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 13, 2022
Q2 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-482- 14.17% |
$36.4K - $45K
|
2.92K
$359K
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-485- 13.66% |
$36.6K - $45.2K
|
3.07K
$376K
|
|
Jan 03, 2023
Q2 2022
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-503- 2.03% |
$37.9K - $46.9K
|
24.3K
$2.98M
|
|
Aug 15, 2022
Q2 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-560- 22.37% |
$42.2K - $52.2K
|
1.94K
$239K
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-574- 17.14% |
$43.3K - $53.5K
|
2.77K
$341K
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-596- 7.19% |
$45K - $55.6K
|
7.69K
$945K
|
|
Aug 16, 2022
Q2 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-617- 12.48% |
$46.5K - $57.6K
|
4.33K
$531K
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-620- 41.84% |
$46.8K - $57.8K
|
862
$106K
|
|
Aug 02, 2022
Q2 2022
|
Principle Wealth Partners LLC
|
SELL
|
- |
-643- 2.2% |
$48.5K - $60K
|
28.6K
$3.51M
|
|
Aug 01, 2022
Q2 2022
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-647- 13.16% |
$48.8K - $60.4K
|
4.27K
$524K
|
|
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-649- 16.7% |
$48.9K - $60.5K
|
3.24K
$398K
|
|
Aug 01, 2022
Q2 2022
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-652- 17.56% |
$49.2K - $60.8K
|
3.06K
$376K
|
|
Aug 04, 2022
Q2 2022
|
Tru Independence LLC
|
SELL
|
- |
-682- 8.16% |
$51.4K - $63.6K
|
7.68K
$942K
|
|
Jul 13, 2022
Q2 2022
|
Murphy Capital Management Inc
|
SELL
|
- |
-695- 15.25% |
$52.4K - $64.8K
|
3.86K
$474K
|
|
Jul 28, 2022
Q2 2022
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-699- 0.9% |
$52.7K - $65.2K
|
77.2K
$9.48M
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-715- 5.09% |
$53.9K - $66.7K
|
13.3K
$1.64M
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-723- 4.55% |
$54.5K - $67.4K
|
15.2K
$1.86M
|
|
Jul 22, 2022
Q2 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-760- 14.18% |
$57.3K - $70.9K
|
4.6K
$565K
|
|
Aug 15, 2022
Q2 2022
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-764- 6.07% |
$57.6K - $71.3K
|
11.8K
$1.45M
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-770- 3.17% |
$58.1K - $71.8K
|
23.5K
$2.89M
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-799- 1.81% |
$60.3K - $74.5K
|
43.3K
$5.31M
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-853- 22.54% |
$64.3K - $79.6K
|
2.93K
$360K
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-924- 11.22% |
$69.7K - $86.2K
|
7.31K
$898K
|
|
Jul 20, 2022
Q2 2022
|
Northstar Asset Management LLC
|
SELL
|
- |
-925- 2.29% |
$69.8K - $86.3K
|
39.5K
$4.86M
|
|
Aug 14, 2024
Q2 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-943- 0.82% |
$71.1K - $88K
|
115K
$14.1M
|
|
Aug 11, 2022
Q2 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-1KClosed |
$75.4K - $93.3K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.05K- 12.5% |
$79.5K - $98.3K
|
7.38K
$906K
|
|
Jul 27, 2022
Q2 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.06K- 9.01% |
$79.8K - $98.7K
|
10.7K
$1.31M
|
|
Aug 15, 2022
Q2 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-1.09K- 23.7% |
$82.1K - $102K
|
3.51K
$431K
|
|
Jul 26, 2022
Q2 2022
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-1.12K- 14.42% |
$84.5K - $104K
|
6.65K
$816K
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-1.18K- 50.38% |
$89.1K - $110K
|
1.16K
$143K
|
|
Aug 12, 2022
Q2 2022
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-1.2K- 8.8% |
$90.7K - $112K
|
12.5K
$1.53M
|
|
Aug 09, 2022
Q2 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.23K- 9.77% |
$92.4K - $114K
|
11.3K
$1.39M
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-1.23K- 30.33% |
$93.1K - $115K
|
2.84K
$348K
|
|
Jul 22, 2022
Q2 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-1.24K- 16.43% |
$93.6K - $116K
|
6.31K
$775K
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-1.3KClosed |
$98K - $121K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-1.31K- 9.05% |
$98.8K - $122K
|
13.2K
$1.62M
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.36K- 78.48% |
$103K - $127K
|
373
$45.8K
|
|
Aug 12, 2022
Q2 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.36K- 1.1% |
$103K - $127K
|
123K
$15.1M
|
|
Aug 15, 2022
Q2 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.44K- 21.95% |
$109K - $134K
|
5.13K
$629K
|
|
Aug 12, 2022
Q2 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.62KClosed |
$122K - $151K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.66K- 10.29% |
$125K - $155K
|
14.5K
$1.78M
|
|
Aug 04, 2022
Q2 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-1.72K- 29.03% |
$129K - $160K
|
4.2K
$516K
|
|
Aug 08, 2022
Q2 2022
|
Quaker Wealth Management, LLC
|
SELL
|
- |
-1.86K- 4.28% |
$140K - $173K
|
41.5K
$5.1M
|
|
Jul 18, 2022
Q2 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.91K- 24.38% |
$144K - $178K
|
5.91K
$726K
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
SELL
|
- |
-1.98K- 10.5% |
$149K - $184K
|
16.8K
$2.07M
|
|
Aug 15, 2022
Q2 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-2.03K- 16.78% |
$153K - $189K
|
10.1K
$1.24M
|
|
Aug 11, 2022
Q2 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-2.06K- 1.38% |
$155K - $192K
|
147K
$18M
|
|
Aug 15, 2022
Q2 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-2.09K- 4.14% |
$157K - $195K
|
48.3K
$5.94M
|
|
Aug 12, 2022
Q2 2022
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-2.11K- 23.83% |
$159K - $197K
|
6.74K
$828K
|