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 13, 2022
Q3 2022
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-182- 0.49% |
$13.5K - $16.1K
|
36.9K
$4.53M
|
|
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-187- 3.65% |
$13.9K - $16.5K
|
4.94K
$606K
|
|
|
Oct 31, 2022
Q3 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-196- 0.32% |
$14.6K - $17.3K
|
60.3K
$7.41M
|
|
|
Nov 14, 2022
Q3 2022
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-200- 1.53% |
$14.9K - $17.6K
|
12.9K
$1.58M
|
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-200- 23.2% |
$14.9K - $17.6K
|
662
$81.3K
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-222- 2.43% |
$16.5K - $19.6K
|
8.91K
$1.09M
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-224- 2.31% |
$16.7K - $19.8K
|
9.49K
$1.16M
|
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
SELL
|
- |
-232- 6.84% |
$17.3K - $20.5K
|
3.16K
$388K
|
|
|
Oct 14, 2022
Q3 2022
|
Lcm Capital Management Inc
|
SELL
|
- |
-237- 0.46% |
$17.6K - $20.9K
|
51.2K
$6.28M
|
|
|
Oct 20, 2022
Q3 2022
|
First Premier Bank
|
SELL
|
- |
-238- 1.86% |
$17.7K - $21K
|
12.6K
$1.55M
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-248- 57.81% |
$18.5K - $21.9K
|
181
$22.2K
|
|
|
Oct 13, 2022
Q3 2022
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-250- 7.94% |
$18.6K - $22.1K
|
2.9K
$356K
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-252- 3.28% |
$18.8K - $22.2K
|
7.44K
$914K
|
|
|
Nov 15, 2022
Q3 2022
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-274- 2.68% |
$20.4K - $24.2K
|
9.95K
$1.22M
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-278- 21.75% |
$20.7K - $24.5K
|
1K
$123K
|
|
|
Nov 15, 2022
Q3 2022
|
Mai Capital Management
|
SELL
|
- |
-280- 3.72% |
$20.8K - $24.7K
|
7.24K
$889K
|
|
|
Nov 09, 2022
Q3 2022
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-298- 9.17% |
$22.2K - $26.3K
|
2.95K
$362K
|
|
|
Oct 17, 2022
Q3 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-311- 1.45% |
$23.2K - $27.4K
|
21.1K
$2.59M
|
|
|
Oct 25, 2022
Q3 2022
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-322- 3.33% |
$24K - $28.4K
|
9.34K
$1.15M
|
|
|
Nov 07, 2022
Q3 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-327- 10.66% |
$24.3K - $28.8K
|
2.74K
$336K
|
|
|
Oct 12, 2022
Q3 2022
|
Marshall Financial Group LLC
|
SELL
|
- |
-353- 8.13% |
$26.3K - $31.1K
|
3.99K
$490K
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-366- 7.87% |
$27.2K - $32.3K
|
4.29K
$526K
|
|
|
Nov 15, 2022
Q3 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-370- 24.68% |
$27.5K - $32.6K
|
1.13K
$139K
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-375Closed |
$27.9K - $33.1K
|
0
$0
|
|
|
Oct 20, 2022
Q3 2022
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-376- 10.14% |
$28K - $33.2K
|
3.33K
$409K
|
|
|
Nov 10, 2022
Q3 2022
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-415- 8.38% |
$30.9K - $36.6K
|
4.54K
$557K
|
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-417- 19.02% |
$31K - $36.8K
|
1.78K
$218K
|
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-419- 1.34% |
$31.2K - $37K
|
30.9K
$3.8M
|
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-428- 10.21% |
$31.9K - $37.8K
|
3.77K
$462K
|
|
|
Nov 14, 2022
Q3 2022
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-440- 0.46% |
$32.8K - $38.8K
|
95.9K
$11.8M
|
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-442- 1.52% |
$32.9K - $39K
|
28.6K
$3.51M
|
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-442- 1.52% |
$32.9K - $39K
|
28.6K
$3.51M
|
|
|
Nov 10, 2022
Q3 2022
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-459- 27.42% |
$34.2K - $40.5K
|
1.22K
$149K
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-461- 6.25% |
$34.3K - $40.7K
|
6.92K
$850K
|
|
|
Nov 14, 2022
Q3 2022
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-463- 6.87% |
$34.5K - $40.8K
|
6.28K
$771K
|
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-506- 11.44% |
$37.7K - $44.6K
|
3.92K
$481K
|
|
|
Nov 14, 2022
Q3 2022
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-526- 0.73% |
$39.2K - $46.4K
|
71.7K
$8.81M
|
|
|
Nov 14, 2022
Q3 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-529- 7.72% |
$39.4K - $46.7K
|
6.33K
$777K
|
|
|
Oct 17, 2022
Q3 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-540- 1.3% |
$40.2K - $47.6K
|
41K
$5.04M
|
|
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-540- 1.3% |
$40.2K - $47.6K
|
41K
$5.04M
|
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-551- 4.13% |
$41K - $48.6K
|
12.8K
$1.57M
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-573- 5.6% |
$42.7K - $50.5K
|
9.66K
$1.19M
|
|
|
Nov 14, 2022
Q3 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-574- 13.27% |
$42.7K - $50.6K
|
3.75K
$461K
|
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-613- 45.64% |
$45.6K - $54.1K
|
730
$89.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-634- 37.4% |
$47.2K - $55.9K
|
1.06K
$130K
|
|
|
Oct 26, 2022
Q3 2022
|
Prw Wealth Management LLC
|
SELL
|
- |
-641- 18.19% |
$47.7K - $56.5K
|
2.88K
$354K
|
|
|
Oct 13, 2022
Q3 2022
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-650- 15.58% |
$48.4K - $57.3K
|
3.52K
$433K
|
|
|
Oct 17, 2022
Q3 2022
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-710- 5.24% |
$52.9K - $62.6K
|
12.9K
$1.58M
|
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-713- 0.79% |
$53.1K - $62.9K
|
89K
$10.9M
|
|
|
Oct 06, 2022
Q3 2022
|
Krilogy Financial LLC
|
SELL
|
- |
-756- 5.15% |
$56.3K - $66.7K
|
13.9K
$1.71M
|