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
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
8.8K+ 19.35% |
$657K - $780K
|
54.3K
$6.67M
|
|
|
Feb 02, 2023
Q4 2022
|
Bts Asset Management, Inc.
|
BUY
|
- |
8.69KNew |
$649K - $770K
|
8.69K
$1.07M
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Planning Group
|
BUY
|
- |
8.64KNew |
$645K - $766K
|
8.64K
$1.06M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.96KNew |
$595K - $705K
|
7.96K
$977K
|
|
|
Feb 14, 2023
Q4 2022
|
Chai Trust CO LLC
Chicago, IL |
BUY
|
- |
7.7K+ 45.08% |
$575K - $682K
|
24.8K
$3.04M
|
|
|
Jun 05, 2023
Q4 2022
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
7.53KNew |
$562K - $667K
|
7.53K
$925K
|
|
|
Feb 02, 2023
Q4 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
7.12K+ 124.07% |
$532K - $631K
|
12.9K
$1.58M
|
|
|
Mar 22, 2024
Q4 2022
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
7.09KNew |
$530K - $629K
|
7.09K
$871K
|
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
6.98K+ 51.6% |
$521K - $618K
|
20.5K
$2.52M
|
|
|
Feb 07, 2023
Q4 2022
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
BUY
|
- |
6.89K+ 18.46% |
$515K - $610K
|
44.2K
$5.43M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
6.8K+ 12.63% |
$508K - $602K
|
60.6K
$7.44M
|
|
|
Feb 07, 2023
Q4 2022
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
6.77KNew |
$506K - $600K
|
6.77K
$831K
|
|
|
Feb 10, 2023
Q4 2022
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
6.7K+ 937.62% |
$501K - $594K
|
7.42K
$911K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.58K+ 3.92% |
$491K - $583K
|
174K
$21.4M
|
|
|
Feb 07, 2023
Q4 2022
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
6.54KNew |
$488K - $579K
|
6.54K
$803K
|
|
|
Jan 31, 2023
Q4 2022
|
Exchange Capital Management, Inc.
|
BUY
|
- |
6.42K+ 8.08% |
$479K - $568K
|
85.8K
$10.5M
|
|
|
Sep 04, 2024
Q4 2022
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
6.35K+ 125.28% |
$474K - $562K
|
11.4K
$1.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
6.19KNew |
$462K - $548K
|
6.19K
$760K
|
|
|
Feb 13, 2023
Q4 2022
|
Hardy Reed LLC
|
BUY
|
- |
6.12KNew |
$457K - $542K
|
6.12K
$751K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.98K+ 92.55% |
$446K - $529K
|
12.4K
$1.53M
|
|
|
Feb 14, 2023
Q4 2022
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
5.8KNew |
$433K - $514K
|
5.8K
$712K
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.56K+ 53.45% |
$415K - $492K
|
16K
$1.96M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
5.55K+ 21.36% |
$414K - $492K
|
31.5K
$3.87M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.42K+ 60.85% |
$405K - $480K
|
14.3K
$1.76M
|
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
5.41K+ 2.9% |
$404K - $480K
|
192K
$23.6M
|
|
|
Feb 09, 2023
Q4 2022
|
True Capital Management
San Francisco, CA |
BUY
|
- |
4.68KNew |
$350K - $415K
|
4.68K
$575K
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4.58K+ 2235.61% |
$342K - $406K
|
4.79K
$588K
|
|
|
Feb 06, 2023
Q4 2022
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
4.51KNew |
$337K - $400K
|
4.51K
$554K
|
|
|
Jan 17, 2023
Q4 2022
|
Novare Capital Management LLC
|
BUY
|
- |
4.48K+ 17.54% |
$334K - $396K
|
30K
$3.68M
|
|
|
Feb 14, 2023
Q4 2022
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
4.36KNew |
$325K - $386K
|
4.36K
$535K
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
4.26K+ 2.33% |
$318K - $377K
|
187K
$23M
|
|
|
Mar 01, 2023
Q4 2022
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
4.16KNew |
$311K - $369K
|
4.16K
$511K
|
|
|
Feb 21, 2023
Q4 2022
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
4.14K+ 21.78% |
$310K - $367K
|
23.2K
$2.85M
|
|
|
Feb 08, 2023
Q4 2022
|
Independent Order Of Foresters
Toronto, A6 |
BUY
|
- |
4.14K+ 21.78% |
$310K - $367K
|
23.2K
$2.85M
|
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
3.68KNew |
$275K - $326K
|
3.68K
$451K
|
|
|
Jan 31, 2023
Q4 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
3.66K+ 1.16% |
$273K - $324K
|
320K
$39.3M
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
3.65K+ 8.89% |
$272K - $323K
|
44.7K
$5.48M
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
3.65K+ 8.89% |
$272K - $323K
|
44.7K
$5.48M
|
|
|
Oct 13, 2023
Q4 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
3.55K+ 6.78% |
$265K - $314K
|
55.8K
$6.86M
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
3.52KNew |
$263K - $312K
|
3.52K
$432K
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
3.47K+ 3.9% |
$259K - $307K
|
92.5K
$11.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
3.4KNew |
$254K - $302K
|
3.4K
$418K
|
|
|
Jan 20, 2023
Q4 2022
|
Royal Fund Management, LLC
|
BUY
|
- |
3.33KNew |
$248K - $295K
|
3.33K
$408K
|
|
|
Feb 06, 2023
Q4 2022
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
3.28K+ 91.26% |
$245K - $290K
|
6.87K
$843K
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
3.09KNew |
$231K - $274K
|
3.09K
$380K
|
|
|
Feb 14, 2023
Q4 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
3.01K+ 2.58% |
$225K - $267K
|
119K
$14.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
3.01K+ 33.03% |
$225K - $266K
|
12.1K
$1.49M
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
3K+ 44.78% |
$224K - $266K
|
9.7K
$1.19M
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2.99K+ 93.35% |
$223K - $265K
|
6.19K
$760K
|
|
|
Jan 17, 2023
Q4 2022
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
2.97KNew |
$222K - $263K
|
2.97K
$365K
|