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
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-629- 0.73% |
$47.8K - $58.3K
|
85.4K
$10.2M
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-639- 8.4% |
$48.5K - $59.2K
|
6.97K
$836K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-648- 57.96% |
$49.2K - $60.1K
|
470
$56.3K
|
|
|
Jan 19, 2024
Q4 2023
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-670- 4.74% |
$50.9K - $62.1K
|
13.5K
$1.61M
|
|
|
Feb 09, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-673- 5.64% |
$51.1K - $62.4K
|
11.3K
$1.35M
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-683- 9.67% |
$51.9K - $63.3K
|
6.38K
$765K
|
|
|
Feb 15, 2024
Q4 2023
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-700- 18.89% |
$53.2K - $64.9K
|
3.01K
$360K
|
|
|
Jan 11, 2024
Q4 2023
|
Joule Financial, LLC
|
SELL
|
- |
-701- 2.8% |
$53.3K - $65K
|
24.4K
$2.92M
|
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-706- 5.76% |
$53.6K - $65.4K
|
11.6K
$1.38M
|
|
|
Feb 02, 2024
Q4 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-739- 1.03% |
$56.1K - $68.5K
|
70.7K
$8.48M
|
|
|
Feb 08, 2024
Q4 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-743- 2.8% |
$56.4K - $68.9K
|
25.8K
$3.09M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-774- 54.58% |
$58.8K - $71.7K
|
644
$77.2K
|
|
|
Jan 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-784- 2.58% |
$59.6K - $72.7K
|
29.6K
$3.55M
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-791- 15.01% |
$60.1K - $73.3K
|
4.48K
$537K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
SELL
|
- |
-865- 8.26% |
$65.7K - $80.2K
|
9.6K
$1.15M
|
|
|
Feb 05, 2024
Q4 2023
|
Lcm Capital Management Inc
|
SELL
|
- |
-884- 1.52% |
$67.2K - $81.9K
|
57.4K
$6.88M
|
|
|
Jan 26, 2024
Q4 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-911- 6.9% |
$69.2K - $84.4K
|
12.3K
$1.47M
|
|
|
Jan 31, 2024
Q4 2023
|
Curran Financial Partners, LLC
|
SELL
|
- |
-950- 1.65% |
$72.2K - $88K
|
56.6K
$6.79M
|
|
|
Feb 05, 2024
Q4 2023
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-1.09K- 17.55% |
$82.7K - $101K
|
5.12K
$613K
|
|
|
Jan 31, 2024
Q4 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-1.1K- 19.19% |
$83.6K - $102K
|
4.63K
$555K
|
|
|
Feb 06, 2024
Q4 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1.1K- 25.94% |
$83.6K - $102K
|
3.14K
$376K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-1.12K- 4.49% |
$85K - $104K
|
23.8K
$2.85M
|
|
|
Mar 12, 2024
Q4 2023
|
Executive Wealth Group LLC
Kirkland, WA |
SELL
|
- |
-1.2K- 1.1% |
$90.9K - $111K
|
107K
$12.9M
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-1.24K- 9.67% |
$94.5K - $115K
|
11.6K
$1.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.27K- 6.25% |
$96.3K - $117K
|
19K
$2.28M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.31K- 4.95% |
$99.5K - $121K
|
25.1K
$3.01M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.31K- 10.89% |
$99.8K - $122K
|
10.8K
$1.29M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.33K- 6.31% |
$101K - $124K
|
19.8K
$2.37M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.45K- 6.74% |
$110K - $134K
|
20K
$2.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-1.45K- 7.96% |
$110K - $134K
|
16.8K
$2.01M
|
|
|
Jan 29, 2024
Q4 2023
|
Northstar Asset Management LLC
|
SELL
|
- |
-1.45K- 3.79% |
$110K - $134K
|
36.8K
$4.41M
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-1.47K- 75.22% |
$111K - $136K
|
483
$57.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.5K- 83.26% |
$114K - $139K
|
302
$36.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-1.55K- 8.44% |
$117K - $143K
|
16.8K
$2.01M
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-1.59K- 10.47% |
$121K - $147K
|
13.6K
$1.63M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.69K- 3.92% |
$129K - $157K
|
41.6K
$4.98M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-1.76K- 1.78% |
$133K - $163K
|
97.1K
$11.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.85K- 21.45% |
$141K - $172K
|
6.79K
$814K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-1.9K- 12.44% |
$144K - $176K
|
13.3K
$1.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-2.08K- 43.32% |
$158K - $192K
|
2.72K
$326K
|
|
|
Feb 01, 2024
Q4 2023
|
Kennicott Capital Management LLC
|
SELL
|
- |
-2.12K- 12.73% |
$161K - $196K
|
14.5K
$1.74M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.16K- 0.36% |
$164K - $200K
|
598K
$71.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-2.27K- 5.35% |
$173K - $211K
|
40.2K
$4.82M
|
|
|
Jan 09, 2024
Q4 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-2.33K- 42.49% |
$177K - $215K
|
3.15K
$377K
|
|
|
Jan 31, 2024
Q4 2023
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-2.33K- 10.38% |
$177K - $216K
|
20.1K
$2.41M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.37K- 21.14% |
$180K - $219K
|
8.83K
$1.06M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.62K- 0.58% |
$199K - $242K
|
449K
$53.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.76K- 94.91% |
$210K - $256K
|
148
$17.7K
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-2.77K- 26.55% |
$210K - $256K
|
7.65K
$917K
|
|
|
Jan 30, 2024
Q4 2023
|
Marmo Financial Group, LLC
Johnson City, TN |
SELL
|
- |
-2.79K- 2.48% |
$212K - $258K
|
110K
$13.2M
|