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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-778- 2.81% |
$57.9K - $68.6K
|
26.9K
$3.31M
|
|
|
Nov 14, 2022
Q3 2022
|
Waldron Private Wealth LLC
|
SELL
|
- |
-789- 10.41% |
$58.7K - $69.6K
|
6.79K
$834K
|
|
|
Oct 26, 2022
Q3 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-813- 17.67% |
$60.5K - $71.7K
|
3.79K
$465K
|
|
|
Nov 03, 2022
Q3 2022
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-814- 9.62% |
$60.6K - $71.8K
|
7.65K
$939K
|
|
|
Oct 19, 2022
Q3 2022
|
Joule Financial, LLC
|
SELL
|
- |
-821- 0.98% |
$61.1K - $72.4K
|
83.2K
$10.2M
|
|
|
Oct 12, 2022
Q3 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-885- 8.28% |
$65.9K - $78.1K
|
9.8K
$1.2M
|
|
|
Oct 17, 2022
Q3 2022
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-935- 16.44% |
$69.6K - $82.5K
|
4.75K
$584K
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-967- 3.59% |
$72K - $85.3K
|
26K
$3.19M
|
|
|
Nov 10, 2022
Q3 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-987- 94.09% |
$73.5K - $87.1K
|
62
$7.61K
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO
|
SELL
|
- |
-990- 41.25% |
$73.7K - $87.3K
|
1.41K
$173K
|
|
|
Oct 17, 2022
Q3 2022
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-990- 9.61% |
$73.7K - $87.3K
|
9.32K
$1.14M
|
|
|
Oct 14, 2022
Q3 2022
|
Collective Family Office LLC
|
SELL
|
- |
-1K- 17.7% |
$74.4K - $88.2K
|
4.65K
$571K
|
|
|
Oct 11, 2022
Q3 2022
|
Trust CO Of Oklahoma
|
SELL
|
- |
-1.02K- 0.63% |
$76K - $90.1K
|
161K
$19.7M
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1.06K- 17.83% |
$79.1K - $93.7K
|
4.89K
$601K
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.12K- 3.49% |
$83K - $98.4K
|
30.8K
$3.79M
|
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.15K- 9.99% |
$85.8K - $102K
|
10.4K
$1.28M
|
|
|
Oct 24, 2022
Q3 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.18K- 25.96% |
$88K - $104K
|
3.37K
$414K
|
|
|
Nov 01, 2022
Q3 2022
|
Dagco, Inc.
|
SELL
|
- |
-1.27K- 7.39% |
$94.8K - $112K
|
16K
$1.96M
|
|
|
Jan 10, 2025
Q3 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-1.3K- 81.25% |
$96.8K - $115K
|
300
$36.8K
|
|
|
Nov 10, 2022
Q3 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-1.3K- 81.25% |
$96.8K - $115K
|
300
$36.8K
|
|
|
Nov 15, 2022
Q3 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1.32K- 0.72% |
$98.5K - $117K
|
183K
$22.5M
|
|
|
Oct 25, 2022
Q3 2022
|
Greystone Financial Group, LLC
|
SELL
|
- |
-1.35K- 11.65% |
$100K - $119K
|
10.2K
$1.26M
|
|
|
Nov 14, 2022
Q3 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-1.41K- 7.72% |
$105K - $124K
|
16.8K
$2.06M
|
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.41K- 5.99% |
$105K - $124K
|
22.1K
$2.72M
|
|
|
Nov 16, 2022
Q3 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-1.42K- 7.23% |
$106K - $125K
|
18.2K
$2.24M
|
|
|
Oct 18, 2022
Q3 2022
|
Harrison & CO Wealth Management, LLC
|
SELL
|
- |
-1.44K- 10.31% |
$107K - $127K
|
12.5K
$1.54M
|
|
|
Nov 14, 2022
Q3 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.45K- 13.1% |
$108K - $128K
|
9.6K
$1.18M
|
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Inc
|
SELL
|
- |
-1.61K- 22.19% |
$120K - $142K
|
5.63K
$692K
|
|
|
Nov 08, 2022
Q3 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.64K- 3.48% |
$122K - $145K
|
45.5K
$5.59M
|
|
|
Nov 14, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-1.68KClosed |
$125K - $148K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.88K- 1.53% |
$140K - $166K
|
121K
$14.8M
|
|
|
Oct 24, 2022
Q3 2022
|
Aevitas Wealth Management, Inc.
|
SELL
|
- |
-2.06K- 8.28% |
$153K - $181K
|
22.8K
$2.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-2.06K- 21.89% |
$153K - $181K
|
7.34K
$901K
|
|
|
Nov 08, 2022
Q3 2022
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-2.14K- 6.64% |
$159K - $188K
|
30K
$3.69M
|
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
SELL
|
- |
-2.15K- 7.52% |
$160K - $190K
|
26.5K
$3.25M
|
|
|
Nov 14, 2022
Q3 2022
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-2.24K- 2.45% |
$166K - $197K
|
88.8K
$10.9M
|
|
|
Mar 12, 2024
Q3 2022
|
Executive Wealth Group LLC
Kirkland, WA |
SELL
|
- |
-2.25K- 2.06% |
$167K - $198K
|
107K
$13.1M
|
|
|
Oct 27, 2022
Q3 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-2.64K- 1.39% |
$197K - $233K
|
187K
$23M
|
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.69K- 5.2% |
$201K - $238K
|
49.1K
$6.03M
|
|
|
Oct 09, 2024
Q3 2022
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-2.86K- 23.14% |
$213K - $252K
|
9.48K
$1.16M
|
|
|
Oct 18, 2022
Q3 2022
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-2.9K- 14.39% |
$216K - $256K
|
17.2K
$2.12M
|
|
|
Nov 09, 2022
Q3 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-2.94K- 97.97% |
$219K - $259K
|
61
$7.49K
|
|
|
Oct 18, 2022
Q3 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-2.95K- 48.8% |
$219K - $260K
|
3.09K
$379K
|
|
|
Oct 17, 2022
Q3 2022
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-3K- 15.07% |
$223K - $265K
|
16.9K
$2.08M
|
|
|
Nov 10, 2022
Q3 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-3.05K- 0.95% |
$227K - $269K
|
316K
$38.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-3.21K- 40.67% |
$239K - $284K
|
4.69K
$576K
|
|
|
Nov 07, 2022
Q3 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-3.25K- 97.1% |
$242K - $287K
|
97
$11.9K
|
|
|
Oct 18, 2022
Q3 2022
|
Wbh Advisory Inc
|
SELL
|
- |
-3.47K- 2.92% |
$258K - $306K
|
115K
$14.2M
|
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-3.49K- 30.83% |
$260K - $308K
|
7.83K
$961K
|
|
|
Nov 14, 2022
Q3 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-3.88K- 10.17% |
$289K - $342K
|
34.3K
$4.21M
|