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 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
51+ 6.13% |
$4.1K - $4.42K
|
883
$102K
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
49New |
$3.94K - $4.25K
|
49
$5.66K
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
BUY
|
- |
45New |
$3.61K - $3.9K
|
45
$5.2K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
38+ 2.38% |
$3.05K - $3.29K
|
1.63K
$188K
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
36+ 34.62% |
$2.89K - $3.12K
|
140
$16.2K
|
|
|
Oct 30, 2023
Q3 2023
|
Wp Advisors, LLC
|
BUY
|
- |
35+ 0.55% |
$2.81K - $3.03K
|
6.38K
$736K
|
|
|
Nov 14, 2023
Q3 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
33+ 0.84% |
$2.65K - $2.86K
|
3.97K
$459K
|
|
|
Dec 18, 2023
Q3 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
31New |
$2.49K - $2.69K
|
31
$3.58K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
27+ 0.23% |
$2.17K - $2.34K
|
11.9K
$1.38M
|
|
|
Oct 13, 2023
Q3 2023
|
Optimum Investment Advisors
|
BUY
|
- |
26+ 86.67% |
$2.09K - $2.25K
|
56
$6.47K
|
|
|
Nov 13, 2023
Q3 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
25+ 0.55% |
$2.01K - $2.17K
|
4.57K
$527K
|
|
|
Oct 31, 2023
Q3 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
20+ 0.47% |
$1.61K - $1.73K
|
4.24K
$490K
|
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
15+ 0.44% |
$1.2K - $1.3K
|
3.4K
$393K
|
|
|
Oct 25, 2023
Q3 2023
|
Penobscot Wealth Management
|
BUY
|
- |
15+ 0.04% |
$1.2K - $1.3K
|
38.4K
$4.43M
|
|
|
Oct 30, 2023
Q3 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
14+ 0.53% |
$1.12K - $1.21K
|
2.66K
$307K
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
12New |
$964 - $1.04K
|
12
$1.39K
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
10+ 0.04% |
$803 - $867
|
27.9K
$3.22M
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
9+ 0.32% |
$723 - $780
|
2.86K
$330K
|
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
8+ 0.29% |
$643 - $694
|
2.73K
$315K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
6+ 0.54% |
$482 - $520
|
1.13K
$130K
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
6+ 0.12% |
$482 - $520
|
5.05K
$583K
|
|
|
Nov 08, 2023
Q3 2023
|
Crewe Advisors LLC
|
BUY
|
- |
5New |
$402 - $434
|
5
$577
|
|
|
Oct 13, 2023
Q3 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
5+ 0.15% |
$402 - $434
|
3.26K
$376K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2New |
$161 - $173
|
2
$231
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
2+ 0.51% |
$161 - $173
|
391
$45.1K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 0.67% |
$161 - $173
|
302
$34.9K
|
|
|
Oct 19, 2023
Q3 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
1+ 0.01% |
$80.3 - $86.7
|
13.9K
$1.61M
|
|
|
Oct 19, 2023
Q3 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
1+ 0.03% |
$80.3 - $86.7
|
3.6K
$416K
|
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.57% |
$80.3 - $86.7
|
176
$20.3K
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 0.4% |
$80.3 - $86.7
|
251
$29K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.06% |
$80.3 - $86.7
|
1.78K
$205K
|
|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
1+ 0.02% |
$80.3 - $86.7
|
5.44K
$628K
|
|
|
Jul 19, 2024
Q3 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1+ 1.54% |
$80.3 - $86.7
|
66
$7.62K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-3- 1.01% |
$241 - $260
|
293
$33.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-6- -0.0% |
$482 - $520
|
243K
$28M
|
|
|
Oct 30, 2023
Q3 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-11- 0.06% |
$884 - $954
|
17.2K
$1.99M
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-15- 0.6% |
$1.2K - $1.3K
|
2.48K
$286K
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-18- 0.59% |
$1.45K - $1.56K
|
3.05K
$352K
|
|
|
Nov 13, 2023
Q3 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-25- 0.63% |
$2.01K - $2.17K
|
3.95K
$456K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-27- 2.63% |
$2.17K - $2.34K
|
1K
$116K
|
|
|
Oct 30, 2023
Q3 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-28- 0.72% |
$2.25K - $2.43K
|
3.88K
$448K
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-30- 53.57% |
$2.41K - $2.6K
|
26
$3K
|
|
|
Oct 10, 2023
Q3 2023
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-31- 0.96% |
$2.49K - $2.69K
|
3.21K
$370K
|
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-33- 1.06% |
$2.65K - $2.86K
|
3.09K
$357K
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-42- 1.35% |
$3.37K - $3.64K
|
3.08K
$355K
|
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-44- 1.45% |
$3.53K - $3.82K
|
2.99K
$345K
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-44- 0.74% |
$3.53K - $3.82K
|
5.92K
$683K
|
|
|
Oct 24, 2023
Q3 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-50- 0.64% |
$4.02K - $4.34K
|
7.81K
$902K
|
|
|
Oct 30, 2023
Q3 2023
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-50- 0.9% |
$4.02K - $4.34K
|
5.52K
$638K
|
|
|
Oct 27, 2023
Q3 2023
|
Bray Capital Advisors
|
SELL
|
- |
-50- 0.15% |
$4.02K - $4.34K
|
33.2K
$3.84M
|