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 | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Truvvo Partners LLC
New York, NY |
BUY
|
- |
2.09KNew |
$193K - $210K
|
2.09K
$255K
|
|
|
Feb 15, 2022
Q4 2021
|
Aspireon Wealth Advisors
|
BUY
|
- |
2.07KNew |
$192K - $209K
|
2.07K
$253K
|
|
|
Feb 14, 2022
Q4 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.06K+ 43.55% |
$191K - $208K
|
6.79K
$829K
|
|
|
Feb 14, 2022
Q4 2021
|
Banque Cantonale Vaudoise
|
BUY
|
- |
2KNew |
$185K - $202K
|
2K
$244K
|
|
|
Feb 03, 2022
Q4 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
2K+ 100.0% |
$185K - $202K
|
4K
$488K
|
|
|
Jan 18, 2022
Q4 2021
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
1.97K+ 86.75% |
$183K - $199K
|
4.24K
$518K
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.93K+ 14.31% |
$179K - $195K
|
15.4K
$1.88M
|
|
|
Feb 07, 2022
Q4 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.89K+ 79.11% |
$175K - $191K
|
4.28K
$523K
|
|
|
Feb 10, 2022
Q4 2021
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
1.88K+ 3.44% |
$174K - $190K
|
56.6K
$6.91M
|
|
|
Jan 20, 2022
Q4 2021
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.86K+ 19.71% |
$172K - $187K
|
11.3K
$1.38M
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.8K+ 14.05% |
$167K - $182K
|
14.6K
$1.79M
|
|
|
Jan 21, 2022
Q4 2021
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
1.68K+ 3.55% |
$156K - $170K
|
49.1K
$5.99M
|
|
|
Jan 27, 2022
Q4 2021
|
Exchange Capital Management, Inc.
|
BUY
|
- |
1.6K+ 2.13% |
$149K - $162K
|
76.9K
$9.38M
|
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.59K+ 1.65% |
$147K - $160K
|
97.5K
$11.9M
|
|
|
Jan 19, 2022
Q4 2021
|
First Premier Bank
|
BUY
|
- |
1.56K+ 15.42% |
$145K - $157K
|
11.7K
$1.43M
|
|
|
Jan 25, 2022
Q4 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
1.52K+ 6.84% |
$141K - $154K
|
23.8K
$2.9M
|
|
|
Feb 10, 2022
Q4 2021
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
1.51K+ 1.98% |
$140K - $152K
|
77.4K
$9.46M
|
|
|
Feb 11, 2022
Q4 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.49K+ 10.82% |
$138K - $151K
|
15.3K
$1.86M
|
|
|
Feb 11, 2022
Q4 2021
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
1.47KNew |
$136K - $148K
|
1.47K
$179K
|
|
|
Jan 24, 2022
Q4 2021
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
1.46K+ 1.34% |
$136K - $148K
|
111K
$13.5M
|
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.43K+ 43.42% |
$133K - $145K
|
4.74K
$578K
|
|
|
Jan 14, 2022
Q4 2021
|
Acropolis Investment Management, LLC
|
BUY
|
- |
1.37KNew |
$127K - $138K
|
1.37K
$167K
|
|
|
Feb 11, 2022
Q4 2021
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
1.33K+ 2.41% |
$124K - $135K
|
56.6K
$6.91M
|
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
1.28K+ 12.93% |
$119K - $130K
|
11.2K
$1.37M
|
|
|
Feb 04, 2022
Q4 2021
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
1.25KNew |
$116K - $127K
|
1.25K
$153K
|
|
|
Jan 18, 2022
Q4 2021
|
Polianta LTD
|
BUY
|
- |
1.2K+ 1.36% |
$111K - $121K
|
89.3K
$10.9M
|
|
|
Feb 09, 2022
Q4 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.15K+ 35.6% |
$106K - $116K
|
4.36K
$533K
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.12K+ 2.34% |
$103K - $113K
|
48.8K
$5.95M
|
|
|
Feb 11, 2022
Q4 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
1.1K+ 13.41% |
$102K - $111K
|
9.3K
$1.14M
|
|
|
Jan 26, 2022
Q4 2021
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
1.04K+ 15.02% |
$96.7K - $105K
|
7.99K
$976K
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
1.02KNew |
$94.3K - $103K
|
1.02K
$124K
|
|
|
Feb 14, 2022
Q4 2021
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
1KNew |
$92.7K - $101K
|
1K
$122K
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
977+ 9.6% |
$90.6K - $98.6K
|
11.2K
$1.36M
|
|
|
Jan 03, 2023
Q4 2021
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
958+ 4.27% |
$88.8K - $96.7K
|
23.4K
$2.86M
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
954+ 1.79% |
$88.5K - $96.3K
|
54.4K
$6.64M
|
|
|
Jan 18, 2022
Q4 2021
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
954+ 41.03% |
$88.5K - $96.3K
|
3.28K
$400K
|
|
|
Feb 03, 2022
Q4 2021
|
Northstar Asset Management LLC
|
BUY
|
- |
934+ 2.34% |
$86.6K - $94.3K
|
40.9K
$4.99M
|
|
|
Feb 14, 2022
Q4 2021
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
923+ 17.84% |
$85.6K - $93.2K
|
6.1K
$744K
|
|
|
Feb 08, 2022
Q4 2021
|
B&D White Capital Company, LLC
|
BUY
|
- |
910+ 2.0% |
$84.4K - $91.9K
|
46.3K
$5.65M
|
|
|
Feb 02, 2022
Q4 2021
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
839New |
$77.8K - $84.7K
|
839
$102K
|
|
|
Feb 14, 2022
Q4 2021
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
834+ 8.74% |
$77.3K - $84.2K
|
10.4K
$1.27M
|
|
|
Feb 14, 2022
Q4 2021
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
806+ 0.63% |
$74.7K - $81.4K
|
128K
$15.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
773+ 4.89% |
$71.7K - $78K
|
16.6K
$2.02M
|
|
|
Jan 18, 2022
Q4 2021
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
745+ 2.66% |
$69.1K - $75.2K
|
28.8K
$3.52M
|
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
706New |
$65.5K - $71.3K
|
706
$86.2K
|
|
|
Feb 16, 2022
Q4 2021
|
First Community Trust Na
|
BUY
|
- |
695New |
$64.4K - $70.2K
|
695
$84.9K
|
|
|
Feb 11, 2022
Q4 2021
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
689+ 6.27% |
$63.9K - $69.6K
|
11.7K
$1.43M
|
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
689+ 27.92% |
$63.9K - $69.6K
|
3.16K
$386K
|
|
|
Feb 02, 2022
Q4 2021
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
660+ 79.52% |
$61.2K - $66.6K
|
1.49K
$182K
|
|
|
Feb 15, 2022
Q4 2021
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
648New |
$60.1K - $65.4K
|
648
$79.1K
|