Purchases and Sales Made in Q1 2022 in Vanguard Financial ETF (VFH)
This table provides information about the institutional ownership of Vanguard Financial ETF (VFH) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2022
Q1 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
32+ 3.15% |
$2.79K - $3.26K
|
1.05K
$126K
|
|
|
May 18, 2022
Q1 2022
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
30+ 0.05% |
$2.62K - $3.05K
|
56.6K
$6.78M
|
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
BUY
|
- |
28+ 5.83% |
$2.44K - $2.85K
|
508
$60.9K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
24+ 0.54% |
$2.09K - $2.44K
|
4.5K
$539K
|
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
23+ 0.65% |
$2.01K - $2.34K
|
3.55K
$426K
|
|
|
May 09, 2022
Q1 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
23+ 0.69% |
$2.01K - $2.34K
|
3.38K
$405K
|
|
|
Apr 26, 2022
Q1 2022
|
Costello Asset Management, Inc
|
BUY
|
- |
18New |
$1.57K - $1.83K
|
18
$2.16K
|
|
|
May 10, 2022
Q1 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
18+ 0.15% |
$1.57K - $1.83K
|
12.1K
$1.45M
|
|
|
May 12, 2022
Q1 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
15+ 0.38% |
$1.31K - $1.53K
|
3.95K
$474K
|
|
|
May 06, 2022
Q1 2022
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
14+ 0.44% |
$1.22K - $1.42K
|
3.21K
$385K
|
|
|
May 02, 2022
Q1 2022
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
13+ 0.16% |
$1.13K - $1.32K
|
7.99K
$958K
|
|
|
Apr 21, 2022
Q1 2022
|
Simmons Bank
|
BUY
|
- |
13+ 0.27% |
$1.13K - $1.32K
|
4.79K
$574K
|
|
|
Apr 06, 2022
Q1 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
11+ 0.4% |
$960 - $1.12K
|
2.78K
$333K
|
|
|
Apr 19, 2022
Q1 2022
|
Secure Asset Management, LLC
|
BUY
|
- |
11+ 0.37% |
$960 - $1.12K
|
2.95K
$354K
|
|
|
May 09, 2022
Q1 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
8+ 0.25% |
$698 - $814
|
3.25K
$390K
|
|
|
May 16, 2022
Q1 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
7+ 0.12% |
$611 - $712
|
5.85K
$701K
|
|
|
May 13, 2022
Q1 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
7+ 0.07% |
$611 - $712
|
9.64K
$1.16M
|
|
|
Apr 18, 2022
Q1 2022
|
Hollencrest Capital Management
|
BUY
|
- |
6+ 0.25% |
$524 - $611
|
2.45K
$293K
|
|
|
May 10, 2022
Q1 2022
|
Marshall Financial Group LLC
|
BUY
|
- |
6+ 0.16% |
$524 - $611
|
3.8K
$456K
|
|
|
May 13, 2022
Q1 2022
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
4+ 0.06% |
$349 - $407
|
6.26K
$750K
|
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
3+ 0.08% |
$262 - $305
|
3.73K
$447K
|
|
|
May 04, 2022
Q1 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
2+ 0.06% |
$175 - $204
|
3.61K
$432K
|
|
|
May 13, 2022
Q1 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
2+ 0.08% |
$175 - $204
|
2.5K
$300K
|
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
2+ 0.09% |
$175 - $204
|
2.19K
$262K
|
|
|
May 13, 2022
Q1 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2+ 0.06% |
$175 - $204
|
3.17K
$379K
|
|
|
May 12, 2022
Q1 2022
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1+ 0.68% |
$87.3 - $102
|
147
$17.6K
|
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 0.38% |
$87.3 - $102
|
267
$32K
|
|
|
May 03, 2022
Q1 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.59% |
$87.3 - $102
|
171
$20.5K
|
|
|
May 05, 2022
Q1 2022
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
1+ 0.52% |
$87.3 - $102
|
192
$23K
|
|
|
May 13, 2022
Q1 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
1+ 25.0% |
$87.3 - $102
|
5
$599
|
|
|
Apr 20, 2022
Q1 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1+ 0.02% |
$87.3 - $102
|
4.58K
$548K
|
|
|
May 13, 2022
Q1 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
1+ 0.01% |
$87.3 - $102
|
7.99K
$958K
|
|
|
Apr 22, 2022
Q1 2022
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.65% |
$87.3 - $102
|
154
$18.5K
|
|
|
May 12, 2022
Q1 2022
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-2- 0.03% |
$175 - $204
|
5.82K
$698K
|
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-3- 27.27% |
$262 - $305
|
8
$959
|
|
|
Apr 19, 2022
Q1 2022
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-5- 0.01% |
$436 - $509
|
37.1K
$4.45M
|
|
|
May 11, 2022
Q1 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-6- 0.26% |
$524 - $611
|
2.33K
$280K
|
|
|
May 05, 2022
Q1 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-11- 19.3% |
$960 - $1.12K
|
46
$5.51K
|
|
|
May 06, 2022
Q1 2022
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-11- 1.31% |
$960 - $1.12K
|
828
$99.2K
|
|
|
May 13, 2022
Q1 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-11- 15.49% |
$960 - $1.12K
|
60
$7.19K
|
|
|
May 13, 2022
Q1 2022
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-14- 0.35% |
$1.22K - $1.42K
|
3.97K
$476K
|
|
|
May 06, 2022
Q1 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-19- 1.06% |
$1.66K - $1.93K
|
1.78K
$213K
|
|
|
May 16, 2022
Q1 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-21- 18.26% |
$1.83K - $2.14K
|
94
$11.3K
|
|
|
Apr 29, 2022
Q1 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-23- 22.33% |
$2.01K - $2.34K
|
80
$9.59K
|
|
|
Apr 25, 2022
Q1 2022
|
Wp Advisors, LLC
|
SELL
|
- |
-25- 0.42% |
$2.18K - $2.54K
|
5.93K
$711K
|
|
|
May 05, 2022
Q1 2022
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-27- 0.32% |
$2.36K - $2.75K
|
8.4K
$1.01M
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-27Closed |
$2.36K - $2.75K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Corbenic Partners LLC
|
SELL
|
- |
-33Closed |
$2.88K - $3.36K
|
0
$0
|
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
SELL
|
- |
-34Closed |
$2.97K - $3.46K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-40- 6.17% |
$3.49K - $4.07K
|
608
$72.9K
|