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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
408+ 13.6% |
$30.5K - $36.1K
|
3.41K
$419K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
400New |
$29.9K - $35.4K
|
400
$49.1K
|
|
|
Feb 09, 2023
Q4 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
393+ 633.87% |
$29.4K - $34.8K
|
455
$55.9K
|
|
|
Jan 31, 2023
Q4 2022
|
Graypoint LLC
|
BUY
|
- |
391+ 9.64% |
$29.2K - $34.6K
|
4.45K
$546K
|
|
|
Feb 14, 2023
Q4 2022
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
359+ 3.25% |
$26.8K - $31.8K
|
11.4K
$1.4M
|
|
|
Jan 17, 2023
Q4 2022
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
348+ 2.06% |
$26K - $30.8K
|
17.3K
$2.12M
|
|
|
Jan 25, 2023
Q4 2022
|
Rba Wealth Management, LLC
|
BUY
|
- |
346+ 3.76% |
$25.8K - $30.7K
|
9.54K
$1.17M
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
344+ 6.97% |
$25.7K - $30.5K
|
5.28K
$649K
|
|
|
Feb 07, 2023
Q4 2022
|
Keystone Financial Group
|
BUY
|
- |
326+ 12.03% |
$24.4K - $28.9K
|
3.04K
$373K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
300New |
$22.4K - $26.6K
|
300
$36.8K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
274New |
$20.5K - $24.3K
|
274
$33.6K
|
|
|
Sep 26, 2023
Q4 2022
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
260New |
$19.4K - $23K
|
260
$31.9K
|
|
|
Feb 01, 2023
Q4 2022
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
258+ 2.55% |
$19.3K - $22.9K
|
10.4K
$1.27M
|
|
|
May 18, 2023
Q4 2022
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
236+ 0.4% |
$17.6K - $20.9K
|
59.7K
$7.33M
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
226+ 6.56% |
$16.9K - $20K
|
3.67K
$451K
|
|
|
Feb 07, 2023
Q4 2022
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
225+ 1.9% |
$16.8K - $19.9K
|
12K
$1.48M
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
224+ 4.67% |
$16.7K - $19.8K
|
5.02K
$616K
|
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
221+ 5.64% |
$16.5K - $19.6K
|
4.14K
$508K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
218New |
$16.3K - $19.3K
|
218
$26.8K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
213New |
$15.9K - $18.9K
|
213
$26.2K
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
206+ 4.82% |
$15.4K - $18.3K
|
4.48K
$550K
|
|
|
Jan 19, 2023
Q4 2022
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
206+ 1.6% |
$15.4K - $18.3K
|
13.1K
$1.6M
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
178+ 3.81% |
$13.3K - $15.8K
|
4.85K
$596K
|
|
|
Jan 09, 2023
Q4 2022
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
168+ 1.47% |
$12.5K - $14.9K
|
11.6K
$1.43M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
163+ 1.64% |
$12.2K - $14.4K
|
10.1K
$1.24M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
162+ 4.86% |
$12.1K - $14.4K
|
3.49K
$429K
|
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
BUY
|
- |
138+ 1.91% |
$10.3K - $12.2K
|
7.38K
$906K
|
|
|
Feb 13, 2023
Q4 2022
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
130+ 1.1% |
$9.71K - $11.5K
|
11.9K
$1.47M
|
|
|
Jan 31, 2023
Q4 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
128+ 28.7% |
$9.56K - $11.3K
|
574
$70.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
BUY
|
- |
126+ 2.24% |
$9.41K - $11.2K
|
5.76K
$707K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
121+ 1.28% |
$9.04K - $10.7K
|
9.61K
$1.18M
|
|
|
Jan 19, 2023
Q4 2022
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
120+ 4.33% |
$8.96K - $10.6K
|
2.89K
$355K
|
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
BUY
|
- |
110+ 67.48% |
$8.22K - $9.75K
|
273
$33.5K
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
106+ 0.4% |
$7.92K - $9.39K
|
26.6K
$3.27M
|
|
|
Jan 24, 2023
Q4 2022
|
Sol Capital Management CO
|
BUY
|
- |
100+ 0.17% |
$7.47K - $8.86K
|
57.4K
$7.05M
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
99New |
$7.4K - $8.77K
|
99
$12.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
97+ 0.79% |
$7.25K - $8.59K
|
12.4K
$1.52M
|
|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
93+ 0.41% |
$6.95K - $8.24K
|
22.9K
$2.81M
|
|
|
Jan 18, 2023
Q4 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
88New |
$6.57K - $7.8K
|
88
$10.8K
|
|
|
Jan 31, 2023
Q4 2022
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
80+ 0.62% |
$5.98K - $7.09K
|
13.1K
$1.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
60+ 0.71% |
$4.48K - $5.32K
|
8.54K
$1.05M
|
|
|
Oct 09, 2024
Q4 2022
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
60+ 0.63% |
$4.48K - $5.32K
|
9.54K
$1.17M
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
58+ 0.35% |
$4.33K - $5.14K
|
16.6K
$2.03M
|
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
54+ 1.04% |
$4.03K - $4.78K
|
5.24K
$643K
|
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
BUY
|
- |
51New |
$3.81K - $4.52K
|
51
$6.26K
|
|
|
Feb 14, 2023
Q4 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
50New |
$3.74K - $4.43K
|
50
$6.14K
|
|
|
Jan 25, 2023
Q4 2022
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
49+ 0.78% |
$3.66K - $4.34K
|
6.33K
$777K
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
48+ 1.5% |
$3.59K - $4.25K
|
3.24K
$398K
|
|
|
Feb 09, 2023
Q4 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
48+ 1.35% |
$3.59K - $4.25K
|
3.6K
$442K
|
|
|
Jan 26, 2023
Q4 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
47+ 1.05% |
$3.51K - $4.16K
|
4.54K
$557K
|