Purchases and Sales Made in Q3 2023 in Vanguard Financial ETF (VFH)
This table provides information about the institutional ownership of Vanguard Financial ETF (VFH) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2023
Q3 2023
|
Varma Mutual Pension Insurance CO
Varma, H9 |
BUY
|
- |
4.16M+ 155.69% |
$334M - $361M
|
6.83M
$789M
|
|
|
Oct 10, 2023
Q3 2023
|
Beacon Capital Management, Inc.
|
BUY
|
- |
2.37M+ 6246.43% |
$190M - $206M
|
2.41M
$278M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
996K+ 303.98% |
$80M - $86.4M
|
1.32M
$153M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
463K+ 137.62% |
$37.2M - $40.2M
|
800K
$92.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
171K+ 11.72% |
$13.7M - $14.8M
|
1.63M
$188M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
134K+ 138.16% |
$10.7M - $11.6M
|
230K
$26.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
129K+ 354.23% |
$10.3M - $11.2M
|
165K
$19.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
123K+ 35.56% |
$9.9M - $10.7M
|
470K
$54.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
109KNew |
$8.73M - $9.42M
|
109K
$12.5M
|
|
|
Oct 12, 2023
Q3 2023
|
Polianta LTD
|
BUY
|
- |
102KNew |
$8.19M - $8.84M
|
102K
$11.8M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
99.6K+ 244.64% |
$8M - $8.64M
|
140K
$16.2M
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
83KNew |
$6.67M - $7.2M
|
83K
$9.59M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
72.5K+ 2.78% |
$5.82M - $6.28M
|
2.68M
$310M
|
|
|
Nov 08, 2023
Q3 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
65.9KNew |
$5.29M - $5.71M
|
65.9K
$7.61M
|
|
|
Oct 24, 2023
Q3 2023
|
Compass Advisory Group LLC
|
BUY
|
- |
65.3KNew |
$5.24M - $5.66M
|
65.3K
$7.54M
|
|
|
Nov 08, 2023
Q3 2023
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
60.8KNew |
$4.88M - $5.27M
|
60.8K
$7.02M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
53.7K+ 56.28% |
$4.31M - $4.66M
|
149K
$17.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Retirement Capital Strategies
|
BUY
|
- |
43.5KNew |
$3.49M - $3.77M
|
43.5K
$5.02M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
36.2KNew |
$2.91M - $3.14M
|
36.2K
$4.19M
|
|
|
Nov 14, 2023
Q3 2023
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
34.5KNew |
$2.77M - $2.99M
|
34.5K
$3.99M
|
|
|
Nov 14, 2023
Q3 2023
|
Hamilton Wealth, LLC
|
BUY
|
- |
33.9K+ 45.52% |
$2.72M - $2.94M
|
108K
$12.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
32.3K+ 57.86% |
$2.59M - $2.8M
|
88K
$10.2M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
31.7KNew |
$2.54M - $2.74M
|
31.7K
$3.65M
|
|
|
Dec 07, 2023
Q3 2023
|
Dagco, Inc.
|
BUY
|
- |
28.6K+ 342.47% |
$2.3M - $2.48M
|
36.9K
$4.26M
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
27.9KNew |
$2.24M - $2.42M
|
27.9K
$3.22M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
27.1K+ 20.32% |
$2.18M - $2.35M
|
161K
$18.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
26.4K+ 5.35% |
$2.12M - $2.29M
|
520K
$60M
|
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
26.3K+ 538.74% |
$2.11M - $2.28M
|
31.2K
$3.6M
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
26.3K+ 538.74% |
$2.11M - $2.28M
|
31.2K
$3.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
25.1K+ 27.0% |
$2.02M - $2.18M
|
118K
$13.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
20.2K+ 3.48% |
$1.62M - $1.75M
|
601K
$69.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
19.2K+ 51.49% |
$1.54M - $1.67M
|
56.6K
$6.53M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
19.2K+ 3.24% |
$1.54M - $1.66M
|
611K
$70.5M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
18.8K+ 18.76% |
$1.51M - $1.63M
|
119K
$13.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
17.6K+ 4.55% |
$1.41M - $1.53M
|
404K
$46.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
16.9K+ 260.03% |
$1.35M - $1.46M
|
23.3K
$2.7M
|
|
|
Oct 18, 2023
Q3 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
16.2K+ 38.53% |
$1.3M - $1.4M
|
58.2K
$6.72M
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
15.2K+ 242.53% |
$1.22M - $1.32M
|
21.5K
$2.48M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
15K+ 14.69% |
$1.2M - $1.3M
|
117K
$13.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
14.6KNew |
$1.17M - $1.27M
|
14.6K
$1.69M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
14K+ 15.92% |
$1.13M - $1.22M
|
102K
$11.8M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
13.2K+ 3.01% |
$1.06M - $1.14M
|
452K
$52.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
12.5KNew |
$1M - $1.08M
|
12.5K
$1.44M
|
|
|
Oct 13, 2023
Q3 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
11.3KNew |
$907K - $979K
|
11.3K
$1.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
10.9K+ 130.66% |
$872K - $941K
|
19.2K
$2.21M
|
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
9.83KNew |
$789K - $852K
|
9.83K
$1.13M
|
|
|
Nov 08, 2023
Q3 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
9.76K+ 3.09% |
$784K - $846K
|
326K
$37.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
9.73K+ 326.18% |
$782K - $844K
|
12.7K
$1.47M
|
|
|
Nov 06, 2023
Q3 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
9.7K+ 15.71% |
$779K - $841K
|
71.4K
$8.25M
|
|
|
Oct 16, 2023
Q3 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
9.65K+ 89.17% |
$775K - $837K
|
20.5K
$2.36M
|