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
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
2KNew |
$173K - $192K
|
2K
$249K
|
|
|
Nov 02, 2021
Q3 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
2KNew |
$173K - $192K
|
2K
$249K
|
|
|
Oct 26, 2021
Q3 2021
|
Exane Derivatives
|
BUY
|
- |
1.93KNew |
$166K - $185K
|
1.93K
$240K
|
|
|
Nov 12, 2021
Q3 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.85K+ 590.45% |
$160K - $178K
|
2.17K
$270K
|
|
|
Oct 25, 2021
Q3 2021
|
Krilogy Financial LLC
|
BUY
|
- |
1.82K+ 10.78% |
$157K - $175K
|
18.7K
$2.33M
|
|
|
Jan 03, 2023
Q3 2021
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
1.76K+ 8.51% |
$152K - $169K
|
22.5K
$2.79M
|
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.73K+ 15.56% |
$149K - $166K
|
12.8K
$1.6M
|
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
1.69K+ 3.27% |
$146K - $162K
|
53.4K
$6.65M
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
1.64K+ 8.46% |
$141K - $157K
|
21K
$2.61M
|
|
|
Nov 08, 2021
Q3 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.62K+ 0.86% |
$140K - $156K
|
190K
$23.7M
|
|
|
Nov 12, 2021
Q3 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
1.51K+ 34.42% |
$131K - $145K
|
5.91K
$735K
|
|
|
Nov 09, 2021
Q3 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.49K+ 734.48% |
$129K - $143K
|
1.69K
$211K
|
|
|
Nov 15, 2021
Q3 2021
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.48K+ 12.09% |
$128K - $143K
|
13.8K
$1.71M
|
|
|
Nov 15, 2021
Q3 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.41K+ 42.47% |
$122K - $135K
|
4.73K
$589K
|
|
|
Nov 12, 2021
Q3 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.36K+ 1.43% |
$117K - $130K
|
96K
$11.9M
|
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1.35K+ 32.89% |
$117K - $130K
|
5.46K
$679K
|
|
|
Nov 15, 2021
Q3 2021
|
Bailard, Inc.
|
BUY
|
- |
1.32K+ 22.36% |
$114K - $126K
|
7.2K
$895K
|
|
|
Nov 10, 2021
Q3 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
1.31K+ 6.27% |
$113K - $126K
|
22.3K
$2.77M
|
|
|
Nov 12, 2021
Q3 2021
|
Hamilton Wealth, LLC
|
BUY
|
- |
1.28K+ 0.98% |
$110K - $123K
|
132K
$16.5M
|
|
|
Nov 10, 2021
Q3 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.26K+ 10.09% |
$109K - $121K
|
13.8K
$1.71M
|
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.22K+ 6.7% |
$106K - $118K
|
19.5K
$2.42M
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.2K+ 42.8% |
$104K - $116K
|
4.01K
$499K
|
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.16K+ 0.6% |
$100K - $112K
|
194K
$24.1M
|
|
|
Oct 29, 2021
Q3 2021
|
Northstar Asset Management LLC
|
BUY
|
- |
1.1K+ 2.83% |
$95K - $106K
|
39.9K
$4.97M
|
|
|
Nov 05, 2021
Q3 2021
|
Calton & Associates, Inc.
|
BUY
|
- |
1.02K+ 1.83% |
$88.2K - $98.2K
|
56.8K
$7.07M
|
|
|
Nov 10, 2021
Q3 2021
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
982+ 1.83% |
$84.8K - $94.4K
|
54.7K
$6.81M
|
|
|
Nov 23, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
921+ 38.66% |
$79.5K - $88.5K
|
3.3K
$411K
|
|
|
Nov 01, 2021
Q3 2021
|
Exchange Capital Management, Inc.
|
BUY
|
- |
900+ 1.21% |
$77.7K - $86.5K
|
75.3K
$9.36M
|
|
|
Oct 04, 2021
Q3 2021
|
Penobscot Wealth Management
|
BUY
|
- |
881+ 3.82% |
$76K - $84.7K
|
23.9K
$2.98M
|
|
|
Nov 15, 2021
Q3 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
860+ 860.0% |
$74.2K - $82.6K
|
960
$119K
|
|
|
Aug 16, 2024
Q3 2021
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
852+ 30.1% |
$73.5K - $81.9K
|
3.68K
$458K
|
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
847+ 7.81% |
$73.1K - $81.4K
|
11.7K
$1.46M
|
|
|
Oct 25, 2021
Q3 2021
|
Atlas Private Wealth Management
|
BUY
|
- |
828+ 6.69% |
$71.5K - $79.6K
|
13.2K
$1.64M
|
|
|
Nov 15, 2021
Q3 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
808+ 5.76% |
$69.7K - $77.6K
|
14.8K
$1.85M
|
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
800+ 57.68% |
$69.1K - $76.9K
|
2.19K
$272K
|
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
791+ 31.92% |
$68.3K - $76K
|
3.27K
$407K
|
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
780+ 6.14% |
$67.3K - $75K
|
13.5K
$1.68M
|
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
BUY
|
- |
769+ 57.47% |
$66.4K - $73.9K
|
2.11K
$262K
|
|
|
Nov 10, 2021
Q3 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
768+ 10.72% |
$66.3K - $73.8K
|
7.94K
$987K
|
|
|
Oct 28, 2021
Q3 2021
|
Wealthgate Family Office, LLC
|
BUY
|
- |
757New |
$65.3K - $72.7K
|
757
$94.2K
|
|
|
Nov 15, 2021
Q3 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
752+ 24.21% |
$64.9K - $72.3K
|
3.86K
$480K
|
|
|
Oct 15, 2021
Q3 2021
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
744+ 0.75% |
$64.2K - $71.5K
|
100K
$12.5M
|
|
|
Oct 15, 2021
Q3 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
731+ 21.43% |
$63.1K - $70.2K
|
4.14K
$515K
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
714+ 187.4% |
$61.6K - $68.6K
|
1.1K
$136K
|
|
|
Nov 12, 2021
Q3 2021
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
708+ 12.53% |
$61.1K - $68K
|
6.36K
$791K
|
|
|
Nov 12, 2021
Q3 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
701+ 4.64% |
$60.5K - $67.4K
|
15.8K
$1.97M
|
|
|
Jan 20, 2022
Q3 2021
|
Gilbert & Cook, Inc.
|
BUY
|
- |
679+ 7.2% |
$58.6K - $65.2K
|
10.1K
$1.26M
|
|
|
Nov 12, 2021
Q3 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
673+ 24.8% |
$58.1K - $64.7K
|
3.39K
$421K
|
|
|
Oct 14, 2021
Q3 2021
|
Davenport & CO LLC
|
BUY
|
- |
625+ 20.08% |
$53.9K - $60.1K
|
3.74K
$465K
|
|
|
Oct 12, 2021
Q3 2021
|
First Premier Bank
|
BUY
|
- |
620+ 6.53% |
$53.5K - $59.6K
|
10.1K
$1.26M
|