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 02, 2022
Q1 2022
|
Davenport & CO LLC
|
SELL
|
- |
-280- 7.9% |
$24.4K - $28.5K
|
3.27K
$391K
|
|
|
Apr 22, 2022
Q1 2022
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-282- 2.16% |
$24.6K - $28.7K
|
12.8K
$1.53M
|
|
|
Apr 29, 2022
Q1 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-287Closed |
$25K - $29.2K
|
0
$0
|
|
|
May 27, 2022
Q1 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-295Closed |
$25.7K - $30K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Graypoint LLC
|
SELL
|
- |
-296- 8.09% |
$25.8K - $30.1K
|
3.36K
$403K
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-311- 11.7% |
$27.1K - $31.6K
|
2.35K
$281K
|
|
|
May 05, 2022
Q1 2022
|
James Hambro & Partners
|
SELL
|
- |
-318- 1.86% |
$27.7K - $32.4K
|
16.8K
$2.01M
|
|
|
May 06, 2022
Q1 2022
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-323- 9.21% |
$28.2K - $32.9K
|
3.18K
$382K
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-334Closed |
$29.1K - $34K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-337- 3.93% |
$29.4K - $34.3K
|
8.23K
$987K
|
|
|
May 16, 2022
Q1 2022
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-341- 3.5% |
$29.8K - $34.7K
|
9.39K
$1.13M
|
|
|
May 12, 2022
Q1 2022
|
Principle Wealth Partners LLC
|
SELL
|
- |
-345- 1.17% |
$30.1K - $35.1K
|
29.2K
$3.5M
|
|
|
May 20, 2022
Q1 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-356- 7.52% |
$31.1K - $36.2K
|
4.38K
$525K
|
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
SELL
|
- |
-365- 4.85% |
$31.8K - $37.1K
|
7.16K
$858K
|
|
|
May 02, 2022
Q1 2022
|
Sheets Smith Wealth Management
|
SELL
|
- |
-369- 12.53% |
$32.2K - $37.5K
|
2.58K
$309K
|
|
|
Apr 26, 2022
Q1 2022
|
Northstar Asset Management LLC
|
SELL
|
- |
-391- 0.96% |
$34.1K - $39.8K
|
40.5K
$4.85M
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-394Closed |
$34.4K - $40.1K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-401- 81.67% |
$35K - $40.8K
|
90
$10.8K
|
|
|
May 05, 2022
Q1 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-404- 13.85% |
$35.3K - $41.1K
|
2.51K
$301K
|
|
|
Apr 18, 2022
Q1 2022
|
Harrison & CO Wealth Management, LLC
|
SELL
|
- |
-425- 2.92% |
$37.1K - $43.2K
|
14.1K
$1.69M
|
|
|
May 06, 2022
Q1 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-425- 9.86% |
$37.1K - $43.2K
|
3.89K
$466K
|
|
|
May 03, 2022
Q1 2022
|
Venture Visionary Partners LLC
|
SELL
|
- |
-443- 6.49% |
$38.7K - $45.1K
|
6.39K
$765K
|
|
|
May 02, 2022
Q1 2022
|
Clear Investment Research, LLC
|
SELL
|
- |
-461Closed |
$40.2K - $46.9K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Edge Wealth Management LLC
|
SELL
|
- |
-465Closed |
$40.6K - $47.3K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-475- 10.64% |
$41.4K - $48.3K
|
3.99K
$478K
|
|
|
May 12, 2022
Q1 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-481- 0.88% |
$42K - $48.9K
|
53.9K
$6.46M
|
|
|
Apr 26, 2022
Q1 2022
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-482- 9.84% |
$42.1K - $49K
|
4.42K
$529K
|
|
|
Apr 25, 2022
Q1 2022
|
Norwood Financial Corp
|
SELL
|
- |
-495- 8.55% |
$43.2K - $50.4K
|
5.3K
$635K
|
|
|
Apr 26, 2022
Q1 2022
|
Activest Wealth Management
|
SELL
|
- |
-510Closed |
$44.5K - $51.9K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-511- 1.0% |
$44.6K - $52K
|
50.4K
$6.04M
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-517- 4.38% |
$45.1K - $52.6K
|
11.3K
$1.35M
|
|
|
Apr 07, 2022
Q1 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-575Closed |
$50.2K - $58.5K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-580- 9.07% |
$50.6K - $59K
|
5.82K
$697K
|
|
|
Apr 13, 2022
Q1 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-581- 14.59% |
$50.7K - $59.1K
|
3.4K
$408K
|
|
|
May 03, 2022
Q1 2022
|
Corbyn Investment Management Inc
|
SELL
|
- |
-597- 12.36% |
$52.1K - $60.7K
|
4.23K
$507K
|
|
|
May 02, 2022
Q1 2022
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-606- 6.37% |
$52.9K - $61.7K
|
8.91K
$1.07M
|
|
|
May 16, 2022
Q1 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-608- 9.32% |
$53.1K - $61.9K
|
5.92K
$709K
|
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-611Closed |
$53.3K - $62.2K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-616- 3.59% |
$53.8K - $62.7K
|
16.6K
$1.99M
|
|
|
Apr 18, 2022
Q1 2022
|
Sol Capital Management CO
|
SELL
|
- |
-750- 1.31% |
$65.4K - $76.3K
|
56.3K
$6.75M
|
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-759- 8.51% |
$66.2K - $77.2K
|
8.16K
$978K
|
|
|
May 02, 2022
Q1 2022
|
Courier Capital LLC
|
SELL
|
- |
-800- 19.09% |
$69.8K - $81.4K
|
3.39K
$406K
|
|
|
May 02, 2022
Q1 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-805- 37.13% |
$70.2K - $81.9K
|
1.36K
$163K
|
|
|
Apr 18, 2022
Q1 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-859- 10.32% |
$75K - $87.4K
|
7.46K
$894K
|
|
|
May 10, 2022
Q1 2022
|
Mai Capital Management
|
SELL
|
- |
-883- 7.16% |
$77.1K - $89.8K
|
11.4K
$1.37M
|
|
|
May 12, 2022
Q1 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-914- 0.48% |
$79.8K - $93K
|
188K
$22.6M
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-990- 36.87% |
$86.4K - $101K
|
1.7K
$203K
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.02KClosed |
$88.7K - $103K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Aspiriant, LLC
|
SELL
|
- |
-1.06K- 21.52% |
$92.1K - $107K
|
3.85K
$461K
|
|
|
May 09, 2022
Q1 2022
|
Brown Advisory Inc
|
SELL
|
- |
-1.06K- 16.9% |
$92.3K - $108K
|
5.2K
$624K
|