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 18, 2024
Q4 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
40+ 1.25% |
$3.04K - $3.71K
|
3.25K
$389K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
38+ 1.53% |
$2.89K - $3.52K
|
2.52K
$302K
|
|
|
Jan 29, 2024
Q4 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
32+ 1.2% |
$2.43K - $2.97K
|
2.69K
$322K
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
31+ 7.21% |
$2.36K - $2.87K
|
461
$55.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
31New |
$2.36K - $2.87K
|
31
$3.72K
|
|
|
Feb 14, 2024
Q4 2023
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
31New |
$2.36K - $2.87K
|
31
$3.72K
|
|
|
Jan 08, 2024
Q4 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
27+ 0.57% |
$2.05K - $2.5K
|
4.79K
$574K
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
25+ 0.93% |
$1.9K - $2.32K
|
2.71K
$324K
|
|
|
Jan 10, 2024
Q4 2023
|
Marshall Financial Group LLC
|
BUY
|
- |
25+ 0.74% |
$1.9K - $2.32K
|
3.41K
$409K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
23New |
$1.75K - $2.13K
|
23
$2.76K
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
23+ 0.64% |
$1.75K - $2.13K
|
3.61K
$433K
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
22+ 0.19% |
$1.67K - $2.04K
|
11.3K
$1.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
18+ 19.57% |
$1.37K - $1.67K
|
110
$13.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
BUY
|
- |
18+ 0.86% |
$1.37K - $1.67K
|
2.11K
$253K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
18New |
$1.37K - $1.67K
|
18
$2.16K
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
15+ 0.3% |
$1.14K - $1.39K
|
5.06K
$607K
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
14+ 0.18% |
$1.06K - $1.3K
|
7.91K
$948K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
13+ 1.15% |
$988 - $1.2K
|
1.14K
$137K
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
12New |
$912 - $1.11K
|
12
$1.44K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
12+ 0.83% |
$912 - $1.11K
|
1.45K
$174K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
12New |
$912 - $1.11K
|
12
$1.44K
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
11+ 0.24% |
$836 - $1.02K
|
4.56K
$547K
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
9+ 1.29% |
$684 - $834
|
704
$84.4K
|
|
|
Jan 11, 2024
Q4 2023
|
Norwood Financial Corp
|
BUY
|
- |
6+ 0.12% |
$456 - $556
|
5.2K
$623K
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
5New |
$380 - $463
|
5
$599
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
5+ 1.28% |
$380 - $463
|
396
$47.5K
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
5+ 1.19% |
$380 - $463
|
425
$50.9K
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
4+ 0.14% |
$304 - $371
|
2.84K
$341K
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
4+ 0.09% |
$304 - $371
|
4.25K
$510K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
3+ 0.99% |
$228 - $278
|
305
$36.6K
|
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
3+ 0.02% |
$228 - $278
|
13.9K
$1.67M
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2+ 1.14% |
$152 - $185
|
178
$21.3K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.02% |
$152 - $185
|
10.6K
$1.26M
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
2+ 0.05% |
$152 - $185
|
4.06K
$487K
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
2+ 0.02% |
$152 - $185
|
12.2K
$1.46M
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
2+ 0.04% |
$152 - $185
|
5.44K
$652K
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 1.27% |
$152 - $185
|
160
$19.2K
|
|
|
Jan 11, 2024
Q4 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
2+ 0.06% |
$152 - $185
|
3.6K
$432K
|
|
|
Feb 14, 2024
Q4 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
1+ 0.01% |
$76 - $92.7
|
8.23K
$987K
|
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1+ 1.52% |
$76 - $92.7
|
67
$8.03K
|
|
|
Feb 12, 2024
Q4 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1+ 1.15% |
$76 - $92.7
|
88
$10.5K
|
|
|
Jan 22, 2024
Q4 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
1+ 0.04% |
$76 - $92.7
|
2.81K
$337K
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1+ 2.22% |
$76 - $92.7
|
46
$5.51K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 3.85% |
$76 - $92.7
|
25
$3K
|
|
|
Jan 23, 2024
Q4 2023
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-1- 0.03% |
$76 - $92.7
|
3.01K
$361K
|
|
|
Feb 05, 2024
Q4 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-2- 0.03% |
$152 - $185
|
6.34K
$759K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-6- 0.15% |
$456 - $556
|
3.88K
$465K
|
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-8- 0.22% |
$608 - $741
|
3.68K
$441K
|
|
|
Jan 18, 2024
Q4 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-17- 0.59% |
$1.29K - $1.58K
|
2.85K
$342K
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-18- 0.42% |
$1.37K - $1.67K
|
4.28K
$513K
|