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 26, 2024
Q4 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
399+ 2.81% |
$30.3K - $37K
|
14.6K
$1.75M
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
389+ 3.43% |
$29.6K - $36K
|
11.7K
$1.41M
|
|
|
Feb 07, 2024
Q4 2023
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
387+ 0.87% |
$29.4K - $35.9K
|
44.9K
$5.38M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
370+ 264.29% |
$28.1K - $34.3K
|
510
$61.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
368+ 41.68% |
$28K - $34.1K
|
1.25K
$150K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
351New |
$26.7K - $32.5K
|
351
$42.1K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
347New |
$26.4K - $32.2K
|
347
$41.6K
|
|
|
Feb 02, 2024
Q4 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
346+ 2.01% |
$26.3K - $32.1K
|
17.6K
$2.11M
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
344New |
$26.1K - $31.9K
|
344
$41.2K
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
331New |
$25.1K - $30.7K
|
331
$39.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
326New |
$24.8K - $30.2K
|
326
$39.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
326+ 0.54% |
$24.8K - $30.2K
|
61.1K
$7.32M
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
288+ 2.76% |
$21.9K - $26.7K
|
10.7K
$1.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
288New |
$21.9K - $26.7K
|
288
$34.5K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
267New |
$20.3K - $24.7K
|
267
$32K
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
260New |
$19.8K - $24.1K
|
260
$31.2K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
247New |
$18.8K - $22.9K
|
247
$29.6K
|
|
|
Jan 24, 2024
Q4 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
230+ 1.38% |
$17.5K - $21.3K
|
16.9K
$2.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
BUY
|
- |
218+ 2.47% |
$16.6K - $20.2K
|
9.04K
$1.08M
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
211New |
$16K - $19.6K
|
211
$25.3K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
184+ 11.17% |
$14K - $17.1K
|
1.83K
$220K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
180+ 120.0% |
$13.7K - $16.7K
|
330
$39.6K
|
|
|
Feb 22, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
150New |
$11.4K - $13.9K
|
150
$18K
|
|
|
Feb 14, 2024
Q4 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
148+ 0.78% |
$11.2K - $13.7K
|
19K
$2.28M
|
|
|
Feb 13, 2024
Q4 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
140+ 1.09% |
$10.6K - $13K
|
13K
$1.56M
|
|
|
Oct 09, 2024
Q4 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
140+ 1.01% |
$10.6K - $13K
|
14K
$1.68M
|
|
|
Jan 24, 2024
Q4 2023
|
Hardy Reed LLC
|
BUY
|
- |
137+ 2.22% |
$10.4K - $12.7K
|
6.32K
$757K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
136New |
$10.3K - $12.6K
|
136
$16.3K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
132New |
$10K - $12.2K
|
132
$15.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
129+ 1.47% |
$9.8K - $12K
|
8.93K
$1.07M
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
121New |
$9.19K - $11.2K
|
121
$14.5K
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
115+ 4.21% |
$8.74K - $10.7K
|
2.84K
$341K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
105+ 6.42% |
$7.98K - $9.73K
|
1.74K
$209K
|
|
|
Jan 23, 2024
Q4 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
96+ 0.8% |
$7.29K - $8.9K
|
12K
$1.44M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
91+ 2.36% |
$6.91K - $8.43K
|
3.94K
$473K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
88New |
$6.69K - $8.15K
|
88
$10.5K
|
|
|
Jan 31, 2024
Q4 2023
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
85+ 3.29% |
$6.46K - $7.88K
|
2.67K
$320K
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
83+ 1.6% |
$6.31K - $7.69K
|
5.28K
$633K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
82+ 53.95% |
$6.23K - $7.6K
|
234
$28K
|
|
|
Feb 14, 2024
Q4 2023
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
72New |
$5.47K - $6.67K
|
72
$8.63K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
71New |
$5.39K - $6.58K
|
71
$8.51K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
68New |
$5.17K - $6.3K
|
68
$8.15K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
66+ 6.36% |
$5.01K - $6.12K
|
1.1K
$132K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
58New |
$4.41K - $5.37K
|
58
$6.95K
|
|
|
Jan 18, 2024
Q4 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
54+ 1.24% |
$4.1K - $5K
|
4.4K
$527K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
52+ 2.64% |
$3.95K - $4.82K
|
2.02K
$242K
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
BUY
|
- |
50+ 14.66% |
$3.8K - $4.63K
|
391
$46.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
46New |
$3.49K - $4.26K
|
46
$5.51K
|
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
43New |
$3.27K - $3.98K
|
43
$5.15K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
42+ 1.59% |
$3.19K - $3.89K
|
2.68K
$321K
|