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 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-18- 16.36% |
$1.37K - $1.67K
|
92
$11K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-18- 0.4% |
$1.37K - $1.67K
|
4.43K
$531K
|
|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-20- 0.14% |
$1.52K - $1.85K
|
14.3K
$1.71M
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
SELL
|
- |
-29- 1.0% |
$2.2K - $2.69K
|
2.88K
$346K
|
|
|
Jan 31, 2024
Q4 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-31- 0.8% |
$2.36K - $2.87K
|
3.84K
$461K
|
|
|
Feb 14, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-33- 0.83% |
$2.51K - $3.06K
|
3.94K
$472K
|
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-38- 0.96% |
$2.89K - $3.52K
|
3.93K
$471K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-39- 0.33% |
$2.96K - $3.61K
|
11.6K
$1.39M
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-39- 1.27% |
$2.96K - $3.61K
|
3.04K
$364K
|
|
|
Feb 07, 2024
Q4 2023
|
Rba Wealth Management, LLC
|
SELL
|
- |
-42- 0.38% |
$3.19K - $3.89K
|
11K
$1.32M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-45- 4.62% |
$3.42K - $4.17K
|
928
$111K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-48- 2.94% |
$3.65K - $4.45K
|
1.58K
$190K
|
|
|
Apr 16, 2024
Q4 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-49- 1.09% |
$3.72K - $4.54K
|
4.45K
$533K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
SELL
|
- |
-50- 5.24% |
$3.8K - $4.63K
|
905
$108K
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-57- 0.96% |
$4.33K - $5.28K
|
5.89K
$706K
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-61- 0.46% |
$4.63K - $5.65K
|
13.2K
$1.58M
|
|
|
Jan 29, 2024
Q4 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-63- 0.48% |
$4.79K - $5.84K
|
13.1K
$1.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-68- 2.0% |
$5.17K - $6.3K
|
3.34K
$400K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-70- 23.89% |
$5.32K - $6.49K
|
223
$26.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-75- 50.0% |
$5.7K - $6.95K
|
75
$8.99K
|
|
|
Jan 23, 2024
Q4 2023
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-77- 2.03% |
$5.85K - $7.14K
|
3.72K
$445K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-78- 21.37% |
$5.93K - $7.23K
|
287
$34.4K
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-81- 2.66% |
$6.15K - $7.51K
|
2.97K
$356K
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-82- 1.74% |
$6.23K - $7.6K
|
4.63K
$555K
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-85- 10.37% |
$6.46K - $7.88K
|
735
$88.1K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-86- 3.01% |
$6.53K - $7.97K
|
2.78K
$333K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-87- 0.3% |
$6.61K - $8.06K
|
29.3K
$3.51M
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-88- 0.58% |
$6.69K - $8.15K
|
15.1K
$1.82M
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-95- 2.41% |
$7.22K - $8.8K
|
3.85K
$462K
|
|
|
Jan 18, 2024
Q4 2023
|
Bouchey Financial Group LTD
|
SELL
|
- |
-99- 2.18% |
$7.52K - $9.17K
|
4.44K
$532K
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-100- 23.04% |
$7.6K - $9.27K
|
334
$40K
|
|
|
Feb 12, 2024
Q4 2023
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-100- 1.59% |
$7.6K - $9.27K
|
6.18K
$741K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-106- 35.57% |
$8.05K - $9.82K
|
192
$23K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-109- 0.2% |
$8.28K - $10.1K
|
54.4K
$6.52M
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-109- 3.35% |
$8.28K - $10.1K
|
3.15K
$377K
|
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
SELL
|
- |
-115- 1.08% |
$8.74K - $10.7K
|
10.5K
$1.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-117- 9.68% |
$8.89K - $10.8K
|
1.09K
$131K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-124- 0.73% |
$9.42K - $11.5K
|
16.9K
$2.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-137- 3.87% |
$10.4K - $12.7K
|
3.4K
$408K
|
|
|
Jan 11, 2024
Q4 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-140- 2.97% |
$10.6K - $13K
|
4.58K
$549K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-150- 3.59% |
$11.4K - $13.9K
|
4.03K
$484K
|
|
|
Feb 12, 2024
Q4 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-156- 5.27% |
$11.9K - $14.5K
|
2.81K
$336K
|
|
|
Feb 14, 2024
Q4 2023
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-165- 3.48% |
$12.5K - $15.3K
|
4.58K
$549K
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-180- 3.31% |
$13.7K - $16.7K
|
5.26K
$631K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-182- 3.08% |
$13.8K - $16.9K
|
5.74K
$687K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-199- 19.88% |
$15.1K - $18.4K
|
802
$96.1K
|
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-205- 5.4% |
$15.6K - $19K
|
3.59K
$431K
|
|
|
Feb 07, 2024
Q4 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-206- 5.48% |
$15.6K - $19.1K
|
3.55K
$426K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-217- 3.67% |
$16.5K - $20.1K
|
5.7K
$683K
|
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-220- 4.94% |
$16.7K - $20.4K
|
4.24K
$508K
|