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 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-12.7K- 2.45% |
$1.02M - $1.1M
|
505K
$58.3M
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-13.2K- 74.06% |
$1.06M - $1.15M
|
4.64K
$536K
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-17.6K- 39.13% |
$1.41M - $1.52M
|
27.3K
$3.15M
|
|
|
Nov 14, 2023
Q3 2023
|
Ratio Wealth Group
Denver, CO |
SELL
|
- |
-18.6K- 15.37% |
$1.5M - $1.61M
|
103K
$11.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Allen Investment Management LLC
|
SELL
|
- |
-19.7K- 30.84% |
$1.58M - $1.7M
|
44.1K
$5.09M
|
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-19.8K- 87.34% |
$1.59M - $1.72M
|
2.87K
$331K
|
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
SELL
|
- |
-22.4K- 78.81% |
$1.8M - $1.94M
|
6.01K
$694K
|
|
|
Nov 14, 2023
Q3 2023
|
George Soros
Soros Fund Management LLC | New York, Ny
|
SELL
|
- |
-23.9K- 12.05% |
$1.92M - $2.07M
|
175K
$20.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-26.6K- 53.46% |
$2.14M - $2.31M
|
23.2K
$2.67M
|
|
|
Nov 13, 2023
Q3 2023
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-26.8K- 40.56% |
$2.16M - $2.33M
|
39.4K
$4.54M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-29.4KClosed |
$2.36M - $2.55M
|
0
$0
|
|
|
Nov 07, 2023
Q3 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-31K- 23.94% |
$2.49M - $2.68M
|
98.4K
$11.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-32.5K- 1.83% |
$2.61M - $2.82M
|
1.74M
$201M
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-36.1K- 20.37% |
$2.9M - $3.13M
|
141K
$16.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Valence8 Us LP
Cambridge, MA |
SELL
|
- |
-38.5K- 51.06% |
$3.1M - $3.34M
|
36.9K
$4.27M
|
|
|
Nov 14, 2023
Q3 2023
|
Kennicott Capital Management LLC
|
SELL
|
- |
-43.1K- 72.12% |
$3.46M - $3.74M
|
16.7K
$1.92M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-49.7K- 19.83% |
$3.99M - $4.31M
|
201K
$23.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-54K- 79.07% |
$4.34M - $4.68M
|
14.3K
$1.65M
|
|
|
Nov 09, 2023
Q3 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-261K- 96.94% |
$21M - $22.6M
|
8.23K
$950K
|