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 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1+ 1.25% |
$75.4 - $93.3
|
81
$10.3K
|
|
|
Jul 21, 2022
Q2 2022
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-4.19KClosed |
$316K - $391K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Consolidated Capital Management, LLC
|
BUY
|
- |
28K+ 788.66% |
$2.11M - $2.61M
|
31.6K
$4.03M
|
|
|
Jul 20, 2022
Q2 2022
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-27.9KClosed |
$2.1M - $2.6M
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-51Closed |
$3.85K - $4.76K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Atlas Private Wealth Management
|
SELL
|
- |
-13.6KClosed |
$1.03M - $1.27M
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
123New |
$9.28K - $11.5K
|
123
$15.7K
|
|
|
Jul 19, 2022
Q2 2022
|
Marks Wealth, LLC
|
SELL
|
- |
-83.8KClosed |
$6.32M - $7.82M
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
439+ 2.35% |
$33.1K - $41K
|
19.1K
$2.44M
|
|
|
Jul 18, 2022
Q2 2022
|
Camelot Portfolios, LLC
|
SELL
|
- |
-312- 2.33% |
$23.5K - $29.1K
|
13.1K
$1.67M
|
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
SELL
|
- |
-166Closed |
$12.5K - $15.5K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Dividend Assets Capital, LLC
|
BUY
|
- |
587+ 333.52% |
$44.3K - $54.8K
|
763
$97.4K
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-126Closed |
$9.5K - $11.8K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
52.4K+ 150.7% |
$3.95M - $4.89M
|
87.2K
$11.1M
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
78New |
$5.88K - $7.28K
|
78
$9.96K
|
|
|
Jul 13, 2022
Q2 2022
|
Gleason Group, Inc.
|
BUY
|
- |
56New |
$4.22K - $5.22K
|
56
$7.15K
|
|
|
Jul 13, 2022
Q2 2022
|
Hbw Advisory Services LLC
|
SELL
|
- |
-3.23KClosed |
$243K - $301K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Murphy Capital Management Inc
|
SELL
|
- |
-695- 15.25% |
$52.4K - $64.8K
|
3.86K
$493K
|
|
|
Jul 12, 2022
Q2 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
101+ 3.67% |
$7.62K - $9.42K
|
2.85K
$364K
|
|
|
Jul 12, 2022
Q2 2022
|
Exane Derivatives
|
SELL
|
- |
-3.06KClosed |
$230K - $285K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-22.1K- 99.93% |
$1.67M - $2.07M
|
16
$2.04K
|
|
|
Jul 11, 2022
Q2 2022
|
Leo Brokerage, LLC
|
BUY
|
- |
148+ 5.51% |
$11.2K - $13.8K
|
2.84K
$362K
|
|
|
Jul 11, 2022
Q2 2022
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-164KClosed |
$12.4M - $15.3M
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
2.49KNew |
$188K - $232K
|
2.49K
$318K
|
|
| Q1 2022 | |||||||
|
Sep 21, 2023
Q1 2022
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
101+ 63.92% |
$8.81K - $10.3K
|
259
$33.1K
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-334Closed |
$29.1K - $34K
|
0
$0
|
|
|
May 27, 2022
Q1 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-295Closed |
$25.7K - $30K
|
0
$0
|
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-611Closed |
$53.3K - $62.2K
|
0
$0
|
|
|
May 20, 2022
Q1 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-15.5KClosed |
$1.35M - $1.58M
|
0
$0
|
|
|
May 17, 2022
Q1 2022
|
Lake Point Wealth Management
|
SELL
|
- |
-60Closed |
$5.24K - $6.11K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-203Closed |
$17.7K - $20.7K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Truvvo Partners LLC
New York, NY |
SELL
|
- |
-2.09KClosed |
$182K - $212K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-68- 40.48% |
$5.93K - $6.92K
|
100
$12.8K
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.02KClosed |
$88.7K - $103K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
51New |
$4.45K - $5.19K
|
51
$6.51K
|
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
36KNew |
$3.14M - $3.66M
|
36K
$4.6M
|
|
|
May 11, 2022
Q1 2022
|
Aspireon Wealth Advisors
|
SELL
|
- |
-2.07KClosed |
$181K - $211K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Advisor Os, LLC
|
SELL
|
- |
-2.25KClosed |
$196K - $229K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-103Closed |
$8.99K - $10.5K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-2.57KClosed |
$224K - $261K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Tiff Advisory Services Inc
|
BUY
|
- |
104K+ 95.2% |
$9.08M - $10.6M
|
213K
$27.3M
|
|
|
May 05, 2022
Q1 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-1.47KClosed |
$128K - $149K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-7.91KClosed |
$690K - $805K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
94.7K+ 39452.5% |
$8.26M - $9.63M
|
94.9K
$12.1M
|
|
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
3.39KNew |
$296K - $345K
|
3.39K
$433K
|
|
|
May 02, 2022
Q1 2022
|
Outfitter Financial LLC
|
SELL
|
- |
-100Closed |
$8.73K - $10.2K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-1.66KClosed |
$145K - $169K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Clear Investment Research, LLC
|
SELL
|
- |
-461Closed |
$40.2K - $46.9K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-287Closed |
$25K - $29.2K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-81Closed |
$7.07K - $8.24K
|
0
$0
|
|