Purchases and Sales Made in Q2 2022 in Vanguard Financial ETF (VFH)
This table provides information about the institutional ownership of Vanguard Financial ETF (VFH) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.14K+ 12.43% |
$538K - $666K
|
64.6K
$7.93M
|
|
|
Aug 15, 2022
Q2 2022
|
Chai Trust CO LLC
Chicago, IL |
BUY
|
- |
6.87KNew |
$518K - $641K
|
6.87K
$843K
|
|
|
Jul 27, 2022
Q2 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
6.71KNew |
$506K - $626K
|
6.71K
$824K
|
|
|
Aug 01, 2022
Q2 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
6.46KNew |
$487K - $603K
|
6.46K
$793K
|
|
|
Jan 25, 2023
Q2 2022
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
5.86KNew |
$442K - $546K
|
5.86K
$719K
|
|
|
Aug 04, 2022
Q2 2022
|
Bts Asset Management, Inc.
|
BUY
|
- |
5.5K+ 162.05% |
$414K - $513K
|
8.89K
$1.09M
|
|
|
Aug 15, 2022
Q2 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.19K+ 4.15% |
$392K - $484K
|
130K
$16M
|
|
|
Jul 28, 2022
Q2 2022
|
Hardy Reed LLC
|
BUY
|
- |
4.54K+ 1668.75% |
$342K - $423K
|
4.81K
$591K
|
|
|
Aug 10, 2022
Q2 2022
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
4.51K+ 13.17% |
$340K - $421K
|
38.7K
$4.76M
|
|
|
Aug 11, 2022
Q2 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
4.35K+ 3.93% |
$328K - $406K
|
115K
$14.1M
|
|
|
Aug 15, 2022
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
4.33KNew |
$327K - $404K
|
4.33K
$532K
|
|
|
Aug 11, 2022
Q2 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
4.19K+ 7.79% |
$316K - $391K
|
58K
$7.12M
|
|
|
Sep 01, 2022
Q2 2022
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
4.13KNew |
$311K - $385K
|
4.13K
$507K
|
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
4.01K+ 4.67% |
$302K - $374K
|
89.7K
$11M
|
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.96K+ 11.19% |
$299K - $369K
|
39.3K
$4.83M
|
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
3.69K+ 32.74% |
$278K - $344K
|
14.9K
$1.83M
|
|
|
Aug 12, 2022
Q2 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.67K+ 49.8% |
$277K - $342K
|
11K
$1.36M
|
|
|
Aug 12, 2022
Q2 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
3.58K+ 11.1% |
$270K - $334K
|
35.8K
$4.4M
|
|
|
Aug 12, 2022
Q2 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.51K+ 18.39% |
$265K - $328K
|
22.6K
$2.78M
|
|
|
Aug 08, 2022
Q2 2022
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
3.25KNew |
$245K - $303K
|
3.25K
$399K
|
|
|
Aug 09, 2022
Q2 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
3.01K+ 8.84% |
$227K - $281K
|
37K
$4.55M
|
|
|
Jul 12, 2022
Q2 2022
|
Caliber Wealth Management, LLC
|
BUY
|
- |
3.01K+ 11.27% |
$227K - $281K
|
29.7K
$3.65M
|
|
|
Aug 02, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
2.89KNew |
$218K - $270K
|
2.89K
$355K
|
|
|
Jul 20, 2022
Q2 2022
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
2.7KNew |
$204K - $252K
|
2.7K
$332K
|
|
|
Aug 08, 2022
Q2 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
2.59KNew |
$195K - $242K
|
2.59K
$318K
|
|
|
Jul 12, 2022
Q2 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
2.59K+ 4.47% |
$195K - $242K
|
60.5K
$7.43M
|
|
|
Jul 08, 2022
Q2 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
2.49KNew |
$188K - $232K
|
2.49K
$306K
|
|
|
Aug 12, 2022
Q2 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
2.47K+ 20.17% |
$186K - $231K
|
14.7K
$1.81M
|
|
|
Aug 12, 2022
Q2 2022
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
2.45K+ 60.66% |
$185K - $229K
|
6.5K
$798K
|
|
|
Aug 03, 2022
Q2 2022
|
Greystone Financial Group, LLC
|
BUY
|
- |
2.3K+ 24.72% |
$173K - $214K
|
11.6K
$1.42M
|
|
|
Oct 11, 2022
Q2 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
2.28K+ 22.64% |
$172K - $213K
|
12.3K
$1.52M
|
|
|
Jul 14, 2022
Q2 2022
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
2.26K+ 1.74% |
$171K - $211K
|
132K
$16.2M
|
|
|
Aug 16, 2022
Q2 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
2.11K+ 1.16% |
$159K - $197K
|
184K
$22.6M
|
|
|
Aug 11, 2022
Q2 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2.11K+ 5.85% |
$159K - $197K
|
38.2K
$4.69M
|
|
|
Jul 29, 2022
Q2 2022
|
Pariax, LLC
|
BUY
|
- |
2.03K+ 3.17% |
$153K - $189K
|
66K
$8.1M
|
|
|
Aug 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.93K+ 9.95% |
$145K - $180K
|
21.3K
$2.62M
|
|
|
Jul 19, 2022
Q2 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.85K+ 40.49% |
$140K - $173K
|
6.43K
$789K
|
|
|
Jul 20, 2022
Q2 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.84K+ 28.43% |
$139K - $172K
|
8.33K
$1.02M
|
|
|
Aug 08, 2022
Q2 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
1.74K+ 6.37% |
$131K - $163K
|
29.1K
$3.58M
|
|
|
Aug 12, 2022
Q2 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.71K+ 9.55% |
$129K - $160K
|
19.6K
$2.41M
|
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
1.69K+ 15.86% |
$127K - $157K
|
12.3K
$1.51M
|
|
|
Aug 15, 2022
Q2 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.65K+ 17.88% |
$124K - $153K
|
10.8K
$1.33M
|
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.61K+ 23.27% |
$122K - $150K
|
8.55K
$1.05M
|
|
|
Aug 02, 2022
Q2 2022
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
BUY
|
- |
1.6K+ 6.78% |
$121K - $149K
|
25.2K
$3.09M
|
|
|
Jul 27, 2022
Q2 2022
|
Bailard, Inc.
|
BUY
|
- |
1.51K+ 14.12% |
$114K - $141K
|
12.2K
$1.5M
|
|
|
Jul 13, 2022
Q2 2022
|
Hamilton Wealth, LLC
|
BUY
|
- |
1.5K+ 1.12% |
$113K - $140K
|
136K
$16.7M
|
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
1.49KNew |
$112K - $139K
|
1.49K
$182K
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.35KNew |
$102K - $126K
|
1.35K
$166K
|
|
|
Jan 02, 2024
Q2 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.31K+ 3.62% |
$98.7K - $122K
|
37.4K
$4.6M
|
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
BUY
|
- |
1.3K+ 4.75% |
$98K - $121K
|
28.6K
$3.52M
|