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 20, 2023
Q2 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-40- 0.33% |
$2.99K - $3.26K
|
11.9K
$1.46M
|
|
|
Aug 11, 2023
Q2 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-40- 0.91% |
$2.99K - $3.26K
|
4.37K
$534K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-50- 0.3% |
$3.73K - $4.07K
|
16.4K
$2M
|
|
|
Jul 31, 2023
Q2 2023
|
Corbyn Investment Management Inc
|
SELL
|
- |
-55- 2.08% |
$4.11K - $4.48K
|
2.59K
$316K
|
|
|
Jul 31, 2023
Q2 2023
|
Courier Capital LLC
|
SELL
|
- |
-61- 1.8% |
$4.55K - $4.97K
|
3.33K
$407K
|
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-64- 1.16% |
$4.78K - $5.22K
|
5.44K
$664K
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-66- 2.13% |
$4.93K - $5.38K
|
3.03K
$370K
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-67- 0.95% |
$5K - $5.46K
|
6.99K
$854K
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
SELL
|
- |
-68- 14.38% |
$5.08K - $5.54K
|
405
$49.5K
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-71- 1.44% |
$5.3K - $5.79K
|
4.86K
$593K
|
|
|
Aug 03, 2023
Q2 2023
|
Simmons Bank
|
SELL
|
- |
-75- 1.69% |
$5.6K - $6.11K
|
4.35K
$531K
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
SELL
|
- |
-75- 41.9% |
$5.6K - $6.11K
|
104
$12.7K
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-83- 7.34% |
$6.2K - $6.76K
|
1.05K
$128K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-85- 28.15% |
$6.35K - $6.93K
|
217
$26.5K
|
|
|
Jul 14, 2023
Q2 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-86- 15.58% |
$6.42K - $7.01K
|
466
$56.9K
|
|
|
Jul 11, 2023
Q2 2023
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-86- 1.4% |
$6.42K - $7.01K
|
6.05K
$739K
|
|
|
Jul 20, 2023
Q2 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-91- 1.39% |
$6.79K - $7.42K
|
6.44K
$787K
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-96- 3.03% |
$7.17K - $7.82K
|
3.07K
$375K
|
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-100- 3.8% |
$7.47K - $8.15K
|
2.53K
$309K
|
|
|
Aug 11, 2023
Q2 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-100- 3.45% |
$7.47K - $8.15K
|
2.8K
$342K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-111- 42.69% |
$8.29K - $9.05K
|
149
$18.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-117- 0.09% |
$8.73K - $9.53K
|
134K
$16.3M
|
|
|
Jul 19, 2023
Q2 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-133- 0.99% |
$9.93K - $10.8K
|
13.3K
$1.62M
|
|
|
Jul 18, 2023
Q2 2023
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-136- 3.22% |
$10.2K - $11.1K
|
4.09K
$499K
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-143- 4.21% |
$10.7K - $11.7K
|
3.25K
$397K
|
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-145- 3.34% |
$10.8K - $11.8K
|
4.19K
$512K
|
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
SELL
|
- |
-145- 47.08% |
$10.8K - $11.8K
|
163
$19.9K
|
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-145- 3.34% |
$10.8K - $11.8K
|
4.19K
$512K
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
SELL
|
- |
-155- 2.13% |
$11.6K - $12.6K
|
7.11K
$868K
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-164- 33.47% |
$12.2K - $13.4K
|
326
$39.8K
|
|
|
Aug 04, 2023
Q2 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-183- 4.16% |
$13.7K - $14.9K
|
4.22K
$515K
|
|
|
Aug 03, 2023
Q2 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-185- 86.05% |
$13.8K - $15.1K
|
30
$3.66K
|
|
|
Apr 16, 2024
Q2 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-195- 4.07% |
$14.6K - $15.9K
|
4.6K
$561K
|
|
|
Jul 24, 2023
Q2 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-200- 3.85% |
$14.9K - $16.3K
|
4.99K
$609K
|
|
|
Aug 14, 2023
Q2 2023
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-210- 2.74% |
$15.7K - $17.1K
|
7.45K
$909K
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-221- 2.74% |
$16.5K - $18K
|
7.84K
$957K
|
|
|
May 24, 2024
Q2 2023
|
Garrison Asset Management, LLC
|
SELL
|
- |
-223- 1.22% |
$16.6K - $18.2K
|
18.1K
$2.21M
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-234- 0.83% |
$17.5K - $19.1K
|
28K
$3.42M
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-234- 4.48% |
$17.5K - $19.1K
|
4.99K
$610K
|
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-244- 0.77% |
$18.2K - $19.9K
|
31.5K
$3.85M
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-246- 7.77% |
$18.4K - $20K
|
2.92K
$356K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-262- 13.61% |
$19.6K - $21.4K
|
1.66K
$203K
|
|
|
Apr 02, 2024
Q2 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-264- 4.7% |
$19.7K - $21.5K
|
5.35K
$654K
|
|
|
Jul 25, 2023
Q2 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-264- 4.7% |
$19.7K - $21.5K
|
5.35K
$654K
|
|
|
Aug 03, 2023
Q2 2023
|
Garrison Asset Management, LLC
|
SELL
|
- |
-278- 1.52% |
$20.8K - $22.7K
|
18K
$2.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Apexium Financial, LP
|
SELL
|
- |
-280- 2.51% |
$20.9K - $22.8K
|
10.9K
$1.33M
|
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-285- 0.9% |
$21.3K - $23.2K
|
31.3K
$3.82M
|
|
|
Jul 11, 2023
Q2 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-286- 4.21% |
$21.3K - $23.3K
|
6.51K
$794K
|
|
|
Aug 07, 2023
Q2 2023
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-300- 9.76% |
$22.4K - $24.4K
|
2.77K
$339K
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-303- 6.26% |
$22.6K - $24.7K
|
4.54K
$554K
|