Purchases and Sales Made in Q2 2023 in Vanguard Financial ETF (VFH)
This table provides information about the institutional ownership of Vanguard Financial ETF (VFH) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Varma Mutual Pension Insurance CO
Varma, H9 |
BUY
|
- |
2.67MNew |
$199M - $218M
|
2.67M
$326M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.41M+ 5.72% |
$105M - $115M
|
26M
$3.18B
|
|
|
Aug 02, 2023
Q2 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
261K+ 3171.6% |
$19.5M - $21.3M
|
269K
$32.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
158K+ 171.29% |
$11.8M - $12.9M
|
251K
$30.6M
|
|
|
Aug 04, 2023
Q2 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
106K+ 448.07% |
$7.89M - $8.62M
|
129K
$15.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Hamilton Wealth, LLC
|
BUY
|
- |
74.4KNew |
$5.55M - $6.06M
|
74.4K
$9.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
67K+ 477.4% |
$5M - $5.46M
|
81K
$9.89M
|
|
|
Jul 11, 2023
Q2 2023
|
Curran Financial Partners, LLC
|
BUY
|
- |
64.9KNew |
$4.85M - $5.29M
|
64.9K
$7.93M
|
|
|
May 20, 2024
Q2 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
63.3KNew |
$4.72M - $5.16M
|
63.3K
$7.73M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
46.2K+ 42.97% |
$3.45M - $3.76M
|
154K
$18.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
46.2K+ 42.97% |
$3.45M - $3.76M
|
154K
$18.8M
|
|
|
Jul 20, 2023
Q2 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
42KNew |
$3.14M - $3.42M
|
42K
$5.13M
|
|
|
Aug 09, 2023
Q2 2023
|
Kennicott Capital Management LLC
|
BUY
|
- |
40K+ 203.2% |
$2.99M - $3.26M
|
59.8K
$7.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
37.3KNew |
$2.79M - $3.04M
|
37.3K
$4.56M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
32.6K+ 5.83% |
$2.43M - $2.65M
|
592K
$72.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
31.9KNew |
$2.38M - $2.6M
|
31.9K
$3.89M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
30.8K+ 123.23% |
$2.3M - $2.51M
|
55.8K
$6.81M
|
|
|
Aug 11, 2023
Q2 2023
|
George Soros
Soros Fund Management LLC | New York, Ny
|
BUY
|
- |
30.4K+ 18.08% |
$2.27M - $2.48M
|
199K
$24.2M
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
BUY
|
- |
26.1K+ 6.61% |
$1.95M - $2.13M
|
422K
$51.5M
|
|
|
Aug 23, 2023
Q2 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
22.7KNew |
$1.7M - $1.85M
|
22.7K
$2.78M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
21K+ 13.84% |
$1.57M - $1.71M
|
173K
$21.1M
|
|
|
Aug 22, 2023
Q2 2023
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
20.7KNew |
$1.54M - $1.68M
|
20.7K
$2.52M
|
|
|
Oct 10, 2023
Q2 2023
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
17.7K+ 17.05% |
$1.32M - $1.44M
|
121K
$14.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
17.5K+ 169.17% |
$1.31M - $1.42M
|
27.8K
$3.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
16.4K+ 4.42% |
$1.22M - $1.33M
|
387K
$47.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
14.6K+ 59.18% |
$1.09M - $1.19M
|
39.4K
$4.81M
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
13.2KNew |
$988K - $1.08M
|
13.2K
$1.62M
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
11.7K+ 6902.96% |
$871K - $951K
|
11.8K
$1.45M
|
|
|
Aug 11, 2023
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
11.2KNew |
$839K - $915K
|
11.2K
$1.37M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
11.1K+ 35.44% |
$831K - $907K
|
42.5K
$5.19M
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
10.9K+ 5.26% |
$815K - $889K
|
218K
$26.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
10.5K+ 93.99% |
$787K - $859K
|
21.8K
$2.66M
|
|
|
Aug 09, 2023
Q2 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
10.5K+ 3.42% |
$780K - $852K
|
316K
$38.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
9.65K+ 2.86% |
$720K - $786K
|
347K
$42.3M
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
9.6K+ 280.65% |
$717K - $783K
|
13K
$1.59M
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
9.39K+ 74.31% |
$701K - $765K
|
22K
$2.69M
|
|
|
Jul 31, 2023
Q2 2023
|
Estate Counselors, LLC
|
BUY
|
- |
9.32K+ 7.78% |
$696K - $759K
|
129K
$15.8M
|
|
|
Jul 24, 2023
Q2 2023
|
Retirement Planning Group
|
BUY
|
- |
8.99K+ 103.99% |
$671K - $732K
|
17.6K
$2.15M
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
8.81K+ 40.58% |
$658K - $718K
|
30.5K
$3.73M
|
|
|
Aug 14, 2023
Q2 2023
|
Chai Trust CO LLC
Chicago, IL |
BUY
|
- |
7.82K+ 24.63% |
$584K - $637K
|
39.6K
$4.83M
|
|
|
Aug 14, 2023
Q2 2023
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
7.16KNew |
$535K - $584K
|
7.16K
$875K
|
|
|
Aug 10, 2023
Q2 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
7.05KNew |
$526K - $575K
|
7.05K
$861K
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
6.91KNew |
$516K - $563K
|
6.91K
$844K
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
6.83K+ 32.47% |
$510K - $557K
|
27.9K
$3.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
6.16K+ 128.51% |
$460K - $502K
|
11K
$1.34M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
5.55K+ 3.69% |
$414K - $452K
|
156K
$19M
|
|
|
Aug 14, 2023
Q2 2023
|
Bison Wealth, LLC
|
BUY
|
- |
4.95KNew |
$370K - $403K
|
4.95K
$605K
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.64K+ 2.69% |
$346K - $378K
|
177K
$21.7M
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
4.47K+ 5.04% |
$333K - $364K
|
93K
$11.4M
|
|
|
Jul 21, 2023
Q2 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
4.46K+ 32.15% |
$333K - $364K
|
18.3K
$2.24M
|