Purchases and Sales Made in Q4 2022 in Vanguard Financial ETF (VFH)
This table provides information about the institutional ownership of Vanguard Financial ETF (VFH) during Q4 2022. 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 15, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
7.28MNew |
$544M - $645M
|
7.28M
$894M
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
822K+ 1347106.5% |
$61.4M - $72.8M
|
822K
$101M
|
|
|
Jan 12, 2023
Q4 2022
|
Beacon Capital Management, Inc.
|
BUY
|
- |
510K+ 1232.87% |
$38.1M - $45.2M
|
552K
$67.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
420K+ 313.67% |
$31.4M - $37.2M
|
554K
$68M
|
|
|
Jan 30, 2023
Q4 2022
|
Valence8 Us LP
Cambridge, MA |
BUY
|
- |
260KNew |
$19.4M - $23M
|
260K
$31.9M
|
|
|
Feb 13, 2023
Q4 2022
|
George Soros
Soros Fund Management LLC | New York, Ny
|
BUY
|
- |
168KNew |
$12.6M - $14.9M
|
168K
$20.6M
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
168K+ 64.86% |
$12.5M - $14.8M
|
426K
$52.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
155K+ 45.22% |
$11.6M - $13.8M
|
499K
$61.3M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
138KNew |
$10.3M - $12.2M
|
138K
$17M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
124K+ 39.04% |
$9.26M - $11M
|
442K
$54.2M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
106K+ 34.83% |
$7.9M - $9.37M
|
410K
$50.3M
|
|
|
Apr 05, 2024
Q4 2022
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
82KNew |
$6.13M - $7.27M
|
82K
$10.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Curran Financial Partners, LLC
|
BUY
|
- |
59.9KNew |
$4.47M - $5.31M
|
59.9K
$7.35M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
58.3K+ 9.01% |
$4.35M - $5.16M
|
705K
$86.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
54.5K+ 10.24% |
$4.07M - $4.83M
|
586K
$72M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
52.8KNew |
$3.95M - $4.68M
|
52.8K
$6.49M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
50.5K+ 43.72% |
$3.77M - $4.47M
|
166K
$20.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
45.3K+ 7.7% |
$3.39M - $4.02M
|
634K
$77.9M
|
|
|
Feb 06, 2023
Q4 2022
|
Park National Corp
|
BUY
|
- |
37.9KNew |
$2.83M - $3.35M
|
37.9K
$4.65M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
37.3K+ 1.72% |
$2.78M - $3.3M
|
2.2M
$270M
|
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
36.4K+ 93.0% |
$2.72M - $3.23M
|
75.6K
$9.28M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
36.1K+ 88.58% |
$2.69M - $3.2M
|
76.8K
$9.43M
|
|
|
Jan 31, 2023
Q4 2022
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
29KNew |
$2.17M - $2.57M
|
29K
$3.57M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
27.7K+ 56.53% |
$2.07M - $2.46M
|
76.8K
$9.43M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
27.7K+ 6.29% |
$2.07M - $2.45M
|
468K
$57.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
27.3K+ 0.77% |
$2.04M - $2.42M
|
3.56M
$437M
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
27.3K+ 14.75% |
$2.04M - $2.42M
|
212K
$26.1M
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
26.9KNew |
$2.01M - $2.38M
|
26.9K
$3.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
24.9K+ 30.31% |
$1.86M - $2.21M
|
107K
$13.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
24.3K+ 16.25% |
$1.82M - $2.16M
|
174K
$21.4M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
24.3K+ 16.25% |
$1.82M - $2.16M
|
174K
$21.4M
|
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
23.2K+ 67.37% |
$1.73M - $2.06M
|
57.7K
$7.08M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
21.9K+ 83.22% |
$1.64M - $1.94M
|
48.2K
$5.92M
|
|
|
Feb 09, 2023
Q4 2022
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
21.7KNew |
$1.62M - $1.92M
|
21.7K
$2.66M
|
|
|
Jan 12, 2023
Q4 2022
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
19.7KNew |
$1.47M - $1.74M
|
19.7K
$2.42M
|
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
18.8K+ 31.17% |
$1.4M - $1.67M
|
79.1K
$9.72M
|
|
|
Feb 13, 2023
Q4 2022
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
18.4KNew |
$1.37M - $1.63M
|
18.4K
$2.26M
|
|
|
Feb 08, 2023
Q4 2022
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
17.7KNew |
$1.32M - $1.57M
|
17.7K
$2.17M
|
|
|
Feb 14, 2023
Q4 2022
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
17.6KNew |
$1.32M - $1.56M
|
17.6K
$2.16M
|
|
|
Jan 11, 2024
Q4 2022
|
Whitford Management LLC
New York, NY |
BUY
|
- |
16.7KNew |
$1.25M - $1.48M
|
16.7K
$2.05M
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
14.1KNew |
$1.05M - $1.25M
|
14.1K
$1.73M
|
|
|
Feb 07, 2023
Q4 2022
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
14KNew |
$1.05M - $1.24M
|
14K
$1.72M
|
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
BUY
|
- |
13.5K+ 146.23% |
$1.01M - $1.2M
|
22.8K
$2.8M
|
|
|
Feb 07, 2023
Q4 2022
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
13.4KNew |
$998K - $1.18M
|
13.4K
$1.64M
|
|
|
Feb 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
12.7K+ 132.53% |
$950K - $1.13M
|
22.3K
$2.74M
|
|
|
Feb 14, 2023
Q4 2022
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
12.6KNew |
$943K - $1.12M
|
12.6K
$1.55M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
10K+ 7.79% |
$749K - $888K
|
139K
$17M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
9.76KNew |
$729K - $865K
|
9.76K
$1.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
9.76KNew |
$729K - $865K
|
9.76K
$1.2M
|
|
|
Feb 02, 2023
Q4 2022
|
Neirg Wealth Management, LLC
|
BUY
|
- |
9.25KNew |
$691K - $819K
|
9.25K
$1.14M
|