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, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-970- 11.2% |
$77.9K - $84.1K
|
7.69K
$915K
|
|
|
Nov 14, 2023
Q3 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
4.28KNew |
$343K - $371K
|
4.28K
$509K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1.07K- 43.35% |
$86.1K - $93K
|
1.4K
$167K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
72New |
$5.78K - $6.24K
|
72
$8.57K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-29.4KClosed |
$2.36M - $2.55M
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-26.8K- 40.56% |
$2.16M - $2.33M
|
39.4K
$4.68M
|
|
|
Nov 09, 2023
Q3 2023
|
Valence8 Us LP
Cambridge, MA |
SELL
|
- |
-38.5K- 51.06% |
$3.1M - $3.34M
|
36.9K
$4.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
BUY
|
- |
1K+ 2.03% |
$80.3K - $86.7K
|
50.2K
$5.98M
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
85New |
$6.83K - $7.37K
|
85
$10.1K
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
31.7KNew |
$2.54M - $2.74M
|
31.7K
$3.77M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1.87K+ 1.05% |
$150K - $162K
|
180K
$21.5M
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
BUY
|
- |
45New |
$3.61K - $3.9K
|
45
$5.36K
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 0.4% |
$80.3 - $86.7
|
251
$29.9K
|
|
|
Nov 02, 2023
Q3 2023
|
Avitas Wealth Management LLC
|
BUY
|
- |
5.71KNew |
$459K - $495K
|
5.71K
$680K
|
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-141- 3.98% |
$11.3K - $12.2K
|
3.4K
$405K
|
|
|
Nov 01, 2023
Q3 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
3.15KNew |
$253K - $273K
|
3.15K
$375K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
SELL
|
- |
-1.83K- 56.94% |
$147K - $158K
|
1.38K
$164K
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
12New |
$964 - $1.04K
|
12
$1.43K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-13.2K- 74.06% |
$1.06M - $1.15M
|
4.64K
$552K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
5.42KNew |
$436K - $470K
|
5.42K
$646K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.06% |
$80.3 - $86.7
|
1.78K
$212K
|
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
SELL
|
- |
-22.4K- 78.81% |
$1.8M - $1.94M
|
6.01K
$716K
|
|
|
Oct 17, 2023
Q3 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
7.28KNew |
$584K - $631K
|
7.28K
$866K
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-332- 22.55% |
$26.7K - $28.8K
|
1.14K
$136K
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-1.74K- 3.89% |
$140K - $151K
|
42.9K
$5.11M
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2New |
$161 - $173
|
2
$238
|
|
|
Oct 04, 2023
Q3 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
3.19KNew |
$256K - $276K
|
3.19K
$379K
|
|
| Q2 2023 | |||||||
|
May 20, 2024
Q2 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-2.5K- 35.65% |
$187K - $204K
|
4.51K
$537K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
756New |
$56.4K - $61.6K
|
756
$90K
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
31.9KNew |
$2.38M - $2.6M
|
31.9K
$3.8M
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
2.54KNew |
$189K - $207K
|
2.54K
$302K
|
|
|
Aug 11, 2023
Q2 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-100- 3.45% |
$7.47K - $8.15K
|
2.8K
$333K
|
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
209New |
$15.6K - $17K
|
209
$24.9K
|
|
|
Aug 10, 2023
Q2 2023
|
Private Wealth Group, LLC
|
SELL
|
- |
-4.34K- 37.16% |
$324K - $354K
|
7.35K
$874K
|
|
|
Aug 09, 2023
Q2 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
13+ 10.57% |
$970 - $1.06K
|
136
$16.2K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
248New |
$18.5K - $20.2K
|
248
$29.5K
|
|
|
Aug 08, 2023
Q2 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
155+ 1.85% |
$11.6K - $12.6K
|
8.56K
$1.02M
|
|
|
Aug 08, 2023
Q2 2023
|
First Pacific Financial
|
BUY
|
- |
120New |
$8.96K - $9.78K
|
120
$14.3K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
30New |
$2.24K - $2.44K
|
30
$3.57K
|
|
|
Aug 04, 2023
Q2 2023
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
100+ 2.48% |
$7.47K - $8.15K
|
4.14K
$493K
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.76KNew |
$206K - $225K
|
2.76K
$328K
|
|
|
Aug 04, 2023
Q2 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-430- 54.43% |
$32.1K - $35K
|
360
$42.9K
|
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
SELL
|
- |
-145- 47.08% |
$10.8K - $11.8K
|
163
$19.4K
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
9New |
$672 - $733
|
9
$1.07K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-1.11K- 30.62% |
$83K - $90.6K
|
2.52K
$300K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-234- 0.83% |
$17.5K - $19.1K
|
28K
$3.34M
|
|
|
Jul 31, 2023
Q2 2023
|
Corbyn Investment Management Inc
|
SELL
|
- |
-55- 2.08% |
$4.11K - $4.48K
|
2.59K
$308K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-655- 7.59% |
$48.9K - $53.4K
|
7.98K
$950K
|
|
|
Jul 31, 2023
Q2 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
3.11KNew |
$232K - $254K
|
3.11K
$370K
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-1- 0.05% |
$74.7 - $81.5
|
1.97K
$235K
|
|