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
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
1.25KNew |
$94.6K - $117K
|
1.25K
$154K
|
|
Aug 08, 2022
Q2 2022
|
Windham Capital Management, LLC
|
BUY
|
- |
1.22K+ 53.28% |
$91.9K - $114K
|
3.5K
$430K
|
|
Aug 11, 2022
Q2 2022
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
1.2K+ 36.36% |
$90.5K - $112K
|
4.5K
$553K
|
|
Aug 10, 2022
Q2 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.15K+ 0.61% |
$86.4K - $107K
|
190K
$23.3M
|
|
Aug 12, 2022
Q2 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.05K+ 31.04% |
$79K - $97.8K
|
4.42K
$543K
|
|
Aug 10, 2022
Q2 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.02K+ 10.45% |
$77.2K - $95.5K
|
10.8K
$1.33M
|
|
Jul 15, 2022
Q2 2022
|
First Financial Corp
|
BUY
|
- |
1.01K+ 3.05% |
$76.5K - $94.6K
|
34.3K
$4.21M
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
986New |
$74.4K - $92K
|
986
$121K
|
|
Aug 03, 2022
Q2 2022
|
Estate Counselors, LLC
|
BUY
|
- |
950+ 0.49% |
$71.6K - $88.6K
|
196K
$24.1M
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
924New |
$69.7K - $86.2K
|
924
$113K
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
920+ 24.51% |
$69.4K - $85.8K
|
4.67K
$574K
|
|
Aug 11, 2022
Q2 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
915+ 20.89% |
$69K - $85.4K
|
5.3K
$650K
|
|
Jul 22, 2022
Q2 2022
|
Autus Asset Management, LLC
|
BUY
|
- |
907+ 8.84% |
$68.4K - $84.6K
|
11.2K
$1.37M
|
|
Aug 15, 2022
Q2 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
892+ 38.22% |
$67.3K - $83.2K
|
3.23K
$396K
|
|
Aug 04, 2022
Q2 2022
|
Cavalier Investments, LLC
|
BUY
|
- |
834+ 1.58% |
$62.9K - $77.8K
|
53.7K
$6.6M
|
|
Jul 21, 2022
Q2 2022
|
Sol Capital Management CO
|
BUY
|
- |
800+ 1.42% |
$60.3K - $74.6K
|
57.1K
$7.01M
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
795+ 3.8% |
$60K - $74.2K
|
21.7K
$2.67M
|
|
Jul 18, 2022
Q2 2022
|
Sabal Trust CO
|
BUY
|
- |
782+ 1.51% |
$59K - $73K
|
52.5K
$6.45M
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
772+ 2.86% |
$58.2K - $72K
|
27.7K
$3.4M
|
|
Jul 13, 2022
Q2 2022
|
Private Wealth Group, LLC
|
BUY
|
- |
755+ 4.47% |
$56.9K - $70.4K
|
17.6K
$2.17M
|
|
Aug 03, 2022
Q2 2022
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
745+ 17.71% |
$56.2K - $69.5K
|
4.95K
$608K
|
|
Aug 02, 2022
Q2 2022
|
Financial Counselors Inc
|
BUY
|
- |
726+ 31.95% |
$54.8K - $67.7K
|
3K
$368K
|
|
Aug 02, 2022
Q2 2022
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
697+ 4.49% |
$52.6K - $65K
|
16.2K
$1.99M
|
|
Aug 22, 2022
Q2 2022
|
City State Bank
Norwalk, IA |
BUY
|
- |
677+ 2.09% |
$51.1K - $63.2K
|
33.1K
$4.07M
|
|
Jul 12, 2022
Q2 2022
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
660+ 6.37% |
$49.8K - $61.6K
|
11K
$1.35M
|
|
Jul 26, 2022
Q2 2022
|
Aprio Wealth Management, LLC
|
BUY
|
- |
639+ 1.14% |
$48.2K - $59.6K
|
56.5K
$6.94M
|
|
Aug 05, 2022
Q2 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
638New |
$48.1K - $59.5K
|
638
$78.3K
|
|
Jul 22, 2022
Q2 2022
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
600+ 4.82% |
$45.3K - $56K
|
13.1K
$1.6M
|
|
Jul 15, 2022
Q2 2022
|
Dividend Assets Capital, LLC
|
BUY
|
- |
587+ 333.52% |
$44.3K - $54.8K
|
763
$93.7K
|
|
Aug 04, 2022
Q2 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
587+ 9.01% |
$44.3K - $54.8K
|
7.1K
$872K
|
|
Jul 26, 2022
Q2 2022
|
Caprock Group, Inc.
|
BUY
|
- |
560+ 7.55% |
$42.2K - $52.2K
|
7.98K
$980K
|
|
Jul 25, 2022
Q2 2022
|
Marshall Financial Group LLC
|
BUY
|
- |
539+ 14.18% |
$40.7K - $50.3K
|
4.34K
$533K
|
|
Jul 26, 2022
Q2 2022
|
First Premier Bank
|
BUY
|
- |
521+ 4.24% |
$39.3K - $48.6K
|
12.8K
$1.57M
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
478+ 34.24% |
$36.1K - $44.6K
|
1.87K
$230K
|
|
Aug 15, 2022
Q2 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
448New |
$33.8K - $41.8K
|
448
$55K
|
|
Jul 19, 2022
Q2 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
439+ 2.35% |
$33.1K - $41K
|
19.1K
$2.35M
|
|
Nov 14, 2022
Q2 2022
|
Brown Advisory Inc
|
BUY
|
- |
430+ 6.32% |
$32.4K - $40.1K
|
7.24K
$889K
|
|
Aug 02, 2022
Q2 2022
|
Brown Advisory Inc
|
BUY
|
- |
430+ 8.26% |
$32.4K - $40.1K
|
5.63K
$692K
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
425New |
$32.1K - $39.6K
|
425
$52.2K
|
|
Aug 05, 2022
Q2 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
420+ 7.72% |
$31.7K - $39.2K
|
5.86K
$720K
|
|
Aug 12, 2022
Q2 2022
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
419+ 4.45% |
$31.6K - $39.1K
|
9.84K
$1.21M
|
|
Aug 01, 2022
Q2 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
376+ 3.52% |
$28.4K - $35.1K
|
11.1K
$1.36M
|
|
Jul 13, 2022
Q2 2022
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
376+ 11.28% |
$28.4K - $35.1K
|
3.71K
$455K
|
|
Jul 15, 2022
Q2 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
310+ 4.24% |
$23.4K - $28.9K
|
7.62K
$936K
|
|
Aug 12, 2022
Q2 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
300+ 7.61% |
$22.6K - $28K
|
4.24K
$521K
|
|
Aug 09, 2022
Q2 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
296+ 2.2% |
$22.3K - $27.6K
|
13.8K
$1.69M
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
296New |
$22.3K - $27.6K
|
296
$36.3K
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
291+ 0.71% |
$21.9K - $27.1K
|
41.6K
$5.1M
|
|
Feb 14, 2024
Q2 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
291+ 0.71% |
$21.9K - $27.1K
|
41.6K
$5.1M
|
|
Jul 11, 2022
Q2 2022
|
Rba Wealth Management, LLC
|
BUY
|
- |
284+ 3.24% |
$21.4K - $26.5K
|
9.04K
$1.11M
|