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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
55+ 2.58% |
$5.1K - $5.55K
|
2.19K
$267K
|
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
52+ 5.82% |
$4.82K - $5.25K
|
946
$116K
|
|
|
Jan 20, 2022
Q4 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
52+ 0.24% |
$4.82K - $5.25K
|
21.3K
$2.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Krs Capital Management, LLC
|
BUY
|
- |
50New |
$4.64K - $5.05K
|
50
$6.11K
|
|
|
Jan 18, 2022
Q4 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
50+ 14.25% |
$4.64K - $5.05K
|
401
$49K
|
|
|
Feb 14, 2022
Q4 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
50New |
$4.64K - $5.05K
|
50
$6.11K
|
|
|
Feb 02, 2022
Q4 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
47+ 0.82% |
$4.36K - $4.74K
|
5.77K
$705K
|
|
|
Feb 11, 2022
Q4 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
42+ 2.39% |
$3.89K - $4.24K
|
1.8K
$220K
|
|
|
Mar 17, 2022
Q4 2021
|
Optimum Investment Advisors
|
BUY
|
- |
40+ 2.1% |
$3.71K - $4.04K
|
1.95K
$238K
|
|
|
Feb 10, 2022
Q4 2021
|
Citizens Financial Group Inc
|
BUY
|
- |
39+ 1.1% |
$3.62K - $3.94K
|
3.59K
$439K
|
|
|
Feb 02, 2022
Q4 2021
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
36+ 1.14% |
$3.34K - $3.63K
|
3.2K
$391K
|
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
BUY
|
- |
34New |
$3.15K - $3.43K
|
34
$4.15K
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
33+ 0.89% |
$3.06K - $3.33K
|
3.73K
$455K
|
|
|
Jan 28, 2022
Q4 2021
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
31+ 0.49% |
$2.87K - $3.13K
|
6.4K
$781K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
27New |
$2.5K - $2.73K
|
27
$3.3K
|
|
|
Feb 01, 2022
Q4 2021
|
Gryphon Financial Partners LLC
|
BUY
|
- |
27+ 0.32% |
$2.5K - $2.73K
|
8.43K
$1.03M
|
|
|
Jan 27, 2022
Q4 2021
|
Community Bank, N.A.
|
BUY
|
- |
25+ 0.29% |
$2.32K - $2.52K
|
8.57K
$1.05M
|
|
|
Jan 27, 2022
Q4 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
25+ 0.91% |
$2.32K - $2.52K
|
2.77K
$338K
|
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
24+ 0.84% |
$2.23K - $2.42K
|
2.88K
$352K
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
16+ 0.29% |
$1.48K - $1.62K
|
5.53K
$675K
|
|
|
Jan 07, 2022
Q4 2021
|
Hollencrest Capital Management
|
BUY
|
- |
16+ 0.66% |
$1.48K - $1.62K
|
2.44K
$298K
|
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
16+ 1.13% |
$1.48K - $1.62K
|
1.43K
$175K
|
|
|
Jan 27, 2022
Q4 2021
|
Krilogy Financial LLC
|
BUY
|
- |
15+ 0.08% |
$1.39K - $1.51K
|
18.7K
$2.29M
|
|
|
Jan 26, 2022
Q4 2021
|
Tl Private Wealth
|
BUY
|
- |
15+ 0.46% |
$1.39K - $1.51K
|
3.25K
$396K
|
|
|
Feb 14, 2022
Q4 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
14+ 0.44% |
$1.3K - $1.41K
|
3.16K
$386K
|
|
|
Feb 14, 2022
Q4 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
13+ 0.36% |
$1.21K - $1.31K
|
3.61K
$440K
|
|
|
Mar 11, 2022
Q4 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
13+ 0.26% |
$1.21K - $1.31K
|
5.05K
$617K
|
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
12New |
$1.11K - $1.21K
|
12
$1.47K
|
|
|
Jan 24, 2022
Q4 2021
|
Clear Investment Research, LLC
|
BUY
|
- |
6+ 1.32% |
$556 - $606
|
461
$56.3K
|
|
|
Jan 26, 2022
Q4 2021
|
Atticus Wealth Management, LLC
|
BUY
|
- |
6+ 1.17% |
$556 - $606
|
518
$63.3K
|
|
|
Feb 10, 2022
Q4 2021
|
Sierra Capital LLC
|
BUY
|
- |
4+ 0.02% |
$371 - $404
|
20.3K
$2.48M
|
|
|
Jan 31, 2022
Q4 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
4+ 0.07% |
$371 - $404
|
5.84K
$713K
|
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
4+ 1.07% |
$371 - $404
|
378
$46.2K
|
|
|
Feb 07, 2022
Q4 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
3+ 0.07% |
$278 - $303
|
4.41K
$539K
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2+ 0.76% |
$185 - $202
|
266
$32.5K
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
2+ 1.09% |
$185 - $202
|
185
$22.6K
|
|
|
Feb 07, 2022
Q4 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2+ 1.19% |
$185 - $202
|
170
$20.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
2+ 0.11% |
$185 - $202
|
1.79K
$219K
|
|
|
Jan 27, 2022
Q4 2021
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
2+ 1.06% |
$185 - $202
|
191
$23.3K
|
|
|
Jan 28, 2022
Q4 2021
|
James Investment Research Inc
|
BUY
|
- |
1+ 0.36% |
$92.7 - $101
|
275
$33.6K
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1+ 0.01% |
$92.7 - $101
|
13.3K
$1.63M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
1+ 0.03% |
$92.7 - $101
|
2.92K
$356K
|
|
|
Feb 08, 2022
Q4 2021
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1+ 3.7% |
$92.7 - $101
|
28
$3.42K
|
|
|
Feb 11, 2022
Q4 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1+ 0.42% |
$92.7 - $101
|
238
$29.1K
|
|
|
Feb 11, 2022
Q4 2021
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1- 0.01% |
$92.7 - $101
|
7.07K
$863K
|
|
|
Feb 11, 2022
Q4 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-2- 0.09% |
$185 - $202
|
2.34K
$286K
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
SELL
|
- |
-4- 0.35% |
$371 - $404
|
1.14K
$139K
|
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
SELL
|
- |
-9- 0.29% |
$834 - $909
|
3.04K
$372K
|
|
|
Feb 17, 2022
Q4 2021
|
V Wealth Advisors LLC
|
SELL
|
- |
-11- 0.41% |
$1.02K - $1.11K
|
2.7K
$329K
|
|
|
Feb 17, 2022
Q4 2021
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-19Closed |
$1.76K - $1.92K
|
0
$0
|