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 |
|---|---|---|---|---|---|---|---|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.98K+ 4.49% |
$173K - $202K
|
46.1K
$5.63M
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.92K+ 11.21% |
$168K - $196K
|
19.1K
$2.33M
|
|
|
May 04, 2022
Q1 2022
|
Waldron Private Wealth LLC
|
BUY
|
- |
1.92K+ 33.99% |
$168K - $196K
|
7.58K
$925K
|
|
|
May 04, 2022
Q1 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
1.88K+ 2.43% |
$164K - $191K
|
79.3K
$9.68M
|
|
|
Apr 14, 2022
Q1 2022
|
Sabal Trust CO
|
BUY
|
- |
1.75K+ 3.51% |
$153K - $178K
|
51.7K
$6.31M
|
|
|
May 13, 2022
Q1 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.75K+ 49.99% |
$153K - $178K
|
5.26K
$642K
|
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
1.73K+ 19.48% |
$151K - $176K
|
10.6K
$1.3M
|
|
|
May 10, 2022
Q1 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.62KNew |
$141K - $165K
|
1.62K
$198K
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.51K+ 673.66% |
$132K - $154K
|
1.73K
$212K
|
|
|
May 12, 2022
Q1 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.47K+ 60.04% |
$128K - $149K
|
3.91K
$478K
|
|
|
Jan 03, 2023
Q1 2022
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
1.37K+ 5.84% |
$119K - $139K
|
24.8K
$3.03M
|
|
|
May 05, 2022
Q1 2022
|
Compass Financial Advisors LLC
|
BUY
|
- |
1.36K+ 37.99% |
$119K - $139K
|
4.95K
$605K
|
|
|
May 10, 2022
Q1 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.36K+ 8.22% |
$119K - $139K
|
17.9K
$2.19M
|
|
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.36K+ 4.96% |
$119K - $139K
|
28.9K
$3.52M
|
|
|
May 04, 2022
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.36K+ 4.96% |
$119K - $139K
|
28.9K
$3.52M
|
|
|
May 11, 2022
Q1 2022
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
1.36K+ 11.06% |
$119K - $138K
|
13.7K
$1.67M
|
|
|
Apr 27, 2022
Q1 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1.36K+ 33.88% |
$118K - $138K
|
5.36K
$654K
|
|
|
May 05, 2022
Q1 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1.35KNew |
$118K - $137K
|
1.35K
$164K
|
|
|
May 03, 2022
Q1 2022
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
1.35K+ 47.0% |
$117K - $137K
|
4.21K
$514K
|
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.34K+ 1337.0% |
$117K - $136K
|
1.44K
$175K
|
|
|
Aug 12, 2022
Q1 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.31K+ 42.77% |
$115K - $134K
|
4.38K
$535K
|
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
1.3K+ 13.06% |
$113K - $132K
|
11.3K
$1.37M
|
|
|
May 03, 2022
Q1 2022
|
Sierra Capital LLC
|
BUY
|
- |
1.28K+ 6.32% |
$112K - $130K
|
21.6K
$2.63M
|
|
|
May 17, 2022
Q1 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.27K+ 24.03% |
$111K - $129K
|
6.57K
$802K
|
|
|
May 16, 2022
Q1 2022
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
1.23K+ 14.94% |
$107K - $125K
|
9.42K
$1.15M
|
|
|
Apr 25, 2022
Q1 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
1.2K+ 11.37% |
$105K - $122K
|
11.7K
$1.43M
|
|
|
Apr 05, 2022
Q1 2022
|
Wedmont Private Capital
|
BUY
|
- |
1.19K+ 42.93% |
$104K - $121K
|
3.96K
$484K
|
|
|
Nov 14, 2022
Q1 2022
|
Brown Advisory Inc
|
BUY
|
- |
1.18K+ 20.88% |
$103K - $120K
|
6.81K
$831K
|
|
|
May 13, 2022
Q1 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.1K+ 25.7% |
$95.6K - $112K
|
5.36K
$655K
|
|
|
Apr 28, 2022
Q1 2022
|
Exchange Capital Management, Inc.
|
BUY
|
- |
1.07K+ 1.39% |
$93.1K - $109K
|
77.9K
$9.52M
|
|
|
Jun 01, 2022
Q1 2022
|
City State Bank
Norwalk, IA |
BUY
|
- |
1.06K+ 3.36% |
$92.1K - $107K
|
32.4K
$3.96M
|
|
|
May 02, 2022
Q1 2022
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
1.04K+ 1.42% |
$90.9K - $106K
|
74.3K
$9.07M
|
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
1K+ 541.08% |
$87.3K - $102K
|
1.19K
$145K
|
|
|
May 11, 2022
Q1 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
BUY
|
- |
1K+ 9.67% |
$87.3K - $102K
|
11.3K
$1.38M
|
|
|
May 10, 2022
Q1 2022
|
Quaker Wealth Management, LLC
|
BUY
|
- |
985+ 2.32% |
$86K - $100K
|
43.4K
$5.3M
|
|
|
Apr 13, 2022
Q1 2022
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
979+ 10.44% |
$85.4K - $99.6K
|
10.4K
$1.26M
|
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
939+ 16.99% |
$81.9K - $95.5K
|
6.47K
$790K
|
|
|
Apr 27, 2022
Q1 2022
|
Comerica Bank
|
BUY
|
- |
925+ 13.06% |
$80.7K - $94.1K
|
8.01K
$978K
|
|
|
May 04, 2022
Q1 2022
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
917+ 10.48% |
$80K - $93.3K
|
9.66K
$1.18M
|
|
|
May 16, 2022
Q1 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
911+ 3.13% |
$79.5K - $92.7K
|
30K
$3.66M
|
|
|
Apr 20, 2022
Q1 2022
|
Camelot Portfolios, LLC
|
BUY
|
- |
903+ 7.25% |
$78.8K - $91.9K
|
13.4K
$1.63M
|
|
|
Apr 20, 2022
Q1 2022
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
888+ 27.08% |
$77.5K - $90.4K
|
4.17K
$509K
|
|
|
Apr 18, 2022
Q1 2022
|
Lcm Capital Management Inc
|
BUY
|
- |
862+ 1.69% |
$75.2K - $87.7K
|
51.9K
$6.33M
|
|
|
May 12, 2022
Q1 2022
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
854+ 4.94% |
$74.5K - $86.9K
|
18.2K
$2.22M
|
|
|
May 12, 2022
Q1 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
843+ 7.39% |
$73.6K - $85.8K
|
12.3K
$1.5M
|
|
|
Apr 28, 2022
Q1 2022
|
Prw Wealth Management LLC
|
BUY
|
- |
843+ 33.2% |
$73.6K - $85.8K
|
3.38K
$413K
|
|
|
Apr 11, 2022
Q1 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
807+ 6.16% |
$70.4K - $82.1K
|
13.9K
$1.7M
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
802+ 135.02% |
$70K - $81.6K
|
1.4K
$170K
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
798+ 16.97% |
$69.6K - $81.2K
|
5.5K
$672K
|
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
790New |
$68.9K - $80.4K
|
790
$96.5K
|