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 09, 2022
Q1 2022
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
283+ 2.89% |
$24.7K - $28.8K
|
10.1K
$1.23M
|
|
|
Apr 19, 2022
Q1 2022
|
Pfg Advisors
|
BUY
|
- |
268+ 6.55% |
$23.4K - $27.3K
|
4.36K
$532K
|
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
266New |
$23.2K - $27.1K
|
266
$32.5K
|
|
|
May 05, 2022
Q1 2022
|
National Bank Of Canada
|
BUY
|
- |
264+ 1.28% |
$23K - $26.9K
|
20.9K
$2.55M
|
|
|
Apr 13, 2022
Q1 2022
|
Private Wealth Group, LLC
|
BUY
|
- |
260+ 1.56% |
$22.7K - $26.5K
|
16.9K
$2.06M
|
|
|
Apr 06, 2022
Q1 2022
|
Murphy Capital Management Inc
|
BUY
|
- |
255+ 5.93% |
$22.3K - $25.9K
|
4.56K
$556K
|
|
|
Oct 26, 2022
Q1 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
241+ 41.06% |
$21K - $24.5K
|
828
$101K
|
|
|
Apr 28, 2022
Q1 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
239New |
$20.9K - $24.3K
|
239
$29.2K
|
|
|
May 11, 2022
Q1 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
236+ 0.74% |
$20.6K - $24K
|
32.1K
$3.91M
|
|
|
May 12, 2022
Q1 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
230+ 7.44% |
$20.1K - $23.4K
|
3.32K
$405K
|
|
|
May 09, 2022
Q1 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
227+ 7.88% |
$19.8K - $23.1K
|
3.11K
$380K
|
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
BUY
|
- |
226+ 217.31% |
$19.7K - $23K
|
330
$40.3K
|
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
BUY
|
- |
220+ 7.23% |
$19.2K - $22.4K
|
3.26K
$398K
|
|
|
Apr 21, 2022
Q1 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
211+ 1.38% |
$18.4K - $21.5K
|
15.5K
$1.89M
|
|
|
Apr 11, 2022
Q1 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
210+ 7.52% |
$18.3K - $21.4K
|
3K
$366K
|
|
|
Apr 29, 2022
Q1 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
200New |
$17.5K - $20.4K
|
200
$24.4K
|
|
|
Dec 01, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
198+ 30.6% |
$17.3K - $20.1K
|
845
$103K
|
|
|
May 06, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
198+ 30.6% |
$17.3K - $20.1K
|
845
$103K
|
|
|
Apr 28, 2022
Q1 2022
|
Financial Counselors Inc
|
BUY
|
- |
186+ 8.92% |
$16.2K - $18.9K
|
2.27K
$277K
|
|
|
May 13, 2022
Q1 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
184+ 1.58% |
$16.1K - $18.7K
|
11.9K
$1.45M
|
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
166New |
$14.5K - $16.9K
|
166
$20.3K
|
|
|
Apr 27, 2022
Q1 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
141+ 3.2% |
$12.3K - $14.3K
|
4.55K
$556K
|
|
|
Apr 22, 2022
Q1 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
140+ 3.77% |
$12.2K - $14.2K
|
3.85K
$470K
|
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
139+ 86.88% |
$12.1K - $14.1K
|
299
$36.5K
|
|
|
May 05, 2022
Q1 2022
|
Davis R M Inc
Portland, ME |
BUY
|
- |
138+ 5.38% |
$12K - $14K
|
2.7K
$330K
|
|
|
May 23, 2024
Q1 2022
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
136+ 6.48% |
$11.9K - $13.8K
|
2.24K
$273K
|
|
|
May 03, 2022
Q1 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
133+ 83.13% |
$11.6K - $13.5K
|
293
$35.8K
|
|
|
Apr 25, 2022
Q1 2022
|
Atlas Private Wealth Management
|
BUY
|
- |
132+ 0.98% |
$11.5K - $13.4K
|
13.6K
$1.66M
|
|
|
May 09, 2022
Q1 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
126New |
$11K - $12.8K
|
126
$15.4K
|
|
|
May 16, 2022
Q1 2022
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
120+ 1.16% |
$10.5K - $12.2K
|
10.5K
$1.28M
|
|
|
May 16, 2022
Q1 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
113New |
$9.86K - $11.5K
|
113
$13.8K
|
|
|
May 16, 2022
Q1 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
105+ 210.0% |
$9.16K - $10.7K
|
155
$18.9K
|
|
|
Sep 21, 2023
Q1 2022
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
101+ 63.92% |
$8.81K - $10.3K
|
259
$31.6K
|
|
|
Apr 22, 2022
Q1 2022
|
Cva Family Office, LLC
|
BUY
|
- |
100+ 17.86% |
$8.73K - $10.2K
|
660
$80.6K
|
|
|
May 02, 2022
Q1 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
100+ 11.15% |
$8.73K - $10.2K
|
997
$122K
|
|
|
Apr 13, 2022
Q1 2022
|
Autus Asset Management, LLC
|
BUY
|
- |
88+ 0.86% |
$7.68K - $8.95K
|
10.3K
$1.25M
|
|
|
Apr 29, 2022
Q1 2022
|
Addison Advisors LLC
|
BUY
|
- |
82+ 101.23% |
$7.16K - $8.34K
|
163
$19.9K
|
|
|
Apr 18, 2022
Q1 2022
|
Hbw Advisory Services LLC
|
BUY
|
- |
82+ 2.61% |
$7.16K - $8.34K
|
3.23K
$394K
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
80New |
$6.98K - $8.14K
|
80
$9.77K
|
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
78+ 2.7% |
$6.81K - $7.94K
|
2.97K
$363K
|
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
62+ 24.8% |
$5.41K - $6.31K
|
312
$38.1K
|
|
|
May 05, 2022
Q1 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
60+ 100.0% |
$5.24K - $6.11K
|
120
$14.7K
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
53+ 12.44% |
$4.62K - $5.39K
|
479
$58.5K
|
|
|
May 12, 2022
Q1 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
51New |
$4.45K - $5.19K
|
51
$6.23K
|
|
|
May 05, 2022
Q1 2022
|
Community Bank, N.A.
|
BUY
|
- |
50+ 0.58% |
$4.36K - $5.09K
|
8.62K
$1.05M
|
|
|
Apr 29, 2022
Q1 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
49+ 0.94% |
$4.28K - $4.99K
|
5.28K
$645K
|
|
|
May 12, 2022
Q1 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
43New |
$3.75K - $4.38K
|
43
$5.25K
|
|
|
May 03, 2022
Q1 2022
|
Leo Brokerage, LLC
|
BUY
|
- |
41+ 1.55% |
$3.58K - $4.17K
|
2.69K
$328K
|
|
|
May 20, 2022
Q1 2022
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
35+ 17.33% |
$3.05K - $3.56K
|
237
$28.9K
|
|
|
May 13, 2022
Q1 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
32+ 0.25% |
$2.79K - $3.26K
|
13K
$1.59M
|