1.56M
|
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
12+ 0.43% |
$899 - $1.09K
|
2.83K
$356K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
12+ 1.8% |
$899 - $1.09K
|
678
$85.3K
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
BUY
|
- |
10+ 0.34% |
$750 - $906
|
2.91K
$367K
|
|
|
Apr 24, 2023
Q1 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
9+ 0.08% |
$675 - $816
|
12K
$1.51M
|
|
|
May 16, 2023
Q1 2023
|
Hollencrest Capital Management
|
BUY
|
- |
8+ 0.35% |
$600 - $725
|
2.28K
$287K
|
|
|
May 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
7+ 0.14% |
$525 - $634
|
4.99K
$628K
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
6+ 0.23% |
$450 - $544
|
2.64K
$333K
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
6+ 0.18% |
$450 - $544
|
3.39K
$427K
|
|
|
Apr 17, 2023
Q1 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
3+ 0.52% |
$225 - $272
|
577
$72.6K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
3+ 0.78% |
$225 - $272
|
389
$49K
|
|
|
May 15, 2023
Q1 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
3+ 0.09% |
$225 - $272
|
3.41K
$429K
|
|
|
May 05, 2023
Q1 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
2+ 0.68% |
$150 - $181
|
296
$37.3K
|
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
2+ 0.03% |
$150 - $181
|
6.47K
$815K
|
|
|
Apr 19, 2023
Q1 2023
|
Retirement Planning Group
|
BUY
|
- |
2+ 0.02% |
$150 - $181
|
8.64K
$1.09M
|