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 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-57- 1.36% |
$4.58K - $4.94K
|
4.14K
$477K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-61- 0.57% |
$4.9K - $5.29K
|
10.6K
$1.22M
|
|
|
Dec 08, 2023
Q3 2023
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-64- 1.06% |
$5.14K - $5.55K
|
5.99K
$691K
|
|
|
Nov 02, 2023
Q3 2023
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-79- 1.26% |
$6.35K - $6.85K
|
6.2K
$716K
|
|
|
Feb 15, 2024
Q3 2023
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-80- 2.11% |
$6.43K - $6.94K
|
3.71K
$428K
|
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-89- 1.96% |
$7.15K - $7.72K
|
4.45K
$514K
|
|
|
Nov 06, 2023
Q3 2023
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-90- 0.75% |
$7.23K - $7.8K
|
12K
$1.38M
|
|
|
Nov 13, 2023
Q3 2023
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-92- 0.48% |
$7.39K - $7.98K
|
18.9K
$2.18M
|
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-95- 2.16% |
$7.63K - $8.24K
|
4.3K
$496K
|
|
|
Nov 01, 2023
Q3 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-96- 0.72% |
$7.71K - $8.32K
|
13.2K
$1.52M
|
|
|
Oct 11, 2023
Q3 2023
|
First Financial Corp
|
SELL
|
- |
-98- 0.34% |
$7.87K - $8.5K
|
28.7K
$3.32M
|
|
|
Apr 16, 2024
Q3 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-101- 2.2% |
$8.11K - $8.76K
|
4.5K
$519K
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-117- 2.72% |
$9.4K - $10.1K
|
4.18K
$483K
|
|
|
Nov 09, 2023
Q3 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-120- 3.09% |
$9.64K - $10.4K
|
3.76K
$434K
|
|
|
Nov 14, 2023
Q3 2023
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-130- 0.67% |
$10.4K - $11.3K
|
19.2K
$2.22M
|
|
|
Oct 23, 2023
Q3 2023
|
Garrison Asset Management, LLC
|
SELL
|
- |
-140- 0.78% |
$11.2K - $12.1K
|
17.9K
$2.07M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-141- 1.2% |
$11.3K - $12.2K
|
11.7K
$1.35M
|
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-141- 3.98% |
$11.3K - $12.2K
|
3.4K
$392K
|
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-148- 5.23% |
$11.9K - $12.8K
|
2.68K
$310K
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-149- 2.44% |
$12K - $12.9K
|
5.95K
$687K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-157- 3.85% |
$12.6K - $13.6K
|
3.92K
$453K
|
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-157- 27.21% |
$12.6K - $13.6K
|
420
$48.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-163- 4.78% |
$13.1K - $14.1K
|
3.24K
$375K
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-165- 5.49% |
$13.3K - $14.3K
|
2.84K
$328K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-168- 1.57% |
$13.5K - $14.6K
|
10.6K
$1.22M
|
|
|
Nov 01, 2023
Q3 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-182- 3.42% |
$14.6K - $15.8K
|
5.13K
$593K
|
|
|
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-192- 8.42% |
$15.4K - $16.6K
|
2.09K
$241K
|
|
|
May 24, 2024
Q3 2023
|
Garrison Asset Management, LLC
|
SELL
|
- |
-195- 1.08% |
$15.7K - $16.9K
|
17.9K
$2.07M
|
|
|
Oct 30, 2023
Q3 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-196- 3.28% |
$15.7K - $17K
|
5.77K
$666K
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-200- 4.01% |
$16.1K - $17.3K
|
4.79K
$553K
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-201- 9.27% |
$16.1K - $17.4K
|
1.97K
$227K
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-210- 2.91% |
$16.9K - $18.2K
|
7K
$809K
|
|
|
Oct 19, 2023
Q3 2023
|
Rba Wealth Management, LLC
|
SELL
|
- |
-210- 1.86% |
$16.9K - $18.2K
|
11.1K
$1.28M
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-211- 41.45% |
$16.9K - $18.3K
|
298
$34.4K
|
|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-214- 33.02% |
$17.2K - $18.6K
|
434
$50.1K
|
|
|
Nov 06, 2023
Q3 2023
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-215- 4.72% |
$17.3K - $18.6K
|
4.34K
$501K
|
|
|
Oct 25, 2023
Q3 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-215- 3.62% |
$17.3K - $18.6K
|
5.73K
$662K
|
|
|
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-223- 4.5% |
$17.9K - $19.3K
|
4.73K
$546K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-224- 13.47% |
$18K - $19.4K
|
1.44K
$166K
|
|
|
Nov 03, 2023
Q3 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-228- 5.82% |
$18.3K - $19.8K
|
3.69K
$426K
|
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-230- 58.67% |
$18.5K - $19.9K
|
162
$18.7K
|
|
|
Oct 24, 2023
Q3 2023
|
Apexium Financial, LP
|
SELL
|
- |
-233- 2.14% |
$18.7K - $20.2K
|
10.6K
$1.23M
|
|
|
Nov 14, 2023
Q3 2023
|
Ascent Group, LLC
|
SELL
|
- |
-256- 2.82% |
$20.6K - $22.2K
|
8.82K
$1.02M
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-260- 4.36% |
$20.9K - $22.5K
|
5.7K
$658K
|
|
|
Oct 18, 2023
Q3 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-273- 5.47% |
$21.9K - $23.7K
|
4.72K
$545K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-279- 73.61% |
$22.4K - $24.2K
|
100
$11.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-281- 9.63% |
$22.6K - $24.4K
|
2.64K
$304K
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-290- 4.54% |
$23.3K - $25.1K
|
6.09K
$703K
|
|
|
Oct 30, 2023
Q3 2023
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-290- 7.09% |
$23.3K - $25.1K
|
3.8K
$439K
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-308- 6.34% |
$24.7K - $26.7K
|
4.55K
$525K
|