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 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.32K- 10.84% |
$98.7K - $117K
|
10.9K
$1.33M
|
|
|
Feb 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.33K- 4.25% |
$99.1K - $117K
|
29.9K
$3.67M
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.35K- 19.47% |
$101K - $119K
|
5.57K
$684K
|
|
|
Mar 24, 2023
Q4 2022
|
Ratio Wealth Group
Denver, CO |
SELL
|
- |
-1.39K- 1.33% |
$104K - $124K
|
104K
$12.7M
|
|
|
Jan 11, 2023
Q4 2022
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-1.62K- 1.17% |
$121K - $143K
|
136K
$16.7M
|
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-1.63K- 4.25% |
$121K - $144K
|
36.6K
$4.5M
|
|
|
Jan 11, 2023
Q4 2022
|
City State Bank
Norwalk, IA |
SELL
|
- |
-1.7K- 5.0% |
$127K - $150K
|
32.2K
$3.95M
|
|
|
Feb 09, 2023
Q4 2022
|
Dagco, Inc.
|
SELL
|
- |
-1.73K- 10.86% |
$130K - $154K
|
14.2K
$1.75M
|
|
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-1.74K- 5.98% |
$130K - $154K
|
27.3K
$3.36M
|
|
|
Feb 07, 2023
Q4 2022
|
Cutler Group LP
|
SELL
|
- |
-1.8K- 45.48% |
$134K - $159K
|
2.16K
$265K
|
|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.9K- 6.41% |
$142K - $168K
|
27.7K
$3.41M
|
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.9K- 12.55% |
$142K - $168K
|
13.3K
$1.63M
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.93K- 8.89% |
$144K - $171K
|
19.8K
$2.43M
|
|
|
Jan 11, 2023
Q4 2022
|
Collective Family Office LLC
|
SELL
|
- |
-2K- 43.01% |
$149K - $177K
|
2.65K
$325K
|
|
|
Feb 14, 2023
Q4 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-2.1K- 4.36% |
$157K - $186K
|
46.1K
$5.66M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.14K- 6.94% |
$160K - $190K
|
28.7K
$3.52M
|
|
|
Feb 10, 2023
Q4 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-2.17K- 13.73% |
$162K - $192K
|
13.6K
$1.67M
|
|
|
Sep 07, 2023
Q4 2022
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-2.2K- 11.53% |
$164K - $195K
|
16.9K
$2.07M
|
|
|
Feb 10, 2023
Q4 2022
|
Cavalier Investments, LLC
|
SELL
|
- |
-2.47K- 4.99% |
$184K - $219K
|
46.9K
$5.76M
|
|
|
Feb 14, 2023
Q4 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-3.35K- 10.33% |
$250K - $296K
|
29K
$3.56M
|
|
|
Feb 10, 2023
Q4 2022
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-3.41K- 0.67% |
$255K - $302K
|
507K
$62.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-3.48K- 47.36% |
$260K - $308K
|
3.86K
$474K
|
|
|
Jun 25, 2024
Q4 2022
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-3.49K- 30.28% |
$260K - $309K
|
8.03K
$986K
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-4.22K- 1.62% |
$315K - $374K
|
256K
$31.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.28K- 4.39% |
$319K - $379K
|
93.1K
$11.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-4.32K- 15.61% |
$323K - $383K
|
23.3K
$2.87M
|
|
|
Feb 09, 2023
Q4 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-4.36K- 35.84% |
$325K - $386K
|
7.8K
$958K
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-4.4K- 39.46% |
$329K - $390K
|
6.76K
$830K
|
|
|
Feb 14, 2023
Q4 2022
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-4.41K- 57.75% |
$329K - $390K
|
3.22K
$396K
|
|
|
Jun 13, 2023
Q4 2022
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-4.56K- 7.6% |
$341K - $404K
|
55.4K
$6.81M
|
|
|
Feb 13, 2023
Q4 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-4.8K- 93.29% |
$359K - $425K
|
345
$42.4K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-5.05K- 3.01% |
$377K - $448K
|
163K
$20M
|
|
|
Feb 14, 2023
Q4 2022
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-5.56K- 59.42% |
$416K - $493K
|
3.8K
$467K
|
|
|
Feb 14, 2023
Q4 2022
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-5.72K- 6.43% |
$427K - $506K
|
83.1K
$10.2M
|
|
|
Feb 02, 2023
Q4 2022
|
Bailard, Inc.
|
SELL
|
- |
-5.8K- 33.54% |
$433K - $514K
|
11.5K
$1.41M
|
|
|
Jan 13, 2023
Q4 2022
|
Joule Financial, LLC
|
SELL
|
- |
-5.87K- 7.05% |
$438K - $520K
|
77.3K
$9.5M
|
|
|
Feb 06, 2023
Q4 2022
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-6.31K- 3.3% |
$472K - $559K
|
185K
$22.7M
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-6.55K- 63.09% |
$489K - $580K
|
3.83K
$471K
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-7.01K- 6.42% |
$523K - $621K
|
102K
$12.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-7.01K- 25.5% |
$524K - $621K
|
20.5K
$2.52M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-7.39K- 2.27% |
$552K - $654K
|
318K
$39M
|
|
|
Jan 24, 2023
Q4 2022
|
Milestone Advisory Partners
|
SELL
|
- |
-7.41K- 69.48% |
$554K - $657K
|
3.26K
$400K
|
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-7.84K- 6.49% |
$586K - $695K
|
113K
$13.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-8.12K- 5.94% |
$607K - $720K
|
129K
$15.8M
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-8.92K- 64.53% |
$666K - $790K
|
4.9K
$602K
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
SELL
|
- |
-9.71K- 45.94% |
$725K - $860K
|
11.4K
$1.4M
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-10.7K- 39.65% |
$798K - $947K
|
16.3K
$2M
|
|
|
Jan 24, 2023
Q4 2022
|
Caliber Wealth Management, LLC
|
SELL
|
- |
-10.8K- 34.1% |
$808K - $958K
|
20.9K
$2.57M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-10.9K- 2.97% |
$816K - $968K
|
357K
$43.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-11.5K- 6.57% |
$860K - $1.02M
|
164K
$20.1M
|