Purchases and Sales Made in Q3 2023 in Vanguard Financial ETF (VFH)
This table provides information about the institutional ownership of Vanguard Financial ETF (VFH) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 12, 2023
Q3 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
9.64KNew |
$774K - $836K
|
9.64K
$1.11M
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
9.41K+ 287.71% |
$756K - $816K
|
12.7K
$1.46M
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
9.09KNew |
$730K - $788K
|
9.09K
$1.05M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
8.78KNew |
$705K - $761K
|
8.78K
$1.01M
|
|
|
Nov 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
8.06KNew |
$647K - $699K
|
8.06K
$931K
|
|
|
Oct 27, 2023
Q3 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
7.89KNew |
$634K - $684K
|
7.89K
$912K
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
7.7K+ 34.94% |
$618K - $667K
|
29.7K
$3.43M
|
|
|
Nov 01, 2023
Q3 2023
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
7.44K+ 288.79% |
$598K - $645K
|
10K
$1.16M
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
7.28KNew |
$584K - $631K
|
7.28K
$840K
|
|
|
Oct 17, 2023
Q3 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
7.28KNew |
$584K - $631K
|
7.28K
$840K
|
|
|
Nov 14, 2023
Q3 2023
|
Chai Trust CO LLC
Chicago, IL |
BUY
|
- |
7.23K+ 18.28% |
$581K - $627K
|
46.8K
$5.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
7.16KNew |
$575K - $620K
|
7.16K
$826K
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
6.72K+ 3.08% |
$540K - $583K
|
225K
$26M
|
|
|
Nov 02, 2023
Q3 2023
|
Avitas Wealth Management LLC
|
BUY
|
- |
5.71KNew |
$459K - $495K
|
5.71K
$660K
|
|
|
Oct 27, 2023
Q3 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
5.64K+ 24.83% |
$453K - $489K
|
28.4K
$3.28M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
5.42KNew |
$436K - $470K
|
5.42K
$626K
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
5.31K+ 506.97% |
$427K - $461K
|
6.36K
$735K
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
5.06K+ 6.25% |
$407K - $439K
|
86.1K
$9.94M
|
|
|
Nov 15, 2023
Q3 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
4.92K+ 24.19% |
$395K - $426K
|
25.2K
$2.91M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.79K+ 17.23% |
$385K - $416K
|
32.6K
$3.77M
|
|
|
Nov 13, 2023
Q3 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
4.71KNew |
$379K - $409K
|
4.71K
$544K
|
|
|
Oct 05, 2023
Q3 2023
|
Allied Investment Advisors, LLC
|
BUY
|
- |
4.44KNew |
$356K - $385K
|
4.44K
$512K
|
|
|
Nov 14, 2023
Q3 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
4.28KNew |
$343K - $371K
|
4.28K
$494K
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
4.25KNew |
$341K - $368K
|
4.25K
$491K
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.95K+ 17.58% |
$317K - $343K
|
26.4K
$3.05M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.69K+ 54.72% |
$296K - $320K
|
10.4K
$1.2M
|
|
|
Oct 13, 2023
Q3 2023
|
Cmh Wealth Management LLC
|
BUY
|
- |
3.68K+ 2.64% |
$296K - $319K
|
143K
$16.5M
|
|
|
May 20, 2024
Q3 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
3.44K+ 5.43% |
$276K - $298K
|
66.7K
$7.7M
|
|
|
Oct 24, 2023
Q3 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
3.41KNew |
$274K - $296K
|
3.41K
$394K
|
|
|
Oct 13, 2023
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
3.3K+ 4.52% |
$265K - $286K
|
76.2K
$8.8M
|
|
|
Oct 24, 2023
Q3 2023
|
Elm Partners Management LLC
|
BUY
|
- |
3.3KNew |
$265K - $286K
|
3.3K
$381K
|
|
|
Nov 07, 2023
Q3 2023
|
Lcm Capital Management Inc
|
BUY
|
- |
3.29K+ 5.99% |
$264K - $286K
|
58.3K
$6.73M
|
|
|
Nov 14, 2023
Q3 2023
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
3.28KNew |
$263K - $284K
|
3.28K
$379K
|
|
|
Oct 04, 2023
Q3 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
3.19KNew |
$256K - $276K
|
3.19K
$368K
|
|
|
Nov 01, 2023
Q3 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
3.15KNew |
$253K - $273K
|
3.15K
$363K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.94K+ 33.54% |
$236K - $255K
|
11.7K
$1.35M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.91KNew |
$233K - $252K
|
2.91K
$336K
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.89K+ 107.47% |
$232K - $251K
|
5.59K
$645K
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
2.85KNew |
$229K - $247K
|
2.85K
$329K
|
|
|
Nov 21, 2023
Q3 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
2.81KNew |
$226K - $243K
|
2.81K
$324K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.8K+ 17.02% |
$225K - $243K
|
19.3K
$2.22M
|
|
|
Nov 15, 2023
Q3 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
2.79KNew |
$224K - $242K
|
2.79K
$322K
|
|
|
Nov 02, 2023
Q3 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
2.76KNew |
$221K - $239K
|
2.76K
$318K
|
|
|
Oct 17, 2023
Q3 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
2.6K+ 29.2% |
$208K - $225K
|
11.5K
$1.33M
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.59KNew |
$208K - $225K
|
2.59K
$299K
|
|
|
Nov 01, 2023
Q3 2023
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
2.58KNew |
$208K - $224K
|
2.58K
$298K
|
|
|
Nov 14, 2023
Q3 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
2.57KNew |
$207K - $223K
|
2.57K
$297K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
2.08K+ 27.63% |
$167K - $180K
|
9.59K
$1.11M
|
|
|
Oct 23, 2023
Q3 2023
|
Cavalier Investments, LLC
|
BUY
|
- |
2.03K+ 3.81% |
$163K - $176K
|
55.3K
$6.38M
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.95K+ 10.49% |
$157K - $169K
|
20.5K
$2.37M
|