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
|
Wbh Advisory Inc
|
SELL
|
- |
-2.52K- 2.19% |
$189K - $229K
|
113K
$13.8M
|
|
|
May 11, 2023
Q1 2023
|
Kennicott Capital Management LLC
|
SELL
|
- |
-2.54K- 11.4% |
$190K - $230K
|
19.7K
$2.42M
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
SELL
|
- |
-2.56K- 9.62% |
$192K - $232K
|
24K
$2.95M
|
|
|
Jun 25, 2024
Q1 2023
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-2.56K- 22.22% |
$192K - $232K
|
8.96K
$1.1M
|
|
|
May 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-2.71K- 5.87% |
$203K - $245K
|
43.4K
$5.33M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.77K- 5.86% |
$208K - $251K
|
44.5K
$5.47M
|
|
|
Apr 14, 2023
Q1 2023
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-2.93K- 14.85% |
$219K - $265K
|
16.8K
$2.06M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.98K- 1.92% |
$223K - $270K
|
152K
$18.6M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.23K- 3.47% |
$242K - $293K
|
89.9K
$11M
|
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-3.35K- 29.11% |
$251K - $303K
|
8.15K
$1M
|
|
|
May 11, 2023
Q1 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-3.35K- 69.44% |
$251K - $304K
|
1.47K
$181K
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-3.46K- 28.46% |
$259K - $314K
|
8.7K
$1.07M
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-3.48K- 10.14% |
$260K - $315K
|
30.8K
$3.78M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.55K- 12.36% |
$266K - $321K
|
25.1K
$3.09M
|
|
|
May 05, 2023
Q1 2023
|
Dagco, Inc.
|
SELL
|
- |
-3.91K- 27.45% |
$293K - $354K
|
10.3K
$1.27M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.93K- 21.68% |
$295K - $356K
|
14.2K
$1.74M
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-4.04K- 60.48% |
$303K - $366K
|
2.64K
$324K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4.09K- 0.58% |
$307K - $371K
|
701K
$86.1M
|
|
|
May 15, 2023
Q1 2023
|
Basso Capital Management, L.P.
Stamford, CT |
SELL
|
- |
-4.1K- 22.28% |
$307K - $372K
|
14.3K
$1.76M
|
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-4.41K- 16.03% |
$331K - $400K
|
23.1K
$2.84M
|
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-4.49K- 34.19% |
$336K - $407K
|
8.63K
$1.06M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-4.65K- 38.41% |
$349K - $421K
|
7.46K
$916K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.93K- 3.56% |
$370K - $447K
|
134K
$16.4M
|
|
|
May 01, 2023
Q1 2023
|
Private Wealth Group, LLC
|
SELL
|
- |
-5.95K- 33.72% |
$446K - $539K
|
11.7K
$1.44M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-6.16K- 49.55% |
$462K - $558K
|
6.27K
$770K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-6.78K- 21.51% |
$508K - $615K
|
24.7K
$3.04M
|
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-6.81K- 12.55% |
$510K - $617K
|
47.5K
$5.83M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-7.46K- 46.74% |
$559K - $676K
|
8.5K
$1.04M
|
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-7.52K- 59.4% |
$564K - $682K
|
5.14K
$631K
|
|
|
Apr 26, 2023
Q1 2023
|
Esg Planning
Santa Clara, CA |
SELL
|
- |
-8.05K- 65.56% |
$604K - $730K
|
4.23K
$520K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-8.71K- 8.68% |
$653K - $789K
|
91.6K
$11.2M
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-9.32K- 69.77% |
$699K - $845K
|
4.04K
$496K
|
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-9.36K- 32.25% |
$702K - $849K
|
19.7K
$2.41M
|
|
|
Apr 14, 2023
Q1 2023
|
Trust CO Of Oklahoma
|
SELL
|
- |
-9.48K- 5.8% |
$711K - $860K
|
154K
$18.9M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-10.4K- 21.52% |
$778K - $940K
|
37.8K
$4.65M
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-10.6K- 6.13% |
$794K - $961K
|
162K
$19.9M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-10.7K- 9.97% |
$801K - $969K
|
96.6K
$11.9M
|
|
|
May 10, 2023
Q1 2023
|
Banco Santander, S.A.
|
SELL
|
- |
-10.9K- 40.36% |
$820K - $992K
|
16.2K
$1.99M
|
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-13K- 35.55% |
$976K - $1.18M
|
23.6K
$2.9M
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-13.2K- 47.62% |
$990K - $1.2M
|
14.5K
$1.78M
|
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
SELL
|
- |
-13.9K- 60.94% |
$1.04M - $1.26M
|
8.91K
$1.09M
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
SELL
|
- |
-14.1K- 3.43% |
$1.05M - $1.27M
|
396K
$48.6M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-15.5K- 11.92% |
$1.16M - $1.4M
|
114K
$14M
|
|
|
May 10, 2023
Q1 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-16.2K- 58.57% |
$1.21M - $1.46M
|
11.4K
$1.4M
|
|
|
May 12, 2023
Q1 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-19.1K- 33.34% |
$1.43M - $1.73M
|
38.1K
$4.68M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-26K- 21.96% |
$1.95M - $2.36M
|
92.4K
$11.3M
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-27.3K- 70.99% |
$2.05M - $2.48M
|
11.2K
$1.37M
|
|
|
May 15, 2023
Q1 2023
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-28.5K- 17.41% |
$2.14M - $2.59M
|
135K
$16.6M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-29K- 37.77% |
$2.17M - $2.63M
|
47.8K
$5.87M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-34.5K- 5.77% |
$2.59M - $3.13M
|
564K
$69.3M
|