Purchases and Sales Made in Q3 2021 in Vanguard Financial ETF (VFH)
This table provides information about the institutional ownership of Vanguard Financial ETF (VFH) during Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7.93MNew |
$684M - $762M
|
7.93M
$915M
|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.36MNew |
$290M - $323M
|
3.36M
$388M
|
|
Nov 12, 2021
Q3 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.71MNew |
$148M - $165M
|
1.71M
$198M
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
670KNew |
$57.8M - $64.3M
|
670K
$77.3M
|
|
Oct 18, 2021
Q3 2021
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
372KNew |
$32.2M - $35.8M
|
372K
$43M
|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
284KNew |
$24.5M - $27.3M
|
284K
$32.8M
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
199K+ 1108.5% |
$17.2M - $19.2M
|
217K
$25.1M
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
187K+ 6.91% |
$16.2M - $18M
|
2.9M
$335M
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
175K+ 9.13% |
$15.1M - $16.8M
|
2.09M
$241M
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
111K+ 10.16% |
$9.62M - $10.7M
|
1.21M
$139M
|
|
Nov 15, 2021
Q3 2021
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
98.2KNew |
$8.48M - $9.44M
|
98.2K
$11.3M
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
69.8K+ 2210.86% |
$6.03M - $6.71M
|
73K
$8.43M
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
61.1K+ 10.41% |
$5.27M - $5.87M
|
648K
$74.8M
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
55.4K+ 2.22% |
$4.78M - $5.32M
|
2.55M
$295M
|
|
Nov 30, 2021
Q3 2021
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
48.6KNew |
$4.19M - $4.67M
|
48.6K
$5.61M
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
47.9K+ 9.22% |
$4.14M - $4.6M
|
568K
$65.5M
|
|
Nov 12, 2021
Q3 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
37.3KNew |
$3.22M - $3.59M
|
37.3K
$4.31M
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
32.7KNew |
$2.83M - $3.15M
|
32.7K
$3.78M
|
|
Nov 15, 2021
Q3 2021
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
28.3K+ 51.93% |
$2.45M - $2.72M
|
82.9K
$9.58M
|
|
Nov 12, 2021
Q3 2021
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
27K+ 25.25% |
$2.33M - $2.59M
|
134K
$15.5M
|
|
Nov 12, 2021
Q3 2021
|
Quaker Wealth Management, LLC
|
BUY
|
- |
24.6K+ 164.85% |
$2.13M - $2.37M
|
39.6K
$4.57M
|
|
Nov 15, 2021
Q3 2021
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
23.3K+ 23.55% |
$2.01M - $2.24M
|
122K
$14.1M
|
|
Nov 04, 2021
Q3 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
21.3KNew |
$1.84M - $2.04M
|
21.3K
$2.46M
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
21.1K+ 5.97% |
$1.82M - $2.03M
|
375K
$43.3M
|
|
Oct 27, 2021
Q3 2021
|
B&D White Capital Company, LLC
|
BUY
|
- |
18.7K+ 70.32% |
$1.62M - $1.8M
|
45.4K
$5.24M
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
17.9K+ 13.01% |
$1.55M - $1.72M
|
156K
$18M
|
|
Nov 16, 2021
Q3 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
17.4K+ 12.82% |
$1.5M - $1.67M
|
153K
$17.7M
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
16.6K+ 14.69% |
$1.44M - $1.6M
|
130K
$15M
|
|
Nov 12, 2021
Q3 2021
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
15K+ 4.35% |
$1.3M - $1.45M
|
361K
$41.7M
|
|
Oct 13, 2021
Q3 2021
|
Beacon Capital Management, Inc.
|
BUY
|
- |
13.8K+ 0.58% |
$1.19M - $1.33M
|
2.39M
$276M
|
|
Oct 28, 2021
Q3 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
12.8K+ 27.95% |
$1.11M - $1.23M
|
58.8K
$6.79M
|
|
Nov 15, 2021
Q3 2021
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
12.6KNew |
$1.09M - $1.21M
|
12.6K
$1.45M
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12.3K+ 80.67% |
$1.06M - $1.18M
|
27.6K
$3.19M
|
|
Nov 03, 2021
Q3 2021
|
Tap Consulting, LLC
|
BUY
|
- |
12.2K+ 10.67% |
$1.05M - $1.17M
|
127K
$14.6M
|
|
Oct 25, 2021
Q3 2021
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
11.5KNew |
$995K - $1.11M
|
11.5K
$1.33M
|
|
Oct 13, 2021
Q3 2021
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
11.3KNew |
$973K - $1.08M
|
11.3K
$1.3M
|
|
Nov 12, 2021
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
11.1K+ 200.36% |
$960K - $1.07M
|
16.7K
$1.93M
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
10.9K+ 30.79% |
$940K - $1.05M
|
46.3K
$5.34M
|
|
Nov 03, 2021
Q3 2021
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
10.7K+ 19.0% |
$925K - $1.03M
|
67.2K
$7.75M
|
|
Dec 13, 2021
Q3 2021
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
10.5KNew |
$908K - $1.01M
|
10.5K
$1.21M
|
|
Nov 04, 2021
Q3 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
10.4KNew |
$898K - $1M
|
10.4K
$1.2M
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10.2K+ 29.96% |
$883K - $983K
|
44.4K
$5.12M
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
9.97K+ 4.19% |
$861K - $958K
|
248K
$28.6M
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
9.59K+ 31.69% |
$827K - $921K
|
39.8K
$4.6M
|
|
Nov 15, 2021
Q3 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
9.55K+ 183.62% |
$825K - $918K
|
14.8K
$1.7M
|
|
Nov 12, 2021
Q3 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
9.36K+ 16.1% |
$808K - $899K
|
67.5K
$7.79M
|
|
Oct 14, 2021
Q3 2021
|
Aprio Wealth Management, LLC
|
BUY
|
- |
8.99K+ 10.68% |
$776K - $863K
|
93.1K
$10.8M
|
|
Nov 12, 2021
Q3 2021
|
Tru Independence LLC
|
BUY
|
- |
8.85KNew |
$764K - $851K
|
8.85K
$1.02M
|
|
Nov 04, 2021
Q3 2021
|
Prw Wealth Management LLC
|
BUY
|
- |
8.83KNew |
$762K - $848K
|
8.83K
$1.02M
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.91K+ 2.25% |
$683K - $760K
|
360K
$41.5M
|