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 |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2024
Q4 2023
|
Polianta LTD
|
SELL
|
- |
-39.4K- 38.63% |
$2.99M - $3.65M
|
62.6K
$7.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-44.7K- 67.88% |
$3.4M - $4.14M
|
21.2K
$2.54M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-49.7K- 35.39% |
$3.77M - $4.6M
|
90.7K
$10.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-50.4K- 57.23% |
$3.83M - $4.67M
|
37.7K
$4.51M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-53.7K- 36.01% |
$4.08M - $4.98M
|
95.5K
$11.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-57.6K- 69.36% |
$4.38M - $5.34M
|
25.4K
$3.05M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-58.8K- 54.13% |
$4.47M - $5.45M
|
49.8K
$5.97M
|
|
|
Jan 29, 2024
Q4 2023
|
Compass Advisory Group LLC
|
SELL
|
- |
-62.8K- 96.18% |
$4.77M - $5.82M
|
2.5K
$299K
|
|
|
Feb 13, 2024
Q4 2023
|
Ratio Wealth Group
Denver, CO |
SELL
|
- |
-70.3K- 68.55% |
$5.34M - $6.52M
|
32.3K
$3.87M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-88.9K- 38.59% |
$6.75M - $8.24M
|
141K
$17M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-116K- 70.51% |
$8.84M - $10.8M
|
48.7K
$5.83M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-192K- 11.78% |
$14.6M - $17.8M
|
1.44M
$172M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-433K- 54.13% |
$32.9M - $40.1M
|
367K
$44M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-884K- 66.82% |
$67.2M - $81.9M
|
439K
$52.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.74M- 6.7% |
$133M - $162M
|
24.3M
$2.91B
|
|
|
Jan 17, 2024
Q4 2023
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-1.86M- 77.34% |
$142M - $173M
|
546K
$65.4M
|