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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-225- 24.04% |
$21.6K - $23.2K
|
711
$84.6K
|
|
|
Aug 01, 2024
Q2 2024
|
Costello Asset Management, Inc
|
SELL
|
- |
-100- 52.08% |
$9.59K - $10.3K
|
92
$11K
|
|
|
Jul 31, 2024
Q2 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-30- 33.33% |
$2.88K - $3.09K
|
60
$7.14K
|
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-85- 8.37% |
$8.15K - $8.76K
|
930
$111K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
1.58K+ 39.24% |
$152K - $163K
|
5.62K
$669K
|
|
|
Jul 31, 2024
Q2 2024
|
Graypoint LLC
|
SELL
|
- |
-15- 0.37% |
$1.44K - $1.55K
|
4.06K
$483K
|
|
|
Jul 30, 2024
Q2 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
2.01KNew |
$192K - $207K
|
2.01K
$239K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
286New |
$27.4K - $29.5K
|
286
$34K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
75New |
$7.19K - $7.73K
|
75
$8.93K
|
|
|
Jul 26, 2024
Q2 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-100- 16.0% |
$9.59K - $10.3K
|
525
$62.5K
|
|
|
Jul 26, 2024
Q2 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-876- 10.34% |
$84K - $90.2K
|
7.6K
$905K
|
|
|
Jul 25, 2024
Q2 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-143- 33.73% |
$13.7K - $14.7K
|
281
$33.5K
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
100New |
$9.59K - $10.3K
|
100
$11.9K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
247New |
$23.7K - $25.4K
|
247
$29.4K
|
|
|
Jul 23, 2024
Q2 2024
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
90+ 1.77% |
$8.63K - $9.27K
|
5.19K
$618K
|
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-289- 11.71% |
$27.7K - $29.8K
|
2.18K
$259K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-475- 78.13% |
$45.6K - $48.9K
|
133
$15.8K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-6- 0.66% |
$575 - $618
|
902
$107K
|
|
|
Jul 19, 2024
Q2 2024
|
Zhang Financial LLC
|
BUY
|
- |
2.11KNew |
$203K - $218K
|
2.11K
$252K
|
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-2- 0.06% |
$192 - $206
|
3.59K
$427K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
30New |
$2.88K - $3.09K
|
30
$3.57K
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
2.37KNew |
$227K - $244K
|
2.37K
$282K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-242- 31.03% |
$23.2K - $24.9K
|
538
$64K
|
|
|
Jul 17, 2024
Q2 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
2.35KNew |
$225K - $242K
|
2.35K
$280K
|
|
|
Jul 16, 2024
Q2 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
SELL
|
- |
-189- 2.75% |
$18.1K - $19.5K
|
6.7K
$797K
|
|
|
Jul 15, 2024
Q2 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
9.64KNew |
$924K - $993K
|
9.64K
$1.15M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-48- 0.73% |
$4.6K - $4.94K
|
6.53K
$777K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-2.98K- 17.45% |
$286K - $307K
|
14.1K
$1.68M
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
168New |
$16.1K - $17.3K
|
168
$20K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.8KNew |
$173K - $186K
|
1.8K
$214K
|
|
| Q1 2024 | |||||||
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
619New |
$56.1K - $63.4K
|
619
$73.7K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
200New |
$18.1K - $20.5K
|
200
$23.8K
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.98KNew |
$180K - $203K
|
1.98K
$236K
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.63KNew |
$329K - $372K
|
3.63K
$432K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
2.21KNew |
$200K - $226K
|
2.21K
$263K
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
32K+ 759.85% |
$2.9M - $3.28M
|
36.2K
$4.31M
|
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
972+ 5.28% |
$88.1K - $99.5K
|
19.4K
$2.31M
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
1.13KNew |
$102K - $116K
|
1.13K
$134K
|
|
|
May 14, 2024
Q1 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
2.11KNew |
$191K - $216K
|
2.11K
$251K
|
|
|
May 14, 2024
Q1 2024
|
Independent Order Of Foresters
Toronto, A6 |
SELL
|
- |
-1.93K- 8.34% |
$175K - $198K
|
21.2K
$2.53M
|
|
|
May 14, 2024
Q1 2024
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
35.9KNew |
$3.26M - $3.68M
|
35.9K
$4.28M
|
|
|
May 14, 2024
Q1 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-103- 35.64% |
$9.33K - $10.5K
|
186
$22.1K
|
|
|
May 14, 2024
Q1 2024
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-1.93K- 8.34% |
$175K - $198K
|
21.2K
$2.53M
|
|
|
May 14, 2024
Q1 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
598New |
$54.2K - $61.2K
|
598
$71.2K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
96K+ 67.84% |
$8.7M - $9.83M
|
237K
$28.3M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
90.7K+ 821.73% |
$8.22M - $9.29M
|
102K
$12.1M
|
|
|
May 13, 2024
Q1 2024
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
17.6KNew |
$1.59M - $1.8M
|
17.6K
$2.09M
|
|
|
May 13, 2024
Q1 2024
|
Ratio Wealth Group
Denver, CO |
SELL
|
- |
-527- 1.63% |
$47.8K - $54K
|
31.7K
$3.78M
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
6.83KNew |
$619K - $699K
|
6.83K
$813K
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-68Closed |
$6.16K - $6.96K
|
0
$0
|
|