Purchases and Sales Made in Q3 2023 in Vanguard Financial ETF (VFH)

VFH Quotes by TradingView

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 10, 2023 Q3 2023
Pure Financial Advisors, LLC

BUY
 -
378
+ 10.54%
$30.4K - $32.8K
3.97K $458K
Oct 03, 2023 Q3 2023
Massmutual Trust CO Fsb

BUY
 -
376
+ 0.39%
$30.2K - $32.6K
97.3K $11.2M
Mar 12, 2024 Q3 2023
Executive Wealth Group LLC

Kirkland, WA
BUY
 -
363
+ 0.34%
$29.2K - $31.5K
109K $12.5M
Nov 08, 2023 Q3 2023
Sequoia Financial Advisors, LLC

BUY
 -
357
+ 13.23%
$28.7K - $31K
3.06K $353K
Oct 24, 2023 Q3 2023
Stratos Wealth Partners, Ltd.

BUY
 -
341
+ 3.65%
$27.4K - $29.6K
9.68K $1.12M
Nov 01, 2023 Q3 2023
Wealthfront Advisers LLC

BUY
 -
306
+ 6.08%
$24.6K - $26.5K
5.34K $616K
Nov 13, 2023 Q3 2023
Transatlantique Private Wealth LLC

BUY
 -
278
+ 2.93%
$22.3K - $24.1K
9.77K $1.13M
Nov 13, 2023 Q3 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
277
+ 39.8%
$22.2K - $24K
973 $112K
Nov 14, 2023 Q3 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
260
+ 0.81%
$20.9K - $22.5K
32.5K $3.76M
Apr 30, 2024 Q3 2023
Concord Wealth Partners

BUY
 -
253
+ 1204.76%
$20.3K - $21.9K
274 $31.6K
Oct 24, 2023 Q3 2023
Retirement Planning Group

BUY
 -
246
+ 1.4%
$19.8K - $21.3K
17.9K $2.06M
Nov 14, 2023 Q3 2023
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
243
+ 2.27%
$19.5K - $21.1K
11K $1.27M
Oct 18, 2023 Q3 2023
White Lighthouse Investment Management Inc.

BUY
 -
239
+ 8.62%
$19.2K - $20.7K
3.01K $348K
Oct 13, 2023 Q3 2023
Courier Capital LLC

BUY
 -
234
+ 7.03%
$18.8K - $20.3K
3.56K $411K
Nov 14, 2023 Q3 2023
Cwa Asset Management Group, LLC

BUY
 -
220
+ 5.19%
$17.7K - $19.1K
4.46K $515K
Nov 09, 2023 Q3 2023
Marble Harbor Investment Counsel, LLC

Boston, MA
BUY
 -
200
+ 2.84%
$16.1K - $17.3K
7.25K $837K
Nov 07, 2023 Q3 2023
Sound View Wealth Advisors Group, LLC

BUY
 -
195
+ 1.91%
$15.7K - $16.9K
10.4K $1.2M
Oct 17, 2023 Q3 2023
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
192
+ 2.01%
$15.4K - $16.6K
9.76K $1.13M
Oct 16, 2023 Q3 2023
Leavell Investment Management, Inc.

BUY
 -
190
+ 2.85%
$15.3K - $16.5K
6.85K $791K
Nov 14, 2023 Q3 2023
Bragg Financial Advisors, Inc

Charlotte, NC
BUY
 -
186
+ 5.54%
$14.9K - $16.1K
3.54K $409K
Oct 12, 2023 Q3 2023
Mc Guire Investment Group, LLC

BUY
 -
173
+ 5.75%
$13.9K - $15K
3.18K $367K
Nov 13, 2023 Q3 2023
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
157
+ 3.45%
$12.6K - $13.6K
4.71K $544K
Aug 13, 2024 Q3 2023
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
150
+ 78.13%
$12K - $13K
342 $39.5K
Nov 07, 2023 Q3 2023
Kestra Private Wealth Services, LLC

BUY
 -
131
+ 1.05%
$10.5K - $11.4K
12.6K $1.45M
Nov 13, 2023 Q3 2023
Liberty Wealth Management LLC

Oakland, CA
BUY
 -
130
+ 1.26%
$10.4K - $11.3K
10.5K $1.21M
Oct 11, 2023 Q3 2023
Geneos Wealth Management Inc.

BUY
 -
127
+ 9.84%
$10.2K - $11K
1.42K $164K
Nov 14, 2023 Q3 2023
Neuberger Berman Group LLC

New York, NY
BUY
 -
121
+ 1.02%
$9.72K - $10.5K
11.9K $1.38M
Nov 07, 2023 Q3 2023
Glass Jacobson Investment Advisors LLC

Owings Mills, MD
BUY
 -
120
+ 13.07%
$9.64K - $10.4K
1.04K $120K
Oct 18, 2023 Q3 2023
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
118
+ 3.08%
$9.48K - $10.2K
3.95K $456K
Oct 27, 2023 Q3 2023
Gray Wealth Management Inc.

Bangor, ME
BUY
 -
117
+ 0.52%
$9.4K - $10.1K
22.4K $2.59M
Oct 10, 2023 Q3 2023
Sabal Trust CO

BUY
 -
107
+ 0.19%
$8.59K - $9.28K
55.5K $6.41M
Nov 09, 2023 Q3 2023
Headlands Technologies LLC

Chicago, IL
BUY
 -
93
New
$7.47K - $8.06K
93 $10.7K
May 20, 2024 Q3 2023
Parallel Advisors, LLC

BUY
 -
88
+ 0.58%
$7.07K - $7.63K
15.1K $1.75M
Nov 13, 2023 Q3 2023
Parallel Advisors, LLC

BUY
 -
88
+ 0.58%
$7.07K - $7.63K
15.1K $1.75M
Nov 07, 2023 Q3 2023
Merit Financial Group, LLC

BUY
 -
86
+ 0.2%
$6.91K - $7.46K
42.8K $4.95M
Nov 09, 2023 Q3 2023
Lee Financial CO

Dallas, TX
BUY
 -
85
New
$6.83K - $7.37K
85 $9.81K
Oct 18, 2023 Q3 2023
Koshinski Asset Management, Inc.

BUY
 -
80
+ 1.37%
$6.43K - $6.94K
5.9K $682K
Nov 13, 2023 Q3 2023
Provence Wealth Management Group

BUY
 -
72
New
$5.78K - $6.24K
72 $8.31K
Nov 03, 2023 Q3 2023
Carl P. Sherr & Co., LLC

BUY
 -
68
+ 1.23%
$5.46K - $5.9K
5.59K $646K
Oct 10, 2023 Q3 2023
Magnus Financial Group LLC

New York, NY
BUY
 -
67
+ 0.55%
$5.38K - $5.81K
12.3K $1.42M
Nov 13, 2023 Q3 2023
One Charles Private Wealth Services, LLC

BUY
 -
66
+ 0.81%
$5.3K - $5.72K
8.26K $953K
Oct 26, 2023 Q3 2023
Central Trust CO

Jefferson City, MO
BUY
 -
66
+ 22.07%
$5.3K - $5.72K
365 $42.1K
Nov 03, 2023 Q3 2023
Lincoln National Corp

BUY
 -
63
+ 2.29%
$5.06K - $5.46K
2.82K $326K
Nov 14, 2023 Q3 2023
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
59
+ 0.54%
$4.74K - $5.12K
11K $1.27M
Oct 10, 2023 Q3 2023
Dynamic Advisor Solutions LLC

BUY
 -
59
+ 0.85%
$4.74K - $5.12K
6.97K $805K
Oct 31, 2023 Q3 2023
Delta Financial Group, Inc.

Basking Ridge, NJ
BUY
 -
58
+ 2.06%
$4.66K - $5.03K
2.87K $331K
Nov 06, 2023 Q3 2023
Great Valley Advisor Group, Inc.

BUY
 -
56
+ 0.88%
$4.5K - $4.86K
6.4K $739K
Oct 31, 2023 Q3 2023
Transcend Capital Advisors, LLC

BUY
 -
53
+ 0.25%
$4.26K - $4.6K
21K $2.43M
Oct 10, 2023 Q3 2023
Boltwood Capital Management

BUY
 -
52
+ 2.09%
$4.18K - $4.51K
2.54K $293K

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