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 15, 2022
Q2 2022
|
Cordasco Financial Network
|
SELL
|
- |
-166Closed |
$12.5K - $15.5K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-172- 1.64% |
$13K - $16K
|
10.3K
$1.27M
|
|
Jul 22, 2022
Q2 2022
|
James Hambro & Partners
|
SELL
|
- |
-176- 1.05% |
$13.3K - $16.4K
|
16.6K
$2.04M
|
|
Aug 08, 2022
Q2 2022
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-176- 4.05% |
$13.3K - $16.4K
|
4.17K
$512K
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
SELL
|
- |
-179- 54.24% |
$13.5K - $16.7K
|
151
$18.5K
|
|
Aug 09, 2022
Q2 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-187- 8.66% |
$14.1K - $17.4K
|
1.97K
$242K
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-189- 5.82% |
$14.3K - $17.6K
|
3.06K
$376K
|
|
Aug 12, 2022
Q2 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-189- 4.31% |
$14.3K - $17.6K
|
4.19K
$515K
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
SELL
|
- |
-189- 12.98% |
$14.3K - $17.6K
|
1.27K
$156K
|
|
Aug 10, 2022
Q2 2022
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-189- 7.47% |
$14.3K - $17.6K
|
2.34K
$287K
|
|
Aug 09, 2022
Q2 2022
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-192Closed |
$14.5K - $17.9K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-194Closed |
$14.6K - $18.1K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Aevitas Wealth Management, Inc.
|
SELL
|
- |
-199- 0.8% |
$15K - $18.6K
|
24.8K
$3.05M
|
|
Jul 21, 2022
Q2 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-200- 6.73% |
$15.1K - $18.7K
|
2.77K
$340K
|
|
Aug 12, 2022
Q2 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-200Closed |
$15.1K - $18.7K
|
0
$0
|
|
Jul 14, 2022
Q2 2022
|
Krilogy Financial LLC
|
SELL
|
- |
-210- 1.41% |
$15.8K - $19.6K
|
14.7K
$1.8M
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-220- 9.8% |
$16.6K - $20.5K
|
2.03K
$249K
|
|
Jul 12, 2022
Q2 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-232- 1.07% |
$17.5K - $21.6K
|
21.4K
$2.63M
|
|
Aug 15, 2022
Q2 2022
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-241- 29.11% |
$18.2K - $22.5K
|
587
$72.1K
|
|
Oct 26, 2022
Q2 2022
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-241- 29.11% |
$18.2K - $22.5K
|
587
$72.1K
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-244Closed |
$18.4K - $22.8K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-244- 7.48% |
$18.4K - $22.8K
|
3.02K
$371K
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-247- 1.43% |
$18.6K - $23K
|
17K
$2.09M
|
|
Aug 15, 2022
Q2 2022
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-248- 2.09% |
$18.7K - $23.1K
|
11.6K
$1.43M
|
|
Jul 25, 2022
Q2 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-249- 5.22% |
$18.8K - $23.2K
|
4.52K
$555K
|
|
Aug 05, 2022
Q2 2022
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-250- 0.77% |
$18.9K - $23.3K
|
32.2K
$3.95M
|
|
Mar 12, 2024
Q2 2022
|
Executive Wealth Group LLC
Kirkland, WA |
SELL
|
- |
-252- 0.23% |
$19K - $23.5K
|
109K
$13.4M
|
|
Jul 27, 2022
Q2 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-255- 6.53% |
$19.2K - $23.8K
|
3.65K
$448K
|
|
Jul 20, 2022
Q2 2022
|
Secure Asset Management, LLC
|
SELL
|
- |
-259- 8.78% |
$19.5K - $24.2K
|
2.69K
$330K
|
|
Aug 12, 2022
Q2 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-265Closed |
$20K - $24.7K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-266Closed |
$20.1K - $24.8K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Spearhead Capital Advisors, LLC
Wellington, FL |
SELL
|
- |
-268- 5.81% |
$20.2K - $25K
|
4.35K
$534K
|
|
Aug 08, 2022
Q2 2022
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-272- 0.14% |
$20.5K - $25.4K
|
195K
$24M
|
|
Aug 15, 2022
Q2 2022
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-299- 0.41% |
$22.6K - $27.9K
|
72.3K
$8.87M
|
|
Aug 16, 2024
Q2 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-301- 8.14% |
$22.7K - $28.1K
|
3.4K
$417K
|
|
Jul 18, 2022
Q2 2022
|
Camelot Portfolios, LLC
|
SELL
|
- |
-312- 2.33% |
$23.5K - $29.1K
|
13.1K
$1.6M
|
|
Jul 28, 2022
Q2 2022
|
Corbyn Investment Management Inc
|
SELL
|
- |
-329- 7.77% |
$24.8K - $30.7K
|
3.9K
$479K
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-331- 46.88% |
$25K - $30.9K
|
375
$46.1K
|
|
Jul 18, 2022
Q2 2022
|
Elm Partners Management LLC
|
SELL
|
- |
-350Closed |
$26.4K - $32.7K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-351- 2.18% |
$26.5K - $32.7K
|
15.7K
$1.93M
|
|
Aug 15, 2022
Q2 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-365- 1.22% |
$27.5K - $34.1K
|
29.6K
$3.64M
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-366Closed |
$27.6K - $34.1K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Collective Family Office LLC
|
SELL
|
- |
-380- 6.3% |
$28.7K - $35.5K
|
5.65K
$694K
|
|
Aug 10, 2022
Q2 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-401- 4.34% |
$30.2K - $37.4K
|
8.83K
$1.08M
|
|
Aug 10, 2022
Q2 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-432- 11.65% |
$32.6K - $40.3K
|
3.28K
$402K
|
|
Jul 28, 2022
Q2 2022
|
Lcm Capital Management Inc
|
SELL
|
- |
-438- 0.84% |
$33K - $40.9K
|
51.4K
$6.31M
|
|
Aug 05, 2022
Q2 2022
|
Keystone Financial Group
|
SELL
|
- |
-442- 14.03% |
$33.3K - $41.2K
|
2.71K
$333K
|
|
Aug 05, 2022
Q2 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-446Closed |
$33.6K - $41.6K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-448- 5.03% |
$33.8K - $41.8K
|
8.46K
$1.04M
|
|
Aug 11, 2022
Q2 2022
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-460- 21.56% |
$34.7K - $42.9K
|
1.67K
$206K
|