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 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.33K- 6.17% |
$107K - $115K
|
20.2K
$2.33M
|
|
|
Nov 13, 2023
Q3 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-1.33K- 0.76% |
$107K - $115K
|
174K
$20.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-1.41K- 32.24% |
$113K - $122K
|
2.96K
$342K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.46K- 14.41% |
$117K - $126K
|
8.64K
$998K
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.52K- 5.14% |
$122K - $132K
|
28.1K
$3.24M
|
|
|
Nov 14, 2023
Q3 2023
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-1.61K- 3.48% |
$129K - $139K
|
44.5K
$5.14M
|
|
|
Nov 02, 2023
Q3 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-1.73K- 6.1% |
$139K - $150K
|
26.6K
$3.07M
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-1.74K- 3.89% |
$140K - $151K
|
42.9K
$4.96M
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.74K- 3.89% |
$140K - $151K
|
42.9K
$4.96M
|
|
|
Oct 10, 2023
Q3 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-1.75K- 26.82% |
$140K - $151K
|
4.76K
$550K
|
|
|
Jun 25, 2024
Q3 2023
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-1.75K- 15.21% |
$141K - $152K
|
9.77K
$1.13M
|
|
|
Nov 09, 2023
Q3 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-1.8K- 13.67% |
$144K - $156K
|
11.4K
$1.31M
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
SELL
|
- |
-1.83K- 56.94% |
$147K - $158K
|
1.38K
$159K
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.85K- 7.41% |
$148K - $160K
|
23K
$2.66M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.88K- 1.51% |
$151K - $163K
|
123K
$14.2M
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-1.95K- 1.93% |
$156K - $169K
|
98.8K
$11.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-1.98K- 35.49% |
$159K - $171K
|
3.59K
$415K
|
|
|
Nov 02, 2023
Q3 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-2.03K- 27.06% |
$163K - $176K
|
5.47K
$632K
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
SELL
|
- |
-2.11K- 10.38% |
$169K - $183K
|
18.2K
$2.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Marmo Financial Group, LLC
Johnson City, TN |
SELL
|
- |
-2.19K- 1.9% |
$175K - $189K
|
113K
$13M
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-2.21K- 83.06% |
$178K - $192K
|
451
$52.1K
|
|
|
Nov 08, 2023
Q3 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-2.45K- 15.71% |
$197K - $212K
|
13.2K
$1.52M
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.51K- 0.97% |
$202K - $218K
|
256K
$29.6M
|
|
|
Oct 11, 2023
Q3 2023
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-2.51K- 10.97% |
$202K - $218K
|
20.4K
$2.35M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.62K- 11.45% |
$211K - $227K
|
20.3K
$2.34M
|
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
SELL
|
- |
-2.66K- 0.63% |
$214K - $231K
|
419K
$48.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-2.86K- 7.28% |
$229K - $248K
|
36.4K
$4.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-2.86K- 44.82% |
$230K - $248K
|
3.52K
$407K
|
|
|
Nov 14, 2023
Q3 2023
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-2.88K- 2.3% |
$231K - $249K
|
122K
$14.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-3.21K- 0.63% |
$258K - $279K
|
505K
$58.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-3.28K- 10.4% |
$263K - $284K
|
28.2K
$3.26M
|
|
|
Oct 10, 2023
Q3 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-3.28K- 2.87% |
$264K - $285K
|
111K
$12.9M
|
|
|
Nov 02, 2023
Q3 2023
|
Estate Counselors, LLC
|
SELL
|
- |
-3.31K- 2.56% |
$266K - $287K
|
126K
$14.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-3.45K- 16.67% |
$277K - $299K
|
17.2K
$1.99M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.03K- 4.28% |
$324K - $350K
|
90.3K
$10.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Bts Asset Management, Inc.
|
SELL
|
- |
-4.1K- 47.34% |
$329K - $355K
|
4.56K
$526K
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-4.35K- 46.65% |
$349K - $377K
|
4.98K
$575K
|
|
|
Oct 16, 2023
Q3 2023
|
Trust CO Of Oklahoma
|
SELL
|
- |
-4.4K- 2.95% |
$353K - $381K
|
145K
$16.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-4.42K- 2.88% |
$355K - $383K
|
149K
$17.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-4.64K- 59.14% |
$372K - $402K
|
3.2K
$370K
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-5.17K- 3.32% |
$415K - $448K
|
151K
$17.4M
|
|
|
Oct 16, 2023
Q3 2023
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-5.25K- 7.84% |
$422K - $455K
|
61.7K
$7.13M
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-5.59K- 18.32% |
$449K - $485K
|
24.9K
$2.88M
|
|
|
Nov 09, 2023
Q3 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-6.18K- 19.12% |
$497K - $536K
|
26.1K
$3.02M
|
|
|
Oct 19, 2023
Q3 2023
|
Sol Capital Management CO
|
SELL
|
- |
-6.35K- 10.78% |
$510K - $551K
|
52.6K
$6.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-6.4K- 9.81% |
$514K - $555K
|
58.9K
$6.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Curran Financial Partners, LLC
|
SELL
|
- |
-7.37K- 11.35% |
$592K - $639K
|
57.6K
$6.65M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-7.63K- 19.8% |
$613K - $662K
|
30.9K
$3.57M
|
|
|
Oct 11, 2023
Q3 2023
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-8.14K- 63.17% |
$654K - $706K
|
4.75K
$548K
|
|
|
Nov 07, 2023
Q3 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-9.77K- 65.8% |
$784K - $847K
|
5.08K
$586K
|