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 |
|---|---|---|---|---|---|---|---|
|
Oct 12, 2022
Q3 2022
|
Rba Wealth Management, LLC
|
BUY
|
- |
153+ 1.69% |
$11.4K - $13.5K
|
9.19K
$1.13M
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
150+ 11.84% |
$11.2K - $13.2K
|
1.42K
$174K
|
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
150+ 2.33% |
$11.2K - $13.2K
|
6.58K
$808K
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
139+ 210.61% |
$10.3K - $12.3K
|
205
$25.2K
|
|
|
Oct 28, 2022
Q3 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
135+ 4.95% |
$10K - $11.9K
|
2.86K
$351K
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
131+ 19.47% |
$9.75K - $11.6K
|
804
$98.7K
|
|
|
Nov 08, 2022
Q3 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
129+ 1.11% |
$9.6K - $11.4K
|
11.7K
$1.44M
|
|
|
Jan 25, 2023
Q3 2022
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
128+ 2.19% |
$9.53K - $11.3K
|
5.99K
$735K
|
|
|
Nov 08, 2022
Q3 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
127+ 2.17% |
$9.45K - $11.2K
|
5.99K
$735K
|
|
|
Aug 16, 2024
Q3 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
125+ 3.68% |
$9.31K - $11K
|
3.52K
$433K
|
|
|
Nov 15, 2022
Q3 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
124+ 3.97% |
$9.23K - $10.9K
|
3.24K
$398K
|
|
|
Oct 27, 2022
Q3 2022
|
Simmons Bank
|
BUY
|
- |
121+ 2.59% |
$9.01K - $10.7K
|
4.8K
$589K
|
|
|
Oct 20, 2022
Q3 2022
|
James Hambro & Partners
|
BUY
|
- |
115+ 0.69% |
$8.56K - $10.1K
|
16.7K
$2.05M
|
|
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
103New |
$7.67K - $9.09K
|
103
$12.6K
|
|
|
Oct 21, 2022
Q3 2022
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
102New |
$7.59K - $9K
|
102
$12.5K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
100New |
$7.44K - $8.82K
|
100
$12.3K
|
|
|
Nov 02, 2022
Q3 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
96+ 0.87% |
$7.15K - $8.47K
|
11.2K
$1.37M
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
93+ 0.17% |
$6.92K - $8.2K
|
54K
$6.63M
|
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
92+ 2.2% |
$6.85K - $8.12K
|
4.28K
$525K
|
|
|
Oct 13, 2022
Q3 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
91+ 3.15% |
$6.77K - $8.03K
|
2.98K
$366K
|
|
|
Oct 31, 2022
Q3 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
69+ 1.55% |
$5.14K - $6.09K
|
4.53K
$556K
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
69+ 4.77% |
$5.14K - $6.09K
|
1.52K
$186K
|
|
|
Nov 07, 2022
Q3 2022
|
Caprock Group, Inc.
|
BUY
|
- |
69+ 0.86% |
$5.14K - $6.09K
|
8.05K
$988K
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
BUY
|
- |
61+ 0.85% |
$4.54K - $5.38K
|
7.26K
$891K
|
|
|
Oct 28, 2022
Q3 2022
|
Key F Inancial Inc
|
BUY
|
- |
58New |
$4.32K - $5.12K
|
58
$7.12K
|
|
|
Oct 19, 2022
Q3 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
46+ 1.04% |
$3.42K - $4.06K
|
4.46K
$548K
|
|
|
Nov 07, 2022
Q3 2022
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
40+ 1.27% |
$2.98K - $3.53K
|
3.19K
$392K
|
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
36New |
$2.68K - $3.18K
|
36
$4.42K
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
29+ 0.77% |
$2.16K - $2.56K
|
3.79K
$465K
|
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
24+ 8.11% |
$1.79K - $2.12K
|
320
$39.3K
|
|
|
Nov 15, 2022
Q3 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
18+ 1.81% |
$1.34K - $1.59K
|
1.02K
$125K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
17+ 4.56% |
$1.27K - $1.5K
|
390
$47.9K
|
|
|
Oct 11, 2022
Q3 2022
|
Tl Private Wealth
|
BUY
|
- |
16+ 0.44% |
$1.19K - $1.41K
|
3.62K
$444K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Square, LLC
|
BUY
|
- |
12+ 0.38% |
$893 - $1.06K
|
3.18K
$391K
|
|
|
Dec 13, 2023
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
11+ 0.25% |
$819 - $970
|
4.34K
$533K
|
|
|
Nov 08, 2022
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
11+ 0.25% |
$819 - $970
|
4.34K
$533K
|
|
|
Oct 23, 2023
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
8+ 0.29% |
$596 - $706
|
2.73K
$335K
|
|
|
Nov 14, 2022
Q3 2022
|
Ascent Group, LLC
|
BUY
|
- |
7+ 0.08% |
$521 - $617
|
9.27K
$1.14M
|
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
BUY
|
- |
6+ 0.04% |
$447 - $529
|
15.9K
$1.96M
|
|
|
Nov 09, 2022
Q3 2022
|
Compass Financial Advisors LLC
|
BUY
|
- |
6+ 0.12% |
$447 - $529
|
5.02K
$616K
|
|
|
Nov 09, 2022
Q3 2022
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
4+ 0.03% |
$298 - $353
|
12.9K
$1.58M
|
|
|
Nov 10, 2022
Q3 2022
|
Keystone Financial Group
|
BUY
|
- |
2+ 0.07% |
$149 - $176
|
2.71K
$333K
|
|
|
Nov 14, 2022
Q3 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1+ 0.42% |
$74.4 - $88.2
|
240
$29.5K
|
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
BUY
|
- |
1+ 0.03% |
$74.4 - $88.2
|
3.02K
$371K
|
|
|
Nov 10, 2022
Q3 2022
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$74.4 - $88.2
|
2.77K
$341K
|
|
|
Nov 14, 2022
Q3 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-1- 0.14% |
$74.4 - $88.2
|
716
$87.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-3- 0.01% |
$223 - $265
|
31.9K
$3.92M
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-5- 0.16% |
$372 - $441
|
3.06K
$376K
|
|
|
Nov 14, 2022
Q3 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-6- 0.02% |
$447 - $529
|
33K
$4.05M
|
|
|
Oct 03, 2022
Q3 2022
|
Wedmont Private Capital
|
SELL
|
- |
-7- 0.18% |
$521 - $617
|
3.85K
$473K
|