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 13, 2023
Q4 2022
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
2.95K+ 4.11% |
$220K - $261K
|
74.7K
$9.4M
|
|
|
Jan 17, 2023
Q4 2022
|
Harrison & CO Wealth Management, LLC
|
BUY
|
- |
2.91K+ 23.17% |
$217K - $258K
|
15.5K
$1.94M
|
|
|
Jan 11, 2023
Q4 2022
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
2.9K+ 16.81% |
$216K - $257K
|
20.1K
$2.53M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.86K+ 33.12% |
$214K - $253K
|
11.5K
$1.45M
|
|
|
Jan 18, 2023
Q4 2022
|
Trust CO Of Oklahoma
|
BUY
|
- |
2.8K+ 1.74% |
$209K - $248K
|
164K
$20.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
2.77K+ 4.88% |
$207K - $245K
|
59.5K
$7.49M
|
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.75K+ 21.4% |
$205K - $244K
|
15.6K
$1.96M
|
|
|
Feb 06, 2023
Q4 2022
|
Rollins Financial
|
BUY
|
- |
2.75KNew |
$205K - $243K
|
2.75K
$346K
|
|
|
Jan 30, 2023
Q4 2022
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
2.75KNew |
$205K - $243K
|
2.75K
$346K
|
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.74KNew |
$205K - $243K
|
2.74K
$345K
|
|
|
Feb 13, 2023
Q4 2022
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
2.7KNew |
$202K - $239K
|
2.7K
$340K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Counselors Inc
|
BUY
|
- |
2.67KNew |
$200K - $237K
|
2.67K
$336K
|
|
|
Feb 08, 2023
Q4 2022
|
Salomon & Ludwin, LLC
|
BUY
|
- |
2.66KNew |
$199K - $236K
|
2.66K
$335K
|
|
|
Feb 14, 2023
Q4 2022
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
2.64K+ 20.09% |
$197K - $234K
|
15.8K
$1.99M
|
|
|
Feb 13, 2023
Q4 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
2.63KNew |
$196K - $233K
|
2.63K
$331K
|
|
|
Jan 27, 2023
Q4 2022
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
2.6KNew |
$194K - $231K
|
2.6K
$328K
|
|
|
Jan 20, 2023
Q4 2022
|
Secure Asset Management, LLC
|
BUY
|
- |
2.6KNew |
$194K - $230K
|
2.6K
$327K
|
|
|
Feb 02, 2023
Q4 2022
|
Penobscot Wealth Management
|
BUY
|
- |
2.54K+ 7.34% |
$190K - $225K
|
37.2K
$4.68M
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
2.51KNew |
$188K - $223K
|
2.51K
$316K
|
|
|
Jan 10, 2023
Q4 2022
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
2.5KNew |
$187K - $222K
|
2.5K
$315K
|
|
|
Feb 13, 2023
Q4 2022
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2.5KNew |
$187K - $222K
|
2.5K
$315K
|
|
|
Jan 12, 2023
Q4 2022
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
2.5KNew |
$187K - $222K
|
2.5K
$315K
|
|
|
Feb 02, 2023
Q4 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
2.48K+ 106.11% |
$185K - $220K
|
4.82K
$607K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
2.41KNew |
$180K - $213K
|
2.41K
$303K
|
|
|
Jan 17, 2023
Q4 2022
|
Blb&B Advisors, LLC
|
BUY
|
- |
2.4K+ 30.43% |
$179K - $212K
|
10.3K
$1.29M
|
|
|
Feb 06, 2023
Q4 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
2.32K+ 56.67% |
$173K - $205K
|
6.4K
$806K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
2.27KNew |
$170K - $201K
|
2.27K
$286K
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.25K+ 52.6% |
$168K - $200K
|
6.54K
$823K
|
|
|
Feb 07, 2023
Q4 2022
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
2.1K+ 5.42% |
$157K - $186K
|
40.8K
$5.14M
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
2.08KNew |
$156K - $184K
|
2.08K
$262K
|
|
|
Feb 10, 2023
Q4 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
2.08K+ 14.58% |
$155K - $184K
|
16.4K
$2.06M
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.97K+ 12.16% |
$147K - $174K
|
18.1K
$2.28M
|
|
|
Feb 06, 2023
Q4 2022
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
1.83K+ 6.1% |
$137K - $162K
|
31.9K
$4.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.83K+ 8.29% |
$137K - $162K
|
23.9K
$3.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Apexium Financial, LP
|
BUY
|
- |
1.83K+ 18.08% |
$137K - $162K
|
11.9K
$1.5M
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
BUY
|
- |
1.83K+ 129.43% |
$136K - $162K
|
3.24K
$407K
|
|
|
Jan 23, 2023
Q4 2022
|
Caprock Group, Inc.
|
BUY
|
- |
1.79K+ 22.25% |
$134K - $159K
|
9.84K
$1.24M
|
|
|
Mar 15, 2023
Q4 2022
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
1.77KNew |
$132K - $157K
|
1.77K
$222K
|
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.57K+ 20.09% |
$117K - $139K
|
9.39K
$1.18M
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.54K+ 56.16% |
$115K - $136K
|
4.27K
$538K
|
|
|
Jan 17, 2023
Q4 2022
|
First Financial Corp
|
BUY
|
- |
1.5K+ 4.14% |
$112K - $133K
|
37.7K
$4.75M
|
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.4K+ 6.65% |
$105K - $124K
|
22.5K
$2.83M
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.4KNew |
$105K - $124K
|
1.4K
$176K
|
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
1.34K+ 13.68% |
$100K - $119K
|
11.1K
$1.4M
|
|
|
Jan 30, 2023
Q4 2022
|
Progressive Investment Management Corp
|
BUY
|
- |
1.3KNew |
$97.1K - $115K
|
1.3K
$164K
|
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
BUY
|
- |
1.3K+ 6.26% |
$97K - $115K
|
22K
$2.77M
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.29KNew |
$96.7K - $115K
|
1.29K
$163K
|
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
1.29KNew |
$96K - $114K
|
1.29K
$162K
|
|
|
Feb 13, 2023
Q4 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
1.23K+ 2.27% |
$91.9K - $109K
|
55.4K
$6.98M
|
|
|
Feb 10, 2023
Q4 2022
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
1.15KNew |
$85.9K - $102K
|
1.15K
$145K
|