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
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-225- 43.77% |
$17.1K - $20.9K
|
289
$33.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-227- 0.83% |
$17.2K - $21K
|
27.1K
$3.13M
|
|
|
Feb 07, 2024
Q4 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-235- 4.58% |
$17.9K - $21.8K
|
4.9K
$566K
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-235- 3.43% |
$17.9K - $21.8K
|
6.62K
$764K
|
|
|
Feb 13, 2024
Q4 2023
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-239- 0.39% |
$18.2K - $22.1K
|
61.5K
$7.1M
|
|
|
Feb 01, 2024
Q4 2023
|
Garrison Asset Management, LLC
|
SELL
|
- |
-248- 1.39% |
$18.8K - $23K
|
17.7K
$2.04M
|
|
|
May 24, 2024
Q4 2023
|
Garrison Asset Management, LLC
|
SELL
|
- |
-248- 1.39% |
$18.8K - $23K
|
17.7K
$2.04M
|
|
|
Jan 25, 2024
Q4 2023
|
Sol Capital Management CO
|
SELL
|
- |
-250- 0.48% |
$19K - $23.2K
|
52.3K
$6.04M
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-253- 92.34% |
$19.2K - $23.4K
|
21
$2.42K
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-253- 92.34% |
$19.2K - $23.4K
|
21
$2.42K
|
|
|
Jan 17, 2024
Q4 2023
|
First Premier Bank
|
SELL
|
- |
-266- 2.79% |
$20.2K - $24.7K
|
9.28K
$1.07M
|
|
|
Jan 05, 2024
Q4 2023
|
Boltwood Capital Management
|
SELL
|
- |
-267- 10.52% |
$20.3K - $24.7K
|
2.27K
$262K
|
|
|
Jan 09, 2024
Q4 2023
|
Allied Investment Advisors, LLC
|
SELL
|
- |
-285- 6.42% |
$21.7K - $26.4K
|
4.15K
$479K
|
|
|
Jan 26, 2024
Q4 2023
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-296- 3.84% |
$22.5K - $27.4K
|
7.42K
$856K
|
|
|
Jan 18, 2024
Q4 2023
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-300- 5.43% |
$22.8K - $27.8K
|
5.22K
$603K
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-302- 49.03% |
$22.9K - $28K
|
314
$36.3K
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-304- 5.27% |
$23.1K - $28.2K
|
5.47K
$631K
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-309- 1.53% |
$23.5K - $28.6K
|
19.9K
$2.3M
|
|
|
May 23, 2024
Q4 2023
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-316- 9.69% |
$24K - $29.3K
|
2.94K
$340K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-322- 11.31% |
$24.5K - $29.8K
|
2.53K
$292K
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-327- 6.92% |
$24.8K - $30.3K
|
4.4K
$508K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-332- 2.51% |
$25.2K - $30.8K
|
12.9K
$1.49M
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-349- 11.18% |
$26.5K - $32.3K
|
2.77K
$320K
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-350- 11.73% |
$26.6K - $32.4K
|
2.64K
$304K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-352- 7.07% |
$26.7K - $32.6K
|
4.62K
$534K
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-390- 1.39% |
$29.6K - $36.1K
|
27.7K
$3.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
SELL
|
- |
-422- 14.96% |
$32.1K - $39.1K
|
2.4K
$277K
|
|
|
Jan 16, 2024
Q4 2023
|
First Financial Corp
|
SELL
|
- |
-430- 1.5% |
$32.7K - $39.8K
|
28.3K
$3.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-461- 14.21% |
$35K - $42.7K
|
2.78K
$321K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-461- 3.04% |
$35K - $42.7K
|
14.7K
$1.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-471- 66.71% |
$35.8K - $43.6K
|
235
$27.1K
|
|
|
Feb 05, 2024
Q4 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-477- 7.4% |
$36.2K - $44.2K
|
5.97K
$689K
|
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-500- 5.06% |
$38K - $46.3K
|
9.38K
$1.08M
|
|
|
Jan 30, 2024
Q4 2023
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-505- 9.03% |
$38.4K - $46.8K
|
5.09K
$588K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-519- 0.57% |
$39.4K - $48.1K
|
89.8K
$10.4M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-528- 13.47% |
$40.1K - $48.9K
|
3.39K
$392K
|
|
|
Jan 09, 2024
Q4 2023
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-536- 1.57% |
$40.7K - $49.7K
|
33.6K
$3.88M
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-543- 17.57% |
$41.3K - $50.3K
|
2.55K
$294K
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
SELL
|
- |
-545- 9.26% |
$41.4K - $50.5K
|
5.34K
$617K
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
SELL
|
- |
-545- 4.9% |
$41.4K - $50.5K
|
10.6K
$1.22M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-563- 9.88% |
$42.8K - $52.2K
|
5.13K
$593K
|
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-564- 11.97% |
$42.8K - $52.3K
|
4.15K
$479K
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-574- 19.73% |
$43.6K - $53.2K
|
2.34K
$270K
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-575- 5.89% |
$43.7K - $53.3K
|
9.19K
$1.06M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-575- 8.25% |
$43.7K - $53.3K
|
6.39K
$738K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-579- 9.5% |
$44K - $53.7K
|
5.51K
$637K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-591- 22.63% |
$44.9K - $54.8K
|
2.02K
$233K
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-593- 3.47% |
$45.1K - $55K
|
16.5K
$1.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-596- 14.41% |
$45.3K - $55.2K
|
3.54K
$409K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-602- 6.22% |
$45.7K - $55.8K
|
9.08K
$1.05M
|