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 13, 2023
Q1 2023
|
Joule Financial, LLC
|
SELL
|
- |
-37.8K- 48.92% |
$2.84M - $3.43M
|
39.5K
$4.85M
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-38.4K- 91.81% |
$2.88M - $3.48M
|
3.42K
$420K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-40.7K- 24.53% |
$3.05M - $3.69M
|
125K
$15.4M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-42.4K- 7.04% |
$3.18M - $3.84M
|
559K
$68.7M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-53.6K- 16.09% |
$4.02M - $4.86M
|
279K
$34.3M
|
|
|
Apr 17, 2023
Q1 2023
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-54.8K- 39.46% |
$4.11M - $4.97M
|
84.1K
$10.3M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-60.6K- 10.33% |
$4.54M - $5.49M
|
526K
$64.6M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-64.6K- 14.63% |
$4.84M - $5.86M
|
377K
$46.3M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-66.6K- 38.28% |
$4.99M - $6.04M
|
107K
$13.2M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-66.6K- 38.28% |
$4.99M - $6.04M
|
107K
$13.2M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-71.2K- 40.83% |
$5.34M - $6.46M
|
103K
$12.7M
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-94.3K- 83.46% |
$7.07M - $8.54M
|
18.7K
$2.29M
|
|
|
May 09, 2023
Q1 2023
|
Valence8 Us LP
Cambridge, MA |
SELL
|
- |
-99.9K- 38.4% |
$7.49M - $9.05M
|
160K
$19.7M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-107K- 25.22% |
$8.05M - $9.74M
|
319K
$39.1M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-137K- 8.07% |
$10.2M - $12.4M
|
1.56M
$191M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-159K- 50.15% |
$11.9M - $14.5M
|
158K
$19.5M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-170K- 34.12% |
$12.8M - $15.4M
|
329K
$40.4M
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-178K- 95.21% |
$13.4M - $16.2M
|
8.97K
$1.1M
|
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-193K- 90.98% |
$14.5M - $17.5M
|
19.1K
$2.35M
|
|
|
May 15, 2023
Q1 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-217K- 39.13% |
$16.2M - $19.6M
|
337K
$41.4M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-270K- 42.56% |
$20.2M - $24.5M
|
364K
$44.7M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-415K- 18.86% |
$31.1M - $37.6M
|
1.79M
$219M
|
|
|
Apr 24, 2023
Q1 2023
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-512K- 92.8% |
$38.4M - $46.4M
|
39.7K
$4.88M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-577K- 16.21% |
$43.2M - $52.3M
|
2.98M
$366M
|