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 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-431- 8.47% |
$46.9K - $54.4K
|
4.66K
$554K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
6.64KNew |
$722K - $837K
|
6.64K
$790K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
353+ 1.94% |
$38.4K - $44.5K
|
18.5K
$2.21M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
1.15K+ 8.56% |
$125K - $145K
|
14.6K
$1.74M
|
|
|
Jan 15, 2025
Q4 2024
|
Joule Financial, LLC
|
BUY
|
- |
929+ 3.85% |
$101K - $117K
|
25K
$2.98M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.38KNew |
$259K - $300K
|
2.38K
$283K
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
11+ 0.46% |
$1.2K - $1.39K
|
2.38K
$284K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-6.69K- 50.01% |
$728K - $844K
|
6.69K
$796K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2.06KNew |
$224K - $260K
|
2.06K
$245K
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
57.4KNew |
$6.25M - $7.24M
|
57.4K
$6.83M
|
|
|
Jan 14, 2025
Q4 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
1.82KNew |
$198K - $229K
|
1.82K
$216K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
47+ 1.06% |
$5.12K - $5.93K
|
4.47K
$532K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-797- 14.42% |
$86.8K - $101K
|
4.73K
$563K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.77KNew |
$193K - $224K
|
1.77K
$211K
|
|
|
Jan 14, 2025
Q4 2024
|
Retireful, LLC
|
BUY
|
- |
24.7KNew |
$2.69M - $3.12M
|
24.7K
$2.94M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
4+ 0.13% |
$435 - $505
|
3.03K
$360K
|
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-58- 2.66% |
$6.31K - $7.32K
|
2.12K
$253K
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
109KNew |
$11.9M - $13.8M
|
109K
$13M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
2.04K+ 30.7% |
$222K - $257K
|
8.67K
$1.03M
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-642- 2.26% |
$69.9K - $81K
|
27.8K
$3.31M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-345- 11.53% |
$37.6K - $43.5K
|
2.65K
$315K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
SELL
|
- |
-586- 14.42% |
$63.8K - $74K
|
3.48K
$414K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
1.56KNew |
$170K - $197K
|
1.56K
$186K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
186+ 379.59% |
$20.2K - $23.5K
|
235
$28K
|
|
|
Jan 13, 2025
Q4 2024
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
1.89KNew |
$206K - $238K
|
1.89K
$225K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
577New |
$62.8K - $72.8K
|
577
$68.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-24- 0.98% |
$2.61K - $3.03K
|
2.41K
$287K
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
BUY
|
- |
734+ 2.84% |
$79.9K - $92.6K
|
26.6K
$3.17M
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
141+ 26.36% |
$15.4K - $17.8K
|
676
$80.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
6+ 0.32% |
$653 - $757
|
1.9K
$226K
|
|
|
Jan 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-757- 5.95% |
$82.4K - $95.5K
|
12K
$1.42M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
23+ 0.86% |
$2.5K - $2.9K
|
2.7K
$321K
|
|
|
Jan 10, 2025
Q4 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
409+ 1.91% |
$44.5K - $51.6K
|
21.8K
$2.6M
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
SELL
|
- |
-1.5K- 4.49% |
$163K - $189K
|
31.8K
$3.79M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.8KNew |
$305K - $353K
|
2.8K
$333K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
53+ 2.48% |
$5.77K - $6.69K
|
2.19K
$261K
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
75+ 1.76% |
$8.17K - $9.47K
|
4.33K
$515K
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
SELL
|
- |
-6- 0.31% |
$653 - $757
|
1.94K
$230K
|
|
|
Jan 02, 2025
Q4 2024
|
Nri Wealth Management Lc
Santa Clara, CA |
SELL
|
- |
-220- 6.33% |
$24K - $27.8K
|
3.26K
$388K
|
|
| Q3 2024 | |||||||
|
Feb 14, 2025
Q3 2024
|
Triumph Capital Management
|
SELL
|
- |
-525- 21.94% |
$52.1K - $58.4K
|
1.87K
$222K
|
|
|
Feb 13, 2025
Q3 2024
|
Prepared Retirement Institute LLC
Lansdale, PA |
SELL
|
- |
-4.45KClosed |
$442K - $495K
|
0
$0
|
|
|
Feb 13, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
7.14KNew |
$709K - $794K
|
7.14K
$850K
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
16+ 0.21% |
$1.59K - $1.78K
|
7.49K
$892K
|
|
|
Nov 15, 2024
Q3 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-20- 57.14% |
$1.99K - $2.22K
|
15
$1.79K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-217- 1.71% |
$21.5K - $24.1K
|
12.4K
$1.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.01K- 7.07% |
$100K - $112K
|
13.3K
$1.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Hamilton Wealth, LLC
|
SELL
|
- |
-776- 0.56% |
$77K - $86.3K
|
138K
$16.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
49New |
$4.86K - $5.45K
|
49
$5.83K
|
|
|
Nov 14, 2024
Q3 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
2.92K+ 34.8% |
$290K - $325K
|
11.3K
$1.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-1.45K- 2.66% |
$144K - $162K
|
53.1K
$6.32M
|
|