Purchases and Sales Made in Q2 2023 in Vanguard Financial ETF (VFH)

VFH Quotes by TradingView

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
Acropolis Investment Management, LLC

BUY
 -
1K
+ 73.14%
$74.8K - $81.7K
2.37K $290K
Jul 25, 2023 Q2 2023
Onyx Bridge Wealth Group LLC

BUY
 -
992
+ 31.03%
$74.1K - $80.8K
4.19K $512K
Jul 13, 2023 Q2 2023
Bouchey Financial Group LTD

BUY
 -
952
+ 21.27%
$71.1K - $77.6K
5.43K $663K
Aug 04, 2023 Q2 2023
Citizens Financial Group Inc

BUY
 -
917
+ 25.31%
$68.5K - $74.7K
4.54K $554K
Aug 11, 2023 Q2 2023
Cladis Investment Advisory, LLC

Billings, MT
BUY
 -
875
+ 7.73%
$65.3K - $71.3K
12.2K $1.49M
Oct 09, 2024 Q2 2023
Cladis Investment Advisory, LLC

Billings, MT
BUY
 -
875
+ 7.1%
$65.3K - $71.3K
13.2K $1.61M
Aug 11, 2023 Q2 2023
Baker Avenue Asset Management, LP

BUY
 -
867
+ 53.99%
$64.7K - $70.7K
2.47K $302K
Jul 26, 2023 Q2 2023
Sawtooth Solutions, LLC

BUY
 -
845
+ 20.92%
$63.1K - $68.9K
4.88K $596K
Aug 14, 2023 Q2 2023
Bleakley Financial Group, LLC

Fairfield, NJ
BUY
 -
845
+ 20.92%
$63.1K - $68.9K
4.88K $596K
Jul 26, 2023 Q2 2023
Sol Capital Management CO

BUY
 -
825
+ 1.42%
$61.6K - $67.2K
58.9K $7.19M
Jul 10, 2023 Q2 2023
Trinity Legacy Partners, LLC

BUY
 -
796
+ 6.58%
$59.4K - $64.9K
12.9K $1.57M
Aug 04, 2023 Q2 2023
Mc Clarren Financial Advisors, Inc.

State College, PA
BUY
 -
790
+ 266.89%
$59K - $64.4K
1.09K $133K
Jul 18, 2023 Q2 2023
Stratos Wealth Partners, Ltd.

BUY
 -
762
+ 8.89%
$56.9K - $62.1K
9.34K $1.14M
Aug 11, 2023 Q2 2023
Lcm Capital Management Inc

BUY
 -
762
+ 1.41%
$56.9K - $62.1K
55K $6.71M
Aug 16, 2023 Q2 2023
Pca Investment Advisory Services Inc.

Cincinnati, OH
BUY
 -
756
New
$56.4K - $61.6K
756 $92.3K
Aug 17, 2023 Q2 2023
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
741
New
$55.3K - $60.4K
741 $90.5K
Jul 20, 2023 Q2 2023
C2 C Wealth Management, LLC

BUY
 -
713
+ 26.7%
$53.2K - $58.1K
3.38K $413K
May 23, 2024 Q2 2023
Allen Mooney & Barnes Investment Advisors LLC

Thomasville, GA
BUY
 -
691
+ 32.92%
$51.6K - $56.3K
2.79K $341K
May 20, 2024 Q2 2023
Parallel Advisors, LLC

BUY
 -
683
+ 4.75%
$51K - $55.7K
15.1K $1.84M
Aug 04, 2023 Q2 2023
Parallel Advisors, LLC

BUY
 -
683
+ 4.75%
$51K - $55.7K
15.1K $1.84M
Aug 02, 2023 Q2 2023
Bank Of Montreal

Toronto, A6
BUY
 -
673
+ 10.29%
$50.2K - $54.8K
7.21K $881K
Aug 07, 2023 Q2 2023
Raab & Moskowitz Asset Management LLC

Chatham, NJ
BUY
 -
658
+ 3.97%
$49.1K - $53.6K
17.2K $2.11M
Aug 10, 2023 Q2 2023
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
598
+ 2.2%
$44.6K - $48.7K
27.8K $3.4M
Jul 21, 2023 Q2 2023
Terra Nova Asset Management LLC

BUY
 -
532
+ 3.66%
$39.7K - $43.4K
15.1K $1.84M
Jun 25, 2024 Q2 2023
Transatlantique Private Wealth LLC

BUY
 -
529
+ 5.91%
$39.5K - $43.1K
9.49K $1.16M
Aug 10, 2023 Q2 2023
Transatlantique Private Wealth LLC

BUY
 -
529
+ 5.91%
$39.5K - $43.1K
9.49K $1.16M
Aug 14, 2023 Q2 2023
Frank, Rimerman Advisors LLC

Palo Alto, CA
BUY
 -
490
+ 1.27%
$36.6K - $39.9K
39.2K $4.79M
Aug 15, 2023 Q2 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
448
+ 1.41%
$33.4K - $36.5K
32.3K $3.94M
Jul 26, 2023 Q2 2023
Cx Institutional

BUY
 -
445
+ 1.59%
$33.2K - $36.3K
28.4K $3.46M
Jul 13, 2023 Q2 2023
Aprio Wealth Management, LLC

BUY
 -
438
+ 0.93%
$32.7K - $35.7K
47.4K $5.78M
Aug 10, 2023 Q2 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
432
+ 5.19%
$32.2K - $35.2K
8.76K $1.07M
Aug 01, 2023 Q2 2023
Community Bank, N.A.

BUY
 -
429
+ 4.69%
$32K - $35K
9.57K $1.17M
Aug 15, 2023 Q2 2023
Raymond James Trust N.A.

BUY
 -
422
+ 14.24%
$31.5K - $34.4K
3.39K $413K
Aug 14, 2023 Q2 2023
Waters Parkerson & Co., LLC

BUY
 -
400
+ 9.3%
$29.9K - $32.6K
4.7K $574K
Aug 03, 2023 Q2 2023
Larson Financial Group LLC

BUY
 -
379
New
$28.3K - $30.9K
379 $46.3K
Jul 18, 2023 Q2 2023
Mc Guire Investment Group, LLC

BUY
 -
376
+ 14.29%
$28.1K - $30.6K
3.01K $367K
Aug 10, 2023 Q2 2023
Johnson Investment Counsel Inc

Cincinnati, OH
BUY
 -
347
+ 0.8%
$25.9K - $28.3K
43.7K $5.34M
Jul 10, 2023 Q2 2023
Bts Asset Management, Inc.

BUY
 -
335
+ 4.03%
$25K - $27.3K
8.66K $1.06M
Aug 11, 2023 Q2 2023
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
333
+ 0.75%
$24.9K - $27.1K
44.9K $5.48M
Aug 09, 2023 Q2 2023
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
332
New
$24.8K - $27.1K
332 $40.5K
Jul 10, 2023 Q2 2023
Praetorian Wealth Management, Inc.

BUY
 -
302
+ 1.34%
$22.5K - $24.6K
22.9K $2.8M
Aug 10, 2023 Q2 2023
Liberty Wealth Management LLC

Oakland, CA
BUY
 -
274
+ 2.73%
$20.5K - $22.3K
10.3K $1.26M
Aug 08, 2023 Q2 2023
Bank Of Marin

Novato, CA
BUY
 -
250
+ 1.59%
$18.7K - $20.4K
15.9K $1.95M
Aug 08, 2023 Q2 2023
Financial Advisory Service, Inc.

BUY
 -
248
New
$18.5K - $20.2K
248 $30.3K
Jul 13, 2023 Q2 2023
Transcend Capital Advisors, LLC

BUY
 -
245
+ 1.18%
$18.3K - $20K
21K $2.56M
Jul 31, 2023 Q2 2023
Brown Advisory Inc

BUY
 -
244
+ 4.19%
$18.2K - $19.9K
6.07K $741K
Aug 07, 2023 Q2 2023
Rainsberger Wealth Advisors, Inc.

Colorado Springs, CO
BUY
 -
244
+ 1.81%
$18.2K - $19.9K
13.7K $1.68M
Jul 18, 2023 Q2 2023
Allworth Financial LP

BUY
 -
239
+ 16.87%
$17.8K - $19.5K
1.66K $202K
Aug 08, 2023 Q2 2023
Geneos Wealth Management Inc.

BUY
 -
230
+ 21.68%
$17.2K - $18.7K
1.29K $158K

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