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 |
---|---|---|---|---|---|---|---|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-33- 10.12% |
$3.28K - $3.67K
|
293
$34.9K
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
BUY
|
- |
1.97KNew |
$195K - $219K
|
1.97K
$234K
|
|
Nov 13, 2024
Q3 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
4.19KNew |
$415K - $465K
|
4.19K
$498K
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
103New |
$10.2K - $11.5K
|
103
$12.3K
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
197New |
$19.6K - $21.9K
|
197
$23.5K
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
5.01KNew |
$498K - $557K
|
5.01K
$597K
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
2.67KNew |
$265K - $297K
|
2.67K
$318K
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
7.8K+ 123.81% |
$774K - $867K
|
14.1K
$1.68M
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-549- 42.39% |
$54.5K - $61.1K
|
746
$88.8K
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-20- 14.18% |
$1.99K - $2.22K
|
121
$14.4K
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
10.2K+ 138.41% |
$1.01M - $1.13M
|
17.6K
$2.09M
|
|
Nov 13, 2024
Q3 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
2.84KNew |
$281K - $315K
|
2.84K
$338K
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
7.78K+ 140.95% |
$772K - $865K
|
13.3K
$1.58M
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-224- 3.81% |
$22.2K - $24.9K
|
5.65K
$673K
|
|
Nov 12, 2024
Q3 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
44New |
$4.37K - $4.89K
|
44
$5.24K
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
15+ 15.79% |
$1.49K - $1.67K
|
110
$13.1K
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-2K- 20.0% |
$199K - $222K
|
8K
$952K
|
|
Nov 12, 2024
Q3 2024
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-4.87K- 59.85% |
$484K - $542K
|
3.27K
$389K
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-21- 0.61% |
$2.08K - $2.34K
|
3.45K
$411K
|
|
Nov 12, 2024
Q3 2024
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-100- 3.13% |
$9.93K - $11.1K
|
3.09K
$368K
|
|
Nov 12, 2024
Q3 2024
|
Quaker Wealth Management, LLC
|
BUY
|
- |
1.84K+ 5.85% |
$182K - $204K
|
33.2K
$3.95M
|
|
Nov 12, 2024
Q3 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-33- 91.67% |
$3.28K - $3.67K
|
3
$357
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-3- 60.0% |
$298 - $334
|
2
$238
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-350- 77.78% |
$34.7K - $38.9K
|
100
$11.9K
|
|
Nov 12, 2024
Q3 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-27- 0.61% |
$2.68K - $3K
|
4.41K
$525K
|
|
Nov 08, 2024
Q3 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
950New |
$94.3K - $106K
|
950
$113K
|
|
Nov 08, 2024
Q3 2024
|
South State Corp
|
SELL
|
- |
-286- 22.24% |
$28.4K - $31.8K
|
1K
$119K
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-20- 28.57% |
$1.99K - $2.22K
|
50
$5.95K
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-325- 6.72% |
$32.3K - $36.1K
|
4.51K
$537K
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1+ 0.76% |
$99.3 - $111
|
133
$15.8K
|
|
Nov 07, 2024
Q3 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
SELL
|
- |
-44- 0.85% |
$4.37K - $4.89K
|
5.14K
$612K
|
|
Nov 07, 2024
Q3 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-846- 28.57% |
$84K - $94.1K
|
2.12K
$252K
|
|
Nov 06, 2024
Q3 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
149+ 323.91% |
$14.8K - $16.6K
|
195
$23.2K
|
|
Nov 05, 2024
Q3 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
1.88KNew |
$186K - $209K
|
1.88K
$223K
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-362- 12.19% |
$35.9K - $40.3K
|
2.61K
$310K
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-967- 22.66% |
$96K - $108K
|
3.3K
$393K
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
491New |
$48.7K - $54.6K
|
491
$58.5K
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
87New |
$8.64K - $9.68K
|
87
$10.4K
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-4- 2.68% |
$397 - $445
|
145
$17.3K
|
|
Oct 31, 2024
Q3 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-213- 1.11% |
$21.1K - $23.7K
|
18.9K
$2.25M
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
924New |
$91.7K - $103K
|
924
$110K
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
1.11K+ 22.75% |
$110K - $124K
|
6.01K
$715K
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
155+ 3.78% |
$15.4K - $17.2K
|
4.25K
$506K
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-184- 38.66% |
$18.3K - $20.5K
|
292
$34.8K
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-22- 30.56% |
$2.18K - $2.45K
|
50
$5.95K
|
|
Oct 29, 2024
Q3 2024
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-300- 1.57% |
$29.8K - $33.4K
|
18.8K
$2.24M
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
416+ 7.19% |
$41.3K - $46.3K
|
6.2K
$739K
|
|
Oct 29, 2024
Q3 2024
|
Garrison Asset Management, LLC
|
SELL
|
- |
-468- 2.75% |
$46.5K - $52K
|
16.6K
$1.97M
|
|
Oct 28, 2024
Q3 2024
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-8.43K- 9.46% |
$837K - $938K
|
80.7K
$9.6M
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-84- 19.58% |
$8.34K - $9.34K
|
345
$41.1K
|