Purchases and Sales Made in Q3 2022 in Vanguard Financial ETF (VFH)
This table provides information about the institutional ownership of Vanguard Financial ETF (VFH) during Q3 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 |
---|---|---|---|---|---|---|---|
Jan 02, 2024
Q3 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
4.09K+ 11.88% |
$305K - $361K
|
38.6K
$4.73M
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
3.87K+ 4.88% |
$288K - $342K
|
83.3K
$10.2M
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
3.82K+ 56.96% |
$285K - $337K
|
10.5K
$1.29M
|
|
Nov 09, 2022
Q3 2022
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
3.59KNew |
$267K - $317K
|
3.59K
$441K
|
|
Nov 10, 2022
Q3 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
3.58K+ 84.26% |
$266K - $315K
|
7.82K
$960K
|
|
Nov 03, 2022
Q3 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
3.52KNew |
$262K - $310K
|
3.52K
$432K
|
|
Oct 06, 2022
Q3 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
3.5KNew |
$260K - $308K
|
3.5K
$429K
|
|
Nov 07, 2022
Q3 2022
|
Fiducient Advisors LLC
|
BUY
|
- |
3.42KNew |
$254K - $301K
|
3.42K
$419K
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.41K+ 7.06% |
$254K - $301K
|
51.8K
$6.36M
|
|
Nov 15, 2022
Q3 2022
|
Penobscot Wealth Management
|
BUY
|
- |
3.37K+ 10.77% |
$251K - $297K
|
34.6K
$4.25M
|
|
Oct 25, 2022
Q3 2022
|
Cutler Group LP
|
BUY
|
- |
3.36K+ 559.67% |
$250K - $296K
|
3.96K
$486K
|
|
Oct 21, 2022
Q3 2022
|
Twin Capital Management Inc
|
BUY
|
- |
3.25KNew |
$242K - $287K
|
3.25K
$399K
|
|
May 15, 2024
Q3 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3.1KNew |
$231K - $273K
|
3.1K
$381K
|
|
Oct 27, 2022
Q3 2022
|
Keybank National Association
|
BUY
|
- |
3.09KNew |
$230K - $272K
|
3.09K
$379K
|
|
Nov 14, 2022
Q3 2022
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
3.05KNew |
$227K - $269K
|
3.05K
$374K
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.03K+ 4.7% |
$226K - $268K
|
67.6K
$8.3M
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
3.03KNew |
$226K - $267K
|
3.03K
$372K
|
|
Nov 14, 2022
Q3 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
3.01K+ 118.8% |
$224K - $266K
|
5.55K
$682K
|
|
Oct 19, 2022
Q3 2022
|
Fny Investment Advisers, LLC
|
BUY
|
- |
2.9KNew |
$216K - $256K
|
2.9K
$356K
|
|
Nov 07, 2022
Q3 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
2.87K+ 12.0% |
$214K - $253K
|
26.8K
$3.29M
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.77K+ 29.39% |
$206K - $244K
|
12.2K
$1.5M
|
|
Nov 14, 2022
Q3 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
2.73KNew |
$203K - $240K
|
2.73K
$335K
|
|
Oct 21, 2022
Q3 2022
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
2.7K+ 26.25% |
$201K - $238K
|
13K
$1.59M
|
|
Nov 09, 2022
Q3 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
2.69K+ 23.24% |
$200K - $237K
|
14.3K
$1.75M
|
|
Nov 09, 2022
Q3 2022
|
Bank Of Marin
Novato, CA |
BUY
|
- |
2.63K+ 19.99% |
$196K - $232K
|
15.8K
$1.94M
|
|
Nov 02, 2022
Q3 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
2.29K+ 128.37% |
$170K - $202K
|
4.07K
$499K
|
|
Oct 31, 2022
Q3 2022
|
Exchange Capital Management, Inc.
|
BUY
|
- |
2.21K+ 2.86% |
$164K - $195K
|
79.4K
$9.75M
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.21K+ 8.68% |
$164K - $195K
|
27.7K
$3.4M
|
|
Nov 09, 2022
Q3 2022
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
2.07K+ 7.89% |
$154K - $183K
|
28.3K
$3.48M
|
|
Oct 17, 2022
Q3 2022
|
Caliber Wealth Management, LLC
|
BUY
|
- |
2.01K+ 6.77% |
$150K - $177K
|
31.7K
$3.9M
|
|
Oct 20, 2022
Q3 2022
|
First Financial Corp
|
BUY
|
- |
1.94K+ 5.65% |
$144K - $171K
|
36.2K
$4.45M
|
|
Nov 14, 2022
Q3 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.88K+ 5.24% |
$140K - $166K
|
37.7K
$4.63M
|
|
Oct 19, 2022
Q3 2022
|
Kennicott Capital Management LLC
|
BUY
|
- |
1.87K+ 9.16% |
$139K - $165K
|
22.2K
$2.73M
|
|
Sep 07, 2023
Q3 2022
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
1.85K+ 10.76% |
$138K - $163K
|
19.1K
$2.34M
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1.78KNew |
$132K - $157K
|
1.78K
$218K
|
|
Oct 13, 2022
Q3 2022
|
Aprio Wealth Management, LLC
|
BUY
|
- |
1.69K+ 2.99% |
$126K - $149K
|
58.2K
$7.15M
|
|
Nov 16, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1.68KNew |
$125K - $148K
|
1.68K
$206K
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
1.55K+ 10.38% |
$115K - $137K
|
16.5K
$2.03M
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.44K+ 0.84% |
$107K - $127K
|
172K
$21.2M
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.4KNew |
$104K - $124K
|
1.4K
$172K
|
|
Nov 14, 2022
Q3 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
1.34K+ 1.17% |
$100K - $119K
|
116K
$14.3M
|
|
Nov 14, 2022
Q3 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.28K+ 9.22% |
$95.2K - $113K
|
15.2K
$1.86M
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.21K+ 15.28% |
$89.8K - $106K
|
9.1K
$1.12M
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.17K+ 8.05% |
$86.9K - $103K
|
15.7K
$1.92M
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.09K+ 4.84% |
$81.4K - $96.5K
|
23.7K
$2.91M
|
|
Nov 14, 2022
Q3 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.09K+ 653.29% |
$81.2K - $96.2K
|
1.26K
$154K
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.09K+ 14.9% |
$81K - $96K
|
8.39K
$1.03M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.04K+ 19.29% |
$77.7K - $92.1K
|
6.46K
$793K
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
992+ 6.54% |
$73.8K - $87.5K
|
16.2K
$1.98M
|
|
Nov 14, 2022
Q3 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
809+ 24.69% |
$60.2K - $71.4K
|
4.09K
$502K
|