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 07, 2023
Q2 2023
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-305- 0.5% |
$22.8K - $24.9K
|
60.6K
$7.4M
|
|
|
Jul 19, 2023
Q2 2023
|
Tap Consulting, LLC
|
SELL
|
- |
-308- 0.54% |
$23K - $25.1K
|
56.7K
$6.93M
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-314- 3.5% |
$23.4K - $25.6K
|
8.66K
$1.06M
|
|
|
Jul 17, 2023
Q2 2023
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-320- 0.38% |
$23.9K - $26.1K
|
83.7K
$10.2M
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-332- 88.77% |
$24.8K - $27.1K
|
42
$5.13K
|
|
|
Jul 19, 2023
Q2 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-349- 2.78% |
$26.1K - $28.4K
|
12.2K
$1.49M
|
|
|
Aug 11, 2023
Q2 2023
|
Tru Independence LLC
|
SELL
|
- |
-350- 4.7% |
$26.1K - $28.5K
|
7.1K
$866K
|
|
|
Jul 28, 2023
Q2 2023
|
Northstar Asset Management LLC
|
SELL
|
- |
-350- 0.91% |
$26.1K - $28.5K
|
38K
$4.64M
|
|
|
Jul 24, 2023
Q2 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-358- 0.43% |
$26.7K - $29.2K
|
82.9K
$10.1M
|
|
|
Aug 15, 2023
Q2 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-373- 10.01% |
$27.8K - $30.4K
|
3.36K
$410K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-399- 11.9% |
$29.8K - $32.5K
|
2.95K
$361K
|
|
|
Jul 26, 2023
Q2 2023
|
Wp Advisors, LLC
|
SELL
|
- |
-411- 6.09% |
$30.7K - $33.5K
|
6.34K
$775K
|
|
|
Aug 04, 2023
Q2 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-430- 54.43% |
$32.1K - $35K
|
360
$44K
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-447- 10.26% |
$33.4K - $36.4K
|
3.91K
$477K
|
|
|
Aug 01, 2023
Q2 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-450- 7.8% |
$33.6K - $36.7K
|
5.32K
$649K
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-460- 50.55% |
$34.3K - $37.5K
|
450
$54.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-471- 17.84% |
$35.2K - $38.4K
|
2.17K
$265K
|
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-506- 7.82% |
$37.8K - $41.2K
|
5.97K
$729K
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
SELL
|
- |
-531- 7.53% |
$39.6K - $43.3K
|
6.52K
$796K
|
|
|
Jul 17, 2023
Q2 2023
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-542- 9.27% |
$40.5K - $44.2K
|
5.3K
$648K
|
|
|
Jul 31, 2023
Q2 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-542- 4.74% |
$40.5K - $44.2K
|
10.9K
$1.33M
|
|
|
Aug 01, 2023
Q2 2023
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-575- 9.36% |
$42.9K - $46.9K
|
5.57K
$680K
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-580- 53.26% |
$43.3K - $47.3K
|
509
$62.2K
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-591- 4.77% |
$44.1K - $48.2K
|
11.8K
$1.44M
|
|
|
Aug 14, 2023
Q2 2023
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-593- 8.62% |
$44.3K - $48.3K
|
6.28K
$767K
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-618- 3.14% |
$46.1K - $50.4K
|
19K
$2.33M
|
|
|
Jul 17, 2023
Q2 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-637- 10.23% |
$47.6K - $51.9K
|
5.59K
$683K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-655- 7.59% |
$48.9K - $53.4K
|
7.98K
$974K
|
|
|
Aug 11, 2023
Q2 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-665- 5.33% |
$49.6K - $54.2K
|
11.8K
$1.44M
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-680- 4.6% |
$50.8K - $55.4K
|
14.1K
$1.72M
|
|
|
Jul 03, 2023
Q2 2023
|
Park National Corp
|
SELL
|
- |
-685- 1.61% |
$51.1K - $55.8K
|
41.8K
$5.1M
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-686- 10.12% |
$51.2K - $55.9K
|
6.1K
$744K
|
|
|
Jul 12, 2023
Q2 2023
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-719- 2.02% |
$53.7K - $58.6K
|
34.9K
$4.26M
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-733- 8.88% |
$54.7K - $59.7K
|
7.52K
$918K
|
|
|
Jul 19, 2023
Q2 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-768- 10.34% |
$57.3K - $62.6K
|
6.66K
$813K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-783- 7.2% |
$58.5K - $63.8K
|
10.1K
$1.23M
|
|
|
Aug 01, 2023
Q2 2023
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-784- 8.82% |
$58.5K - $63.9K
|
8.11K
$990K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
SELL
|
- |
-798- 22.45% |
$59.6K - $65K
|
2.76K
$337K
|
|
|
Aug 09, 2023
Q2 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-826- 56.04% |
$61.7K - $67.3K
|
648
$79.1K
|
|
|
Jul 13, 2023
Q2 2023
|
First Premier Bank
|
SELL
|
- |
-843- 7.49% |
$62.9K - $68.7K
|
10.4K
$1.27M
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-866- 15.98% |
$64.6K - $70.6K
|
4.55K
$556K
|
|
|
Aug 16, 2023
Q2 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-868- 88.75% |
$64.8K - $70.7K
|
110
$13.4K
|
|
|
Jul 17, 2023
Q2 2023
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-883- 13.78% |
$65.9K - $72K
|
5.53K
$675K
|
|
|
Jul 20, 2023
Q2 2023
|
James Hambro & Partners
|
SELL
|
- |
-890- 24.93% |
$66.4K - $72.5K
|
2.68K
$327K
|
|
|
Jul 31, 2023
Q2 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-916- 10.88% |
$68.4K - $74.6K
|
7.5K
$916K
|
|
|
Jul 28, 2023
Q2 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-922- 3.16% |
$68.8K - $75.1K
|
28.3K
$3.45M
|
|
|
Jul 06, 2023
Q2 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-936- 38.87% |
$69.9K - $76.3K
|
1.47K
$180K
|
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-990- 19.03% |
$73.9K - $80.7K
|
4.21K
$514K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.02K- 0.31% |
$75.8K - $82.7K
|
328K
$40M
|
|
|
Aug 14, 2023
Q2 2023
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-1.08K- 4.61% |
$80.5K - $87.9K
|
22.3K
$2.73M
|