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 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-499- 9.76% |
$37.4K - $45.2K
|
4.61K
$567K
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-512- 13.93% |
$38.4K - $46.4K
|
3.16K
$389K
|
|
|
May 12, 2023
Q1 2023
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-512- 0.62% |
$38.4K - $46.4K
|
82.6K
$10.1M
|
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
SELL
|
- |
-549- 2.49% |
$41.1K - $49.8K
|
21.5K
$2.64M
|
|
|
May 04, 2023
Q1 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-581- 3.3% |
$43.5K - $52.7K
|
17K
$2.09M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-582- 65.25% |
$43.6K - $52.8K
|
310
$38.1K
|
|
|
May 15, 2023
Q1 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-591- 9.04% |
$44.3K - $53.6K
|
5.95K
$730K
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-601- 2.16% |
$45K - $54.5K
|
27.2K
$3.34M
|
|
|
May 05, 2023
Q1 2023
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-601- 8.04% |
$45K - $54.5K
|
6.88K
$844K
|
|
|
May 01, 2023
Q1 2023
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-604- 1.14% |
$45.3K - $54.7K
|
52.2K
$6.41M
|
|
|
Apr 28, 2023
Q1 2023
|
Bray Capital Advisors
|
SELL
|
- |
-615- 1.49% |
$46.1K - $55.7K
|
40.6K
$4.99M
|
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-630- 3.85% |
$47.2K - $57.1K
|
15.7K
$1.93M
|
|
|
Apr 10, 2023
Q1 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-634- 1.97% |
$47.5K - $57.5K
|
31.5K
$3.87M
|
|
|
May 09, 2023
Q1 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-653- 45.25% |
$48.9K - $59.2K
|
790
$97K
|
|
|
Apr 17, 2023
Q1 2023
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-685- 87.26% |
$51.3K - $62.1K
|
100
$12.3K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-714- 73.31% |
$53.5K - $64.7K
|
260
$31.9K
|
|
|
May 17, 2023
Q1 2023
|
Apexium Financial, LP
|
SELL
|
- |
-785- 6.57% |
$58.8K - $71.2K
|
11.2K
$1.37M
|
|
|
Apr 20, 2023
Q1 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-790- 2.63% |
$59.2K - $71.6K
|
29.2K
$3.59M
|
|
|
Apr 28, 2023
Q1 2023
|
Penobscot Wealth Management
|
SELL
|
- |
-802- 2.16% |
$60.1K - $72.7K
|
36.4K
$4.47M
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-827- 5.44% |
$62K - $75K
|
14.4K
$1.77M
|
|
|
Apr 13, 2023
Q1 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-838- 10.14% |
$62.8K - $76K
|
7.43K
$912K
|
|
|
May 09, 2023
Q1 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-853- 62.4% |
$63.9K - $77.3K
|
514
$63.1K
|
|
|
May 05, 2023
Q1 2023
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-865- 5.22% |
$64.8K - $78.4K
|
15.7K
$1.93M
|
|
|
May 04, 2023
Q1 2023
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-868- 12.64% |
$65.1K - $78.7K
|
6K
$737K
|
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-888- 13.9% |
$66.6K - $80.5K
|
5.5K
$676K
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-915- 12.35% |
$68.6K - $82.9K
|
6.5K
$798K
|
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
SELL
|
- |
-988- 8.59% |
$74.1K - $89.6K
|
10.5K
$1.29M
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-1.04K- 92.21% |
$78K - $94.4K
|
88
$10.8K
|
|
|
May 04, 2023
Q1 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-1.06K- 0.57% |
$79.6K - $96.3K
|
184K
$22.6M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.14K- 7.28% |
$85.2K - $103K
|
14.5K
$1.78M
|
|
|
Apr 17, 2023
Q1 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-1.24K- 19.33% |
$93.2K - $113K
|
5.19K
$637K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.28K- 13.34% |
$96.1K - $116K
|
8.33K
$1.02M
|
|
|
Apr 13, 2023
Q1 2023
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-1.31K- 3.56% |
$98.4K - $119K
|
35.6K
$4.37M
|
|
|
Apr 24, 2023
Q1 2023
|
Northstar Asset Management LLC
|
SELL
|
- |
-1.35K- 3.4% |
$101K - $122K
|
38.3K
$4.71M
|
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-1.46K- 8.6% |
$110K - $133K
|
15.5K
$1.91M
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.47K- 9.02% |
$110K - $133K
|
14.8K
$1.82M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.5K- 14.87% |
$112K - $136K
|
8.58K
$1.05M
|
|
|
Apr 21, 2023
Q1 2023
|
James Hambro & Partners
|
SELL
|
- |
-1.5K- 29.63% |
$113K - $136K
|
3.57K
$438K
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.57K- 22.57% |
$118K - $143K
|
5.4K
$663K
|
|
|
May 15, 2024
Q1 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-1.6K- 51.61% |
$120K - $145K
|
1.5K
$184K
|
|
|
Apr 21, 2023
Q1 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-1.65K- 16.04% |
$123K - $149K
|
8.62K
$1.06M
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.73K- 15.92% |
$130K - $157K
|
9.13K
$1.12M
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.73K- 18.44% |
$130K - $157K
|
7.66K
$941K
|
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.78K- 7.91% |
$133K - $161K
|
20.7K
$2.55M
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.89K- 9.58% |
$142K - $171K
|
17.9K
$2.19M
|
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-2.01K- 5.96% |
$151K - $182K
|
31.8K
$3.9M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.04K- 1.59% |
$153K - $185K
|
127K
$15.5M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.21K- 15.44% |
$166K - $200K
|
12.1K
$1.49M
|
|
|
May 08, 2023
Q1 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-2.3K- 17.88% |
$172K - $208K
|
10.6K
$1.3M
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.51K- 17.81% |
$188K - $228K
|
11.6K
$1.42M
|