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
Nov 05, 2021 Q3 2021	Resources Investment Advisors, Llc. Overland Park, KS	BUY	-	584 + 12.1%	$50.4K - $56.1K	5.41K $625K
Oct 21, 2021 Q3 2021	Park Avenue Securities LLC	BUY	-	579 + 16.47%	$50K - $55.6K	4.1K $473K
Oct 06, 2021 Q3 2021	Ifp Advisors, Inc	BUY	-	572 + 22.27%	$49.4K - $55K	3.14K $363K
Nov 15, 2021 Q3 2021	Cresset Asset Management, LLC Chicago, IL	BUY	-	545 + 20.27%	$47K - $52.4K	3.23K $373K
Oct 28, 2021 Q3 2021	Mcdonald Partners LLC	BUY	-	541 + 16.42%	$46.7K - $52K	3.84K $443K
Nov 12, 2021 Q3 2021	Quantitative Advantage, LLC Minnetonka, MN	BUY	-	535 + 0.59%	$46.2K - $51.4K	90.7K $10.5M
Nov 01, 2021 Q3 2021	Dagco, Inc.	BUY	-	522 + 3.32%	$45.1K - $50.2K	16.2K $1.88M
Nov 15, 2021 Q3 2021	Integrated Wealth Concepts LLC	BUY	-	520 + 10.42%	$44.9K - $50K	5.51K $636K
Oct 21, 2021 Q3 2021	Boenning & Scattergood, Inc.	BUY	-	518 + 11.89%	$44.7K - $49.8K	4.87K $563K
Oct 12, 2021 Q3 2021	Sound Income Strategies, LLC	BUY	-	515 New	$44.5K - $49.5K	515 $59.5K
Nov 15, 2021 Q3 2021	Jt Stratford LLC Gainesville, GA	BUY	-	494 + 2.98%	$42.6K - $47.5K	17.1K $1.97M
Nov 12, 2021 Q3 2021	Blair William & CO Chicago, IL	BUY	-	486 + 7.59%	$42K - $46.7K	6.89K $795K
Oct 27, 2021 Q3 2021	Praetorian Wealth Management, Inc.	BUY	-	471 + 2.4%	$40.7K - $45.3K	20.1K $2.32M
Nov 12, 2021 Q3 2021	Laidlaw Wealth Management LLC New York City, NY	BUY	-	453 + 3.91%	$39.1K - $43.5K	12K $1.39M
Nov 02, 2021 Q3 2021	Allworth Financial LP	BUY	-	439 + 62.18%	$37.9K - $42.2K	1.15K $132K
Oct 28, 2021 Q3 2021	Better Money Decisions, LLC	BUY	-	425 New	$36.7K - $40.8K	425 $49.1K
Nov 05, 2021 Q3 2021	Baystate Wealth Management LLC	BUY	-	408 + 23.67%	$35.2K - $39.2K	2.13K $246K
Oct 26, 2021 Q3 2021	Montis Financial, LLC	BUY	-	403 + 12.13%	$34.8K - $38.7K	3.73K $430K
Nov 05, 2021 Q3 2021	Clear Perspectives Financial Planning, LLC Cincinnati, OH	BUY	-	400 New	$34.5K - $38.4K	400 $46.2K
Nov 08, 2021 Q3 2021	Montag A & Associates Inc Atlanta, GA	BUY	-	393 New	$33.9K - $37.8K	393 $45.4K
Nov 12, 2021 Q3 2021	Keeley Teton Advisors, LLC Chicago, IL	BUY	-	385 + 0.7%	$33.2K - $37K	55.2K $6.38M
Oct 25, 2021 Q3 2021	Caliber Wealth Management, LLC	BUY	-	378 + 3.39%	$32.6K - $36.3K	11.5K $1.33M
Nov 12, 2021 Q3 2021	Bell Investment Advisors, Inc Oakland, CA	BUY	-	374 New	$32.3K - $35.9K	374 $43.2K
Nov 08, 2021 Q3 2021	Princeton Global Asset Management LLC	BUY	-	362 + 978.38%	$31.2K - $34.8K	399 $46.1K
Feb 22, 2022 Q3 2021	Matrix Private Capital Group LLC New York, NY	BUY	-	350 + 3.81%	$30.2K - $33.6K	9.54K $1.1M
Nov 15, 2021 Q3 2021	Pacific Center For Financial Services San Ramon, CA	BUY	-	323 + 42.61%	$27.9K - $31K	1.08K $125K
Dec 01, 2022 Q3 2021	Mufg Americas Holdings Corp	BUY	-	315 + 30.41%	$27.2K - $30.3K	1.35K $156K
Nov 05, 2021 Q3 2021	Mufg Americas Holdings Corp	BUY	-	315 + 30.41%	$27.2K - $30.3K	1.35K $156K
Nov 12, 2021 Q3 2021	Laurel Wealth Advisors LLC Charlotte, NC	BUY	-	300 + 50.25%	$25.9K - $28.8K	897 $104K
Oct 15, 2021 Q3 2021	Sheets Smith Wealth Management	BUY	-	292 + 9.92%	$25.2K - $28.1K	3.24K $374K
Nov 09, 2021 Q3 2021	Geneos Wealth Management Inc.	BUY	-	279 + 12.12%	$24.1K - $26.8K	2.58K $298K
Nov 12, 2021 Q3 2021	Geo Wealth Management, LLC Chicago, IL	BUY	-	270 New	$23.3K - $25.9K	270 $31.2K
Nov 12, 2021 Q3 2021	Steward Partners Investment Advisory, LLC	BUY	-	265 + 2.19%	$22.9K - $25.5K	12.4K $1.43M
Oct 12, 2021 Q3 2021	Trinity Legacy Partners, LLC	BUY	-	263 + 2.91%	$22.7K - $25.3K	9.3K $1.07M
Nov 08, 2021 Q3 2021	Stonebridge Financial Planning Group, LLC	BUY	-	250 + 43.1%	$21.6K - $24K	830 $95.8K
Nov 12, 2021 Q3 2021	Psi Advisors, LLC	BUY	-	238 New	$20.5K - $22.9K	238 $27.5K
Oct 22, 2021 Q3 2021	James Investment Research Inc	BUY	-	236 + 621.05%	$20.4K - $22.7K	274 $31.6K
Oct 08, 2021 Q3 2021	Wedbush Securities Inc	BUY	-	224 + 7.92%	$19.3K - $21.5K	3.05K $352K
Oct 19, 2021 Q3 2021	Gemmer Asset Management LLC	BUY	-	200 + 120.48%	$17.3K - $19.2K	366 $42.3K
Oct 27, 2021 Q3 2021	Solstein Capital, LLC Menlo Park, CA	BUY	-	189 New	$16.3K - $18.2K	189 $21.8K
Nov 10, 2021 Q3 2021	South State Corp	BUY	-	180 New	$15.5K - $17.3K	180 $20.8K
Nov 15, 2021 Q3 2021	Belpointe Asset Management LLC	BUY	-	174 + 5.67%	$15K - $16.7K	3.24K $374K
Nov 02, 2021 Q3 2021	Parallel Advisors, LLC	BUY	-	169 + 4.8%	$14.6K - $16.2K	3.69K $426K
Nov 15, 2021 Q3 2021	First Manhattan CO New York, NY	BUY	-	160 + 53.33%	$13.8K - $15.4K	460 $53.1K
Nov 15, 2021 Q3 2021	Jacobi Capital Management LLC	BUY	-	160 + 24.24%	$13.8K - $15.4K	820 $94.7K
Nov 15, 2021 Q3 2021	Bragg Financial Advisors, Inc Charlotte, NC	BUY	-	151 + 3.33%	$13K - $14.5K	4.68K $541K
Nov 08, 2021 Q3 2021	Tower View Investment Management & Research LLC	BUY	-	150 New	$12.9K - $14.4K	150 $17.3K
Oct 22, 2021 Q3 2021	Optimum Investment Advisors	BUY	-	148 + 8.41%	$12.8K - $14.2K	1.91K $220K
Nov 12, 2021 Q3 2021	Dowling & Yahnke LLC San Diego, CA	BUY	-	130 + 0.17%	$11.2K - $12.5K	75.9K $8.77M
Nov 15, 2021 Q3 2021	D.A. Davidson & Co.	BUY	-	128 + 1.34%	$11K - $12.3K	9.66K $1.12M

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Account

Purchases and Sales Made in Q3 2021 in Vanguard Financial ETF (VFH)

584

579

572

545

541

535

522

520

518

515

494

486

471

453

439

425

408

403

400

393

385

378

374

362

350

323

315

315

300

292

279

270

265

263

250

238

236

224

200

189

180

174

169

160

160

151

150

148

130

128

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Institutional Portfolio Updates

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