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 12, 2024
Q4 2023
|
Hamilton Wealth, LLC
|
SELL
|
- |
-2.85K- 2.64% |
$217K - $264K
|
105K
$12.6M
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Independence LLC
|
SELL
|
- |
-3.01K- 44.57% |
$228K - $279K
|
3.74K
$448K
|
|
|
Jan 11, 2024
Q4 2023
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-3.17K- 15.53% |
$241K - $293K
|
17.2K
$2.06M
|
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-3.19K- 26.93% |
$242K - $295K
|
8.65K
$1.04M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-3.22K- 57.73% |
$245K - $299K
|
2.36K
$283K
|
|
|
Jan 02, 2024
Q4 2023
|
Park National Corp
|
SELL
|
- |
-3.55K- 8.33% |
$270K - $329K
|
39.1K
$4.68M
|
|
|
Jan 22, 2024
Q4 2023
|
Trust CO Of Oklahoma
|
SELL
|
- |
-3.71K- 2.57% |
$282K - $344K
|
141K
$16.9M
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
SELL
|
- |
-3.78K- 0.9% |
$287K - $350K
|
415K
$49.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-3.89K- 13.95% |
$295K - $360K
|
24K
$2.88M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-4.48K- 13.78% |
$340K - $415K
|
28K
$3.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Capital Strategies
|
SELL
|
- |
-4.65K- 10.69% |
$353K - $431K
|
38.8K
$4.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.71K- 4.61% |
$358K - $437K
|
97.5K
$11.7M
|
|
|
Jan 23, 2024
Q4 2023
|
Stapp Wealth Management, Pllc
Olympia, WA |
SELL
|
- |
-4.92K- 14.24% |
$374K - $456K
|
29.6K
$3.55M
|
|
|
Feb 06, 2024
Q4 2023
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-5.06K- 29.35% |
$384K - $469K
|
12.2K
$1.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-5.31K- 16.29% |
$403K - $492K
|
27.3K
$3.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-5.54K- 17.9% |
$421K - $513K
|
25.4K
$3.04M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-6.13K- 48.72% |
$466K - $568K
|
6.45K
$773K
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-6.22K- 22.34% |
$473K - $577K
|
21.6K
$2.59M
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-6.93K- 47.39% |
$526K - $642K
|
7.69K
$922K
|
|
|
Feb 02, 2024
Q4 2023
|
Tap Consulting, LLC
|
SELL
|
- |
-7.71K- 13.25% |
$586K - $714K
|
50.5K
$6.05M
|
|
|
Jan 12, 2024
Q4 2023
|
Retirement Planning Group
|
SELL
|
- |
-8.09K- 45.24% |
$614K - $749K
|
9.79K
$1.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Zurich Insurance Group LTD
Zurich, V8 |
SELL
|
- |
-8.38K- 19.0% |
$637K - $777K
|
35.7K
$4.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-8.47K- 66.78% |
$644K - $785K
|
4.21K
$505K
|
|
|
Feb 14, 2024
Q4 2023
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-8.81K- 11.63% |
$669K - $816K
|
67K
$8.03M
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-10.1K- 47.96% |
$768K - $936K
|
11K
$1.31M
|
|
|
Feb 08, 2024
Q4 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-10.4K- 99.66% |
$791K - $965K
|
36
$4.31K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-10.6K- 9.05% |
$805K - $982K
|
107K
$12.8M
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-11.3K- 80.16% |
$861K - $1.05M
|
2.81K
$336K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-12.3K- 52.71% |
$935K - $1.14M
|
11K
$1.32M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-12.4K- 0.71% |
$945K - $1.15M
|
1.73M
$207M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-12.7K- 2.45% |
$968K - $1.18M
|
507K
$60.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-13.5K- 34.79% |
$1.03M - $1.25M
|
25.3K
$3.03M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-15.5K- 6.05% |
$1.18M - $1.44M
|
241K
$28.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-16.1K- 27.29% |
$1.22M - $1.49M
|
42.8K
$5.13M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-16.3K- 10.12% |
$1.24M - $1.51M
|
144K
$17.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-16.8K- 13.73% |
$1.27M - $1.55M
|
105K
$12.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-16.9K- 64.69% |
$1.29M - $1.57M
|
9.23K
$1.11M
|
|
|
Feb 13, 2024
Q4 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-19.1K- 10.93% |
$1.45M - $1.77M
|
155K
$18.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-19.7K- 11.3% |
$1.5M - $1.83M
|
155K
$18.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-19.8K- 96.65% |
$1.51M - $1.84M
|
687
$82.3K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-21.3K- 68.42% |
$1.62M - $1.98M
|
9.85K
$1.18M
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-21.3K- 68.42% |
$1.62M - $1.98M
|
9.85K
$1.18M
|
|
|
Jan 19, 2024
Q4 2023
|
Mainsail Financial Group, LLC
Bellevue, WA |
SELL
|
- |
-22.8K- 72.85% |
$1.73M - $2.11M
|
8.49K
$1.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-22.9K- 40.53% |
$1.74M - $2.12M
|
33.6K
$4.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-27.9K- 13.87% |
$2.12M - $2.58M
|
173K
$20.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-27.9K- 98.5% |
$2.12M - $2.59M
|
426
$51.1K
|
|
|
Jan 05, 2024
Q4 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-30.7K- 52.71% |
$2.33M - $2.84M
|
27.5K
$3.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-32K- 26.02% |
$2.43M - $2.96M
|
90.9K
$10.9M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-35.2K- 5.76% |
$2.67M - $3.26M
|
576K
$69M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-39.4K- 1.43% |
$2.99M - $3.65M
|
2.72M
$326M
|