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 |
|---|---|---|---|---|---|---|---|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
4.39KNew |
$328K - $358K
|
4.39K
$537K
|
|
|
Aug 07, 2023
Q2 2023
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
4.38K+ 10.49% |
$327K - $357K
|
46.1K
$5.63M
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
4.36K+ 55.96% |
$326K - $356K
|
12.2K
$1.49M
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.1K+ 49.12% |
$306K - $334K
|
12.5K
$1.52M
|
|
|
Jul 27, 2023
Q2 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
4K+ 58.58% |
$299K - $326K
|
10.8K
$1.32M
|
|
|
Aug 14, 2023
Q2 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
3.94KNew |
$294K - $321K
|
3.94K
$481K
|
|
|
Aug 10, 2023
Q2 2023
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
3.92K+ 6.22% |
$293K - $319K
|
67K
$8.18M
|
|
|
Jul 17, 2023
Q2 2023
|
Cmh Wealth Management LLC
|
BUY
|
- |
3.9K+ 2.87% |
$291K - $318K
|
140K
$17M
|
|
|
Aug 09, 2023
Q2 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.75KNew |
$280K - $306K
|
3.75K
$458K
|
|
|
Jul 10, 2023
Q2 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
3.59KNew |
$268K - $292K
|
3.59K
$438K
|
|
|
Aug 14, 2023
Q2 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
3.54K+ 0.7% |
$264K - $289K
|
508K
$62.1M
|
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
3.54KNew |
$264K - $288K
|
3.54K
$432K
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.52KNew |
$262K - $287K
|
3.52K
$429K
|
|
|
Aug 11, 2023
Q2 2023
|
Cavalier Investments, LLC
|
BUY
|
- |
3.39K+ 6.81% |
$253K - $276K
|
53.3K
$6.5M
|
|
|
Aug 03, 2023
Q2 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
3.3K+ 19.41% |
$247K - $269K
|
20.3K
$2.48M
|
|
|
Oct 13, 2023
Q2 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
3.25K+ 4.66% |
$243K - $265K
|
72.9K
$8.9M
|
|
|
Aug 03, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
3.24KNew |
$242K - $264K
|
3.24K
$396K
|
|
|
Jul 31, 2023
Q2 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
3.11KNew |
$232K - $254K
|
3.11K
$380K
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.85KNew |
$213K - $232K
|
2.85K
$348K
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
2.84KNew |
$212K - $232K
|
2.84K
$347K
|
|
|
Jul 10, 2023
Q2 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
2.81KNew |
$210K - $229K
|
2.81K
$343K
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.76KNew |
$206K - $225K
|
2.76K
$336K
|
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.72KNew |
$203K - $222K
|
2.72K
$332K
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.69KNew |
$201K - $219K
|
2.69K
$329K
|
|
|
Aug 07, 2023
Q2 2023
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
2.58KNew |
$192K - $210K
|
2.58K
$315K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
2.54KNew |
$189K - $207K
|
2.54K
$310K
|
|
|
Jul 06, 2023
Q2 2023
|
First Hawaiian Bank
|
BUY
|
- |
2.49KNew |
$186K - $203K
|
2.49K
$304K
|
|
|
Jul 06, 2023
Q2 2023
|
Boltwood Capital Management
|
BUY
|
- |
2.49KNew |
$186K - $203K
|
2.49K
$303K
|
|
|
Aug 14, 2023
Q2 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.46KNew |
$184K - $201K
|
2.46K
$301K
|
|
|
Jul 14, 2023
Q2 2023
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
2.46KNew |
$184K - $201K
|
2.46K
$301K
|
|
|
Jul 12, 2023
Q2 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
2.22K+ 33.19% |
$165K - $181K
|
8.89K
$1.09M
|
|
|
Aug 08, 2023
Q2 2023
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
2.19K+ 36.5% |
$163K - $178K
|
8.19K
$1M
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.15K+ 29.02% |
$161K - $175K
|
9.57K
$1.17M
|
|
|
Aug 03, 2023
Q2 2023
|
Penobscot Wealth Management
|
BUY
|
- |
1.99K+ 5.48% |
$149K - $162K
|
38.4K
$4.68M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.97K+ 13.6% |
$147K - $161K
|
16.5K
$2.01M
|
|
|
Jul 20, 2023
Q2 2023
|
Sabal Trust CO
|
BUY
|
- |
1.97K+ 3.68% |
$147K - $160K
|
55.4K
$6.76M
|
|
|
Jul 12, 2023
Q2 2023
|
Wbh Advisory Inc
|
BUY
|
- |
1.84K+ 1.63% |
$137K - $150K
|
115K
$14M
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.78KNew |
$133K - $145K
|
1.78K
$217K
|
|
|
Aug 04, 2023
Q2 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
1.75K+ 2.92% |
$131K - $143K
|
61.7K
$7.54M
|
|
|
Jul 28, 2023
Q2 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1.69K+ 3.24% |
$126K - $138K
|
53.9K
$6.58M
|
|
|
Aug 01, 2023
Q2 2023
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
BUY
|
- |
1.61K+ 3.38% |
$120K - $131K
|
49.2K
$6.01M
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.54K+ 1.61% |
$115K - $125K
|
96.9K
$11.8M
|
|
|
Jul 21, 2023
Q2 2023
|
Rba Wealth Management, LLC
|
BUY
|
- |
1.49K+ 15.25% |
$111K - $121K
|
11.3K
$1.38M
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1.48KNew |
$110K - $121K
|
1.48K
$181K
|
|
|
Aug 11, 2023
Q2 2023
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
1.25K+ 1.66% |
$93.2K - $102K
|
76.7K
$9.37M
|
|
|
Jul 24, 2023
Q2 2023
|
Exchange Capital Management, Inc.
|
BUY
|
- |
1.24K+ 1.44% |
$92.4K - $101K
|
87.4K
$10.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.13K+ 21.94% |
$84.2K - $91.9K
|
6.27K
$766K
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.13K+ 4.75% |
$84.2K - $91.9K
|
24.9K
$3.04M
|
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
1.06KNew |
$79.1K - $86.4K
|
1.06K
$129K
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1K+ 10.34% |
$74.9K - $81.8K
|
10.7K
$1.31M
|