Purchases and Sales Made in Q3 2021 in Vanguard Financial ETF (VFH)
This table provides information about the institutional ownership of Vanguard Financial ETF (VFH) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
103New |
$8.89K - $9.9K
|
103
$11.9K
|
|
|
Nov 08, 2021
Q3 2021
|
Keybank National Association
|
BUY
|
- |
100+ 3.94% |
$8.63K - $9.61K
|
2.64K
$305K
|
|
|
Nov 12, 2021
Q3 2021
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
100New |
$8.63K - $9.61K
|
100
$11.5K
|
|
|
Nov 12, 2021
Q3 2021
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
98+ 1.69% |
$8.46K - $9.42K
|
5.88K
$679K
|
|
|
Nov 10, 2021
Q3 2021
|
Cx Institutional
|
BUY
|
- |
73+ 53.68% |
$6.3K - $7.01K
|
209
$24.1K
|
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
71+ 1.53% |
$6.13K - $6.82K
|
4.71K
$543K
|
|
|
Nov 10, 2021
Q3 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
64+ 62.14% |
$5.52K - $6.15K
|
167
$19.3K
|
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
61New |
$5.27K - $5.86K
|
61
$7.04K
|
|
|
Oct 25, 2021
Q3 2021
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
60New |
$5.18K - $5.77K
|
60
$6.93K
|
|
|
Oct 19, 2021
Q3 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
57New |
$4.92K - $5.48K
|
57
$6.58K
|
|
|
Nov 15, 2021
Q3 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
55+ 1.41% |
$4.75K - $5.28K
|
3.94K
$455K
|
|
|
Oct 22, 2021
Q3 2021
|
Murphy Capital Management Inc
|
BUY
|
- |
50+ 1.18% |
$4.32K - $4.8K
|
4.3K
$497K
|
|
|
Dec 03, 2021
Q3 2021
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
50+ 0.41% |
$4.32K - $4.8K
|
12.3K
$1.42M
|
|
|
Jul 17, 2024
Q3 2021
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
47New |
$4.06K - $4.52K
|
47
$5.43K
|
|
|
Oct 19, 2021
Q3 2021
|
Blb&B Advisors, LLC
|
BUY
|
- |
43+ 0.8% |
$3.71K - $4.13K
|
5.41K
$625K
|
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
BUY
|
- |
38+ 0.55% |
$3.28K - $3.65K
|
6.96K
$803K
|
|
|
Nov 09, 2021
Q3 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
37+ 0.65% |
$3.19K - $3.56K
|
5.72K
$661K
|
|
|
Oct 13, 2021
Q3 2021
|
Corbenic Partners LLC
|
BUY
|
- |
33New |
$2.85K - $3.17K
|
33
$3.81K
|
|
|
Nov 12, 2021
Q3 2021
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
25+ 0.79% |
$2.16K - $2.4K
|
3.18K
$367K
|
|
|
Oct 21, 2021
Q3 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
18+ 0.67% |
$1.55K - $1.73K
|
2.71K
$312K
|
|
|
Oct 27, 2021
Q3 2021
|
Tl Private Wealth
|
BUY
|
- |
15+ 0.47% |
$1.29K - $1.44K
|
3.23K
$373K
|
|
|
Nov 12, 2021
Q3 2021
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
10+ 0.09% |
$863 - $961
|
11K
$1.27M
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
8+ 0.05% |
$691 - $769
|
16.7K
$1.93M
|
|
|
Nov 15, 2021
Q3 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1+ 0.04% |
$86.3 - $96.1
|
2.74K
$316K
|
|
|
Nov 15, 2021
Q3 2021
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-5- 0.13% |
$432 - $480
|
3.81K
$440K
|
|
|
Nov 05, 2021
Q3 2021
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-6- 1.68% |
$518 - $577
|
351
$40.5K
|
|
|
Nov 10, 2021
Q3 2021
|
Valley National Advisers Inc
|
SELL
|
- |
-10- 25.0% |
$863 - $961
|
30
$3.46K
|
|
|
Oct 14, 2021
Q3 2021
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-10- 0.35% |
$863 - $961
|
2.84K
$328K
|
|
|
Nov 08, 2021
Q3 2021
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-15- 0.43% |
$1.29K - $1.44K
|
3.51K
$405K
|
|
|
Oct 12, 2021
Q3 2021
|
First Hawaiian Bank
|
SELL
|
- |
-18- 0.56% |
$1.55K - $1.73K
|
3.19K
$368K
|
|
|
Nov 12, 2021
Q3 2021
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-18- 0.32% |
$1.55K - $1.73K
|
5.55K
$641K
|
|
|
Oct 14, 2021
Q3 2021
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-18- 11.69% |
$1.55K - $1.73K
|
136
$15.7K
|
|
|
Nov 12, 2021
Q3 2021
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-19- 15.97% |
$1.64K - $1.83K
|
100
$11.5K
|
|
|
Nov 05, 2021
Q3 2021
|
Pfg Advisors
|
SELL
|
- |
-19- 0.47% |
$1.64K - $1.83K
|
3.99K
$461K
|
|
|
Oct 29, 2021
Q3 2021
|
Versant Capital Management, Inc
|
SELL
|
- |
-20Closed |
$1.73K - $1.92K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-22Closed |
$1.9K - $2.11K
|
0
$0
|
|
|
Oct 18, 2021
Q3 2021
|
Sabal Trust CO
|
SELL
|
- |
-29- 0.06% |
$2.5K - $2.79K
|
46.4K
$5.36M
|
|
|
Oct 26, 2021
Q3 2021
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-33- 0.02% |
$2.85K - $3.17K
|
139K
$16.1M
|
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-34- 3.91% |
$2.93K - $3.27K
|
836
$96.5K
|
|
|
Oct 27, 2021
Q3 2021
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-35- 3.17% |
$3.02K - $3.36K
|
1.07K
$124K
|
|
|
Nov 12, 2021
Q3 2021
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-35- 0.03% |
$3.02K - $3.36K
|
127K
$14.7M
|
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-37Closed |
$3.19K - $3.56K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-43- 2.18% |
$3.71K - $4.13K
|
1.93K
$223K
|
|
|
Oct 28, 2021
Q3 2021
|
Secure Asset Management, LLC
|
SELL
|
- |
-44- 1.47% |
$3.8K - $4.23K
|
2.96K
$342K
|
|
|
Nov 15, 2021
Q3 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-45Closed |
$3.88K - $4.32K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Sandy Spring Bank
|
SELL
|
- |
-50- 9.43% |
$4.32K - $4.8K
|
480
$55.4K
|
|
|
Nov 15, 2021
Q3 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-53- 0.18% |
$4.57K - $5.09K
|
28.7K
$3.32M
|
|
|
Oct 14, 2021
Q3 2021
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-56- 1.21% |
$4.83K - $5.38K
|
4.58K
$528K
|
|
|
Nov 15, 2021
Q3 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-63- 21.0% |
$5.44K - $6.05K
|
237
$27.4K
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-64- 1.44% |
$5.52K - $6.15K
|
4.37K
$505K
|