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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-460- 50.55% |
$34.3K - $37.5K
|
450
$53.6K
|
|
|
Jul 20, 2023
Q2 2023
|
James Hambro & Partners
|
SELL
|
- |
-890- 24.93% |
$66.4K - $72.5K
|
2.68K
$319K
|
|
|
Jul 20, 2023
Q2 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
713+ 26.7% |
$53.2K - $58.1K
|
3.38K
$403K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
52+ 0.74% |
$3.88K - $4.24K
|
7.13K
$848K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-332- 88.77% |
$24.8K - $27.1K
|
42
$5K
|
|
|
Jul 13, 2023
Q2 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
438+ 0.93% |
$32.7K - $35.7K
|
47.4K
$5.64M
|
|
|
Jul 11, 2023
Q2 2023
|
Tl Private Wealth
|
BUY
|
- |
15+ 0.46% |
$1.12K - $1.22K
|
3.27K
$390K
|
|
|
Jul 06, 2023
Q2 2023
|
First Hawaiian Bank
|
BUY
|
- |
2.49KNew |
$186K - $203K
|
2.49K
$296K
|
|
| Q1 2023 | |||||||
|
May 15, 2024
Q1 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-1.6K- 51.61% |
$120K - $145K
|
1.5K
$179K
|
|
|
Apr 04, 2024
Q1 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
7.1KNew |
$532K - $643K
|
7.1K
$845K
|
|
|
Feb 13, 2024
Q1 2023
|
United Community Bank
Greenville, SC |
SELL
|
- |
-355Closed |
$26.6K - $32.2K
|
0
$0
|
|
|
Dec 14, 2023
Q1 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
13New |
$974 - $1.18K
|
13
$1.55K
|
|
|
Sep 26, 2023
Q1 2023
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-91- 35.0% |
$6.82K - $8.25K
|
169
$20.1K
|
|
|
Jun 21, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
7.14KNew |
$535K - $647K
|
7.14K
$850K
|
|
|
Jun 14, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
CALL |
7.14KNew |
$535K - $647K
|
7.14K
$850K
|
|
|
May 15, 2023
Q1 2023
|
Basso Capital Management, L.P.
Stamford, CT |
SELL
|
- |
-4.1K- 22.28% |
$307K - $372K
|
14.3K
$1.7M
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
168+ 2.71% |
$12.6K - $15.2K
|
6.36K
$757K
|
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-499- 9.76% |
$37.4K - $45.2K
|
4.61K
$549K
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
6+ 0.23% |
$450 - $544
|
2.64K
$315K
|
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-72- 41.86% |
$5.4K - $6.53K
|
100
$11.9K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
463New |
$34.7K - $42K
|
463
$55.1K
|
|
|
May 12, 2023
Q1 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-294- 9.12% |
$22K - $26.6K
|
2.93K
$349K
|
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
288New |
$21.6K - $26.1K
|
288
$34.3K
|
|
|
May 12, 2023
Q1 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
2+ 0.07% |
$150 - $181
|
2.98K
$354K
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
93New |
$6.97K - $8.43K
|
93
$11.1K
|
|
|
May 12, 2023
Q1 2023
|
Main Management ETF Advisors, LLC
San Francisco, CA |
BUY
|
- |
510New |
$38.2K - $46.2K
|
510
$60.7K
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
4.23K+ 3.54% |
$317K - $384K
|
124K
$14.7M
|
|
|
May 11, 2023
Q1 2023
|
Montis Financial, LLC
|
BUY
|
- |
158+ 4.24% |
$11.8K - $14.3K
|
3.88K
$462K
|
|
|
May 11, 2023
Q1 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
900New |
$67.5K - $81.6K
|
900
$107K
|
|
|
May 10, 2023
Q1 2023
|
Banco Santander, S.A.
|
SELL
|
- |
-10.9K- 40.36% |
$820K - $992K
|
16.2K
$1.93M
|
|
|
May 10, 2023
Q1 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-153- 79.27% |
$11.5K - $13.9K
|
40
$4.76K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
652New |
$48.9K - $59.1K
|
652
$77.6K
|
|
|
May 10, 2023
Q1 2023
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
7.14KNew |
$535K - $647K
|
7.14K
$850K
|
|
|
May 09, 2023
Q1 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
350New |
$26.2K - $31.7K
|
350
$41.7K
|
|
|
May 09, 2023
Q1 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
1+ 1.04% |
$75 - $90.6
|
97
$11.5K
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
105+ 34.65% |
$7.87K - $9.52K
|
408
$48.6K
|
|
|
May 08, 2023
Q1 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
13+ 0.44% |
$974 - $1.18K
|
2.94K
$350K
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
80New |
$6K - $7.25K
|
80
$9.52K
|
|
|
May 04, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
1.25KNew |
$94K - $114K
|
1.25K
$149K
|
|
|
May 04, 2023
Q1 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-47- 0.51% |
$3.52K - $4.26K
|
9.2K
$1.1M
|
|
|
May 03, 2023
Q1 2023
|
Compass Financial Advisors LLC
|
SELL
|
- |
-231- 4.59% |
$17.3K - $20.9K
|
4.8K
$572K
|
|
|
May 03, 2023
Q1 2023
|
Rollins Financial
|
BUY
|
- |
1+ 0.04% |
$75 - $90.6
|
2.75K
$327K
|
|
|
May 03, 2023
Q1 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
8.2KNew |
$615K - $744K
|
8.2K
$977K
|
|
|
May 03, 2023
Q1 2023
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
2.78KNew |
$208K - $252K
|
2.78K
$330K
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
BUY
|
- |
58+ 1.24% |
$4.35K - $5.26K
|
4.74K
$564K
|
|
|
Apr 27, 2023
Q1 2023
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
2.39K+ 15.36% |
$179K - $216K
|
17.9K
$2.13M
|
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
SELL
|
- |
-120- 85.11% |
$8.99K - $10.9K
|
21
$2.5K
|
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
444New |
$33.3K - $40.2K
|
444
$52.9K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
115+ 370.97% |
$8.62K - $10.4K
|
146
$17.4K
|
|
|
Apr 18, 2023
Q1 2023
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-37- 0.9% |
$2.77K - $3.35K
|
4.08K
$486K
|
|