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
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-384- 1.66% |
$35.6K - $38.8K
|
22.7K
$2.78M
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-410- 49.04% |
$38K - $41.4K
|
426
$52K
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
SELL
|
- |
-425Closed |
$39.4K - $42.9K
|
0
$0
|
|
Jan 27, 2022
Q4 2021
|
Marshall Financial Group LLC
|
SELL
|
- |
-429- 10.16% |
$39.8K - $43.3K
|
3.8K
$463K
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-476- 6.1% |
$44.1K - $48.1K
|
7.33K
$895K
|
|
Feb 01, 2022
Q4 2021
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-499- 4.23% |
$46.3K - $50.4K
|
11.3K
$1.38M
|
|
Jan 18, 2022
Q4 2021
|
Courier Capital LLC
|
SELL
|
- |
-500- 10.66% |
$46.4K - $50.5K
|
4.19K
$512K
|
|
Feb 10, 2022
Q4 2021
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-534- 8.4% |
$49.5K - $53.9K
|
5.82K
$711K
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-534- 48.77% |
$49.5K - $53.9K
|
561
$68.5K
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-553- 10.22% |
$51.3K - $55.8K
|
4.86K
$593K
|
|
Feb 23, 2022
Q4 2021
|
Simplex Trading, LLC
|
SELL
|
- |
-555- 25.06% |
$51.5K - $56K
|
1.66K
$203K
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-579- 6.33% |
$53.7K - $58.5K
|
8.57K
$1.05M
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-587- 3.68% |
$54.4K - $59.3K
|
15.4K
$1.88M
|
|
Jan 19, 2022
Q4 2021
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-596- 5.89% |
$55.3K - $60.2K
|
9.52K
$1.16M
|
|
Feb 14, 2022
Q4 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-625- 5.19% |
$58K - $63.1K
|
11.4K
$1.39M
|
|
Jan 21, 2022
Q4 2021
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-630- 4.58% |
$58.4K - $63.6K
|
13.1K
$1.6M
|
|
Feb 11, 2022
Q4 2021
|
Mission Wealth Management, LP
|
SELL
|
- |
-642- 5.74% |
$59.5K - $64.8K
|
10.5K
$1.29M
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-651Closed |
$60.4K - $65.7K
|
0
$0
|
|
Mar 23, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
SELL
|
- |
-655- 2.04% |
$60.7K - $66.1K
|
31.4K
$3.83M
|
|
Jan 18, 2022
Q4 2021
|
Acg Wealth
|
SELL
|
- |
-660- 3.01% |
$61.2K - $66.6K
|
21.2K
$2.59M
|
|
Feb 09, 2022
Q4 2021
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-674- 6.48% |
$62.5K - $68K
|
9.74K
$1.19M
|
|
Jan 19, 2022
Q4 2021
|
Sol Capital Management CO
|
SELL
|
- |
-700- 1.21% |
$64.9K - $70.7K
|
57K
$6.97M
|
|
Feb 09, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-704- 52.11% |
$65.3K - $71.1K
|
647
$79K
|
|
Dec 01, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-704- 52.11% |
$65.3K - $71.1K
|
647
$79K
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-726- 3.73% |
$67.3K - $73.3K
|
18.7K
$2.29M
|
|
Feb 14, 2022
Q4 2021
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-730- 6.0% |
$67.7K - $73.7K
|
11.4K
$1.4M
|
|
Feb 14, 2022
Q4 2021
|
Wealthgate Family Office, LLC
|
SELL
|
- |
-757Closed |
$70.2K - $76.4K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-766- 3.14% |
$71K - $77.3K
|
23.6K
$2.89M
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-779Closed |
$72.2K - $78.6K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-782- 23.36% |
$72.5K - $78.9K
|
2.57K
$313K
|
|
Feb 15, 2022
Q4 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-792- 82.5% |
$73.4K - $80K
|
168
$20.5K
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-820Closed |
$76K - $82.8K
|
0
$0
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
SELL
|
- |
-835- 4.33% |
$77.4K - $84.3K
|
18.4K
$2.25M
|
|
Feb 14, 2022
Q4 2021
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-856- 0.45% |
$79.4K - $86.4K
|
189K
$23.1M
|
|
Feb 09, 2022
Q4 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-874- 20.93% |
$81K - $88.2K
|
3.3K
$403K
|
|
Jan 14, 2022
Q4 2021
|
First Financial Corp
|
SELL
|
- |
-947- 3.59% |
$87.8K - $95.6K
|
25.4K
$3.1M
|
|
Feb 10, 2022
Q4 2021
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-1KClosed |
$92.7K - $101K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-1K- 9.06% |
$93.1K - $101K
|
10.1K
$1.23M
|
|
Feb 07, 2022
Q4 2021
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-1.07KClosed |
$99.2K - $108K
|
0
$0
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.09K- 3.81% |
$101K - $110K
|
27.5K
$3.36M
|
|
Jan 31, 2022
Q4 2021
|
Bray Capital Advisors
|
SELL
|
- |
-1.14K- 2.69% |
$106K - $115K
|
41.2K
$5.03M
|
|
Feb 14, 2022
Q4 2021
|
Hamilton Wealth, LLC
|
SELL
|
- |
-1.46K- 1.1% |
$135K - $147K
|
131K
$16M
|
|
Jan 28, 2022
Q4 2021
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-1.5K- 14.24% |
$139K - $151K
|
9.02K
$1.1M
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.53K- 3.73% |
$142K - $155K
|
39.5K
$4.83M
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.81K- 62.93% |
$168K - $183K
|
1.07K
$130K
|
|
Feb 07, 2022
Q4 2021
|
M&T Bank Corp
|
SELL
|
- |
-1.89K- 0.45% |
$176K - $191K
|
423K
$51.7M
|
|
Jan 28, 2022
Q4 2021
|
Exane Derivatives
|
SELL
|
- |
-1.93KClosed |
$179K - $195K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-2KClosed |
$186K - $202K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-2.01K- 17.01% |
$186K - $203K
|
9.8K
$1.2M
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.29KClosed |
$212K - $231K
|
0
$0
|