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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
590+ 32.78% |
$67.3K - $75.1K
|
2.39K
$267K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-478- 0.88% |
$54.5K - $60.9K
|
53.8K
$6M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
61+ 0.78% |
$6.96K - $7.77K
|
7.9K
$882K
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
1.79KNew |
$204K - $228K
|
1.79K
$199K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
44+ 4.6% |
$5.02K - $5.6K
|
1K
$112K
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-3.99K- 7.72% |
$455K - $508K
|
47.7K
$5.32M
|
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-52- 0.8% |
$5.93K - $6.62K
|
6.41K
$716K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-23- 0.19% |
$2.62K - $2.93K
|
12K
$1.34M
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
4+ 0.17% |
$456 - $509
|
2.39K
$266K
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
282+ 53.61% |
$32.2K - $35.9K
|
808
$90.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
409+ 4.14% |
$46.7K - $52.1K
|
10.3K
$1.15M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
11.1K+ 8.96% |
$1.26M - $1.41M
|
135K
$15M
|
|
|
Apr 17, 2025
Q1 2025
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
50New |
$5.7K - $6.37K
|
50
$5.58K
|
|
|
Apr 17, 2025
Q1 2025
|
Pflug Koory, LLC
|
SELL
|
- |
-385- 65.81% |
$43.9K - $49K
|
200
$22.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-1.05K- 19.52% |
$119K - $133K
|
4.32K
$482K
|
|
|
Apr 17, 2025
Q1 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
5.88KNew |
$670K - $748K
|
5.88K
$656K
|
|
|
Apr 17, 2025
Q1 2025
|
Searcy Financial Services Inc
|
BUY
|
- |
110KNew |
$12.5M - $14M
|
110K
$12.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
333+ 0.56% |
$38K - $42.4K
|
59.7K
$6.66M
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
89New |
$10.2K - $11.3K
|
89
$9.93K
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
2.19K+ 11.17% |
$250K - $279K
|
21.8K
$2.43M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
24.4K+ 30.88% |
$2.79M - $3.11M
|
104K
$11.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-22- 0.78% |
$2.51K - $2.8K
|
2.8K
$312K
|
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
1.62K+ 2.82% |
$185K - $206K
|
59K
$6.58M
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
BUY
|
- |
37+ 0.25% |
$4.22K - $4.71K
|
14.6K
$1.63M
|
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
163+ 85.79% |
$18.6K - $20.8K
|
353
$39.4K
|
|
|
Apr 16, 2025
Q1 2025
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
146+ 2.61% |
$16.7K - $18.6K
|
5.73K
$640K
|
|
|
Apr 16, 2025
Q1 2025
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
107+ 0.49% |
$12.2K - $13.6K
|
21.9K
$2.45M
|
|
|
Apr 16, 2025
Q1 2025
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
63.9K+ 219.27% |
$7.29M - $8.14M
|
93K
$10.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
107New |
$12.2K - $13.6K
|
107
$11.9K
|
|
|
Apr 15, 2025
Q1 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
31+ 0.31% |
$3.54K - $3.95K
|
10K
$1.12M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
27New |
$3.08K - $3.44K
|
27
$3.01K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
267+ 0.94% |
$30.5K - $34K
|
28.5K
$3.19M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
8+ 0.3% |
$913 - $1.02K
|
2.72K
$303K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-1.06K- 1.09% |
$121K - $135K
|
95.8K
$10.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
336+ 3.14% |
$38.3K - $42.8K
|
11K
$1.23M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
704+ 20.24% |
$80.3K - $89.6K
|
4.18K
$467K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
811+ 12.13% |
$92.5K - $103K
|
7.5K
$837K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
9+ 0.34% |
$1.03K - $1.15K
|
2.66K
$297K
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-364- 0.25% |
$41.5K - $46.4K
|
146K
$16.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-57- 35.19% |
$6.5K - $7.26K
|
105
$11.7K
|
|
|
Apr 14, 2025
Q1 2025
|
Cmh Wealth Management LLC
|
SELL
|
- |
-2.51K- 1.82% |
$286K - $320K
|
135K
$15.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.99K+ 265.07% |
$570K - $636K
|
6.88K
$768K
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
26.8K+ 52.53% |
$3.06M - $3.41M
|
77.8K
$8.69M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.31K+ 37.17% |
$149K - $167K
|
4.83K
$539K
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$114 - $127
|
3.37K
$376K
|
|
|
Apr 14, 2025
Q1 2025
|
Trust CO Of Oklahoma
|
SELL
|
- |
-2.78K- 1.98% |
$317K - $354K
|
138K
$15.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-58.6K- 99.16% |
$6.69M - $7.47M
|
495
$55.2K
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
1.91KNew |
$218K - $243K
|
1.91K
$213K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
15+ 0.12% |
$1.71K - $1.91K
|
12.5K
$1.39M
|
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-21- 3.01% |
$2.4K - $2.67K
|
676
$75.4K
|