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 08, 2023
Q4 2022
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
1.15KNew |
$85.8K - $102K
|
1.15K
$141K
|
|
|
Feb 01, 2023
Q4 2022
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.13K+ 8.8% |
$84.5K - $100K
|
14K
$1.72M
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.13K+ 20.34% |
$84.3K - $100K
|
6.68K
$820K
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
1.13K+ 15.53% |
$84.2K - $99.9K
|
8.38K
$1.03M
|
|
|
May 24, 2024
Q4 2022
|
Garrison Asset Management, LLC
|
BUY
|
- |
1.12K+ 6.48% |
$83.5K - $99.1K
|
18.4K
$2.26M
|
|
|
Feb 10, 2023
Q4 2022
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
1.1K+ 22.0% |
$82.2K - $97.5K
|
6.1K
$749K
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.1K+ 1.63% |
$82.2K - $97.5K
|
68.7K
$8.44M
|
|
|
Feb 08, 2023
Q4 2022
|
Estate Counselors, LLC
|
BUY
|
- |
1.1K+ 1.0% |
$81.8K - $97K
|
111K
$13.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1.09KNew |
$81.3K - $96.5K
|
1.09K
$134K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.07KNew |
$79.9K - $94.8K
|
1.07K
$131K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1KNew |
$74.7K - $88.6K
|
1K
$123K
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
BUY
|
- |
979+ 12.47% |
$73.1K - $86.7K
|
8.83K
$1.08M
|
|
|
Mar 12, 2024
Q4 2022
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
975+ 0.91% |
$72.8K - $86.4K
|
108K
$13.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
950+ 8.11% |
$71K - $84.2K
|
12.7K
$1.55M
|
|
|
Apr 02, 2024
Q4 2022
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
946+ 19.5% |
$70.7K - $83.8K
|
5.8K
$712K
|
|
|
Jan 26, 2023
Q4 2022
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
920+ 20.73% |
$68.7K - $81.5K
|
5.36K
$658K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
897New |
$67K - $79.5K
|
897
$110K
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
888+ 27.53% |
$66.3K - $78.7K
|
4.11K
$505K
|
|
|
Feb 14, 2023
Q4 2022
|
Belvedere Trading LLC
|
BUY
|
- |
871New |
$65.1K - $77.2K
|
871
$107K
|
|
|
Feb 10, 2023
Q4 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
859+ 169.09% |
$64.2K - $76.1K
|
1.37K
$168K
|
|
|
Jan 31, 2023
Q4 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
848+ 8.05% |
$63.3K - $75.1K
|
11.4K
$1.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
803+ 4.87% |
$60K - $71.1K
|
17.3K
$2.12M
|
|
|
Jan 20, 2023
Q4 2022
|
Wp Advisors, LLC
|
BUY
|
- |
802+ 13.56% |
$59.9K - $71.1K
|
6.72K
$825K
|
|
|
Jan 31, 2023
Q4 2022
|
Sabal Trust CO
|
BUY
|
- |
798+ 1.52% |
$59.6K - $70.7K
|
53.4K
$6.56M
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
787+ 2.39% |
$58.8K - $69.7K
|
33.8K
$4.15M
|
|
|
Feb 13, 2023
Q4 2022
|
Bank Of Marin
Novato, CA |
BUY
|
- |
758+ 4.8% |
$56.6K - $67.2K
|
16.6K
$2.03M
|
|
|
Jan 12, 2023
Q4 2022
|
Cmh Wealth Management LLC
|
BUY
|
- |
756+ 0.58% |
$56.5K - $67K
|
131K
$16.1M
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
753+ 8.38% |
$56.2K - $66.7K
|
9.74K
$1.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
748+ 2.79% |
$55.9K - $66.3K
|
27.5K
$3.38M
|
|
|
Jan 20, 2023
Q4 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
725+ 725.0% |
$54.2K - $64.2K
|
825
$101K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
717New |
$53.6K - $63.5K
|
717
$88K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
699+ 254.18% |
$52.2K - $61.9K
|
974
$120K
|
|
|
Feb 14, 2023
Q4 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
694+ 17.65% |
$51.8K - $61.5K
|
4.63K
$568K
|
|
|
Feb 06, 2023
Q4 2022
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
693+ 9.45% |
$51.8K - $61.4K
|
8.03K
$986K
|
|
|
Jun 13, 2023
Q4 2022
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
666New |
$49.8K - $59K
|
666
$81.8K
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
630+ 46.12% |
$47.1K - $55.8K
|
2K
$245K
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
602+ 1.95% |
$45K - $53.3K
|
31.6K
$3.87M
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
596+ 15.65% |
$44.5K - $52.8K
|
4.4K
$541K
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
571New |
$42.7K - $50.6K
|
571
$70.1K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
520+ 0.4% |
$38.8K - $46.1K
|
130K
$15.9M
|
|
|
Jan 31, 2023
Q4 2022
|
Community Bank, N.A.
|
BUY
|
- |
500+ 5.66% |
$37.4K - $44.3K
|
9.34K
$1.15M
|
|
|
Jan 31, 2023
Q4 2022
|
Atwood & Palmer Inc
|
BUY
|
- |
495New |
$37K - $43.9K
|
495
$60.8K
|
|
|
Feb 03, 2023
Q4 2022
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
490New |
$36.6K - $43.4K
|
490
$60.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
475+ 7.92% |
$35.5K - $42.1K
|
6.47K
$795K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
442New |
$33K - $39.2K
|
442
$54.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
424+ 9.04% |
$31.7K - $37.6K
|
5.11K
$628K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
424New |
$31.7K - $37.6K
|
424
$52.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
420+ 8.68% |
$31.4K - $37.2K
|
5.26K
$645K
|
|
|
Feb 02, 2023
Q4 2022
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
416+ 9.17% |
$31.1K - $36.9K
|
4.95K
$608K
|
|
|
Feb 13, 2023
Q4 2022
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
416+ 2.67% |
$31.1K - $36.9K
|
16K
$1.97M
|