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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2022
Q2 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
279New |
$21K - $26K
|
279
$34.3K
|
|
|
Aug 04, 2022
Q2 2022
|
Capital Square, LLC
|
BUY
|
- |
268+ 9.23% |
$20.2K - $25K
|
3.17K
$389K
|
|
|
Aug 11, 2022
Q2 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
259+ 6.62% |
$19.5K - $24.2K
|
4.17K
$512K
|
|
|
Aug 15, 2022
Q2 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
257+ 55.87% |
$19.4K - $24K
|
717
$88K
|
|
|
Jul 13, 2022
Q2 2022
|
Red Door Wealth Management, LLC
|
BUY
|
- |
241+ 8.29% |
$18.2K - $22.5K
|
3.15K
$387K
|
|
|
Aug 04, 2022
Q2 2022
|
Brighton Jones LLC
|
BUY
|
- |
224+ 1.09% |
$16.9K - $20.9K
|
20.7K
$2.55M
|
|
|
Aug 15, 2022
Q2 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
220+ 8.74% |
$16.6K - $20.5K
|
2.74K
$336K
|
|
|
Aug 08, 2022
Q2 2022
|
Davis R M Inc
Portland, ME |
BUY
|
- |
204+ 7.54% |
$15.4K - $19K
|
2.91K
$357K
|
|
|
Aug 15, 2022
Q2 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
200+ 3.8% |
$15.1K - $18.7K
|
5.46K
$670K
|
|
|
Jul 13, 2022
Q2 2022
|
Pfg Advisors
|
BUY
|
- |
200+ 4.59% |
$15.1K - $18.7K
|
4.56K
$560K
|
|
|
Dec 13, 2023
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
196+ 4.74% |
$14.8K - $18.3K
|
4.33K
$532K
|
|
|
Jul 25, 2022
Q2 2022
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
195+ 4.9% |
$14.7K - $18.2K
|
4.17K
$512K
|
|
|
Jul 22, 2022
Q2 2022
|
Costello Asset Management, Inc
|
BUY
|
- |
192+ 1066.67% |
$14.5K - $17.9K
|
210
$25.8K
|
|
|
Aug 12, 2022
Q2 2022
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
184+ 0.33% |
$13.9K - $17.2K
|
56.8K
$6.97M
|
|
|
Jan 27, 2023
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
167+ 0.58% |
$12.6K - $15.6K
|
29K
$3.56M
|
|
|
Aug 15, 2022
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
167+ 0.58% |
$12.6K - $15.6K
|
29K
$3.56M
|
|
|
Aug 05, 2022
Q2 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
148+ 2.53% |
$11.2K - $13.8K
|
6K
$736K
|
|
|
Jul 11, 2022
Q2 2022
|
Leo Brokerage, LLC
|
BUY
|
- |
148+ 5.51% |
$11.2K - $13.8K
|
2.84K
$348K
|
|
|
Jul 26, 2022
Q2 2022
|
Prw Wealth Management LLC
|
BUY
|
- |
141+ 4.17% |
$10.6K - $13.2K
|
3.52K
$433K
|
|
|
Aug 15, 2022
Q2 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
139+ 4.55% |
$10.5K - $13K
|
3.19K
$392K
|
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
139New |
$10.5K - $13K
|
139
$17.1K
|
|
|
Aug 15, 2022
Q2 2022
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
138+ 1.37% |
$10.4K - $12.9K
|
10.2K
$1.26M
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
127+ 4.75% |
$9.58K - $11.8K
|
2.8K
$344K
|
|
|
Jul 18, 2022
Q2 2022
|
Davenport & CO LLC
|
BUY
|
- |
125+ 3.83% |
$9.43K - $11.7K
|
3.39K
$416K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
125New |
$9.43K - $11.7K
|
125
$15.4K
|
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
123New |
$9.28K - $11.5K
|
123
$15.1K
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
112+ 19.96% |
$8.45K - $10.4K
|
673
$82.6K
|
|
|
Aug 10, 2022
Q2 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
106+ 0.13% |
$7.99K - $9.89K
|
79.4K
$9.75M
|
|
|
Jul 12, 2022
Q2 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
101+ 3.67% |
$7.62K - $9.42K
|
2.85K
$350K
|
|
|
Aug 18, 2022
Q2 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
100New |
$7.54K - $9.33K
|
100
$12.3K
|
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
92+ 7.76% |
$6.94K - $8.58K
|
1.28K
$157K
|
|
|
Sep 21, 2022
Q2 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
92New |
$6.94K - $8.58K
|
92
$11.3K
|
|
|
Jul 28, 2022
Q2 2022
|
Dagco, Inc.
|
BUY
|
- |
92+ 0.54% |
$6.94K - $8.58K
|
17.2K
$2.12M
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
78New |
$5.88K - $7.28K
|
78
$9.58K
|
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
78New |
$5.88K - $7.28K
|
78
$9.58K
|
|
|
Aug 12, 2022
Q2 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
74+ 1.68% |
$5.58K - $6.9K
|
4.49K
$551K
|
|
|
Aug 02, 2022
Q2 2022
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
68+ 0.53% |
$5.13K - $6.34K
|
12.9K
$1.58M
|
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
64+ 1.4% |
$4.83K - $5.97K
|
4.65K
$571K
|
|
|
Jul 24, 2024
Q2 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
61+ 2.09% |
$4.6K - $5.69K
|
2.98K
$366K
|
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
58+ 34.32% |
$4.37K - $5.41K
|
227
$27.9K
|
|
|
Aug 08, 2022
Q2 2022
|
Compass Financial Advisors LLC
|
BUY
|
- |
57+ 1.15% |
$4.3K - $5.32K
|
5.01K
$615K
|
|
|
Jul 13, 2022
Q2 2022
|
Gleason Group, Inc.
|
BUY
|
- |
56New |
$4.22K - $5.22K
|
56
$6.88K
|
|
|
Aug 11, 2022
Q2 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
56+ 1120.0% |
$4.22K - $5.22K
|
61
$7.49K
|
|
|
Aug 12, 2022
Q2 2022
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
54+ 49.09% |
$4.07K - $5.04K
|
164
$20.1K
|
|
|
Aug 11, 2022
Q2 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
49+ 0.84% |
$3.7K - $4.57K
|
5.87K
$721K
|
|
|
Aug 11, 2022
Q2 2022
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
48New |
$3.62K - $4.48K
|
48
$5.89K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
43+ 0.97% |
$3.24K - $4.01K
|
4.46K
$547K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
41+ 0.15% |
$3.09K - $3.82K
|
28.1K
$3.44M
|
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
BUY
|
- |
38+ 0.53% |
$2.87K - $3.55K
|
7.19K
$883K
|
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
37+ 0.07% |
$2.79K - $3.45K
|
53.9K
$6.62M
|