Latest Institutional Transactions on Vanguard Financial ETF (VFH)

VFH Quotes by TradingView

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
Jan 11, 2022 Q4 2021
Paladin Advisory Group, LLC

BUY
 CALL
444
New
$41.2K - $44.8K
444 $52.9K
Q3 2021
Nov 15, 2021 Q3 2021
Tolleson Wealth Management, Inc.

Dallas, TX
SELL
 -
-12.4K
Closed
$1.07M - $1.19M
0 $0
Nov 15, 2021 Q3 2021
Northern Oak Wealth Management Inc

Milwaukee, WI
SELL
 -
-45
Closed
$3.88K - $4.32K
0 $0
Nov 12, 2021 Q3 2021
Bergan Kdv Wealth Management, LLC

SELL
 -
-240
- 20.46%
$20.7K - $23.1K
933 $111K
Nov 12, 2021 Q3 2021
Psi Advisors, LLC

BUY
 -
238
New
$20.5K - $22.9K
238 $28.3K
Nov 12, 2021 Q3 2021
Financial Insights, Inc.

SELL
 -
-2K
Closed
$173K - $192K
0 $0
Nov 12, 2021 Q3 2021
Holderness Investments CO

Greensboro, NC
BUY
 -
25
+ 0.79%
$2.16K - $2.4K
3.18K $378K
Nov 12, 2021 Q3 2021
American International Group, Inc.

New York, NY
SELL
 -
-750
Closed
$64.7K - $72.1K
0 $0
Nov 12, 2021 Q3 2021
Ami Investment Management Inc

Kendallville, IN
SELL
 -
-7.3K
Closed
$630K - $701K
0 $0
Nov 10, 2021 Q3 2021
Valley National Advisers Inc

SELL
 -
-10
- 25.0%
$863 - $961
30 $3.57K
Nov 10, 2021 Q3 2021
Mark Sheptoff Financial Planning, LLC

Glastonbury, CT
SELL
 -
-250
Closed
$21.6K - $24K
0 $0
Nov 09, 2021 Q3 2021
Fukoku Mutual Life Insurance CO

SELL
 -
-17K
Closed
$1.47M - $1.63M
0 $0
Nov 09, 2021 Q3 2021
Richard Bernstein Advisors LLC

SELL
 -
-98
Closed
$8.46K - $9.42K
0 $0
Nov 05, 2021 Q3 2021
Proquility Private Wealth Partners, LLC

Las Vegas, NV
SELL
 -
-3.62K
Closed
$312K - $348K
0 $0
Nov 04, 2021 Q3 2021
Financial Advocates Investment Management

Olympia, WA
SELL
 -
-2.49K
Closed
$215K - $239K
0 $0
Nov 03, 2021 Q3 2021
Clearwater Capital Advisors, LLC

SELL
 -
-2.84K
Closed
$245K - $273K
0 $0
Nov 03, 2021 Q3 2021
Capital Wealth Planning, LLC

SELL
 -
-3.79K
Closed
$327K - $364K
0 $0
Oct 29, 2021 Q3 2021
Fermata Advisors, LLC

Sonoma, CA
SELL
 -
-2.65K
Closed
$229K - $255K
0 $0
Oct 20, 2021 Q3 2021
Flagship Private Wealth, LLC

SELL
 -
-37
Closed
$3.19K - $3.56K
0 $0
Oct 13, 2021 Q3 2021
Investment Partners, Ltd.

SELL
 -
-4.12K
Closed
$356K - $396K
0 $0
Oct 05, 2021 Q3 2021
Savior LLC

SELL
 -
-917
Closed
$79.2K - $88.1K
0 $0
Q2 2021
Jul 07, 2022 Q2 2021
Baker Boyer National Bank

SELL
 -
-3K
Closed
$257K - $283K
0 $0
Aug 16, 2021 Q2 2021
Rmr Wealth Builders

SELL
 -
-247
Closed
$21.1K - $23.3K
0 $0
Aug 16, 2021 Q2 2021
Voya Financial Advisors, Inc.

Windsor, CT
SELL
 -
-5.22K
Closed
$446K - $493K
0 $0
Aug 16, 2021 Q2 2021
Wealthcare Advisory Partners LLC

West Chester, PA
SELL
 -
-812
Closed
$69.5K - $76.7K
0 $0
Aug 13, 2021 Q2 2021
Schroder Investment Management Group

London, X0
SELL
 -
-188
Closed
$16.1K - $17.8K
0 $0
Aug 13, 2021 Q2 2021
All Square Wealth Management LLC

Albany, NY
SELL
 -
-92
- 13.43%
$7.87K - $8.69K
593 $70.6K
Aug 10, 2021 Q2 2021
Jtc Employer Solutions Trustee LTD

BUY
 -
1.15K
New
$98.2K - $108K
1.15K $137K
Aug 10, 2021 Q2 2021
Lumature Wealth Partners, LLC

Alpharetta, GA
SELL
 -
-405
Closed
$34.6K - $38.3K
0 $0
Aug 10, 2021 Q2 2021
Us Financial Advisors, LLC

Braintree, MA
SELL
 -
-2.46K
Closed
$211K - $233K
0 $0
Aug 06, 2021 Q2 2021
Stuart Chaussee & Associates, Inc.

SELL
 -
-21
- 9.63%
$1.8K - $1.98K
197 $23.5K
Aug 06, 2021 Q2 2021
Fiduciary Planning LLC

Coral Springs, FL
SELL
 -
-121
Closed
$10.3K - $11.4K
0 $0
Jul 30, 2021 Q2 2021
Fusion Family Wealth LLC

SELL
 -
-382
Closed
$32.7K - $36.1K
0 $0
Jul 29, 2021 Q2 2021
South Shore Capital Advisors

SELL
 -
-7.02K
Closed
$600K - $663K
0 $0
Jul 28, 2021 Q2 2021
Guardian Wealth Advisors, LLC

Bloomington, MN
SELL
 -
-4.34K
Closed
$371K - $410K
0 $0
Jul 22, 2021 Q2 2021
Valley Brook Capital Group, Inc.

Venetia, PA
SELL
 -
-621
Closed
$53.1K - $58.7K
0 $0
Jul 21, 2021 Q2 2021
Davenport & CO LLC

BUY
 PUT
3.11K
New
$266K - $294K
3.11K $370K
Jul 21, 2021 Q2 2021
Nat West Group PLC

SELL
 -
-4.79K
Closed
$410K - $453K
0 $0
Jul 20, 2021 Q2 2021
Bck Capital Management LP

Stamford, CT
SELL
 -
-26.3K
Closed
$2.25M - $2.48M
0 $0
Jul 13, 2021 Q2 2021
Freedman Financial Associates, Inc.

Peabody, MA
SELL
 -
-610
Closed
$52.2K - $57.6K
0 $0
Q1 2021
Mar 02, 2022 Q1 2021
Frg Family Wealth Advisors LLC

BUY
 -
3.1K
New
$222K - $269K
3.1K $369K
May 18, 2021 Q1 2021
Defined Wealth Management, LLC

SELL
 -
-329
Closed
$23.6K - $28.5K
0 $0
May 17, 2021 Q1 2021
Perigon Wealth Management, LLC

San Francisco, CA
SELL
 -
-1.19K
Closed
$85.3K - $103K
0 $0
May 14, 2021 Q1 2021
Credit Suisse Ag

Zurich, V8
SELL
 -
-14.1K
Closed
$1.01M - $1.22M
0 $0
May 12, 2021 Q1 2021
True Private Wealth Advisors

SELL
 -
-83
Closed
$5.95K - $7.2K
0 $0
May 11, 2021 Q1 2021
Fiera Capital Corp

Montreal, A8
SELL
 -
-3.61K
Closed
$259K - $313K
0 $0
May 11, 2021 Q1 2021
Nvwm, LLC

SELL
 -
-470
Closed
$33.7K - $40.8K
0 $0
May 10, 2021 Q1 2021
Oder Investment Management, LLC

Woodland Hills, CA
SELL
 -
-1.04K
Closed
$74.3K - $89.7K
0 $0
May 04, 2021 Q1 2021
Greenhouse Wealth Management, LLC

SELL
 -
-995
Closed
$71.4K - $86.3K
0 $0

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