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 09, 2022
Q3 2022
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-3.89K- 1.99% |
$290K - $343K
|
191K
$23.5M
|
|
Oct 03, 2022
Q3 2022
|
Banc First Trust & Investment Management
Oklahoma City, OK |
SELL
|
- |
-4.13KClosed |
$307K - $364K
|
0
$0
|
|
Nov 10, 2022
Q3 2022
|
Cavalier Investments, LLC
|
SELL
|
- |
-4.3K- 8.0% |
$320K - $379K
|
49.4K
$6.07M
|
|
Nov 14, 2022
Q3 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-4.6K- 40.71% |
$342K - $406K
|
6.7K
$823K
|
|
Nov 03, 2022
Q3 2022
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-4.83K- 38.77% |
$360K - $426K
|
7.63K
$937K
|
|
Nov 14, 2022
Q3 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-5.02K- 56.82% |
$374K - $443K
|
3.81K
$468K
|
|
Oct 19, 2022
Q3 2022
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-5.72K- 3.96% |
$426K - $505K
|
139K
$17.1M
|
|
Nov 14, 2022
Q3 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-5.81K- 15.69% |
$433K - $513K
|
31.2K
$3.83M
|
|
Nov 10, 2022
Q3 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-5.99K- 55.32% |
$446K - $528K
|
4.84K
$594K
|
|
Nov 14, 2022
Q3 2022
|
M&T Bank Corp
|
SELL
|
- |
-6.12K- 1.43% |
$456K - $540K
|
422K
$51.8M
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.48K- 3.71% |
$482K - $571K
|
168K
$20.6M
|
|
Oct 25, 2022
Q3 2022
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-6.66K- 90.3% |
$496K - $587K
|
715
$87.8K
|
|
Nov 14, 2022
Q3 2022
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-7.58KClosed |
$564K - $668K
|
0
$0
|
|
Nov 10, 2022
Q3 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-7.88K- 5.37% |
$587K - $695K
|
139K
$17.1M
|
|
Oct 20, 2022
Q3 2022
|
Focused Wealth Management, Inc
|
SELL
|
- |
-8.97K- 64.87% |
$668K - $791K
|
4.86K
$597K
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-10.1K- 42.0% |
$753K - $893K
|
14K
$1.72M
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-10.6K- 5.77% |
$787K - $933K
|
173K
$21.2M
|
|
Nov 04, 2022
Q3 2022
|
Cx Institutional
|
SELL
|
- |
-11.2K- 66.68% |
$836K - $991K
|
5.61K
$689K
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-11.3KClosed |
$844K - $1M
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-11.4K- 2.19% |
$850K - $1.01M
|
510K
$62.6M
|
|
Nov 08, 2022
Q3 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-12.3K- 21.2% |
$915K - $1.08M
|
45.7K
$5.61M
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-13.6K- 4.11% |
$1.01M - $1.2M
|
318K
$39M
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-13.6K- 12.28% |
$1.02M - $1.2M
|
97.4K
$12M
|
|
Oct 17, 2022
Q3 2022
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-14.9K- 20.03% |
$1.11M - $1.31M
|
59.4K
$7.3M
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-14.9K- 28.39% |
$1.11M - $1.32M
|
37.7K
$4.63M
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-15K- 11.48% |
$1.12M - $1.32M
|
116K
$14.2M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-15.3K- 36.74% |
$1.14M - $1.35M
|
26.3K
$3.23M
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
SELL
|
- |
-19.4K- 0.89% |
$1.44M - $1.71M
|
2.16M
$266M
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-22.1K- 29.15% |
$1.65M - $1.95M
|
53.8K
$6.61M
|
|
Oct 05, 2022
Q3 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-25.5K- 12.13% |
$1.9M - $2.25M
|
185K
$22.7M
|
|
Nov 08, 2022
Q3 2022
|
Banco Santander, S.A.
|
SELL
|
- |
-33.3K- 53.97% |
$2.48M - $2.93M
|
28.4K
$3.48M
|
|
Oct 31, 2022
Q3 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-37.6K- 49.07% |
$2.8M - $3.32M
|
39.1K
$4.8M
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-58.6K- 28.63% |
$4.36M - $5.17M
|
146K
$17.9M
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-62.9K- 8.86% |
$4.68M - $5.55M
|
647K
$79.4M
|
|
Nov 01, 2022
Q3 2022
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-68.7K- 85.33% |
$5.12M - $6.06M
|
11.8K
$1.45M
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-69.8K- 21.15% |
$5.19M - $6.15M
|
260K
$31.9M
|
|
Mar 23, 2023
Q3 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-76.9K- 31.81% |
$5.72M - $6.78M
|
165K
$20.2M
|
|
Nov 04, 2022
Q3 2022
|
Estate Counselors, LLC
|
SELL
|
- |
-86.5K- 44.12% |
$6.44M - $7.63M
|
110K
$13.5M
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-93.7K- 13.74% |
$6.98M - $8.27M
|
589K
$72.3M
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-93.9K- 42.1% |
$6.99M - $8.28M
|
129K
$15.9M
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
SELL
|
- |
-115K- 47.08% |
$8.54M - $10.1M
|
129K
$15.8M
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-132K- 27.71% |
$9.8M - $11.6M
|
344K
$42.2M
|
|
Nov 02, 2022
Q3 2022
|
Hamilton Wealth, LLC
|
SELL
|
- |
-132K- 97.36% |
$9.85M - $11.7M
|
3.59K
$440K
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-134K- 17.26% |
$9.98M - $11.8M
|
643K
$79M
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-148K- 49.75% |
$11M - $13.1M
|
150K
$18.4M
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-148K- 49.75% |
$11M - $13.1M
|
150K
$18.4M
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-149K- 21.87% |
$11.1M - $13.1M
|
532K
$65.3M
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-746K- 17.43% |
$55.5M - $65.8M
|
3.53M
$434M
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-783K- 3.07% |
$58.3M - $69M
|
24.7M
$3.03B
|