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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2026
Q4 2025
|
First Premier Bank
|
SELL
|
- |
-935- 12.5% |
$118K - $123K
|
6.55K
$836K
|
|
|
Jan 23, 2026
Q4 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-2.65K- 12.28% |
$334K - $348K
|
18.9K
$2.42M
|
|
|
Jan 23, 2026
Q4 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-309- 2.86% |
$38.9K - $40.5K
|
10.5K
$1.34M
|
|
|
Jan 23, 2026
Q4 2025
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
715+ 2.54% |
$89.9K - $93.8K
|
28.8K
$3.68M
|
|
|
Jan 23, 2026
Q4 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.85K+ 21.59% |
$484K - $505K
|
21.7K
$2.77M
|
|
|
Jan 23, 2026
Q4 2025
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-500- 55.19% |
$62.9K - $65.6K
|
406
$51.9K
|
|
|
Jan 23, 2026
Q4 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-795- 4.43% |
$100K - $104K
|
17.1K
$2.19M
|
|
|
Jan 23, 2026
Q4 2025
|
Calder Financial LLC
Downingtown, PA |
BUY
|
- |
4.55KNew |
$572K - $596K
|
4.55K
$581K
|
|
|
Jan 23, 2026
Q4 2025
|
Jm2 Capital Inc.
Edmond, OK |
BUY
|
- |
14.6KNew |
$1.84M - $1.91M
|
14.6K
$1.86M
|
|
|
Jan 23, 2026
Q4 2025
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-5- 0.16% |
$629 - $656
|
3.16K
$404K
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
2.31K+ 11.28% |
$290K - $303K
|
22.8K
$2.91M
|
|
|
Jan 23, 2026
Q4 2025
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-215- 1.24% |
$27K - $28.2K
|
17.1K
$2.18M
|
|
|
Jan 23, 2026
Q4 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-116- 3.44% |
$14.6K - $15.2K
|
3.26K
$416K
|
|
|
Jan 23, 2026
Q4 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-3.09K- 50.21% |
$388K - $405K
|
3.06K
$391K
|
|
|
Jan 23, 2026
Q4 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-1.06K- 61.5% |
$134K - $140K
|
666
$85.1K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-853- 9.16% |
$107K - $112K
|
8.46K
$1.08M
|
|
|
Jan 22, 2026
Q4 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
159+ 9.11% |
$20K - $20.8K
|
1.9K
$243K
|
|
|
Jan 22, 2026
Q4 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
25+ 1.57% |
$3.14K - $3.28K
|
1.62K
$207K
|
|
|
Jan 22, 2026
Q4 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
5.94K+ 17.75% |
$747K - $779K
|
39.4K
$5.04M
|
|
|
Jan 22, 2026
Q4 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
SELL
|
- |
-10- 0.44% |
$1.26K - $1.31K
|
2.25K
$288K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
69+ 7.27% |
$8.68K - $9.05K
|
1.02K
$130K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
588+ 9.49% |
$73.9K - $77.1K
|
6.78K
$866K
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
7+ 2.8% |
$880 - $918
|
257
$32.8K
|
|
|
Jan 21, 2026
Q4 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-270- 6.26% |
$34K - $35.4K
|
4.05K
$517K
|
|
|
Jan 21, 2026
Q4 2025
|
Compass Advisory Group LLC
|
BUY
|
- |
9+ 0.51% |
$1.13K - $1.18K
|
1.78K
$228K
|
|
|
Jan 21, 2026
Q4 2025
|
Westfuller Advisors, LLC
New York, NY |
SELL
|
- |
-167- 4.94% |
$21K - $21.9K
|
3.21K
$410K
|
|
|
Jan 21, 2026
Q4 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-556- 5.41% |
$69.9K - $72.9K
|
9.73K
$1.24M
|
|
|
Jan 20, 2026
Q4 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
65+ 0.67% |
$8.17K - $8.52K
|
9.78K
$1.25M
|
|
|
Jan 20, 2026
Q4 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-2.46K- 64.93% |
$310K - $323K
|
1.33K
$170K
|
|
|
Jan 20, 2026
Q4 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.8KNew |
$226K - $236K
|
1.8K
$230K
|
|
|
Jan 20, 2026
Q4 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
3+ 0.18% |
$377 - $393
|
1.67K
$213K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-133- 1.3% |
$16.7K - $17.4K
|
10.1K
$1.29M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-550- 11.26% |
$69.2K - $72.1K
|
4.34K
$554K
|
|
|
Jan 20, 2026
Q4 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-168- 1.0% |
$21.1K - $22K
|
16.7K
$2.13M
|
|
|
Jan 20, 2026
Q4 2025
|
Ascent Group, LLC
|
BUY
|
- |
67+ 0.91% |
$8.43K - $8.79K
|
7.46K
$953K
|
|
|
Jan 20, 2026
Q4 2025
|
Joule Financial, LLC
|
SELL
|
- |
-1.55K- 6.2% |
$195K - $204K
|
23.5K
$3M
|
|
|
Jan 20, 2026
Q4 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 0.91% |
$126 - $131
|
111
$14.2K
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
61New |
$7.67K - $8K
|
61
$7.79K
|
|
|
Jan 20, 2026
Q4 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-36- 2.91% |
$4.53K - $4.72K
|
1.2K
$153K
|
|
|
Jan 20, 2026
Q4 2025
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
5+ 0.17% |
$629 - $656
|
2.95K
$377K
|
|
|
Jan 20, 2026
Q4 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
4.9K+ 112.83% |
$616K - $642K
|
9.24K
$1.18M
|
|
|
Jan 20, 2026
Q4 2025
|
Long Island Wealth Management, Inc.
Melville, NY |
SELL
|
- |
-120- 2.27% |
$15.1K - $15.7K
|
5.16K
$658K
|
|
|
Jan 20, 2026
Q4 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
3.41K+ 212.14% |
$428K - $447K
|
5.01K
$640K
|
|
|
Jan 16, 2026
Q4 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-100- 1.5% |
$12.6K - $13.1K
|
6.58K
$840K
|
|
|
Jan 16, 2026
Q4 2025
|
Wall Street Financial Group, Inc.
Carlinville, IL |
BUY
|
- |
129+ 0.3% |
$16.2K - $16.9K
|
42.9K
$5.48M
|
|
|
Jan 16, 2026
Q4 2025
|
Capital Performance Advisors LLP
|
SELL
|
- |
-88- 4.79% |
$11.1K - $11.5K
|
1.75K
$224K
|
|
|
Jan 16, 2026
Q4 2025
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-35- 1.96% |
$4.4K - $4.59K
|
1.75K
$223K
|
|
|
Jan 16, 2026
Q4 2025
|
First Pacific Financial
|
BUY
|
- |
1+ 0.83% |
$126 - $131
|
121
$15.5K
|
|
|
Jan 16, 2026
Q4 2025
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
BUY
|
- |
2.28KNew |
$287K - $299K
|
2.28K
$291K
|
|
|
Jan 16, 2026
Q4 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
122+ 1.76% |
$15.3K - $16K
|
7.04K
$899K
|
|