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
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.6K+ 6.94% |
$121K - $148K
|
24.6K
$2.95M
|
|
|
Feb 06, 2024
Q4 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
1.57K+ 13.65% |
$119K - $145K
|
13.1K
$1.56M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.55K+ 24.26% |
$118K - $144K
|
7.96K
$953K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.55K+ 28.19% |
$118K - $143K
|
7.04K
$844K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.53K+ 1.58% |
$117K - $142K
|
98.8K
$11.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
1.47K+ 22.17% |
$112K - $136K
|
8.1K
$971K
|
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
1.39K+ 426.99% |
$106K - $129K
|
1.72K
$206K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.38KNew |
$105K - $128K
|
1.38K
$165K
|
|
|
Feb 13, 2024
Q4 2023
|
Cavalier Investments, LLC
|
BUY
|
- |
1.38K+ 2.49% |
$105K - $128K
|
56.7K
$6.79M
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.32K+ 20.7% |
$100K - $122K
|
7.68K
$920K
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.27K+ 33.95% |
$96.7K - $118K
|
5.02K
$602K
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.21K+ 37.77% |
$91.9K - $112K
|
4.41K
$529K
|
|
|
Jan 12, 2024
Q4 2023
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
1.19K+ 37.36% |
$90.3K - $110K
|
4.37K
$524K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.15K+ 4.57% |
$87.6K - $107K
|
26.4K
$3.16M
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.14K+ 4.04% |
$86.6K - $106K
|
29.4K
$3.52M
|
|
|
Feb 02, 2024
Q4 2023
|
Community Bank, N.A.
|
BUY
|
- |
1.12K+ 11.42% |
$85.2K - $104K
|
10.9K
$1.31M
|
|
|
May 20, 2024
Q4 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.12K+ 1.68% |
$85K - $104K
|
67.8K
$8.13M
|
|
|
Aug 07, 2024
Q4 2023
|
Nri Wealth Management Lc
Santa Clara, CA |
BUY
|
- |
1.09K+ 31.4% |
$83K - $101K
|
4.57K
$548K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
1.06KNew |
$80.5K - $98.2K
|
1.06K
$127K
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.04K+ 17.65% |
$79.2K - $96.6K
|
6.95K
$833K
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
1.02K+ 22.37% |
$77.6K - $94.6K
|
5.59K
$670K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
1KNew |
$76K - $92.7K
|
1K
$120K
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
998+ 7.27% |
$75.8K - $92.5K
|
14.7K
$1.76M
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
967+ 31.65% |
$73.5K - $89.6K
|
4.02K
$482K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
955+ 27.1% |
$72.6K - $88.5K
|
4.48K
$537K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
905New |
$68.8K - $83.9K
|
905
$108K
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
865+ 7.85% |
$65.7K - $80.2K
|
11.9K
$1.42M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
864+ 16.19% |
$65.6K - $80.1K
|
6.2K
$743K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
861+ 0.61% |
$65.4K - $79.8K
|
142K
$17M
|
|
|
Feb 13, 2024
Q4 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
857+ 2.36% |
$65.1K - $79.4K
|
37.2K
$4.46M
|
|
|
Feb 07, 2024
Q4 2023
|
Gables Capital Management Inc.
|
BUY
|
- |
828New |
$62.9K - $76.7K
|
828
$99.2K
|
|
|
Jan 23, 2024
Q4 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
817+ 29.66% |
$62.1K - $75.7K
|
3.57K
$428K
|
|
|
Feb 02, 2024
Q4 2023
|
Penobscot Wealth Management
|
BUY
|
- |
775+ 2.02% |
$58.9K - $71.8K
|
39.1K
$4.69M
|
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
774+ 16.18% |
$58.8K - $71.7K
|
5.56K
$666K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
727+ 3.78% |
$55.2K - $67.4K
|
20K
$2.39M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
677+ 9.67% |
$51.4K - $62.7K
|
7.68K
$920K
|
|
|
Feb 14, 2024
Q4 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
643+ 24.98% |
$48.8K - $59.6K
|
3.22K
$386K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
610+ 0.51% |
$46.3K - $56.5K
|
119K
$14.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
594+ 357.83% |
$45.1K - $55K
|
760
$91.1K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
560New |
$42.5K - $51.9K
|
560
$67.1K
|
|
|
Jan 31, 2024
Q4 2023
|
Wp Advisors, LLC
|
BUY
|
- |
556+ 8.72% |
$42.2K - $51.5K
|
6.93K
$831K
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
497+ 7.32% |
$37.8K - $46.1K
|
7.29K
$873K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
495+ 4.68% |
$37.6K - $45.9K
|
11.1K
$1.33M
|
|
|
Jan 16, 2024
Q4 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
485+ 0.34% |
$36.8K - $44.9K
|
143K
$17.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Estate Counselors, LLC
|
BUY
|
- |
455+ 0.36% |
$34.6K - $42.2K
|
126K
$15.1M
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
450+ 6.56% |
$34.2K - $41.7K
|
7.31K
$876K
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
427New |
$32.4K - $39.6K
|
427
$51.2K
|
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
420+ 2.17% |
$31.9K - $38.9K
|
19.7K
$2.37M
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
410+ 1.95% |
$31.1K - $38K
|
21.4K
$2.57M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
408+ 4.25% |
$31K - $37.8K
|
10K
$1.2M
|