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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2024
Q4 2023
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
5.17KNew |
$393K - $479K
|
5.17K
$619K
|
|
|
Apr 08, 2024
Q4 2023
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
5.04KNew |
$383K - $467K
|
5.04K
$604K
|
|
|
Jan 31, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
4.92K+ 6.46% |
$374K - $456K
|
81.1K
$9.72M
|
|
|
Feb 02, 2024
Q4 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
4.75KNew |
$361K - $440K
|
4.75K
$569K
|
|
|
Feb 14, 2024
Q4 2023
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
4.62K+ 46.11% |
$351K - $428K
|
14.6K
$1.75M
|
|
|
May 24, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
4.22K+ 5.46% |
$321K - $391K
|
81.5K
$9.77M
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
4.2KNew |
$319K - $389K
|
4.2K
$503K
|
|
|
Jan 12, 2024
Q4 2023
|
Keating Wealth Management LLC
Greenwood Village, CO |
BUY
|
- |
4.01KNew |
$304K - $371K
|
4.01K
$480K
|
|
|
Feb 08, 2024
Q4 2023
|
Exchange Capital Management, Inc.
|
BUY
|
- |
3.91K+ 4.39% |
$297K - $362K
|
92.8K
$11.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
3.86KNew |
$293K - $358K
|
3.86K
$463K
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
3.59KNew |
$273K - $333K
|
3.59K
$430K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.47K+ 27.72% |
$263K - $321K
|
16K
$1.91M
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.43KNew |
$261K - $318K
|
3.43K
$411K
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
3.42K+ 365.24% |
$259K - $316K
|
4.35K
$521K
|
|
|
Jan 29, 2024
Q4 2023
|
Elm Partners Management LLC
|
BUY
|
- |
3.3K+ 100.09% |
$251K - $306K
|
6.6K
$791K
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.99KNew |
$227K - $277K
|
2.99K
$358K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.87K+ 27.48% |
$218K - $266K
|
13.3K
$1.59M
|
|
|
Jan 25, 2024
Q4 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
2.81KNew |
$213K - $260K
|
2.81K
$336K
|
|
|
Feb 13, 2024
Q4 2023
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
2.8KNew |
$213K - $259K
|
2.8K
$336K
|
|
|
Feb 06, 2024
Q4 2023
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
2.77K+ 33.6% |
$211K - $257K
|
11K
$1.32M
|
|
|
Jan 23, 2024
Q4 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
2.7K+ 13.19% |
$205K - $250K
|
23.2K
$2.78M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.68K+ 2.25% |
$204K - $249K
|
122K
$14.6M
|
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
2.55KNew |
$193K - $236K
|
2.55K
$305K
|
|
|
Jan 09, 2024
Q4 2023
|
Cypress Financial Planning LLC
|
BUY
|
- |
2.52KNew |
$191K - $233K
|
2.52K
$302K
|
|
|
Feb 06, 2024
Q4 2023
|
Hyman Charles D
|
BUY
|
- |
2.47KNew |
$188K - $229K
|
2.47K
$296K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.45KNew |
$186K - $227K
|
2.45K
$294K
|
|
|
Jan 29, 2024
Q4 2023
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
2.4KNew |
$182K - $222K
|
2.4K
$287K
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.38KNew |
$181K - $220K
|
2.38K
$285K
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
2.37KNew |
$180K - $219K
|
2.37K
$284K
|
|
|
Feb 09, 2024
Q4 2023
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
2.37KNew |
$180K - $219K
|
2.37K
$284K
|
|
|
Jan 09, 2024
Q4 2023
|
Private Capital Management LLC
|
BUY
|
- |
2.37KNew |
$180K - $219K
|
2.37K
$283K
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.36KNew |
$180K - $219K
|
2.36K
$283K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.28K+ 20.78% |
$173K - $211K
|
13.2K
$1.59M
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
2.27KNew |
$172K - $210K
|
2.27K
$272K
|
|
|
Feb 14, 2024
Q4 2023
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
2.25KNew |
$171K - $208K
|
2.25K
$269K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Management Corp
|
BUY
|
- |
2.24KNew |
$170K - $207K
|
2.24K
$268K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
2.23KNew |
$169K - $207K
|
2.23K
$267K
|
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
2.23KNew |
$169K - $206K
|
2.23K
$267K
|
|
|
Feb 13, 2024
Q4 2023
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
2.19KNew |
$167K - $203K
|
2.19K
$263K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
BUY
|
- |
2.18KNew |
$165K - $202K
|
2.18K
$261K
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.17KNew |
$165K - $201K
|
2.17K
$260K
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.1K+ 29.36% |
$160K - $195K
|
9.26K
$1.11M
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
2K+ 58.92% |
$152K - $185K
|
5.38K
$645K
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.97K+ 35.43% |
$150K - $183K
|
7.55K
$904K
|
|
|
Jan 18, 2024
Q4 2023
|
Terra Nova Asset Management LLC
|
BUY
|
- |
1.92K+ 12.71% |
$146K - $178K
|
17K
$2.04M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.89K+ 1.25% |
$143K - $175K
|
153K
$18.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.79K+ 6.03% |
$136K - $166K
|
31.5K
$3.78M
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
BUY
|
- |
1.78K+ 20.37% |
$135K - $165K
|
10.5K
$1.26M
|
|
|
Jan 19, 2024
Q4 2023
|
Cmh Wealth Management LLC
|
BUY
|
- |
1.73K+ 1.21% |
$131K - $160K
|
145K
$17.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
1.64K+ 16.82% |
$125K - $152K
|
11.4K
$1.37M
|