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 10, 2021
Q3 2021
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-406- 1.03% |
$35K - $39K
|
39K
$4.51M
|
|
|
Nov 01, 2021
Q3 2021
|
Acg Wealth
|
SELL
|
- |
-410- 1.84% |
$35.4K - $39.4K
|
21.9K
$2.53M
|
|
|
Nov 03, 2021
Q3 2021
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-418- 1.78% |
$36.1K - $40.2K
|
23.1K
$2.67M
|
|
|
Oct 21, 2021
Q3 2021
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-438- 9.37% |
$37.8K - $42.1K
|
4.24K
$489K
|
|
|
Oct 12, 2021
Q3 2021
|
Focused Wealth Management, Inc
|
SELL
|
- |
-443- 7.64% |
$38.2K - $42.6K
|
5.36K
$618K
|
|
|
Oct 13, 2021
Q3 2021
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-450- 12.82% |
$38.8K - $43.2K
|
3.06K
$353K
|
|
|
Nov 17, 2021
Q3 2021
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-450- 3.78% |
$38.8K - $43.2K
|
11.5K
$1.32M
|
|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-457- 8.51% |
$39.4K - $43.9K
|
4.92K
$568K
|
|
|
Nov 24, 2021
Q3 2021
|
Mcdonald Partners LLC
|
SELL
|
- |
-541- 14.11% |
$46.7K - $52K
|
3.29K
$380K
|
|
|
Oct 19, 2021
Q3 2021
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-572- 2.01% |
$49.4K - $55K
|
27.9K
$3.22M
|
|
|
Nov 16, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-574- 19.42% |
$49.5K - $55.2K
|
2.38K
$275K
|
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-590- 7.65% |
$50.9K - $56.7K
|
7.12K
$822K
|
|
|
Nov 04, 2021
Q3 2021
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-681- 4.32% |
$58.8K - $65.4K
|
15.1K
$1.74M
|
|
|
Oct 25, 2021
Q3 2021
|
Wbh Advisory Inc
|
SELL
|
- |
-689- 0.52% |
$59.5K - $66.2K
|
131K
$15.2M
|
|
|
Nov 09, 2021
Q3 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-723- 29.15% |
$62.4K - $69.5K
|
1.76K
$203K
|
|
|
Nov 12, 2021
Q3 2021
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-750Closed |
$64.7K - $72.1K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-771- 5.96% |
$66.6K - $74.1K
|
12.2K
$1.4M
|
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-814- 8.17% |
$70.3K - $78.2K
|
9.15K
$1.06M
|
|
|
Oct 15, 2021
Q3 2021
|
Lcm Capital Management Inc
|
SELL
|
- |
-851- 1.71% |
$73.5K - $81.8K
|
48.9K
$5.65M
|
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-917Closed |
$79.2K - $88.1K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-973- 9.53% |
$84K - $93.5K
|
9.24K
$1.07M
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.07K- 5.89% |
$92.6K - $103K
|
17.1K
$1.98M
|
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.09K- 17.5% |
$94.2K - $105K
|
5.15K
$594K
|
|
|
Oct 07, 2021
Q3 2021
|
Caprock Group, Inc.
|
SELL
|
- |
-1.11K- 18.6% |
$95.5K - $106K
|
4.84K
$559K
|
|
|
Nov 12, 2021
Q3 2021
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-1.17K- 8.12% |
$101K - $113K
|
13.2K
$1.53M
|
|
|
Nov 12, 2021
Q3 2021
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-1.23K- 5.32% |
$106K - $118K
|
21.9K
$2.53M
|
|
|
Nov 09, 2021
Q3 2021
|
Independent Order Of Foresters
Toronto, A6 |
SELL
|
- |
-1.23K- 5.32% |
$106K - $118K
|
21.9K
$2.53M
|
|
|
Mar 12, 2024
Q3 2021
|
Executive Wealth Group LLC
Kirkland, WA |
SELL
|
- |
-1.27K- 1.09% |
$110K - $122K
|
116K
$13.4M
|
|
|
Oct 18, 2021
Q3 2021
|
First Financial Corp
|
SELL
|
- |
-1.41K- 5.08% |
$122K - $136K
|
26.4K
$3.04M
|
|
|
Oct 14, 2021
Q3 2021
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-1.45K- 10.92% |
$125K - $139K
|
11.8K
$1.36M
|
|
|
Nov 15, 2021
Q3 2021
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.55K- 31.68% |
$134K - $149K
|
3.34K
$385K
|
|
|
Oct 27, 2021
Q3 2021
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-1.6K- 13.44% |
$138K - $154K
|
10.3K
$1.19M
|
|
|
Oct 26, 2021
Q3 2021
|
Cutler Group LP
|
SELL
|
- |
-1.71K- 89.53% |
$148K - $164K
|
200
$23.1K
|
|
|
Nov 09, 2021
Q3 2021
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-1.75K- 12.98% |
$151K - $169K
|
11.8K
$1.36M
|
|
|
Nov 02, 2021
Q3 2021
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-1.77K- 6.76% |
$153K - $170K
|
24.4K
$2.82M
|
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.8K- 4.2% |
$155K - $173K
|
41.1K
$4.74M
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Insights, Inc.
|
SELL
|
- |
-2KClosed |
$173K - $192K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-2.13K- 11.78% |
$184K - $205K
|
16K
$1.84M
|
|
|
Oct 20, 2021
Q3 2021
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-2.37KClosed |
$204K - $227K
|
0
$0
|
|
|
Oct 08, 2021
Q3 2021
|
Trust CO Of Oklahoma
|
SELL
|
- |
-2.43K- 1.35% |
$210K - $234K
|
178K
$20.6M
|
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.49KClosed |
$215K - $239K
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
Sol Capital Management CO
|
SELL
|
- |
-2.62K- 4.33% |
$226K - $251K
|
57.7K
$6.67M
|
|
|
Oct 29, 2021
Q3 2021
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-2.65KClosed |
$229K - $255K
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-2.84KClosed |
$245K - $273K
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Greystone Financial Group, LLC
|
SELL
|
- |
-2.9K- 21.98% |
$250K - $278K
|
10.3K
$1.19M
|
|
|
Oct 13, 2021
Q3 2021
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-2.9K- 2.09% |
$250K - $279K
|
136K
$15.7M
|
|
|
Nov 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-2.97K- 21.14% |
$256K - $285K
|
11.1K
$1.28M
|
|
|
Nov 12, 2021
Q3 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-3.1K- 5.45% |
$267K - $297K
|
53.7K
$6.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthfront Advisers LLC
|
SELL
|
- |
-3.28K- 50.18% |
$283K - $315K
|
3.25K
$376K
|
|
|
Nov 15, 2021
Q3 2021
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-3.34K- 24.28% |
$288K - $321K
|
10.4K
$1.2M
|