Latest Institutional Transactions on Vanguard Financial ETF (VFH)
This table provides information on the latest institutional transactions involving Vanguard Financial ETF (VFH) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
2.05KNew |
$223K - $258K
|
2.05K
$247K
|
|
|
Mar 17, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-33- 0.17% |
$3.59K - $4.16K
|
19.6K
$2.36M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.16K+ 2.81% |
$235K - $273K
|
79.1K
$9.53M
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.05K- 17.36% |
$114K - $133K
|
5K
$602K
|
|
|
Mar 07, 2025
Q4 2024
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
3.8KNew |
$414K - $480K
|
3.8K
$458K
|
|
|
Mar 06, 2025
Q4 2024
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
3.23KNew |
$351K - $407K
|
3.23K
$389K
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
SELL
|
- |
-3- 0.03% |
$327 - $379
|
12K
$1.45M
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
1.22KNew |
$133K - $154K
|
1.22K
$147K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2+ 1.29% |
$218 - $252
|
157
$18.9K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-197- 3.83% |
$21.4K - $24.9K
|
4.94K
$595K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
536New |
$58.4K - $67.6K
|
536
$64.6K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
618+ 6.84% |
$67.3K - $78K
|
9.65K
$1.16M
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
1.31KNew |
$142K - $165K
|
1.31K
$157K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-251- 3.23% |
$27.3K - $31.7K
|
7.52K
$906K
|
|
|
Feb 20, 2025
Q4 2024
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
30+ 0.95% |
$3.27K - $3.79K
|
3.2K
$386K
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-10.4K- 13.53% |
$1.14M - $1.32M
|
66.8K
$8.05M
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
851New |
$92.6K - $107K
|
851
$103K
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
89+ 3.6% |
$9.69K - $11.2K
|
2.56K
$309K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
62+ 27.8% |
$6.75K - $7.82K
|
285
$34.3K
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-8.91K- 70.64% |
$970K - $1.12M
|
3.7K
$446K
|
|
|
Feb 18, 2025
Q4 2024
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
1.79KNew |
$195K - $226K
|
1.79K
$216K
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-1.04K- 10.29% |
$113K - $131K
|
9.04K
$1.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.04K- 17.3% |
$114K - $132K
|
4.99K
$601K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.69K+ 24.46% |
$184K - $213K
|
8.6K
$1.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.95K+ 3.4% |
$322K - $373K
|
89.9K
$10.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
405+ 239.64% |
$44.1K - $51.1K
|
574
$69.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
11.8K+ 44.25% |
$1.28M - $1.49M
|
38.4K
$4.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-11.2K- 22.04% |
$1.22M - $1.41M
|
39.6K
$4.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
PUT |
-3.8K- 54.29% |
$414K - $480K
|
3.2K
$386K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-787- 0.85% |
$85.7K - $99.3K
|
92.2K
$11.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
55+ 63.95% |
$5.99K - $6.94K
|
141
$17K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.97K+ 19.75% |
$432K - $501K
|
24.1K
$2.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-21.6K- 42.38% |
$2.35M - $2.73M
|
29.4K
$3.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
3.62KNew |
$394K - $457K
|
3.62K
$436K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
60+ 6.0% |
$6.53K - $7.57K
|
1.06K
$128K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
56+ 4.36% |
$6.1K - $7.07K
|
1.34K
$161K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-401K- 1.71% |
$43.7M - $50.6M
|
23M
$2.77B
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
23.5K+ 268.84% |
$2.55M - $2.96M
|
32.2K
$3.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-15- 0.25% |
$1.63K - $1.89K
|
6.07K
$731K
|
|
|
Feb 14, 2025
Q4 2024
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-250- 5.32% |
$27.2K - $31.6K
|
4.45K
$536K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
SELL
|
- |
-331- 5.33% |
$36K - $41.8K
|
5.87K
$708K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1- 0.05% |
$109 - $126
|
1.94K
$234K
|
|
|
Feb 14, 2025
Q4 2024
|
Estate Counselors, LLC
|
BUY
|
- |
510+ 0.31% |
$55.5K - $64.4K
|
163K
$19.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
4.51KNew |
$491K - $569K
|
4.51K
$543K
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
SELL
|
- |
-15- 0.66% |
$1.63K - $1.89K
|
2.26K
$272K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.02K+ 2.58% |
$111K - $129K
|
40.6K
$4.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
41.2K+ 2.19% |
$4.48M - $5.19M
|
1.92M
$231M
|
|
|
Feb 14, 2025
Q4 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-1.23K- 9.25% |
$133K - $155K
|
12K
$1.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
218+ 2.71% |
$23.7K - $27.5K
|
8.26K
$996K
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-4- 0.1% |
$435 - $505
|
3.98K
$479K
|