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 07, 2022
Q4 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
217+ 5.3% |
$20.1K - $21.9K
|
4.31K
$526K
|
|
|
Feb 11, 2022
Q4 2021
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
213+ 1.25% |
$19.7K - $21.5K
|
17.3K
$2.11M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
205+ 5.11% |
$19K - $20.7K
|
4.22K
$515K
|
|
|
Feb 14, 2022
Q4 2021
|
Red Door Wealth Management, LLC
|
BUY
|
- |
205+ 7.01% |
$19K - $20.7K
|
3.13K
$382K
|
|
|
Jan 28, 2022
Q4 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
200+ 10.2% |
$18.5K - $20.2K
|
2.16K
$264K
|
|
|
Feb 14, 2022
Q4 2021
|
Aspiriant, LLC
|
BUY
|
- |
200+ 4.25% |
$18.5K - $20.2K
|
4.9K
$599K
|
|
|
Feb 11, 2022
Q4 2021
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
200+ 1.94% |
$18.5K - $20.2K
|
10.5K
$1.29M
|
|
|
Feb 14, 2022
Q4 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
198+ 24.75% |
$18.4K - $20K
|
998
$122K
|
|
|
Jan 18, 2022
Q4 2021
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
191+ 3.92% |
$17.7K - $19.3K
|
5.06K
$618K
|
|
|
Feb 04, 2022
Q4 2021
|
Ballast Advisors LLC
|
BUY
|
- |
190+ 13.41% |
$17.6K - $19.2K
|
1.61K
$196K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
183+ 1.58% |
$17K - $18.5K
|
11.8K
$1.44M
|
|
|
Feb 07, 2022
Q4 2021
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
180+ 300.0% |
$16.7K - $18.2K
|
240
$29.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
174+ 4.57% |
$16.1K - $17.6K
|
3.98K
$486K
|
|
|
Feb 11, 2022
Q4 2021
|
First Heartland Consultants, Inc.
|
BUY
|
- |
164+ 4.92% |
$15.2K - $16.6K
|
3.5K
$427K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
164+ 3.61% |
$15.2K - $16.6K
|
4.7K
$574K
|
|
|
Jan 28, 2022
Q4 2021
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
160+ 1.06% |
$14.8K - $16.2K
|
15.2K
$1.86M
|
|
|
Feb 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
160+ 12.62% |
$14.8K - $16.2K
|
1.43K
$174K
|
|
|
Jan 19, 2022
Q4 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
157+ 3.79% |
$14.6K - $15.8K
|
4.3K
$525K
|
|
|
Feb 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
153New |
$14.2K - $15.4K
|
153
$18.7K
|
|
|
Jan 26, 2022
Q4 2021
|
Country Trust Bank
|
BUY
|
- |
152New |
$14.1K - $15.3K
|
152
$18.6K
|
|
|
Apr 04, 2022
Q4 2021
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
146New |
$13.5K - $14.7K
|
146
$17.8K
|
|
|
Feb 23, 2022
Q4 2021
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
140New |
$13K - $14.1K
|
140
$17.1K
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
128+ 5.52% |
$11.9K - $12.9K
|
2.45K
$299K
|
|
|
Feb 04, 2022
Q4 2021
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
128+ 2.68% |
$11.9K - $12.9K
|
4.9K
$598K
|
|
|
Jan 19, 2022
Q4 2021
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
127+ 0.51% |
$11.8K - $12.8K
|
25.1K
$3.06M
|
|
|
Feb 11, 2022
Q4 2021
|
Principle Wealth Partners LLC
|
BUY
|
- |
124+ 0.42% |
$11.5K - $12.5K
|
29.5K
$3.61M
|
|
|
Feb 10, 2022
Q4 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
118+ 3.48% |
$10.9K - $11.9K
|
3.51K
$428K
|
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
113+ 1.29% |
$10.5K - $11.4K
|
8.89K
$1.09M
|
|
|
Feb 07, 2022
Q4 2021
|
Sg Americas Securities, LLC
|
BUY
|
- |
112+ 6.59% |
$10.4K - $11.3K
|
1.81K
$221K
|
|
|
Jan 21, 2022
Q4 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
108+ 1.42% |
$10K - $10.9K
|
7.72K
$943K
|
|
|
Feb 10, 2022
Q4 2021
|
Tortoise Investment Management, LLC
|
BUY
|
- |
106New |
$9.83K - $10.7K
|
106
$12.9K
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
104+ 4.03% |
$9.64K - $10.5K
|
2.69K
$328K
|
|
|
Feb 14, 2022
Q4 2021
|
Aspire Private Capital, LLC
|
BUY
|
- |
103New |
$9.55K - $10.4K
|
103
$12.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
103+ 17.08% |
$9.55K - $10.4K
|
706
$86.2K
|
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
BUY
|
- |
102+ 2.56% |
$9.46K - $10.3K
|
4.09K
$500K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
101+ 3.22% |
$9.36K - $10.2K
|
3.24K
$396K
|
|
|
Feb 07, 2022
Q4 2021
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
BUY
|
- |
100+ 0.47% |
$9.27K - $10.1K
|
21.5K
$2.62M
|
|
|
Feb 04, 2022
Q4 2021
|
Outfitter Financial LLC
|
BUY
|
- |
100New |
$9.27K - $10.1K
|
100
$12.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
97+ 2.98% |
$8.99K - $9.79K
|
3.35K
$409K
|
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
90+ 1.01% |
$8.34K - $9.09K
|
9K
$1.1M
|
|
|
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
86New |
$7.97K - $8.68K
|
86
$10.5K
|
|
|
Jan 21, 2022
Q4 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
84New |
$7.79K - $8.48K
|
84
$10.3K
|
|
|
Feb 03, 2022
Q4 2021
|
Ahl Investment Management, Inc.
|
BUY
|
- |
81New |
$7.51K - $8.18K
|
81
$9.89K
|
|
|
Jan 31, 2022
Q4 2021
|
Addison Advisors LLC
|
BUY
|
- |
81New |
$7.51K - $8.18K
|
81
$9.89K
|
|
|
Jan 13, 2022
Q4 2021
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
79+ 0.85% |
$7.32K - $7.98K
|
9.38K
$1.15M
|
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
71New |
$6.58K - $7.17K
|
71
$8.67K
|
|
|
Feb 14, 2022
Q4 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
69+ 0.94% |
$6.4K - $6.97K
|
7.37K
$900K
|
|
|
Feb 02, 2022
Q4 2021
|
Wp Advisors, LLC
|
BUY
|
- |
65+ 1.1% |
$6.03K - $6.56K
|
5.96K
$728K
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
61New |
$5.66K - $6.16K
|
61
$7.45K
|
|
|
Feb 11, 2022
Q4 2021
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
60New |
$5.56K - $6.06K
|
60
$7.33K
|