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 |
|---|---|---|---|---|---|---|---|
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
12New |
$912 - $1.11K
|
12
$1.43K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
247New |
$18.8K - $22.9K
|
247
$29.4K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
1.06KNew |
$80.5K - $98.2K
|
1.06K
$126K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
58New |
$4.41K - $5.37K
|
58
$6.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Zurich Insurance Group LTD
Zurich, V8 |
SELL
|
- |
-8.38K- 19.0% |
$637K - $777K
|
35.7K
$4.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
2.25KNew |
$171K - $208K
|
2.25K
$268K
|
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
288New |
$21.9K - $26.7K
|
288
$34.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Varma Mutual Pension Insurance CO
Varma, H9 |
BUY
|
- |
1.2M+ 17.51% |
$90.9M - $111M
|
8.03M
$956M
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
3.42K+ 365.24% |
$259K - $316K
|
4.35K
$518K
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
4.2KNew |
$319K - $389K
|
4.2K
$500K
|
|
|
Feb 13, 2024
Q4 2023
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
2.8KNew |
$213K - $259K
|
2.8K
$333K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
14.7KNew |
$1.12M - $1.36M
|
14.7K
$1.75M
|
|
|
Feb 12, 2024
Q4 2023
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
31New |
$2.36K - $2.87K
|
31
$3.69K
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-302- 49.03% |
$22.9K - $28K
|
314
$37.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
46New |
$3.49K - $4.26K
|
46
$5.48K
|
|
|
Feb 09, 2024
Q4 2023
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
2.37KNew |
$180K - $219K
|
2.37K
$282K
|
|
|
Feb 07, 2024
Q4 2023
|
Gables Capital Management Inc.
|
BUY
|
- |
828New |
$62.9K - $76.7K
|
828
$98.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1.1K- 25.94% |
$83.6K - $102K
|
3.14K
$374K
|
|
|
Feb 06, 2024
Q4 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-75- 50.0% |
$5.7K - $6.95K
|
75
$8.93K
|
|
|
Feb 06, 2024
Q4 2023
|
Hyman Charles D
|
BUY
|
- |
2.47KNew |
$188K - $229K
|
2.47K
$294K
|
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
43New |
$3.27K - $3.98K
|
43
$5.12K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Management Corp
|
BUY
|
- |
2.24KNew |
$170K - $207K
|
2.24K
$266K
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
427New |
$32.4K - $39.6K
|
427
$50.8K
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
BUY
|
- |
50+ 14.66% |
$3.8K - $4.63K
|
391
$46.5K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
267New |
$20.3K - $24.7K
|
267
$31.8K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
88New |
$6.69K - $8.15K
|
88
$10.5K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-21.3K- 68.42% |
$1.62M - $1.98M
|
9.85K
$1.17M
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
23New |
$1.75K - $2.13K
|
23
$2.74K
|
|
|
Jan 26, 2024
Q4 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
399+ 2.81% |
$30.3K - $37K
|
14.6K
$1.74M
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-78- 21.37% |
$5.93K - $7.23K
|
287
$34.2K
|
|
|
Jan 24, 2024
Q4 2023
|
Hardy Reed LLC
|
BUY
|
- |
137+ 2.22% |
$10.4K - $12.7K
|
6.32K
$752K
|
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
2.23KNew |
$169K - $206K
|
2.23K
$265K
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-349- 11.18% |
$26.5K - $32.3K
|
2.77K
$330K
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
12New |
$912 - $1.11K
|
12
$1.43K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
3+ 0.99% |
$228 - $278
|
305
$36.3K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
347New |
$26.4K - $32.2K
|
347
$41.3K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
560New |
$42.5K - $51.9K
|
560
$66.7K
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
14.6KNew |
$1.11M - $1.35M
|
14.6K
$1.74M
|
|
|
Jan 12, 2024
Q4 2023
|
Keating Wealth Management LLC
Greenwood Village, CO |
BUY
|
- |
4.01KNew |
$304K - $371K
|
4.01K
$477K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-48- 2.94% |
$3.65K - $4.45K
|
1.58K
$189K
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 1.27% |
$152 - $185
|
160
$19K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
1KNew |
$76K - $92.7K
|
1K
$119K
|
|
| Q3 2023 | |||||||
|
Dec 18, 2023
Q3 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
31New |
$2.49K - $2.69K
|
31
$3.69K
|
|
|
Dec 08, 2023
Q3 2023
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-64- 1.06% |
$5.14K - $5.55K
|
5.99K
$713K
|
|
|
Nov 15, 2023
Q3 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
2.79KNew |
$224K - $242K
|
2.79K
$332K
|
|
|
Nov 15, 2023
Q3 2023
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
1.21KNew |
$97.2K - $105K
|
1.21K
$144K
|
|
|
Nov 14, 2023
Q3 2023
|
George Soros
Soros Fund Management LLC | New York, Ny
|
SELL
|
- |
-23.9K- 12.05% |
$1.92M - $2.07M
|
175K
$20.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
7.28KNew |
$584K - $631K
|
7.28K
$866K
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
387+ 135.31% |
$31.1K - $33.6K
|
673
$80.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-377- 25.47% |
$30.3K - $32.7K
|
1.1K
$131K
|
|