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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
798+ 16.97% |
$69.6K - $81.2K
|
5.5K
$649K
|
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
790New |
$68.9K - $80.4K
|
790
$93.2K
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
749+ 9.74% |
$65.4K - $76.2K
|
8.44K
$996K
|
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
725+ 5.44% |
$63.3K - $73.8K
|
14.1K
$1.66M
|
|
|
Apr 14, 2022
Q1 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
721+ 14.24% |
$62.9K - $73.4K
|
5.79K
$683K
|
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
706New |
$61.6K - $71.8K
|
706
$83.3K
|
|
|
May 16, 2022
Q1 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
697+ 12.05% |
$60.8K - $70.9K
|
6.48K
$765K
|
|
|
May 13, 2022
Q1 2022
|
Keystone Financial Group
|
BUY
|
- |
674+ 27.21% |
$58.8K - $68.6K
|
3.15K
$372K
|
|
|
Apr 21, 2022
Q1 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
663+ 11.33% |
$57.9K - $67.5K
|
6.51K
$769K
|
|
|
Apr 11, 2022
Q1 2022
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
652+ 21.31% |
$56.9K - $66.3K
|
3.71K
$438K
|
|
|
Apr 21, 2022
Q1 2022
|
Dagco, Inc.
|
BUY
|
- |
649+ 3.93% |
$56.6K - $66K
|
17.2K
$2.02M
|
|
|
May 12, 2022
Q1 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
632+ 8.19% |
$55.1K - $64.3K
|
8.35K
$986K
|
|
|
Apr 25, 2022
Q1 2022
|
First Premier Bank
|
BUY
|
- |
620+ 5.31% |
$54.1K - $63.1K
|
12.3K
$1.45M
|
|
|
May 06, 2022
Q1 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
620+ 71.93% |
$54.1K - $63.1K
|
1.48K
$175K
|
|
|
May 11, 2022
Q1 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
604+ 12.49% |
$52.7K - $61.5K
|
5.44K
$642K
|
|
|
Apr 14, 2022
Q1 2022
|
Cutler Group LP
|
BUY
|
- |
600+ 600.0% |
$52.4K - $61.1K
|
700
$82.6K
|
|
|
Mar 12, 2024
Q1 2022
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
599+ 0.55% |
$52.3K - $60.9K
|
109K
$12.9M
|
|
|
Apr 29, 2022
Q1 2022
|
Sg Americas Securities, LLC
|
BUY
|
- |
588+ 32.45% |
$51.3K - $59.8K
|
2.4K
$283K
|
|
|
May 16, 2022
Q1 2022
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
568+ 3.66% |
$49.6K - $57.8K
|
16.1K
$1.9M
|
|
|
May 12, 2022
Q1 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
555+ 12.25% |
$48.4K - $56.5K
|
5.08K
$600K
|
|
|
May 10, 2022
Q1 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
551+ 4.47% |
$48.1K - $56.1K
|
12.9K
$1.52M
|
|
|
May 16, 2022
Q1 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
551+ 17.45% |
$48.1K - $56.1K
|
3.71K
$438K
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
534+ 15.11% |
$46.6K - $54.3K
|
4.07K
$480K
|
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
521+ 3.6% |
$45.5K - $53K
|
15K
$1.77M
|
|
|
May 16, 2022
Q1 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
508+ 7.47% |
$44.3K - $51.7K
|
7.31K
$863K
|
|
|
Apr 29, 2022
Q1 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
500+ 9.17% |
$43.6K - $50.9K
|
5.96K
$703K
|
|
|
May 13, 2022
Q1 2022
|
Brighton Jones LLC
|
BUY
|
- |
497+ 2.48% |
$43.4K - $50.6K
|
20.5K
$2.42M
|
|
|
May 10, 2022
Q1 2022
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
496+ 13.98% |
$43.3K - $50.5K
|
4.04K
$477K
|
|
|
Apr 29, 2022
Q1 2022
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
491+ 12.01% |
$42.8K - $50K
|
4.58K
$540K
|
|
|
Apr 18, 2022
Q1 2022
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
483+ 3.69% |
$42.1K - $49.1K
|
13.6K
$1.6M
|
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
479+ 3.11% |
$41.8K - $48.7K
|
15.9K
$1.88M
|
|
|
Apr 29, 2022
Q1 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
476+ 3.63% |
$41.5K - $48.4K
|
13.6K
$1.61M
|
|
|
May 13, 2022
Q1 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
446New |
$38.9K - $45.4K
|
446
$52.6K
|
|
|
Apr 15, 2022
Q1 2022
|
Paladin Advisory Group, LLC
|
BUY
|
- |
444New |
$38.7K - $45.2K
|
444
$52.4K
|
|
|
Apr 18, 2022
Q1 2022
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
430+ 10.99% |
$37.5K - $43.8K
|
4.34K
$513K
|
|
|
May 13, 2022
Q1 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
407+ 1.14% |
$35.5K - $41.4K
|
36K
$4.25M
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
407+ 10.15% |
$35.5K - $41.4K
|
4.42K
$521K
|
|
|
Apr 28, 2022
Q1 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
405+ 4.91% |
$35.3K - $41.2K
|
8.65K
$1.02M
|
|
|
Apr 28, 2022
Q1 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
401New |
$35K - $40.8K
|
401
$47.3K
|
|
|
Apr 19, 2022
Q1 2022
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
400+ 13.64% |
$34.9K - $40.7K
|
3.33K
$393K
|
|
|
May 09, 2022
Q1 2022
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
400+ 13.79% |
$34.9K - $40.7K
|
3.3K
$389K
|
|
|
May 09, 2022
Q1 2022
|
Capital Square, LLC
|
BUY
|
- |
393+ 15.66% |
$34.3K - $40K
|
2.9K
$343K
|
|
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
368+ 8.72% |
$32.1K - $37.4K
|
4.59K
$541K
|
|
|
May 17, 2022
Q1 2022
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
350+ 2.86% |
$30.5K - $35.6K
|
12.6K
$1.48M
|
|
|
Apr 21, 2022
Q1 2022
|
Elm Partners Management LLC
|
BUY
|
- |
350New |
$30.5K - $35.6K
|
350
$41.3K
|
|
|
Apr 11, 2022
Q1 2022
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
344+ 1.52% |
$30K - $35K
|
23K
$2.72M
|
|
|
Apr 18, 2022
Q1 2022
|
Tl Private Wealth
|
BUY
|
- |
343+ 10.57% |
$29.9K - $34.9K
|
3.59K
$423K
|
|
|
Apr 20, 2022
Q1 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
342+ 1.6% |
$29.8K - $34.8K
|
21.7K
$2.56M
|
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
315+ 27.61% |
$27.5K - $32.1K
|
1.46K
$172K
|
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
293+ 20.43% |
$25.6K - $29.8K
|
1.73K
$204K
|