Purchases and Sales Made in Q4 2021 in Vanguard Financial ETF (VFH)

This table provides information about the institutional ownership of Vanguard Financial ETF (VFH) during Q4 2021. 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
Feb 16, 2022 Q4 2021	O'Rourke & Company, Inc Boston, MA	BUY	-	15.5K New	$1.44M - $1.57M	15.5K $1.9M
Jan 31, 2022 Q4 2021	Harrison & CO Wealth Management, LLC	BUY	-	14.6K New	$1.35M - $1.47M	14.6K $1.78M
Jan 31, 2022 Q4 2021	Commonwealth Equity Services, LLC	BUY	-	14K + 8.38%	$1.3M - $1.41M	181K $22.1M
Feb 09, 2022 Q4 2021	North Crest Asset Manangement, LLC	BUY	-	13.1K New	$1.21M - $1.32M	13.1K $1.6M
Feb 14, 2022 Q4 2021	Cpwm, LLC Seattle, WA	BUY	-	13K New	$1.2M - $1.31M	13K $1.58M
Mar 24, 2023 Q4 2021	Ratio Wealth Group Denver, CO	BUY	-	12.7K + 31.35%	$1.18M - $1.29M	53.4K $6.52M
Jan 04, 2022 Q4 2021	Camelot Portfolios, LLC	BUY	-	12.5K New	$1.16M - $1.26M	12.5K $1.52M
Feb 11, 2022 Q4 2021	Level Four Advisory Services, LLC Dallas, TX	BUY	-	12.3K New	$1.14M - $1.25M	12.3K $1.51M
Feb 10, 2022 Q4 2021	Rathbones Group PLC Liverpool, X0	BUY	-	12.3K New	$1.14M - $1.24M	12.3K $1.5M
Feb 03, 2022 Q4 2021	Brighton Jones LLC	BUY	-	12.1K + 153.12%	$1.12M - $1.22M	20K $2.45M
Jan 27, 2022 Q4 2021	Tap Consulting, LLC	BUY	-	11.8K + 9.3%	$1.09M - $1.19M	138K $16.9M
Feb 09, 2022 Q4 2021	First Republic Investment Management, Inc. San Francisco, CA	BUY	-	11.5K + 11.06%	$1.06M - $1.16M	115K $14.1M
Feb 16, 2022 Q4 2021	Ulland Investment Advisors, LLC	BUY	-	11.1K New	$1.03M - $1.13M	11.1K $1.36M
Feb 14, 2022 Q4 2021	Susquehanna International Group, LLP Bala Cynwyd, PA	BUY	-	10.2K + 37.04%	$948K - $1.03M	37.8K $4.62M
Feb 02, 2022 Q4 2021	Rba Wealth Management, LLC	BUY	-	9.85K New	$913K - $994K	9.85K $1.2M
Feb 01, 2022 Q4 2021	Morningstar Investment Services LLC Chicago, IL	BUY	-	9.61K + 1.4%	$891K - $970K	695K $84.9M
Feb 14, 2022 Q4 2021	Laurel Wealth Advisors, Inc. Solana Beach, CA	BUY	-	8.92K New	$827K - $901K	8.92K $1.09M
Jan 28, 2022 Q4 2021	Avantax Planning Partners, Inc.	BUY	-	8.87K + 140.68%	$823K - $896K	15.2K $1.85M
Feb 02, 2022 Q4 2021	Cavalier Investments, LLC	BUY	-	8.75K + 21.8%	$811K - $883K	48.9K $5.97M
Jan 20, 2022 Q4 2021	Caliber Wealth Management, LLC	BUY	-	8.62K + 74.76%	$799K - $870K	20.1K $2.46M
May 10, 2022 Q4 2021	Cladis Investment Advisory, LLC Billings, MT	BUY	-	8.48K New	$787K - $856K	8.48K $1.04M
Apr 12, 2022 Q4 2021	Householder Group Estate & Retirement Specialist, LLC	BUY	-	8.32K New	$771K - $840K	8.32K $1.02M
Feb 22, 2022 Q4 2021	Rainsberger Wealth Advisors, Inc. Colorado Springs, CO	BUY	-	8.2K New	$760K - $828K	8.2K $1M
Feb 14, 2022 Q4 2021	Rockefeller Capital Management L.P. New York, NY	BUY	-	8.04K + 5.16%	$745K - $811K	164K $20M
Feb 11, 2022 Q4 2021	Bouchey Financial Group LTD	BUY	-	7.9K + 3.3%	$732K - $797K	247K $30.2M
Feb 08, 2022 Q4 2021	Steward Partners Investment Advisory, LLC	BUY	-	7.79K + 62.96%	$723K - $787K	20.2K $2.46M
Feb 14, 2022 Q4 2021	Blair William & CO Chicago, IL	BUY	-	7.1K + 103.08%	$658K - $717K	14K $1.71M
Feb 09, 2022 Q4 2021	55 I, LLC Boston, MA	BUY	-	7.09K + 22.61%	$658K - $716K	38.5K $4.7M
Feb 14, 2022 Q4 2021	Stifel Financial Corp St. Louis, MO	BUY	-	6.98K + 1.94%	$647K - $704K	367K $44.8M
Jan 20, 2022 Q4 2021	Ae Wealth Management LLC	BUY	-	6.95K + 3.2%	$644K - $702K	224K $27.4M
Feb 15, 2022 Q4 2021	Hb Wealth Management, LLC	BUY	-	6.8K New	$631K - $687K	6.8K $831K
Jan 24, 2022 Q4 2021	Penobscot Wealth Management	BUY	-	6.6K + 27.57%	$612K - $666K	30.5K $3.73M
Sep 07, 2023 Q4 2021	Frank, Rimerman Advisors LLC Palo Alto, CA	BUY	-	6.51K + 79.33%	$604K - $657K	14.7K $1.8M
Feb 14, 2022 Q4 2021	Tower Research Capital LLC (Trc) New York, NY	BUY	-	6.36K + 81.03%	$590K - $642K	14.2K $1.73M
Feb 04, 2022 Q4 2021	Axiom Financial Strategies, LLC New Albany, IN	BUY	-	6.12K + 9.11%	$567K - $618K	73.3K $8.95M
Feb 01, 2022 Q4 2021	Nomura Asset Management CO LTD Tokyo, M0	BUY	-	6.1K + 29.9%	$566K - $616K	26.5K $3.24M
Feb 14, 2022 Q4 2021	Full Sail Capital, LLC Oklahoma City, OK	BUY	-	6.05K + 4.35%	$561K - $611K	145K $17.7M
Feb 01, 2022 Q4 2021	Merriman Wealth Management, LLC	BUY	-	6K + 12.97%	$556K - $606K	52.3K $6.38M
Feb 08, 2022 Q4 2021	Norwood Financial Corp	BUY	-	5.79K New	$537K - $585K	5.79K $707K
Jan 27, 2022 Q4 2021	One Charles Private Wealth Services, LLC	BUY	-	5.67K New	$525K - $572K	5.67K $692K
Feb 02, 2022 Q4 2021	Rfg Advisory, LLC Birmingham, AL	BUY	-	5.66K New	$525K - $571K	5.66K $691K
Feb 11, 2022 Q4 2021	Kore Private Wealth LLC New York, NY	BUY	-	5.31K + 10.52%	$492K - $536K	55.8K $6.81M
Feb 01, 2022 Q4 2021	Greystone Financial Group, LLC	BUY	-	4.84K + 47.09%	$449K - $489K	15.1K $1.85M
Jan 20, 2022 Q4 2021	Sound View Wealth Advisors Group, LLC	BUY	-	4.84K New	$448K - $488K	4.84K $591K
Feb 10, 2022 Q4 2021	Hardy Reed LLC	BUY	-	4.67K New	$433K - $471K	4.67K $570K
Feb 04, 2022 Q4 2021	Milestone Advisory Partners	BUY	-	4.65K + 53.49%	$431K - $469K	13.3K $1.63M
Feb 08, 2022 Q4 2021	Retirement Planning CO Of New England, Inc. Warwick, RI	BUY	-	4.47K New	$415K - $451K	4.47K $546K
Feb 10, 2022 Q4 2021	Manchester Capital Management LLC Manchester, VT	BUY	-	4.36K + 55.86%	$404K - $440K	12.2K $1.48M
Feb 11, 2022 Q4 2021	Sequoia Financial Advisors, LLC	BUY	-	4.27K New	$395K - $431K	4.27K $521K
Mar 01, 2022 Q4 2021	Banc First Trust & Investment Management Oklahoma City, OK	BUY	-	4.13K New	$382K - $416K	4.13K $504K

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Account

Purchases and Sales Made in Q4 2021 in Vanguard Financial ETF (VFH)

15.5K

14.6K

14K

13.1K

13K

12.7K

12.5K

12.3K

12.3K

12.1K

11.8K

11.5K

11.1K

10.2K

9.85K

9.61K

8.92K

8.87K

8.75K

8.62K

8.48K

8.32K

8.2K

8.04K

7.9K

7.79K

7.1K

7.09K

6.98K

6.95K

6.8K

6.6K

6.51K

6.36K

6.12K

6.1K

6.05K

6K

5.79K

5.67K

5.66K

5.31K

4.84K

4.84K

4.67K

4.65K

4.47K

4.36K

4.27K

4.13K

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