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 19, 2023
Q3 2023
|
Marshall Financial Group LLC
|
SELL
|
- |
-314- 8.49% |
$25.2K - $27.2K
|
3.39K
$391K
|
|
|
Oct 16, 2023
Q3 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-316- 7.54% |
$25.4K - $27.4K
|
3.87K
$447K
|
|
|
Nov 03, 2023
Q3 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-319- 5.71% |
$25.6K - $27.7K
|
5.27K
$609K
|
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-319- 0.89% |
$25.6K - $27.7K
|
35.5K
$4.1M
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-332- 22.55% |
$26.7K - $28.8K
|
1.14K
$132K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-342- 11.58% |
$27.5K - $29.7K
|
2.61K
$302K
|
|
|
Nov 08, 2023
Q3 2023
|
Tru Independence LLC
|
SELL
|
- |
-348- 4.9% |
$28K - $30.2K
|
6.75K
$779K
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-358- 8.5% |
$28.8K - $31K
|
3.85K
$445K
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-362- 3.36% |
$29.1K - $31.4K
|
10.4K
$1.2M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-367- 22.16% |
$29.5K - $31.8K
|
1.29K
$149K
|
|
|
Nov 15, 2023
Q3 2023
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-368- 8.85% |
$29.6K - $31.9K
|
3.79K
$438K
|
|
|
Nov 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-377- 25.47% |
$30.3K - $32.7K
|
1.1K
$127K
|
|
|
Nov 03, 2023
Q3 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-391- 36.0% |
$31.4K - $33.9K
|
695
$80.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-395- 4.87% |
$31.7K - $34.3K
|
7.71K
$891K
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-429- 73.84% |
$34.5K - $37.2K
|
152
$17.6K
|
|
|
Oct 12, 2023
Q3 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-449- 3.66% |
$36.1K - $38.9K
|
11.8K
$1.37M
|
|
|
Apr 02, 2024
Q3 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-500- 9.34% |
$40.2K - $43.4K
|
4.85K
$560K
|
|
|
Nov 02, 2023
Q3 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-500- 9.34% |
$40.2K - $43.4K
|
4.85K
$560K
|
|
|
May 24, 2024
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-546- 0.7% |
$43.9K - $47.3K
|
77.3K
$8.92M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-547- 1.39% |
$43.9K - $47.4K
|
38.8K
$4.48M
|
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-602- 9.75% |
$48.4K - $52.2K
|
5.57K
$643K
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-607- 17.26% |
$48.8K - $52.6K
|
2.91K
$336K
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-624- 2.87% |
$50.1K - $54.1K
|
21.1K
$2.44M
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
SELL
|
- |
-634- 9.72% |
$50.9K - $55K
|
5.89K
$680K
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-670- 5.66% |
$53.8K - $58.1K
|
11.2K
$1.29M
|
|
|
Nov 14, 2023
Q3 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-715- 1.71% |
$57.4K - $62K
|
41.1K
$4.75M
|
|
|
Nov 07, 2023
Q3 2023
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-719- 4.51% |
$57.8K - $62.3K
|
15.2K
$1.76M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-729- 5.7% |
$58.6K - $63.2K
|
12.1K
$1.39M
|
|
|
Nov 13, 2023
Q3 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-747- 3.92% |
$60K - $64.8K
|
18.3K
$2.11M
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-762- 4.11% |
$61.2K - $66.1K
|
17.8K
$2.05M
|
|
|
Oct 10, 2023
Q3 2023
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-769- 2.21% |
$61.8K - $66.7K
|
34.1K
$3.94M
|
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-814- 5.6% |
$65.4K - $70.6K
|
13.7K
$1.58M
|
|
|
Oct 16, 2023
Q3 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-833- 2.66% |
$66.9K - $72.2K
|
30.4K
$3.51M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-866- 0.59% |
$69.6K - $75.1K
|
147K
$16.9M
|
|
|
Oct 16, 2023
Q3 2023
|
First Premier Bank
|
SELL
|
- |
-867- 8.33% |
$69.6K - $75.2K
|
9.55K
$1.1M
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
SELL
|
- |
-869- 14.32% |
$69.8K - $75.4K
|
5.2K
$601K
|
|
|
Oct 24, 2023
Q3 2023
|
Bouchey Financial Group LTD
|
SELL
|
- |
-891- 16.41% |
$71.6K - $77.3K
|
4.54K
$524K
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-896- 6.35% |
$72K - $77.7K
|
13.2K
$1.53M
|
|
|
Nov 06, 2023
Q3 2023
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-934- 1.22% |
$75K - $81K
|
75.8K
$8.75M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-970- 11.2% |
$77.9K - $84.1K
|
7.69K
$888K
|
|
|
Oct 04, 2023
Q3 2023
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-974- 13.42% |
$78.2K - $84.5K
|
6.28K
$725K
|
|
|
Nov 13, 2023
Q3 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-976- 4.43% |
$78.4K - $84.6K
|
21.1K
$2.43M
|
|
|
Nov 01, 2023
Q3 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-1K- 9.19% |
$80.3K - $86.7K
|
9.88K
$1.14M
|
|
|
Nov 14, 2023
Q3 2023
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-1.01K- 6.67% |
$81.1K - $87.6K
|
14.1K
$1.63M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-1.07K- 1.33% |
$85.8K - $92.6K
|
79.1K
$9.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1.07K- 43.35% |
$86.1K - $93K
|
1.4K
$162K
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
SELL
|
- |
-1.08K- 9.32% |
$86.4K - $93.3K
|
10.5K
$1.21M
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
SELL
|
- |
-1.19K- 16.8% |
$95.9K - $104K
|
5.92K
$683K
|
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.21K- 2.76% |
$97K - $105K
|
42.5K
$4.91M
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.25K- 10.07% |
$101K - $109K
|
11.2K
$1.29M
|