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 11, 2023
Q2 2023
|
Trust CO Of Oklahoma
|
SELL
|
- |
-5.01K- 3.25% |
$374K - $409K
|
149K
$18.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-5.22K- 46.69% |
$389K - $425K
|
5.96K
$727K
|
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-5.23K- 22.63% |
$391K - $426K
|
17.9K
$2.18M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5.37K- 44.34% |
$401K - $438K
|
6.74K
$823K
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-5.51K- 64.89% |
$412K - $449K
|
2.98K
$364K
|
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-5.62K- 11.83% |
$419K - $458K
|
41.9K
$5.11M
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-5.81K- 15.24% |
$434K - $474K
|
32.3K
$3.95M
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-6.28K- 32.78% |
$468K - $511K
|
12.9K
$1.57M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-6.44K- 2.43% |
$481K - $525K
|
259K
$31.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.9K- 1.83% |
$515K - $562K
|
370K
$45.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-7.01K- 58.03% |
$523K - $571K
|
5.07K
$619K
|
|
|
Sep 04, 2024
Q2 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-7.01K- 58.03% |
$523K - $571K
|
5.07K
$619K
|
|
|
Jul 28, 2023
Q2 2023
|
Bray Capital Advisors
|
SELL
|
- |
-7.32K- 18.02% |
$546K - $597K
|
33.3K
$4.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-8.12K- 30.47% |
$606K - $661K
|
18.5K
$2.26M
|
|
|
Aug 14, 2023
Q2 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-8.23K- 4.47% |
$615K - $671K
|
176K
$21.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-8.26K- 1.57% |
$616K - $673K
|
518K
$63.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-8.51K- 6.73% |
$635K - $694K
|
118K
$14.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-10.1K- 56.32% |
$751K - $820K
|
7.81K
$953K
|
|
|
Aug 08, 2023
Q2 2023
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-10.2K- 7.56% |
$764K - $834K
|
125K
$15.3M
|
|
|
Jul 14, 2023
Q2 2023
|
First Financial Corp
|
SELL
|
- |
-10.5K- 26.75% |
$785K - $857K
|
28.8K
$3.52M
|
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
SELL
|
- |
-10.9K- 50.56% |
$811K - $886K
|
10.6K
$1.3M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-11.4K- 12.46% |
$852K - $930K
|
80.2K
$9.79M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-11.6K- 0.65% |
$864K - $943K
|
1.77M
$217M
|
|
|
Aug 07, 2023
Q2 2023
|
Allen Investment Management LLC
|
SELL
|
- |
-13.7K- 17.68% |
$1.02M - $1.12M
|
63.8K
$7.79M
|
|
|
Jul 14, 2023
Q2 2023
|
Joule Financial, LLC
|
SELL
|
- |
-15.5K- 39.27% |
$1.16M - $1.26M
|
24K
$2.93M
|
|
|
Aug 14, 2023
Q2 2023
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-16.4K- 19.87% |
$1.23M - $1.34M
|
66.2K
$8.08M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-19.9K- 17.39% |
$1.48M - $1.62M
|
94.3K
$11.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-20.3K- 52.19% |
$1.51M - $1.65M
|
18.6K
$2.27M
|
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-21.6K- 37.65% |
$1.61M - $1.76M
|
35.8K
$4.37M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-23.2K- 18.5% |
$1.73M - $1.89M
|
102K
$12.5M
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-23.4K- 50.77% |
$1.75M - $1.91M
|
22.7K
$2.77M
|
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-24.8K- 62.84% |
$1.85M - $2.02M
|
14.7K
$1.79M
|
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-33.5K- 9.04% |
$2.5M - $2.73M
|
337K
$41.1M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-33.7K- 21.28% |
$2.52M - $2.75M
|
125K
$15.2M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-36.1K- 46.97% |
$2.69M - $2.94M
|
40.7K
$4.97M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-36.8K- 13.17% |
$2.75M - $3M
|
243K
$29.6M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-39.8K- 8.32% |
$2.97M - $3.24M
|
438K
$53.5M
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-61.4K- 37.88% |
$4.59M - $5.01M
|
101K
$12.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-70.4K- 12.49% |
$5.26M - $5.74M
|
494K
$60.3M
|
|
|
Aug 01, 2023
Q2 2023
|
Valence8 Us LP
Cambridge, MA |
SELL
|
- |
-84.8K- 52.9% |
$6.33M - $6.91M
|
75.5K
$9.22M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-99.5K- 6.39% |
$7.43M - $8.11M
|
1.46M
$178M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-121K- 17.2% |
$9M - $9.83M
|
580K
$70.9M
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-140K- 43.96% |
$10.5M - $11.4M
|
179K
$21.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-217K- 59.5% |
$16.2M - $17.7M
|
147K
$18M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-374K- 12.53% |
$27.9M - $30.4M
|
2.61M
$318M
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-813K- 98.99% |
$60.7M - $66.3M
|
8.31K
$1.01M
|