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 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
230+ 141.98% |
$17.2K - $18.7K
|
392
$47.9K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
214+ 3.41% |
$16K - $17.4K
|
6.49K
$792K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
214+ 168.5% |
$16K - $17.4K
|
341
$41.6K
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
BUY
|
- |
210+ 6.81% |
$15.7K - $17.1K
|
3.3K
$402K
|
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
209New |
$15.6K - $17K
|
209
$25.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
BUY
|
- |
167+ 1.87% |
$12.5K - $13.6K
|
9.08K
$1.11M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
165+ 0.17% |
$12.3K - $13.4K
|
96.7K
$11.8M
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
156+ 15.6% |
$11.6K - $12.7K
|
1.16K
$141K
|
|
|
Aug 08, 2023
Q2 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
155+ 1.85% |
$11.6K - $12.6K
|
8.56K
$1.04M
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
BUY
|
- |
154+ 1.35% |
$11.5K - $12.5K
|
11.5K
$1.41M
|
|
|
Aug 08, 2023
Q2 2023
|
First Pacific Financial
|
BUY
|
- |
120New |
$8.96K - $9.78K
|
120
$14.7K
|
|
|
Aug 04, 2023
Q2 2023
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
100+ 2.48% |
$7.47K - $8.15K
|
4.14K
$505K
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
95New |
$7.09K - $7.74K
|
95
$11.6K
|
|
|
Jul 26, 2023
Q2 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
87New |
$6.49K - $7.09K
|
87
$10.6K
|
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
84+ 2.19% |
$6.27K - $6.85K
|
3.92K
$478K
|
|
|
Jul 25, 2023
Q2 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
80+ 0.49% |
$5.97K - $6.52K
|
16.3K
$1.99M
|
|
|
Aug 14, 2023
Q2 2023
|
Hardy Reed LLC
|
BUY
|
- |
62+ 1.01% |
$4.63K - $5.05K
|
6.18K
$754K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
57+ 5.87% |
$4.26K - $4.64K
|
1.03K
$126K
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
56+ 1.12% |
$4.18K - $4.56K
|
5.04K
$616K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
52+ 0.74% |
$3.88K - $4.24K
|
7.13K
$870K
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
39+ 1.27% |
$2.91K - $3.18K
|
3.12K
$381K
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
37New |
$2.76K - $3.02K
|
37
$4.52K
|
|
|
Jul 21, 2023
Q2 2023
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
31+ 0.1% |
$2.31K - $2.53K
|
30K
$3.66M
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
30New |
$2.24K - $2.44K
|
30
$3.66K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
30+ 3.74% |
$2.24K - $2.44K
|
832
$102K
|
|
|
Aug 30, 2023
Q2 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
27+ 0.76% |
$2.02K - $2.2K
|
3.6K
$439K
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
21+ 2.34% |
$1.57K - $1.71K
|
918
$112K
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
18+ 23.68% |
$1.34K - $1.47K
|
94
$11.5K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
18+ 2.65% |
$1.34K - $1.47K
|
696
$85K
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
16+ 0.47% |
$1.19K - $1.3K
|
3.39K
$414K
|
|
|
Jul 11, 2023
Q2 2023
|
Tl Private Wealth
|
BUY
|
- |
15+ 0.46% |
$1.12K - $1.22K
|
3.27K
$400K
|
|
|
Jul 19, 2023
Q2 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
14+ 0.01% |
$1.05K - $1.14K
|
141K
$17.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
13+ 10.57% |
$970 - $1.06K
|
136
$16.6K
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
12+ 0.59% |
$896 - $978
|
2.04K
$249K
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
9New |
$672 - $733
|
9
$1.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
7+ 14.29% |
$523 - $570
|
56
$6.84K
|
|
|
Aug 14, 2023
Q2 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
5+ 0.03% |
$373 - $407
|
19K
$2.32M
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
4+ 0.06% |
$299 - $326
|
7.21K
$880K
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-1- 0.05% |
$74.7 - $81.5
|
1.97K
$241K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-8- 2.58% |
$597 - $652
|
302
$36.9K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-10- 0.62% |
$747 - $815
|
1.59K
$195K
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-11- 0.34% |
$821 - $896
|
3.27K
$400K
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-13- 0.2% |
$970 - $1.06K
|
6.48K
$792K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-14- 0.13% |
$1.05K - $1.14K
|
10.7K
$1.31M
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-15- 0.48% |
$1.12K - $1.22K
|
3.12K
$381K
|
|
|
Aug 14, 2023
Q2 2023
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-23- 0.6% |
$1.72K - $1.87K
|
3.79K
$462K
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-29- 0.75% |
$2.16K - $2.36K
|
3.83K
$467K
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-31- 6.72% |
$2.31K - $2.53K
|
430
$52.5K
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-36- 1.32% |
$2.69K - $2.93K
|
2.7K
$329K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-38- 1.5% |
$2.84K - $3.1K
|
2.5K
$305K
|