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 10, 2023
Q1 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-107- 3.24% |
$8.02K - $9.7K
|
3.2K
$393K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-110- 36.42% |
$8.24K - $9.97K
|
192
$23.6K
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-112- 3.94% |
$8.39K - $10.2K
|
2.73K
$336K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
SELL
|
- |
-117- 3.19% |
$8.77K - $10.6K
|
3.56K
$437K
|
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
SELL
|
- |
-120- 85.11% |
$8.99K - $10.9K
|
21
$2.58K
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-128- 4.14% |
$9.59K - $11.6K
|
2.96K
$364K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-132- 1.57% |
$9.89K - $12K
|
8.25K
$1.01M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-140- 4.01% |
$10.5K - $12.7K
|
3.35K
$412K
|
|
|
May 10, 2023
Q1 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-153- 79.27% |
$11.5K - $13.9K
|
40
$4.91K
|
|
|
Apr 10, 2023
Q1 2023
|
First Premier Bank
|
SELL
|
- |
-155- 1.36% |
$11.6K - $14K
|
11.3K
$1.38M
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-156- 21.17% |
$11.7K - $14.1K
|
581
$71.3K
|
|
|
May 05, 2023
Q1 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-163- 8.97% |
$12.2K - $14.8K
|
1.66K
$203K
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-181- 4.04% |
$13.6K - $16.4K
|
4.3K
$528K
|
|
|
May 10, 2023
Q1 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-182- 3.14% |
$13.6K - $16.5K
|
5.62K
$690K
|
|
|
Apr 02, 2024
Q1 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-182- 3.14% |
$13.6K - $16.5K
|
5.62K
$690K
|
|
|
May 15, 2023
Q1 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-189- 1.13% |
$14.2K - $17.1K
|
16.6K
$2.04M
|
|
|
May 03, 2023
Q1 2023
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-195- 3.17% |
$14.6K - $17.7K
|
5.96K
$732K
|
|
|
Apr 20, 2023
Q1 2023
|
Community Bank, N.A.
|
SELL
|
- |
-200- 2.14% |
$15K - $18.1K
|
9.14K
$1.12M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-206- 7.52% |
$15.4K - $18.7K
|
2.53K
$311K
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-229- 5.2% |
$17.2K - $20.8K
|
4.18K
$513K
|
|
|
May 03, 2023
Q1 2023
|
Compass Financial Advisors LLC
|
SELL
|
- |
-231- 4.59% |
$17.3K - $20.9K
|
4.8K
$590K
|
|
|
May 08, 2023
Q1 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-235- 3.71% |
$17.6K - $21.3K
|
6.09K
$748K
|
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-237- 0.41% |
$17.8K - $21.5K
|
57.4K
$7.05M
|
|
|
Jun 05, 2023
Q1 2023
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-273- 3.63% |
$20.5K - $24.7K
|
7.26K
$891K
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
SELL
|
- |
-284- 3.76% |
$21.3K - $25.7K
|
7.26K
$892K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-293- 7.46% |
$22K - $26.6K
|
3.63K
$446K
|
|
|
May 12, 2023
Q1 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-294- 9.12% |
$22K - $26.6K
|
2.93K
$360K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
SELL
|
- |
-310- 27.88% |
$23.2K - $28.1K
|
802
$98.5K
|
|
|
May 10, 2023
Q1 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-316- 2.46% |
$23.7K - $28.6K
|
12.5K
$1.54M
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-321- 2.12% |
$24.1K - $29.1K
|
14.8K
$1.82M
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
SELL
|
- |
-325- 4.41% |
$24.4K - $29.5K
|
7.05K
$866K
|
|
|
May 04, 2023
Q1 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-325- 3.72% |
$24.4K - $29.5K
|
8.42K
$1.03M
|
|
|
Apr 20, 2023
Q1 2023
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-326- 7.16% |
$24.4K - $29.5K
|
4.22K
$519K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-332- 2.96% |
$24.9K - $30.1K
|
10.9K
$1.34M
|
|
|
Apr 11, 2023
Q1 2023
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-342- 1.44% |
$25.6K - $31K
|
23.4K
$2.87M
|
|
|
May 08, 2023
Q1 2023
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-350- 5.39% |
$26.2K - $31.7K
|
6.15K
$755K
|
|
|
Feb 13, 2024
Q1 2023
|
United Community Bank
Greenville, SC |
SELL
|
- |
-355Closed |
$26.6K - $32.2K
|
0
$0
|
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-361- 8.49% |
$27.1K - $32.7K
|
3.89K
$478K
|
|
|
Apr 05, 2023
Q1 2023
|
Bts Asset Management, Inc.
|
SELL
|
- |
-368- 4.23% |
$27.6K - $33.4K
|
8.32K
$1.02M
|
|
|
May 02, 2023
Q1 2023
|
Graypoint LLC
|
SELL
|
- |
-376- 8.46% |
$28.2K - $34.1K
|
4.07K
$500K
|
|
|
Apr 11, 2023
Q1 2023
|
Tl Private Wealth
|
SELL
|
- |
-380- 10.44% |
$28.5K - $34.4K
|
3.26K
$400K
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-383- 2.77% |
$28.7K - $34.7K
|
13.4K
$1.65M
|
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-393- 86.37% |
$29.5K - $35.6K
|
62
$7.61K
|
|
|
May 04, 2023
Q1 2023
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-416- 4.47% |
$31.2K - $37.7K
|
8.89K
$1.09M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-451- 4.03% |
$33.8K - $40.9K
|
10.7K
$1.32M
|
|
|
May 12, 2023
Q1 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-481- 12.08% |
$36.1K - $43.6K
|
3.5K
$430K
|
|
|
Apr 21, 2023
Q1 2023
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-485- 7.66% |
$36.4K - $44K
|
5.85K
$718K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-485- 3.33% |
$36.4K - $44K
|
14.1K
$1.73M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-487- 0.71% |
$36.5K - $44.1K
|
68.2K
$8.38M
|
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-492- 15.9% |
$36.9K - $44.6K
|
2.6K
$320K
|