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 |
---|---|---|---|---|---|---|---|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
SELL
|
- |
-19- 0.46% |
$1.76K - $1.92K
|
4.08K
$498K
|
|
Jan 24, 2022
Q4 2021
|
Secure Asset Management, LLC
|
SELL
|
- |
-20- 0.68% |
$1.85K - $2.02K
|
2.94K
$359K
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-25- 0.15% |
$2.32K - $2.52K
|
16.5K
$2.01M
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-25Closed |
$2.32K - $2.52K
|
0
$0
|
|
Jan 25, 2022
Q4 2021
|
Spearhead Capital Advisors, LLC
Wellington, FL |
SELL
|
- |
-25- 0.43% |
$2.32K - $2.52K
|
5.77K
$705K
|
|
Feb 11, 2022
Q4 2021
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-27- 0.22% |
$2.5K - $2.73K
|
12.2K
$1.49M
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
SELL
|
- |
-31- 4.96% |
$2.87K - $3.13K
|
594
$72.5K
|
|
Feb 14, 2022
Q4 2021
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-39- 0.32% |
$3.62K - $3.94K
|
12.1K
$1.47M
|
|
Feb 14, 2022
Q4 2021
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-40- 0.13% |
$3.71K - $4.04K
|
31.8K
$3.89M
|
|
Feb 09, 2022
Q4 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-44- 0.42% |
$4.08K - $4.44K
|
10.4K
$1.27M
|
|
Jul 17, 2024
Q4 2021
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-47Closed |
$4.36K - $4.74K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-49- 2.86% |
$4.54K - $4.95K
|
1.67K
$203K
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-55- 1.75% |
$5.1K - $5.55K
|
3.09K
$377K
|
|
Jan 12, 2022
Q4 2021
|
First Hawaiian Bank
|
SELL
|
- |
-58- 1.82% |
$5.38K - $5.86K
|
3.13K
$382K
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-61Closed |
$5.66K - $6.16K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-62- 0.7% |
$5.75K - $6.26K
|
8.75K
$1.07M
|
|
Jan 31, 2022
Q4 2021
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-68- 1.0% |
$6.3K - $6.86K
|
6.76K
$826K
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-69Closed |
$6.4K - $6.97K
|
0
$0
|
|
Jan 19, 2022
Q4 2021
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-80- 2.37% |
$7.42K - $8.08K
|
3.29K
$402K
|
|
Feb 14, 2022
Q4 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-86- 42.79% |
$7.97K - $8.68K
|
115
$14K
|
|
Jan 20, 2022
Q4 2021
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-90- 3.17% |
$8.34K - $9.09K
|
2.75K
$336K
|
|
Feb 09, 2022
Q4 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-96- 5.82% |
$8.9K - $9.69K
|
1.55K
$190K
|
|
Jan 25, 2022
Q4 2021
|
Garrison Asset Management, LLC
|
SELL
|
- |
-99- 0.52% |
$9.18K - $9.99K
|
19K
$2.31M
|
|
Feb 11, 2022
Q4 2021
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-100Closed |
$9.27K - $10.1K
|
0
$0
|
|
Jan 18, 2022
Q4 2021
|
Cutler Group LP
|
SELL
|
- |
-100- 50.0% |
$9.27K - $10.1K
|
100
$12.2K
|
|
Feb 14, 2022
Q4 2021
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-100Closed |
$9.27K - $10.1K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-113- 2.82% |
$10.5K - $11.4K
|
3.89K
$475K
|
|
Jan 31, 2022
Q4 2021
|
Focused Wealth Management, Inc
|
SELL
|
- |
-121- 2.26% |
$11.2K - $12.2K
|
5.23K
$639K
|
|
Feb 08, 2022
Q4 2021
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-147- 3.81% |
$13.6K - $14.8K
|
3.71K
$453K
|
|
Jan 21, 2022
Q4 2021
|
Blb&B Advisors, LLC
|
SELL
|
- |
-150- 2.77% |
$13.9K - $15.1K
|
5.26K
$643K
|
|
Feb 10, 2022
Q4 2021
|
Financial Counselors Inc
|
SELL
|
- |
-150- 6.71% |
$13.9K - $15.1K
|
2.09K
$255K
|
|
Feb 07, 2022
Q4 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-159- 1.95% |
$14.7K - $16.1K
|
7.98K
$974K
|
|
Feb 03, 2022
Q4 2021
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-164- 3.87% |
$15.2K - $16.6K
|
4.07K
$497K
|
|
Feb 08, 2022
Q4 2021
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-166- 2.16% |
$15.4K - $16.8K
|
7.51K
$916K
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
SELL
|
- |
-192- 5.14% |
$17.8K - $19.4K
|
3.55K
$433K
|
|
Feb 15, 2022
Q4 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-200Closed |
$18.5K - $20.2K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Simmons Bank
|
SELL
|
- |
-200- 4.02% |
$18.5K - $20.2K
|
4.78K
$583K
|
|
Jan 18, 2022
Q4 2021
|
Cx Institutional
|
SELL
|
- |
-209Closed |
$19.4K - $21.1K
|
0
$0
|
|
Jan 24, 2022
Q4 2021
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-239Closed |
$22.2K - $24.1K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-262- 1.75% |
$24.3K - $26.4K
|
14.7K
$1.8M
|
|
Aug 16, 2024
Q4 2021
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-268- 7.28% |
$24.8K - $27.1K
|
3.42K
$417K
|
|
Feb 14, 2022
Q4 2021
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-270Closed |
$25K - $27.3K
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Sheets Smith Wealth Management
|
SELL
|
- |
-291- 8.99% |
$27K - $29.4K
|
2.95K
$360K
|
|
Jan 21, 2022
Q4 2021
|
Tru Independence LLC
|
SELL
|
- |
-298- 3.37% |
$27.6K - $30.1K
|
8.56K
$1.04M
|
|
Jan 18, 2022
Q4 2021
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-312- 0.83% |
$28.9K - $31.5K
|
37.1K
$4.53M
|
|
Jan 28, 2022
Q4 2021
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-314- 3.82% |
$29.1K - $31.7K
|
7.91K
$966K
|
|
Feb 14, 2022
Q4 2021
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-323- 29.88% |
$29.9K - $32.6K
|
758
$92.6K
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-325- 7.54% |
$30.1K - $32.8K
|
3.98K
$486K
|
|
Feb 01, 2022
Q4 2021
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-360- 4.43% |
$33.4K - $36.3K
|
7.77K
$948K
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-366- 8.37% |
$33.9K - $36.9K
|
4.01K
$489K
|