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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2021
Q3 2021
|
Ledyard National Bank
|
SELL
|
- |
-72- 2.48% |
$6.22K - $6.92K
|
2.83K
$327K
|
|
|
Nov 12, 2021
Q3 2021
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-75- 3.36% |
$6.47K - $7.21K
|
2.16K
$249K
|
|
|
Oct 14, 2021
Q3 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-79- 53.38% |
$6.82K - $7.59K
|
69
$7.97K
|
|
|
Nov 10, 2021
Q3 2021
|
Hoyle Cohen, LLC
|
SELL
|
- |
-80- 3.21% |
$6.91K - $7.69K
|
2.41K
$278K
|
|
|
Nov 03, 2021
Q3 2021
|
Kovack Advisors, Inc.
|
SELL
|
- |
-80- 3.14% |
$6.91K - $7.69K
|
2.47K
$285K
|
|
|
Oct 18, 2021
Q3 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-82- 1.86% |
$7.08K - $7.88K
|
4.34K
$501K
|
|
|
Nov 08, 2021
Q3 2021
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-85Closed |
$7.34K - $8.17K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-91- 1.07% |
$7.86K - $8.74K
|
8.4K
$970K
|
|
|
Oct 28, 2021
Q3 2021
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-92- 0.73% |
$7.94K - $8.84K
|
12.6K
$1.45M
|
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-92- 3.82% |
$7.94K - $8.84K
|
2.32K
$268K
|
|
|
Oct 15, 2021
Q3 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-96- 0.23% |
$8.29K - $9.22K
|
41.3K
$4.77M
|
|
|
Feb 13, 2024
Q3 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-96- 0.23% |
$8.29K - $9.22K
|
41.3K
$4.77M
|
|
|
Nov 09, 2021
Q3 2021
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-98Closed |
$8.46K - $9.42K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-100- 50.0% |
$8.63K - $9.61K
|
100
$11.5K
|
|
|
Oct 12, 2021
Q3 2021
|
Ifg Advisory, LLC
|
SELL
|
- |
-100- 2.71% |
$8.63K - $9.61K
|
3.59K
$415K
|
|
|
Nov 15, 2021
Q3 2021
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-106- 0.33% |
$9.15K - $10.2K
|
31.9K
$3.68M
|
|
|
Nov 09, 2021
Q3 2021
|
Concord Wealth Partners
|
SELL
|
- |
-107- 25.85% |
$9.24K - $10.3K
|
307
$35.4K
|
|
|
Nov 09, 2021
Q3 2021
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-119- 1.43% |
$10.3K - $11.4K
|
8.23K
$950K
|
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-121- 0.9% |
$10.4K - $11.6K
|
13.3K
$1.54M
|
|
|
Oct 18, 2021
Q3 2021
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-123- 19.37% |
$10.6K - $11.8K
|
512
$59.1K
|
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-123- 5.1% |
$10.6K - $11.8K
|
2.29K
$265K
|
|
|
Oct 12, 2021
Q3 2021
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-141- 0.38% |
$12.2K - $13.5K
|
37.4K
$4.32M
|
|
|
Oct 26, 2021
Q3 2021
|
Simmons Bank
|
SELL
|
- |
-150- 2.93% |
$12.9K - $14.4K
|
4.98K
$574K
|
|
|
Nov 12, 2021
Q3 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-166- 45.23% |
$14.3K - $16K
|
201
$23.2K
|
|
|
Oct 20, 2021
Q3 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-169- 1.88% |
$14.6K - $16.2K
|
8.81K
$1.02M
|
|
|
Nov 12, 2021
Q3 2021
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-172- 1.02% |
$14.8K - $16.5K
|
16.7K
$1.93M
|
|
|
Nov 10, 2021
Q3 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-175- 2.11% |
$15.1K - $16.8K
|
8.14K
$940K
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-180- 1.46% |
$15.5K - $17.3K
|
12.1K
$1.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-185- 6.24% |
$16K - $17.8K
|
2.78K
$321K
|
|
|
Oct 15, 2021
Q3 2021
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-200- 1.58% |
$17.3K - $19.2K
|
12.5K
$1.44M
|
|
|
Oct 21, 2021
Q3 2021
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-200- 12.36% |
$17.3K - $19.2K
|
1.42K
$164K
|
|
|
Oct 18, 2021
Q3 2021
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-208- 2.64% |
$18K - $20K
|
7.67K
$885K
|
|
|
Nov 12, 2021
Q3 2021
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-240- 20.46% |
$20.7K - $23.1K
|
933
$108K
|
|
|
Nov 10, 2021
Q3 2021
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-250Closed |
$21.6K - $24K
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Community Bank, N.A.
|
SELL
|
- |
-250- 2.84% |
$21.6K - $24K
|
8.54K
$986K
|
|
|
Nov 12, 2021
Q3 2021
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-263- 3.97% |
$22.7K - $25.3K
|
6.37K
$735K
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-267- 8.0% |
$23K - $25.7K
|
3.07K
$354K
|
|
|
Nov 05, 2021
Q3 2021
|
James Hambro & Partners
|
SELL
|
- |
-298- 2.03% |
$25.7K - $28.6K
|
14.4K
$1.66M
|
|
|
Nov 01, 2021
Q3 2021
|
Sg Americas Securities, LLC
|
SELL
|
- |
-300- 15.0% |
$25.9K - $28.8K
|
1.7K
$196K
|
|
|
Oct 18, 2021
Q3 2021
|
Autus Asset Management, LLC
|
SELL
|
- |
-310- 3.12% |
$26.8K - $29.8K
|
9.62K
$1.11M
|
|
|
Oct 27, 2021
Q3 2021
|
Stephens Inc
|
SELL
|
- |
-316- 1.61% |
$27.3K - $30.4K
|
19.3K
$2.23M
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-316- 3.89% |
$27.3K - $30.4K
|
7.8K
$901K
|
|
|
Oct 27, 2021
Q3 2021
|
Spearhead Capital Advisors, LLC
Wellington, FL |
SELL
|
- |
-320- 5.23% |
$27.6K - $30.7K
|
5.8K
$670K
|
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-329- 10.11% |
$28.4K - $31.6K
|
2.93K
$338K
|
|
|
Oct 08, 2021
Q3 2021
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-329- 8.89% |
$28.4K - $31.6K
|
3.37K
$389K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-332- 6.82% |
$28.7K - $31.9K
|
4.54K
$524K
|
|
|
Oct 20, 2021
Q3 2021
|
Garrison Asset Management, LLC
|
SELL
|
- |
-348- 1.79% |
$30K - $33.4K
|
19.1K
$2.2M
|
|
|
Oct 28, 2021
Q3 2021
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-358- 4.22% |
$30.9K - $34.4K
|
8.13K
$938K
|
|
|
Nov 03, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-362- 90.73% |
$31.2K - $34.8K
|
37
$4.27K
|
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-396- 12.11% |
$34.2K - $38.1K
|
2.87K
$332K
|