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 09, 2023
Q4 2022
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-254- 2.82% |
$19K - $22.5K
|
8.74K
$1.07M
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
SELL
|
- |
-255- 8.07% |
$19K - $22.6K
|
2.9K
$356K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-257- 2.36% |
$19.2K - $22.8K
|
10.6K
$1.31M
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-263- 6.9% |
$19.6K - $23.3K
|
3.55K
$436K
|
|
|
Jan 23, 2023
Q4 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-275- 2.47% |
$20.5K - $24.4K
|
10.9K
$1.33M
|
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-277- 6.12% |
$20.7K - $24.5K
|
4.25K
$522K
|
|
|
Jan 24, 2023
Q4 2022
|
Lcm Capital Management Inc
|
SELL
|
- |
-278- 0.54% |
$20.8K - $24.6K
|
50.9K
$6.25M
|
|
|
Feb 09, 2023
Q4 2022
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-300- 6.52% |
$22.4K - $26.6K
|
4.3K
$528K
|
|
|
Feb 08, 2023
Q4 2022
|
Simmons Bank
|
SELL
|
- |
-321- 6.69% |
$24K - $28.4K
|
4.48K
$550K
|
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-342- 11.46% |
$25.5K - $30.3K
|
2.64K
$324K
|
|
|
Feb 07, 2023
Q4 2022
|
Garrison Asset Management, LLC
|
SELL
|
- |
-349- 1.86% |
$26.1K - $30.9K
|
18.4K
$2.26M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-353- 3.05% |
$26.4K - $31.3K
|
11.2K
$1.38M
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-364- 10.33% |
$27.2K - $32.3K
|
3.16K
$388K
|
|
|
Feb 13, 2023
Q4 2022
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-366- 0.27% |
$27.3K - $32.4K
|
136K
$16.7M
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-379- 34.45% |
$28.3K - $33.6K
|
721
$88.5K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-381- 12.63% |
$28.5K - $33.8K
|
2.64K
$324K
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-395- 1.24% |
$29.5K - $35K
|
31.5K
$3.87M
|
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-401- 11.46% |
$30K - $35.5K
|
3.1K
$381K
|
|
|
Feb 13, 2023
Q4 2022
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-424- 1.75% |
$31.7K - $37.6K
|
23.7K
$2.92M
|
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-430- 60.06% |
$32.1K - $38.1K
|
286
$35.1K
|
|
|
Jan 11, 2023
Q4 2022
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-469- 14.07% |
$35K - $41.6K
|
2.86K
$352K
|
|
|
Jan 19, 2023
Q4 2022
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-489- 16.58% |
$36.5K - $43.3K
|
2.46K
$302K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-490- 10.01% |
$36.6K - $43.4K
|
4.4K
$541K
|
|
|
Feb 14, 2023
Q4 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-498- 5.71% |
$37.2K - $44.1K
|
8.23K
$1.01M
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-511- 7.77% |
$38.2K - $45.3K
|
6.07K
$745K
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-573- 4.48% |
$42.8K - $50.8K
|
12.2K
$1.5M
|
|
|
Jan 24, 2023
Q4 2022
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-617- 18.65% |
$46.1K - $54.7K
|
2.69K
$330K
|
|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-623- 4.53% |
$46.5K - $55.2K
|
13.1K
$1.61M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-631- 3.46% |
$47.1K - $55.9K
|
17.6K
$2.16M
|
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-646- 8.48% |
$48.3K - $57.2K
|
6.97K
$856K
|
|
|
Feb 08, 2023
Q4 2022
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-646- 10.79% |
$48.3K - $57.2K
|
5.34K
$656K
|
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-659- 17.56% |
$49.2K - $58.4K
|
3.09K
$380K
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-704- 18.59% |
$52.6K - $62.4K
|
3.08K
$379K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-716- 9.15% |
$53.5K - $63.4K
|
7.11K
$873K
|
|
|
Feb 09, 2023
Q4 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-732- 11.03% |
$54.7K - $64.9K
|
5.91K
$725K
|
|
|
Feb 10, 2023
Q4 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-741- 10.48% |
$55.4K - $65.7K
|
6.33K
$777K
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-764- 2.67% |
$57.1K - $67.7K
|
27.8K
$3.42M
|
|
|
Jan 25, 2023
Q4 2022
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-776- 9.89% |
$58K - $68.8K
|
7.07K
$869K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-848- 48.74% |
$63.3K - $75.1K
|
892
$110K
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
SELL
|
- |
-983- 11.52% |
$73.4K - $87.1K
|
7.55K
$927K
|
|
|
Feb 02, 2023
Q4 2022
|
Principle Wealth Partners LLC
|
SELL
|
- |
-983- 3.44% |
$73.4K - $87.1K
|
27.6K
$3.39M
|
|
|
Feb 09, 2023
Q4 2022
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-1.03K- 36.14% |
$76.9K - $91.2K
|
1.82K
$223K
|
|
|
Jan 17, 2023
Q4 2022
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1.05K- 11.24% |
$78.2K - $92.8K
|
8.27K
$1.02M
|
|
|
Jan 25, 2023
Q4 2022
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-1.11K- 81.61% |
$82.5K - $97.9K
|
249
$30.6K
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.15K- 31.94% |
$85.8K - $102K
|
2.45K
$300K
|
|
|
Feb 10, 2023
Q4 2022
|
Allen Investment Management LLC
|
SELL
|
- |
-1.16K- 1.48% |
$86.7K - $103K
|
77.4K
$9.51M
|
|
|
Jan 17, 2023
Q4 2022
|
First Premier Bank
|
SELL
|
- |
-1.17K- 9.31% |
$87.5K - $104K
|
11.4K
$1.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Banco Santander, S.A.
|
SELL
|
- |
-1.25K- 4.42% |
$93.7K - $111K
|
27.1K
$3.33M
|
|
|
Feb 01, 2023
Q4 2022
|
Corbyn Investment Management Inc
|
SELL
|
- |
-1.28K- 32.8% |
$95.6K - $113K
|
2.62K
$322K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.3K- 85.7% |
$97.1K - $115K
|
217
$26.6K
|