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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1.87K+ 1.05% |
$150K - $162K
|
180K
$20.8M
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.86K+ 1973.4% |
$149K - $161K
|
1.95K
$225K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.83K+ 1.06% |
$147K - $159K
|
175K
$20.2M
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
1.62KNew |
$130K - $141K
|
1.62K
$187K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.61K+ 839.58% |
$129K - $140K
|
1.8K
$208K
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.58K+ 5.69% |
$127K - $137K
|
29.4K
$3.39M
|
|
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
1.55K+ 11.34% |
$124K - $134K
|
15.2K
$1.75M
|
|
|
Oct 09, 2024
Q3 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
1.51K+ 12.2% |
$121K - $130K
|
13.8K
$1.6M
|
|
|
Oct 30, 2023
Q3 2023
|
Exchange Capital Management, Inc.
|
BUY
|
- |
1.49K+ 1.71% |
$120K - $129K
|
88.9K
$10.3M
|
|
|
Dec 05, 2023
Q3 2023
|
Tap Consulting, LLC
|
BUY
|
- |
1.47K+ 2.6% |
$118K - $128K
|
58.2K
$6.72M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
1.35K+ 445.7% |
$108K - $117K
|
1.65K
$190K
|
|
|
Oct 16, 2023
Q3 2023
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
1.33K+ 25.04% |
$107K - $115K
|
6.63K
$766K
|
|
|
Nov 15, 2023
Q3 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.29K+ 36.71% |
$103K - $111K
|
4.79K
$553K
|
|
|
Oct 27, 2023
Q3 2023
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
1.27K+ 4.25% |
$102K - $110K
|
31.3K
$3.61M
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.22K+ 28.44% |
$97.7K - $105K
|
5.49K
$634K
|
|
|
Oct 24, 2023
Q3 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
1.21KNew |
$97.5K - $105K
|
1.21K
$140K
|
|
|
Nov 15, 2023
Q3 2023
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
1.21KNew |
$97.2K - $105K
|
1.21K
$140K
|
|
|
Oct 23, 2023
Q3 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1.13K+ 0.8% |
$90.8K - $98.1K
|
143K
$16.5M
|
|
|
Oct 26, 2023
Q3 2023
|
Joule Financial, LLC
|
BUY
|
- |
1.07K+ 4.44% |
$85.5K - $92.3K
|
25.1K
$2.89M
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.06K+ 8.12% |
$85K - $91.7K
|
14.1K
$1.63M
|
|
|
Nov 09, 2023
Q3 2023
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
BUY
|
- |
1K+ 2.03% |
$80.3K - $86.7K
|
50.2K
$5.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
998+ 12.79% |
$80.2K - $86.5K
|
8.8K
$1.02M
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
969+ 650.34% |
$77.8K - $84K
|
1.12K
$129K
|
|
|
Nov 13, 2023
Q3 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
966+ 5.27% |
$77.6K - $83.8K
|
19.3K
$2.23M
|
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
935New |
$75.1K - $81.1K
|
935
$108K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
934+ 32.84% |
$75K - $81K
|
3.78K
$436K
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
912+ 6.89% |
$73.3K - $79.1K
|
14.1K
$1.63M
|
|
|
Oct 02, 2023
Q3 2023
|
Park National Corp
|
BUY
|
- |
822+ 1.97% |
$66K - $71.3K
|
42.6K
$4.92M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
725+ 1.7% |
$58.2K - $62.9K
|
43.3K
$5M
|
|
|
Nov 13, 2023
Q3 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
650+ 5.33% |
$52.2K - $56.4K
|
12.8K
$1.48M
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
621+ 8.88% |
$49.9K - $53.8K
|
7.61K
$879K
|
|
|
Nov 13, 2023
Q3 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
616New |
$49.5K - $53.4K
|
616
$71.1K
|
|
|
Nov 03, 2023
Q3 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
615+ 1.14% |
$49.4K - $53.3K
|
54.5K
$6.29M
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
598+ 3.65% |
$48K - $51.9K
|
17K
$1.96M
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
581+ 8.96% |
$46.7K - $50.4K
|
7.06K
$816K
|
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
572+ 3.9% |
$45.9K - $49.6K
|
15.2K
$1.76M
|
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
BUY
|
- |
553+ 6.74% |
$44.4K - $48K
|
8.75K
$1.01M
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
550+ 135.8% |
$44.2K - $47.7K
|
955
$110K
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
529+ 0.45% |
$42.5K - $45.9K
|
119K
$13.7M
|
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
BUY
|
- |
484+ 4.55% |
$38.9K - $42K
|
11.1K
$1.28M
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
480+ 41.52% |
$38.6K - $41.6K
|
1.64K
$189K
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
477+ 18.03% |
$38.3K - $41.4K
|
3.12K
$361K
|
|
|
Nov 14, 2023
Q3 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
451+ 3.28% |
$36.2K - $39.1K
|
14.2K
$1.64M
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
429+ 122.22% |
$34.5K - $37.2K
|
780
$90.1K
|
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
428+ 3.35% |
$34.4K - $37.1K
|
13.2K
$1.53M
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
401+ 5.56% |
$32.2K - $34.8K
|
7.61K
$879K
|
|
|
Nov 02, 2023
Q3 2023
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
400+ 3.14% |
$32.1K - $34.7K
|
13.1K
$1.52M
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
387+ 135.31% |
$31.1K - $33.6K
|
673
$77.7K
|
|
|
Nov 13, 2023
Q3 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
385+ 2.36% |
$30.9K - $33.4K
|
16.7K
$1.93M
|
|
|
Oct 24, 2023
Q3 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
380+ 5.39% |
$30.5K - $32.9K
|
7.43K
$857K
|