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 26, 2023
Q4 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
47+ 1.05% |
$3.51K - $4.16K
|
4.54K
$541K
|
|
|
Feb 16, 2023
Q4 2022
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
45+ 1.39% |
$3.36K - $3.99K
|
3.28K
$391K
|
|
|
Jan 26, 2023
Q4 2022
|
Econ Financial Services Corp
|
BUY
|
- |
42+ 0.99% |
$3.14K - $3.72K
|
4.29K
$512K
|
|
|
Feb 14, 2023
Q4 2022
|
Davis R M Inc
Portland, ME |
BUY
|
- |
40+ 1.38% |
$2.99K - $3.54K
|
2.95K
$352K
|
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
39+ 1.42% |
$2.91K - $3.46K
|
2.78K
$332K
|
|
|
Feb 14, 2023
Q4 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
39+ 1.17% |
$2.91K - $3.46K
|
3.37K
$402K
|
|
|
Feb 10, 2023
Q4 2022
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
36+ 0.88% |
$2.69K - $3.19K
|
4.12K
$491K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
34+ 0.3% |
$2.54K - $3.01K
|
11.2K
$1.33M
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
32+ 0.99% |
$2.39K - $2.84K
|
3.28K
$391K
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
32+ 0.33% |
$2.39K - $2.84K
|
9.69K
$1.16M
|
|
|
Jan 23, 2023
Q4 2022
|
Red Door Wealth Management, LLC
|
BUY
|
- |
30+ 1.04% |
$2.24K - $2.66K
|
2.93K
$349K
|
|
|
Feb 09, 2023
Q4 2022
|
Capital Square, LLC
|
BUY
|
- |
26+ 0.82% |
$1.94K - $2.3K
|
3.21K
$383K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
26+ 0.85% |
$1.94K - $2.3K
|
3.09K
$368K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
26+ 2.39% |
$1.94K - $2.3K
|
1.11K
$133K
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
25+ 0.88% |
$1.87K - $2.22K
|
2.85K
$340K
|
|
|
Feb 13, 2023
Q4 2022
|
Stevard, LLC
Chicago, IL |
BUY
|
- |
25+ 0.37% |
$1.87K - $2.22K
|
6.78K
$809K
|
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
24+ 0.86% |
$1.79K - $2.13K
|
2.82K
$336K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
24+ 0.31% |
$1.79K - $2.13K
|
7.8K
$930K
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
23+ 0.01% |
$1.72K - $2.04K
|
173K
$20.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Redwood Financial Network Corp
|
BUY
|
- |
23+ 0.43% |
$1.72K - $2.04K
|
5.33K
$635K
|
|
|
Jan 25, 2023
Q4 2022
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
22+ 0.45% |
$1.64K - $1.95K
|
4.88K
$582K
|
|
|
Jan 10, 2023
Q4 2022
|
Tl Private Wealth
|
BUY
|
- |
21+ 0.58% |
$1.57K - $1.86K
|
3.64K
$434K
|
|
|
Jan 09, 2023
Q4 2022
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
19+ 0.11% |
$1.42K - $1.68K
|
17K
$2.03M
|
|
|
Feb 06, 2023
Q4 2022
|
Compass Financial Advisors LLC
|
BUY
|
- |
16+ 0.32% |
$1.2K - $1.42K
|
5.03K
$600K
|
|
|
Feb 07, 2023
Q4 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
15+ 0.44% |
$1.12K - $1.33K
|
3.39K
$404K
|
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
15+ 0.3% |
$1.12K - $1.33K
|
4.98K
$594K
|
|
|
Feb 14, 2023
Q4 2022
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
14+ 0.23% |
$1.05K - $1.24K
|
6.16K
$734K
|
|
|
Dec 06, 2023
Q4 2022
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
13New |
$971 - $1.15K
|
13
$1.55K
|
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
12New |
$896 - $1.06K
|
12
$1.43K
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
11+ 0.03% |
$822 - $975
|
39.1K
$4.66M
|
|
|
Feb 06, 2023
Q4 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
10+ 3.41% |
$747 - $886
|
303
$36.1K
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
9+ 1.75% |
$672 - $797
|
524
$62.5K
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
BUY
|
- |
9+ 0.3% |
$672 - $797
|
3.03K
$361K
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
8+ 0.21% |
$598 - $709
|
3.77K
$450K
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
7+ 0.96% |
$523 - $620
|
737
$87.9K
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
7+ 0.14% |
$523 - $620
|
4.87K
$580K
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
6+ 0.02% |
$448 - $532
|
34.3K
$4.09M
|
|
|
Jan 24, 2023
Q4 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
6New |
$448 - $532
|
6
$716
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
5+ 1.31% |
$374 - $443
|
386
$46K
|
|
|
Feb 02, 2023
Q4 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
4+ 0.13% |
$299 - $354
|
3.09K
$369K
|
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
4+ 1.38% |
$299 - $354
|
294
$35.1K
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
3+ 1.75% |
$224 - $266
|
174
$20.8K
|
|
|
Feb 03, 2023
Q4 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
3+ 0.07% |
$224 - $266
|
4.46K
$532K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
3+ 1.8% |
$224 - $266
|
170
$20.3K
|
|
|
Feb 09, 2023
Q4 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
3+ 0.05% |
$224 - $266
|
6.39K
$762K
|
|
|
Jan 25, 2023
Q4 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
3+ 0.02% |
$224 - $266
|
13.9K
$1.66M
|
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 1.95% |
$224 - $266
|
157
$18.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
2+ 1.32% |
$149 - $177
|
153
$18.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
2+ 0.16% |
$149 - $177
|
1.22K
$145K
|
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
1+ 0.05% |
$74.7 - $88.6
|
1.97K
$235K
|