Purchases and Sales Made in Q1 2022 in Vanguard Financial ETF (VFH)
This table provides information about the institutional ownership of Vanguard Financial ETF (VFH) during Q1 2022. 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 |
---|---|---|---|---|---|---|---|
Apr 21, 2022
Q1 2022
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
15.5KNew |
$1.36M - $1.58M
|
15.5K
$1.9M
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
15.3K+ 170.02% |
$1.33M - $1.56M
|
24.3K
$2.97M
|
|
May 10, 2022
Q1 2022
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
14.2K+ 2.04% |
$1.24M - $1.44M
|
709K
$86.6M
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
12.4K+ 29.89% |
$1.08M - $1.26M
|
53.7K
$6.56M
|
|
May 02, 2022
Q1 2022
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
12.1KNew |
$1.06M - $1.23M
|
12.1K
$1.48M
|
|
Sep 07, 2023
Q1 2022
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
11.5K+ 78.28% |
$1.01M - $1.17M
|
26.2K
$3.2M
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
11.5K+ 12.71% |
$1M - $1.17M
|
102K
$12.4M
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
11.3K+ 218.37% |
$983K - $1.15M
|
16.4K
$2.01M
|
|
May 13, 2022
Q1 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
10.6K+ 4.07% |
$928K - $1.08M
|
272K
$33.2M
|
|
Oct 13, 2023
Q1 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
10.6K+ 41.13% |
$928K - $1.08M
|
36.5K
$4.46M
|
|
May 05, 2022
Q1 2022
|
Allen Investment Management LLC
|
BUY
|
- |
10.2KNew |
$894K - $1.04M
|
10.2K
$1.25M
|
|
May 11, 2022
Q1 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
10.2K+ 16.64% |
$894K - $1.04M
|
71.8K
$8.77M
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
10.2K+ 91.08% |
$887K - $1.03M
|
21.3K
$2.6M
|
|
May 13, 2022
Q1 2022
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
9.52KNew |
$830K - $968K
|
9.52K
$1.16M
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
9.33K+ 5.69% |
$814K - $949K
|
173K
$21.2M
|
|
May 16, 2022
Q1 2022
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
9.2KNew |
$803K - $936K
|
9.2K
$1.12M
|
|
Apr 19, 2024
Q1 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
9.09KNew |
$793K - $925K
|
9.09K
$1.11M
|
|
May 06, 2022
Q1 2022
|
Bouchey Financial Group LTD
|
BUY
|
- |
8.9K+ 3.6% |
$777K - $906K
|
256K
$31.3M
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
8.71K+ 4.63% |
$760K - $886K
|
197K
$24M
|
|
May 10, 2022
Q1 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
8.61K+ 119.86% |
$751K - $876K
|
15.8K
$1.93M
|
|
May 24, 2022
Q1 2022
|
Reynolds Investment Management, Inc.
|
BUY
|
- |
8.05KNew |
$702K - $819K
|
8.05K
$982K
|
|
May 19, 2022
Q1 2022
|
Penobscot Wealth Management
|
BUY
|
- |
8.01K+ 26.21% |
$699K - $815K
|
38.5K
$4.71M
|
|
Apr 14, 2022
Q1 2022
|
First Financial Corp
|
BUY
|
- |
7.85K+ 30.9% |
$685K - $799K
|
33.3K
$4.06M
|
|
Apr 13, 2022
Q1 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
7.72K+ 160.18% |
$674K - $785K
|
12.5K
$1.53M
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.63K+ 1.94% |
$666K - $776K
|
402K
$49M
|
|
May 10, 2022
Q1 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
7.26K+ 14.8% |
$634K - $739K
|
56.3K
$6.88M
|
|
May 16, 2022
Q1 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
7.07K+ 15.13% |
$617K - $719K
|
53.8K
$6.57M
|
|
May 12, 2022
Q1 2022
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
6.84K+ 4.41% |
$597K - $696K
|
162K
$19.8M
|
|
May 13, 2022
Q1 2022
|
Stevard, LLC
Chicago, IL |
BUY
|
- |
6.76KNew |
$590K - $687K
|
6.76K
$825K
|
|
May 16, 2022
Q1 2022
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
6.74K+ 9.93% |
$588K - $685K
|
74.6K
$9.11M
|
|
May 10, 2022
Q1 2022
|
Milestone Advisory Partners
|
BUY
|
- |
6.6K+ 49.42% |
$575K - $671K
|
19.9K
$2.43M
|
|
Apr 14, 2022
Q1 2022
|
Caliber Wealth Management, LLC
|
BUY
|
- |
6.55K+ 32.53% |
$572K - $667K
|
26.7K
$3.26M
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
6.5K+ 30.23% |
$567K - $662K
|
28K
$3.42M
|
|
May 16, 2022
Q1 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.05KNew |
$528K - $616K
|
6.05K
$739K
|
|
Apr 25, 2022
Q1 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
6K+ 20.85% |
$524K - $611K
|
34.8K
$4.25M
|
|
May 10, 2022
Q1 2022
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
5.98KNew |
$521K - $608K
|
5.98K
$730K
|
|
Nov 13, 2023
Q1 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
5.76K+ 14.4% |
$502K - $586K
|
45.7K
$5.58M
|
|
May 11, 2022
Q1 2022
|
Redwood Financial Network Corp
|
BUY
|
- |
5.59KNew |
$487K - $568K
|
5.59K
$682K
|
|
May 24, 2022
Q1 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
5.58KNew |
$487K - $567K
|
5.58K
$681K
|
|
May 04, 2022
Q1 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
5.51KNew |
$481K - $561K
|
5.51K
$673K
|
|
Apr 25, 2022
Q1 2022
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
5.51K+ 3.38% |
$481K - $561K
|
169K
$20.6M
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
5.38K+ 38.46% |
$470K - $548K
|
19.4K
$2.37M
|
|
May 13, 2022
Q1 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
4.94KNew |
$431K - $503K
|
4.94K
$604K
|
|
May 10, 2022
Q1 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
4.92K+ 85.17% |
$429K - $500K
|
10.7K
$1.3M
|
|
May 13, 2022
Q1 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.87K+ 111.69% |
$425K - $496K
|
9.23K
$1.13M
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
BUY
|
- |
4.84K+ 21.53% |
$423K - $493K
|
27.3K
$3.34M
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
4.54K+ 1.2% |
$396K - $462K
|
383K
$46.8M
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.49K+ 8.49% |
$392K - $457K
|
57.4K
$7.01M
|
|
May 13, 2022
Q1 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
4.49K+ 13.72% |
$392K - $457K
|
37.2K
$4.55M
|
|
May 16, 2022
Q1 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
4.45K+ 82.75% |
$388K - $453K
|
9.83K
$1.2M
|