Purchases and Sales Made in Q4 2023 in Vanguard Financial ETF (VFH)
This table provides information about the institutional ownership of Vanguard Financial ETF (VFH) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Varma Mutual Pension Insurance CO
Varma, H9 |
BUY
|
- |
1.2M+ 17.51% |
$90.9M - $111M
|
8.03M
$962M
|
|
|
Jan 24, 2024
Q4 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
645KNew |
$49M - $59.8M
|
645K
$77.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
314K+ 62.11% |
$23.8M - $29.1M
|
819K
$98.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
199K+ 135.67% |
$15.1M - $18.4M
|
346K
$41.4M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
194KNew |
$14.7M - $18M
|
194K
$23.3M
|
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
146K+ 2869.95% |
$11.1M - $13.5M
|
151K
$18.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
115K+ 901.2% |
$8.7M - $10.6M
|
127K
$15.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
98.3KNew |
$7.47M - $9.11M
|
98.3K
$11.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
94.9KNew |
$7.21M - $8.8M
|
94.9K
$11.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
92.7K+ 1217.59% |
$7.04M - $8.59M
|
100K
$12M
|
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
84.3KNew |
$6.4M - $7.81M
|
84.3K
$10.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
84.3KNew |
$6.4M - $7.81M
|
84.3K
$10.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
67.5K+ 14.37% |
$5.13M - $6.26M
|
538K
$64.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
59.4KNew |
$4.51M - $5.51M
|
59.4K
$7.12M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
46KNew |
$3.5M - $4.27M
|
46K
$5.52M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
41.7K+ 1.55% |
$3.16M - $3.86M
|
2.72M
$326M
|
|
|
Feb 13, 2024
Q4 2023
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
40.1KNew |
$3.04M - $3.71M
|
40.1K
$4.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
34.7KNew |
$2.64M - $3.22M
|
34.7K
$4.16M
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
34.5KNew |
$2.62M - $3.19M
|
34.5K
$4.13M
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
34K+ 1185.85% |
$2.59M - $3.15M
|
36.9K
$4.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
32.8KNew |
$2.49M - $3.04M
|
32.8K
$3.93M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
28.9K+ 24.5% |
$2.2M - $2.68M
|
147K
$17.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
27.2KNew |
$2.07M - $2.52M
|
27.2K
$3.27M
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
26.7K+ 64.91% |
$2.03M - $2.47M
|
67.8K
$8.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
22.1K+ 4.38% |
$1.68M - $2.05M
|
527K
$63.2M
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
18.5K+ 18.81% |
$1.41M - $1.72M
|
117K
$14M
|
|
|
Feb 13, 2024
Q4 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
18K+ 5.53% |
$1.37M - $1.67M
|
344K
$41.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
16.4K+ 4.06% |
$1.25M - $1.52M
|
421K
$50.4M
|
|
|
Feb 21, 2024
Q4 2023
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
15KNew |
$1.14M - $1.39M
|
15K
$1.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
14.7KNew |
$1.12M - $1.36M
|
14.7K
$1.76M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
14.6KNew |
$1.11M - $1.35M
|
14.6K
$1.75M
|
|
|
Jan 31, 2024
Q4 2023
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
12.5KNew |
$952K - $1.16M
|
12.5K
$1.5M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
12.2K+ 15.48% |
$930K - $1.13M
|
91.3K
$10.9M
|
|
|
Jan 12, 2024
Q4 2023
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
12KNew |
$909K - $1.11M
|
12K
$1.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
10.3K+ 128.25% |
$785K - $958K
|
18.4K
$2.21M
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
BUY
|
- |
9.26K+ 8.32% |
$703K - $858K
|
121K
$14.5M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
8.33KNew |
$633K - $772K
|
8.33K
$998K
|
|
|
Feb 14, 2024
Q4 2023
|
Chai Trust CO LLC
Chicago, IL |
BUY
|
- |
7.59K+ 16.22% |
$576K - $703K
|
54.4K
$6.52M
|
|
|
Feb 14, 2024
Q4 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
7.43KNew |
$564K - $688K
|
7.43K
$890K
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
7.41KNew |
$563K - $687K
|
7.41K
$889K
|
|
|
Jan 19, 2024
Q4 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
7.12K+ 95.82% |
$541K - $659K
|
14.5K
$1.74M
|
|
|
Jan 24, 2024
Q4 2023
|
Sabal Trust CO
|
BUY
|
- |
7.01K+ 12.63% |
$533K - $650K
|
62.5K
$7.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.93K+ 39.03% |
$527K - $643K
|
24.7K
$2.96M
|
|
|
Jan 25, 2024
Q4 2023
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
6.12KNew |
$465K - $567K
|
6.12K
$733K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
6.1KNew |
$464K - $565K
|
6.1K
$731K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.03K+ 2.49% |
$458K - $559K
|
249K
$29.8M
|
|
|
Apr 18, 2024
Q4 2023
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
5.91KNew |
$449K - $547K
|
5.91K
$708K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
5.66K+ 15.61% |
$430K - $524K
|
41.9K
$5.02M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.43K+ 46.44% |
$413K - $503K
|
17.1K
$2.05M
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
5.25KNew |
$399K - $486K
|
5.25K
$629K
|