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 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-1.11K- 30.62% |
$83K - $90.6K
|
2.52K
$308K
|
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.2K- 3.88% |
$89.2K - $97.4K
|
29.6K
$3.62M
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.24K- 16.33% |
$92.5K - $101K
|
6.35K
$775K
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.24K- 31.96% |
$92.8K - $101K
|
2.65K
$323K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.3K- 9.2% |
$96.8K - $106K
|
12.8K
$1.56M
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.35K- 15.43% |
$101K - $110K
|
7.42K
$906K
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.49K- 20.32% |
$111K - $121K
|
5.82K
$711K
|
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.49K- 19.4% |
$111K - $121K
|
6.17K
$754K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.5K- 3.96% |
$112K - $122K
|
36.3K
$4.44M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.56K- 6.5% |
$117K - $127K
|
22.5K
$2.75M
|
|
|
Jul 20, 2023
Q2 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-1.57K- 18.25% |
$117K - $128K
|
7.05K
$860K
|
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.6K- 8.56% |
$119K - $130K
|
17.1K
$2.09M
|
|
|
Aug 09, 2023
Q2 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.63K- 5.25% |
$122K - $133K
|
29.4K
$3.59M
|
|
|
Jul 28, 2023
Q2 2023
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-1.64K- 9.75% |
$122K - $133K
|
15.1K
$1.85M
|
|
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-1.67K- 3.24% |
$124K - $136K
|
49.8K
$6.08M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.71K- 1.9% |
$128K - $139K
|
88.2K
$10.8M
|
|
|
Aug 08, 2023
Q2 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1.73K- 14.45% |
$129K - $141K
|
10.2K
$1.25M
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.75K- 12.31% |
$130K - $142K
|
12.4K
$1.52M
|
|
|
Jul 13, 2023
Q2 2023
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-1.77K- 4.46% |
$132K - $145K
|
38K
$4.64M
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.83K- 14.65% |
$136K - $149K
|
10.6K
$1.3M
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.97K- 23.58% |
$147K - $160K
|
6.38K
$779K
|
|
|
Jul 31, 2023
Q2 2023
|
Dagco, Inc.
|
SELL
|
- |
-1.99K- 19.22% |
$148K - $162K
|
8.34K
$1.02M
|
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-2.05K- 13.79% |
$153K - $167K
|
12.8K
$1.56M
|
|
|
Aug 07, 2023
Q2 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-2.21K- 36.34% |
$165K - $180K
|
3.88K
$474K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.25K- 8.94% |
$168K - $183K
|
22.9K
$2.8M
|
|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
SELL
|
- |
-2.31K- 21.97% |
$172K - $188K
|
8.2K
$1M
|
|
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.35K- 9.86% |
$176K - $192K
|
21.5K
$2.63M
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.4K- 44.35% |
$179K - $195K
|
3.01K
$367K
|
|
|
Jul 19, 2023
Q2 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-2.44K- 16.57% |
$182K - $199K
|
12.3K
$1.5M
|
|
|
May 20, 2024
Q2 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-2.5K- 35.65% |
$187K - $204K
|
4.51K
$551K
|
|
|
Aug 07, 2023
Q2 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-2.5K- 35.65% |
$187K - $204K
|
4.51K
$551K
|
|
|
Jul 21, 2023
Q2 2023
|
Marmo Financial Group, LLC
Johnson City, TN |
SELL
|
- |
-2.54K- 2.17% |
$190K - $207K
|
115K
$14M
|
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-2.57K- 16.33% |
$192K - $209K
|
13.2K
$1.61M
|
|
|
Aug 11, 2023
Q2 2023
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-2.58K- 11.77% |
$193K - $210K
|
19.3K
$2.36M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-2.66K- 6.45% |
$198K - $217K
|
38.6K
$4.71M
|
|
|
Aug 09, 2023
Q2 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-2.7K- 25.57% |
$202K - $220K
|
7.86K
$960K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.82K- 49.78% |
$210K - $230K
|
2.84K
$347K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.85K- 2.76% |
$213K - $232K
|
100K
$12.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.95K- 4.32% |
$220K - $240K
|
65.3K
$7.97M
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-3.07K- 22.16% |
$229K - $250K
|
10.8K
$1.32M
|
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-3.12K- 38.29% |
$233K - $254K
|
5.03K
$614K
|
|
|
Jul 27, 2023
Q2 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-3.25K- 20.33% |
$243K - $265K
|
12.7K
$1.56M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.38K- 45.31% |
$252K - $275K
|
4.08K
$498K
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
SELL
|
- |
-3.71K- 15.42% |
$277K - $302K
|
20.3K
$2.48M
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-4.15K- 15.84% |
$310K - $338K
|
22K
$2.69M
|
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-4.15K- 39.41% |
$310K - $339K
|
6.39K
$780K
|
|
|
Aug 10, 2023
Q2 2023
|
Private Wealth Group, LLC
|
SELL
|
- |
-4.34K- 37.16% |
$324K - $354K
|
7.35K
$897K
|
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-4.5K- 32.53% |
$336K - $366K
|
9.33K
$1.14M
|
|
|
Aug 10, 2023
Q2 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-4.79K- 48.71% |
$358K - $390K
|
5.05K
$616K
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-4.86K- 53.18% |
$363K - $396K
|
4.28K
$522K
|