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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.06% |
$74.7 - $88.6
|
1.78K
$218K
|
|
|
Feb 06, 2023
Q4 2022
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1+ 1.18% |
$74.7 - $88.6
|
86
$10.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
1+ 0.03% |
$74.7 - $88.6
|
3.97K
$488K
|
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-1- 1.52% |
$74.7 - $88.6
|
65
$7.98K
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 1.96% |
$74.7 - $88.6
|
50
$6.14K
|
|
|
Feb 14, 2023
Q4 2022
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-2- 0.06% |
$149 - $177
|
3.19K
$392K
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-3- 0.94% |
$224 - $266
|
317
$38.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-3- 0.05% |
$224 - $266
|
6.44K
$790K
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-7- 0.97% |
$523 - $620
|
714
$87.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-13- 0.16% |
$971 - $1.15K
|
8.15K
$1M
|
|
|
Jan 30, 2023
Q4 2022
|
James Investment Research Inc
|
SELL
|
- |
-14- 9.03% |
$1.05K - $1.24K
|
141
$17.3K
|
|
|
Feb 02, 2023
Q4 2022
|
Costello Asset Management, Inc
|
SELL
|
- |
-18- 8.57% |
$1.34K - $1.59K
|
192
$23.6K
|
|
|
Jan 11, 2023
Q4 2022
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-18- 0.05% |
$1.34K - $1.59K
|
36.9K
$4.53M
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
SELL
|
- |
-28- 47.46% |
$2.09K - $2.48K
|
31
$3.81K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-30- 0.52% |
$2.24K - $2.66K
|
5.79K
$710K
|
|
|
Jan 26, 2023
Q4 2022
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-33- 0.35% |
$2.47K - $2.92K
|
9.31K
$1.14M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-34- 1.23% |
$2.54K - $3.01K
|
2.74K
$336K
|
|
|
Jan 13, 2023
Q4 2022
|
Norwood Financial Corp
|
SELL
|
- |
-35- 0.66% |
$2.61K - $3.1K
|
5.26K
$646K
|
|
|
Jan 27, 2023
Q4 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-36- 0.21% |
$2.69K - $3.19K
|
16.8K
$2.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-50- 1.47% |
$3.74K - $4.43K
|
3.36K
$412K
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-54- 0.34% |
$4.03K - $4.78K
|
15.6K
$1.92M
|
|
|
Feb 06, 2023
Q4 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-62- 1.0% |
$4.63K - $5.49K
|
6.16K
$757K
|
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-75- 1.41% |
$5.6K - $6.65K
|
5.23K
$642K
|
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-83- 1.91% |
$6.2K - $7.35K
|
4.26K
$523K
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-83- 0.99% |
$6.2K - $7.35K
|
8.31K
$1.02M
|
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-83- 1.91% |
$6.2K - $7.35K
|
4.26K
$523K
|
|
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
SELL
|
- |
-108- 0.78% |
$8.07K - $9.57K
|
13.8K
$1.7M
|
|
|
Jan 09, 2023
Q4 2022
|
Wedmont Private Capital
|
SELL
|
- |
-124- 3.22% |
$9.26K - $11K
|
3.73K
$458K
|
|
|
Jan 27, 2023
Q4 2022
|
Northstar Asset Management LLC
|
SELL
|
- |
-125- 0.31% |
$9.34K - $11.1K
|
39.7K
$4.87M
|
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-127- 10.1% |
$9.49K - $11.3K
|
1.13K
$139K
|
|
|
Jan 30, 2023
Q4 2022
|
Tru Independence LLC
|
SELL
|
- |
-129- 1.69% |
$9.64K - $11.4K
|
7.52K
$924K
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-133- 1.79% |
$9.94K - $11.8K
|
7.31K
$897K
|
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-134- 4.82% |
$10K - $11.9K
|
2.65K
$325K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-138- 17.16% |
$10.3K - $12.2K
|
666
$81.8K
|
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-140- 3.44% |
$10.5K - $12.4K
|
3.93K
$482K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-143- 3.51% |
$10.7K - $12.7K
|
3.94K
$483K
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-161- 4.17% |
$12K - $14.3K
|
3.7K
$454K
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-162- 0.68% |
$12.1K - $14.4K
|
23.5K
$2.89M
|
|
|
Feb 09, 2023
Q4 2022
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-171- 2.24% |
$12.8K - $15.2K
|
7.48K
$918K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-183- 4.83% |
$13.7K - $16.2K
|
3.61K
$443K
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-186- 28.1% |
$13.9K - $16.5K
|
476
$58.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-190- 0.2% |
$14.2K - $16.8K
|
95.7K
$11.8M
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-200- 18.85% |
$14.9K - $17.7K
|
861
$106K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
SELL
|
- |
-202- 67.11% |
$15.1K - $17.9K
|
99
$12.2K
|
|
|
Jan 19, 2023
Q4 2022
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-202- 4.25% |
$15.1K - $17.9K
|
4.55K
$559K
|
|
|
Feb 01, 2023
Q4 2022
|
Marshall Financial Group LLC
|
SELL
|
- |
-203- 5.09% |
$15.2K - $18K
|
3.78K
$465K
|
|
|
Feb 13, 2023
Q4 2022
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-215- 7.52% |
$16.1K - $19K
|
2.65K
$325K
|
|
|
Jan 11, 2023
Q4 2022
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-218- 6.19% |
$16.3K - $19.3K
|
3.3K
$406K
|
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-222- 1.44% |
$16.6K - $19.7K
|
15.2K
$1.86M
|
|
|
Feb 10, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-238- 7.72% |
$17.8K - $21.1K
|
2.85K
$349K
|