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
|
Bison Wealth, LLC
|
SELL
|
- |
-48- 2.88% |
$4.19K - $4.88K
|
1.62K
$198K
|
|
Apr 27, 2022
Q1 2022
|
Krs Capital Management, LLC
|
SELL
|
- |
-50Closed |
$4.36K - $5.09K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Westside Investment Management, Inc.
|
SELL
|
- |
-50- 0.72% |
$4.36K - $5.09K
|
6.86K
$838K
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-51- 14.91% |
$4.45K - $5.19K
|
291
$35.5K
|
|
May 13, 2022
Q1 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-55- 1.67% |
$4.8K - $5.6K
|
3.25K
$396K
|
|
May 18, 2022
Q1 2022
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-55- 40.44% |
$4.8K - $5.6K
|
81
$9.89K
|
|
May 11, 2022
Q1 2022
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-56- 0.17% |
$4.89K - $5.7K
|
33.1K
$4.04M
|
|
May 12, 2022
Q1 2022
|
Citizens Financial Group Inc
|
SELL
|
- |
-58- 1.61% |
$5.06K - $5.9K
|
3.54K
$432K
|
|
May 17, 2022
Q1 2022
|
Lake Point Wealth Management
|
SELL
|
- |
-60Closed |
$5.24K - $6.11K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-68- 40.48% |
$5.93K - $6.92K
|
100
$12.2K
|
|
Apr 15, 2022
Q1 2022
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-74- 14.29% |
$6.46K - $7.53K
|
444
$54.2K
|
|
Apr 25, 2022
Q1 2022
|
Aevitas Wealth Management, Inc.
|
SELL
|
- |
-79- 0.31% |
$6.89K - $8.04K
|
25K
$3.05M
|
|
Apr 21, 2022
Q1 2022
|
Ballast Advisors LLC
|
SELL
|
- |
-81- 5.04% |
$7.07K - $8.24K
|
1.53K
$186K
|
|
Apr 28, 2022
Q1 2022
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-81Closed |
$7.07K - $8.24K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-82- 1.09% |
$7.16K - $8.34K
|
7.42K
$906K
|
|
May 11, 2022
Q1 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-86- 1.84% |
$7.5K - $8.75K
|
4.6K
$561K
|
|
May 17, 2022
Q1 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-88- 6.16% |
$7.68K - $8.95K
|
1.34K
$164K
|
|
May 16, 2022
Q1 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-96- 1.9% |
$8.38K - $9.77K
|
4.96K
$605K
|
|
Apr 27, 2022
Q1 2022
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-97- 1.43% |
$8.46K - $9.87K
|
6.67K
$814K
|
|
May 12, 2022
Q1 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-98- 4.19% |
$8.55K - $9.97K
|
2.24K
$273K
|
|
May 02, 2022
Q1 2022
|
Outfitter Financial LLC
|
SELL
|
- |
-100Closed |
$8.73K - $10.2K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-103Closed |
$8.99K - $10.5K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-110- 1.44% |
$9.6K - $11.2K
|
7.56K
$923K
|
|
May 03, 2022
Q1 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-112- 2.88% |
$9.77K - $11.4K
|
3.78K
$461K
|
|
May 16, 2022
Q1 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-118- 6.58% |
$10.3K - $12K
|
1.68K
$205K
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
SELL
|
- |
-120- 3.33% |
$10.5K - $12.2K
|
3.48K
$425K
|
|
May 06, 2022
Q1 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-129- 34.96% |
$11.3K - $13.1K
|
240
$29.3K
|
|
May 11, 2022
Q1 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-140Closed |
$12.2K - $14.2K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO
|
SELL
|
- |
-141- 5.53% |
$12.3K - $14.3K
|
2.41K
$294K
|
|
Apr 14, 2022
Q1 2022
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-151- 0.74% |
$13.2K - $15.4K
|
20.2K
$2.47M
|
|
Apr 25, 2022
Q1 2022
|
Country Trust Bank
|
SELL
|
- |
-152Closed |
$13.3K - $15.5K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Keybank National Association
|
SELL
|
- |
-159- 6.03% |
$13.9K - $16.2K
|
2.48K
$303K
|
|
Apr 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-171- 4.2% |
$14.9K - $17.4K
|
3.91K
$477K
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-180- 19.03% |
$15.7K - $18.3K
|
766
$93.5K
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-189- 1.15% |
$16.5K - $19.2K
|
16.3K
$1.99M
|
|
May 10, 2022
Q1 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-198- 19.84% |
$17.3K - $20.1K
|
800
$97.7K
|
|
Apr 28, 2022
Q1 2022
|
Tru Independence LLC
|
SELL
|
- |
-199- 2.33% |
$17.4K - $20.2K
|
8.36K
$1.02M
|
|
May 16, 2022
Q1 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-203Closed |
$17.7K - $20.7K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-203- 11.98% |
$17.7K - $20.7K
|
1.49K
$182K
|
|
May 13, 2022
Q1 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-220- 8.04% |
$19.2K - $22.4K
|
2.52K
$307K
|
|
Apr 20, 2022
Q1 2022
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-224- 7.15% |
$19.5K - $22.8K
|
2.91K
$355K
|
|
Nov 14, 2022
Q1 2022
|
Brewin Dolphin LTD
London, X0 |
SELL
|
- |
-236- 33.43% |
$20.6K - $24K
|
470
$57.4K
|
|
May 13, 2022
Q1 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-238Closed |
$20.8K - $24.2K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-240- 2.28% |
$20.9K - $24.4K
|
10.3K
$1.26M
|
|
May 09, 2022
Q1 2022
|
Garrison Asset Management, LLC
|
SELL
|
- |
-244- 1.29% |
$21.3K - $24.8K
|
18.7K
$2.29M
|
|
May 10, 2022
Q1 2022
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-252- 1.71% |
$22K - $25.6K
|
14.5K
$1.77M
|
|
May 13, 2022
Q1 2022
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-254- 4.17% |
$22.2K - $25.8K
|
5.84K
$713K
|
|
Apr 25, 2022
Q1 2022
|
Bailard, Inc.
|
SELL
|
- |
-255- 2.33% |
$22.3K - $25.9K
|
10.7K
$1.3M
|
|
May 09, 2022
Q1 2022
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-266- 6.27% |
$23.2K - $27.1K
|
3.98K
$486K
|
|
May 16, 2022
Q1 2022
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-280- 1.32% |
$24.4K - $28.5K
|
20.9K
$2.55M
|