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 27, 2021
Q3 2021
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-3.34K- 34.63% |
$288K - $321K
|
6.31K
$728K
|
|
Nov 05, 2021
Q3 2021
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-3.62KClosed |
$312K - $348K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.63KClosed |
$313K - $349K
|
0
$0
|
|
Nov 03, 2021
Q3 2021
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-3.79KClosed |
$327K - $364K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-4.03KClosed |
$348K - $387K
|
0
$0
|
|
Oct 26, 2021
Q3 2021
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-4.09KClosed |
$353K - $393K
|
0
$0
|
|
Oct 13, 2021
Q3 2021
|
Investment Partners, Ltd.
|
SELL
|
- |
-4.12KClosed |
$356K - $396K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-4.13KClosed |
$356K - $396K
|
0
$0
|
|
Oct 13, 2021
Q3 2021
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-4.14K- 30.5% |
$357K - $398K
|
9.43K
$1.09M
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-4.5K- 94.46% |
$388K - $432K
|
264
$30.5K
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.63K- 12.07% |
$399K - $445K
|
33.7K
$3.89M
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-5.02K- 9.53% |
$433K - $482K
|
47.6K
$5.5M
|
|
Nov 09, 2021
Q3 2021
|
55 I, LLC
Boston, MA |
SELL
|
- |
-5.13K- 14.05% |
$442K - $493K
|
31.4K
$3.62M
|
|
Nov 15, 2021
Q3 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-5.76K- 34.58% |
$497K - $553K
|
10.9K
$1.26M
|
|
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-6.3K- 27.36% |
$544K - $606K
|
16.7K
$1.93M
|
|
Nov 01, 2021
Q3 2021
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-6.75K- 19.39% |
$583K - $649K
|
28K
$3.24M
|
|
Nov 12, 2021
Q3 2021
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-7.3KClosed |
$630K - $701K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
SELL
|
- |
-7.33K- 1.84% |
$633K - $704K
|
390K
$45.1M
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-7.4K- 1.13% |
$639K - $711K
|
648K
$74.8M
|
|
Jan 10, 2025
Q3 2021
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-7.4K- 26.62% |
$639K - $711K
|
20.4K
$2.36M
|
|
Nov 12, 2021
Q3 2021
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-7.4K- 26.62% |
$639K - $711K
|
20.4K
$2.36M
|
|
Nov 12, 2021
Q3 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-8.59K- 81.42% |
$741K - $825K
|
1.96K
$226K
|
|
Oct 28, 2021
Q3 2021
|
Bray Capital Advisors
|
SELL
|
- |
-8.8K- 17.2% |
$760K - $846K
|
42.4K
$4.89M
|
|
Oct 26, 2021
Q3 2021
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-11KClosed |
$948K - $1.06M
|
0
$0
|
|
Feb 15, 2022
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-11.7K- 69.97% |
$1.01M - $1.12M
|
5.01K
$578K
|
|
Oct 28, 2021
Q3 2021
|
M&T Bank Corp
|
SELL
|
- |
-12.3K- 2.81% |
$1.06M - $1.18M
|
425K
$49.1M
|
|
Nov 15, 2021
Q3 2021
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-12.4KClosed |
$1.07M - $1.19M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-13.5K- 63.16% |
$1.16M - $1.29M
|
7.85K
$906K
|
|
Nov 16, 2021
Q3 2021
|
Advisor Resource Council
|
SELL
|
- |
-14.6KClosed |
$1.26M - $1.4M
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-17KClosed |
$1.47M - $1.63M
|
0
$0
|
|
Oct 12, 2021
Q3 2021
|
Ewg Elevate Inc.
|
SELL
|
- |
-17.2KClosed |
$1.49M - $1.66M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-20.1K- 10.73% |
$1.73M - $1.93M
|
167K
$19.3M
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-20.2K- 66.47% |
$1.74M - $1.94M
|
10.2K
$1.18M
|
|
Nov 03, 2021
Q3 2021
|
Estate Counselors, LLC
|
SELL
|
- |
-20.2K- 9.49% |
$1.74M - $1.94M
|
193K
$22.2M
|
|
Nov 09, 2021
Q3 2021
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-21.8K- 74.24% |
$1.89M - $2.1M
|
7.58K
$875K
|
|
Nov 01, 2021
Q3 2021
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-29.1KClosed |
$2.51M - $2.79M
|
0
$0
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-29.7K- 67.19% |
$2.56M - $2.85M
|
14.5K
$1.67M
|
|
Sep 07, 2023
Q3 2021
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-31K- 79.07% |
$2.68M - $2.98M
|
8.21K
$948K
|
|
Jan 02, 2024
Q3 2021
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-31.4K- 91.18% |
$2.71M - $3.02M
|
3.04K
$351K
|
|
Nov 12, 2021
Q3 2021
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-32.8K- 11.8% |
$2.83M - $3.15M
|
245K
$28.3M
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-35.3K- 8.35% |
$3.05M - $3.4M
|
388K
$44.8M
|
|
Nov 10, 2021
Q3 2021
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-40.6K- 73.74% |
$3.51M - $3.9M
|
14.5K
$1.67M
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-41.6K- 26.3% |
$3.59M - $4M
|
117K
$13.5M
|
|
Nov 15, 2021
Q3 2021
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-47.4K- 55.15% |
$4.09M - $4.55M
|
38.5K
$4.45M
|
|
Nov 15, 2021
Q3 2021
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-55K- 29.57% |
$4.75M - $5.29M
|
131K
$15.1M
|
|
Oct 19, 2021
Q3 2021
|
Polianta LTD
|
SELL
|
- |
-60.8K- 40.83% |
$5.25M - $5.84M
|
88.1K
$10.2M
|
|
Nov 12, 2021
Q3 2021
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-68KClosed |
$5.87M - $6.53M
|
0
$0
|
|
Dec 08, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-69.9K- 95.69% |
$6.03M - $6.71M
|
3.15K
$364K
|
|
Oct 21, 2021
Q3 2021
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-72.3KClosed |
$6.24M - $6.94M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-98.7K- 12.58% |
$8.52M - $9.48M
|
686K
$79.2M
|