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
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
2+ 0.07% |
$150 - $181
|
2.98K
$365K
|
|
|
May 03, 2023
Q1 2023
|
Rollins Financial
|
BUY
|
- |
1+ 0.04% |
$75 - $90.6
|
2.75K
$338K
|
|
|
May 09, 2023
Q1 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
1+ 1.04% |
$75 - $90.6
|
97
$11.9K
|
|
|
Apr 12, 2023
Q1 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
1+ 0.01% |
$75 - $90.6
|
13.9K
$1.71M
|
|
|
May 11, 2023
Q1 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
1+ 0.01% |
$75 - $90.6
|
8.23K
$1.01M
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1+ 0.01% |
$75 - $90.6
|
7.31K
$898K
|
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 0.4% |
$75 - $90.6
|
250
$30.7K
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.64% |
$75 - $90.6
|
158
$19.4K
|
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.57% |
$75 - $90.6
|
175
$21.5K
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
BUY
|
- |
1+ 0.21% |
$75 - $90.6
|
473
$58.1K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 2.0% |
$75 - $90.6
|
49
$6.02K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-5- 0.51% |
$375 - $453
|
971
$119K
|
|
|
May 12, 2023
Q1 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-6- 9.84% |
$450 - $544
|
55
$6.75K
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-9- 0.34% |
$675 - $816
|
2.63K
$323K
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-9- 1.72% |
$675 - $816
|
515
$63.2K
|
|
|
Apr 26, 2023
Q1 2023
|
Sabal Trust CO
|
SELL
|
- |
-14- 0.03% |
$1.05K - $1.27K
|
53.4K
$6.56M
|
|
|
Oct 09, 2024
Q1 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-20- 0.16% |
$1.5K - $1.81K
|
12.3K
$1.51M
|
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-20- 10.99% |
$1.5K - $1.81K
|
162
$19.9K
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-25- 0.51% |
$1.87K - $2.27K
|
4.84K
$594K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-26- 11.93% |
$1.95K - $2.36K
|
192
$23.6K
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-28- 1.06% |
$2.1K - $2.54K
|
2.62K
$321K
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-30- 3.19% |
$2.25K - $2.72K
|
910
$112K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
SELL
|
- |
-30- 0.93% |
$2.25K - $2.72K
|
3.21K
$394K
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-32- 0.33% |
$2.4K - $2.9K
|
9.71K
$1.19M
|
|
|
May 02, 2023
Q1 2023
|
Bouchey Financial Group LTD
|
SELL
|
- |
-35- 0.78% |
$2.62K - $3.17K
|
4.48K
$550K
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
SELL
|
- |
-36- 0.32% |
$2.7K - $3.26K
|
11.4K
$1.4M
|
|
|
Apr 18, 2023
Q1 2023
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-37- 0.9% |
$2.77K - $3.35K
|
4.08K
$501K
|
|
|
May 04, 2023
Q1 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-47- 0.51% |
$3.52K - $4.26K
|
9.2K
$1.13M
|
|
|
Apr 28, 2023
Q1 2023
|
Garrison Asset Management, LLC
|
SELL
|
- |
-49- 0.27% |
$3.67K - $4.44K
|
18.3K
$2.25M
|
|
|
May 24, 2024
Q1 2023
|
Garrison Asset Management, LLC
|
SELL
|
- |
-49- 0.27% |
$3.67K - $4.44K
|
18.3K
$2.25M
|
|
|
Apr 28, 2023
Q1 2023
|
Simmons Bank
|
SELL
|
- |
-50- 1.12% |
$3.75K - $4.53K
|
4.43K
$543K
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-52- 2.5% |
$3.9K - $4.71K
|
2.03K
$249K
|
|
|
Apr 21, 2023
Q1 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-53- 1.19% |
$3.97K - $4.8K
|
4.41K
$542K
|
|
|
May 12, 2023
Q1 2023
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-54- 1.4% |
$4.05K - $4.89K
|
3.81K
$468K
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-55- 1.05% |
$4.12K - $4.99K
|
5.2K
$639K
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-57- 1.17% |
$4.27K - $5.17K
|
4.8K
$589K
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-58- 25.55% |
$4.35K - $5.26K
|
169
$20.8K
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-61- 0.01% |
$4.57K - $5.53K
|
822K
$101M
|
|
|
Apr 19, 2023
Q1 2023
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-62- 1.89% |
$4.65K - $5.62K
|
3.21K
$395K
|
|
|
Apr 25, 2023
Q1 2023
|
Norwood Financial Corp
|
SELL
|
- |
-70- 1.33% |
$5.25K - $6.34K
|
5.19K
$637K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-71- 3.56% |
$5.32K - $6.44K
|
1.93K
$236K
|
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-72- 41.86% |
$5.4K - $6.53K
|
100
$12.3K
|
|
|
Apr 24, 2023
Q1 2023
|
Tru Independence LLC
|
SELL
|
- |
-76- 1.01% |
$5.7K - $6.89K
|
7.45K
$914K
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-79- 2.5% |
$5.92K - $7.16K
|
3.08K
$378K
|
|
|
Apr 18, 2023
Q1 2023
|
Marshall Financial Group LLC
|
SELL
|
- |
-85- 2.25% |
$6.37K - $7.7K
|
3.7K
$454K
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
SELL
|
- |
-91- 1.81% |
$6.82K - $8.25K
|
4.93K
$605K
|
|
|
Sep 26, 2023
Q1 2023
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-91- 35.0% |
$6.82K - $8.25K
|
169
$20.8K
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-97- 0.59% |
$7.27K - $8.79K
|
16.5K
$2.02M
|
|
|
May 12, 2023
Q1 2023
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-100- 0.45% |
$7.5K - $9.06K
|
21.9K
$2.69M
|
|
|
Apr 25, 2023
Q1 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-100- 0.72% |
$7.5K - $9.06K
|
13.9K
$1.7M
|