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 11, 2022
Q4 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
618+ 10.47% |
$57.3K - $62.4K
|
6.52K
$797K
|
|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
611New |
$56.7K - $61.7K
|
611
$74.6K
|
|
|
Feb 08, 2022
Q4 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
601+ 1.87% |
$55.7K - $60.7K
|
32.7K
$4M
|
|
|
Feb 10, 2022
Q4 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
576+ 17.81% |
$53.4K - $58.1K
|
3.81K
$465K
|
|
|
Jan 06, 2022
Q4 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
575New |
$53.3K - $58K
|
575
$70.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
568+ 29.38% |
$52.7K - $57.3K
|
2.5K
$305K
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
567+ 7.96% |
$52.6K - $57.2K
|
7.69K
$939K
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
BUY
|
- |
566+ 8.14% |
$52.5K - $57.1K
|
7.52K
$918K
|
|
|
Jan 14, 2022
Q4 2021
|
Autus Asset Management, LLC
|
BUY
|
- |
559+ 5.81% |
$51.8K - $56.4K
|
10.2K
$1.24M
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
550+ 26.1% |
$51K - $55.5K
|
2.66K
$324K
|
|
|
Feb 07, 2022
Q4 2021
|
Corbyn Investment Management Inc
|
BUY
|
- |
529+ 12.3% |
$49K - $53.4K
|
4.83K
$590K
|
|
|
Jan 13, 2022
Q4 2021
|
Activest Wealth Management
|
BUY
|
- |
510New |
$47.3K - $51.5K
|
510
$62.3K
|
|
|
Jan 18, 2022
Q4 2021
|
Caprock Group, Inc.
|
BUY
|
- |
509+ 10.52% |
$47.2K - $51.4K
|
5.35K
$653K
|
|
|
Feb 08, 2022
Q4 2021
|
Venture Visionary Partners LLC
|
BUY
|
- |
509+ 8.05% |
$47.2K - $51.4K
|
6.83K
$834K
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
500+ 83.33% |
$46.4K - $50.5K
|
1.1K
$134K
|
|
|
Feb 04, 2022
Q4 2021
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
499+ 3.97% |
$46.3K - $50.4K
|
13.1K
$1.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
491New |
$45.5K - $49.6K
|
491
$60K
|
|
|
Jan 11, 2022
Q4 2021
|
Hbw Advisory Services LLC
|
BUY
|
- |
490+ 18.46% |
$45.4K - $49.5K
|
3.15K
$384K
|
|
|
Feb 14, 2022
Q4 2021
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
490New |
$45.4K - $49.5K
|
490
$59.8K
|
|
|
Jan 18, 2022
Q4 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
484+ 11.16% |
$44.9K - $48.9K
|
4.82K
$588K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
475+ 2.84% |
$44K - $48K
|
17.2K
$2.1M
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO
|
BUY
|
- |
459+ 21.94% |
$42.6K - $46.3K
|
2.55K
$312K
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
455+ 9.67% |
$42.2K - $45.9K
|
5.16K
$630K
|
|
|
Jan 27, 2022
Q4 2021
|
Brown Advisory Inc
|
BUY
|
- |
435+ 7.47% |
$40.3K - $43.9K
|
6.26K
$765K
|
|
|
Feb 01, 2022
Q4 2021
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
424New |
$39.3K - $42.8K
|
424
$51.8K
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
394New |
$36.5K - $39.8K
|
394
$48.1K
|
|
|
Feb 11, 2022
Q4 2021
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
392+ 4.24% |
$36.3K - $39.6K
|
9.63K
$1.18M
|
|
|
Feb 09, 2022
Q4 2021
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
373+ 6.34% |
$34.6K - $37.7K
|
6.25K
$764K
|
|
|
Feb 15, 2022
Q4 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
364+ 1.27% |
$33.8K - $36.7K
|
29.1K
$3.55M
|
|
|
Feb 13, 2024
Q4 2021
|
United Community Bank
Greenville, SC |
BUY
|
- |
355New |
$32.9K - $35.8K
|
355
$43.3K
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
342New |
$31.7K - $34.5K
|
342
$41.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
321+ 7.35% |
$29.8K - $32.4K
|
4.69K
$573K
|
|
|
Feb 10, 2022
Q4 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
308+ 3.88% |
$28.6K - $31.1K
|
8.24K
$1.01M
|
|
|
Feb 04, 2022
Q4 2021
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
307+ 1.83% |
$28.5K - $31K
|
17.1K
$2.08M
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
298+ 3.09% |
$27.6K - $30.1K
|
9.96K
$1.22M
|
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
297+ 5.35% |
$27.5K - $30K
|
5.85K
$714K
|
|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
295New |
$27.4K - $29.8K
|
295
$36K
|
|
|
Jan 06, 2022
Q4 2021
|
Versant Capital Management, Inc
|
BUY
|
- |
287New |
$26.6K - $29K
|
287
$35K
|
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
286+ 5.71% |
$26.5K - $28.9K
|
5.29K
$646K
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
285+ 8.79% |
$26.4K - $28.8K
|
3.53K
$431K
|
|
|
Jan 14, 2022
Q4 2021
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
281+ 1.4% |
$26.1K - $28.4K
|
20.4K
$2.49M
|
|
|
Feb 07, 2022
Q4 2021
|
Atlas Private Wealth Management
|
BUY
|
- |
273+ 2.07% |
$25.3K - $27.6K
|
13.5K
$1.65M
|
|
|
Feb 14, 2022
Q4 2021
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
270New |
$25K - $27.3K
|
270
$33K
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
263+ 7.88% |
$24.4K - $26.5K
|
3.6K
$440K
|
|
|
Feb 01, 2022
Q4 2021
|
Rollins Financial
|
BUY
|
- |
261+ 11.42% |
$24.2K - $26.3K
|
2.55K
$311K
|
|
|
Jan 24, 2022
Q4 2021
|
Dagco, Inc.
|
BUY
|
- |
255+ 1.57% |
$23.6K - $25.7K
|
16.5K
$2.02M
|
|
|
Oct 26, 2022
Q4 2021
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
252+ 42.93% |
$23.4K - $25.4K
|
839
$102K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
245New |
$22.7K - $24.7K
|
245
$29.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
232+ 1.11% |
$21.5K - $23.4K
|
21.2K
$2.59M
|
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
BUY
|
- |
224New |
$20.8K - $22.6K
|
224
$27.4K
|