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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2022
Q1 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-52.3KClosed |
$4.56M - $5.32M
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Krs Capital Management, LLC
|
SELL
|
- |
-50Closed |
$4.36K - $5.09K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1.36K+ 33.88% |
$118K - $138K
|
5.36K
$684K
|
|
|
Apr 26, 2022
Q1 2022
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-4.69KClosed |
$409K - $477K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-394Closed |
$34.4K - $40.1K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Country Trust Bank
|
SELL
|
- |
-152Closed |
$13.3K - $15.5K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Ledyard National Bank
|
SELL
|
- |
-2.83KClosed |
$247K - $288K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-2.78KClosed |
$243K - $283K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Tnf LLC
|
SELL
|
- |
-2.2KClosed |
$192K - $224K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-2.29KClosed |
$200K - $233K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Insight Folios Inc
|
SELL
|
- |
-2.22KClosed |
$193K - $225K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Edge Wealth Management LLC
|
SELL
|
- |
-465Closed |
$40.6K - $47.3K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Corbenic Partners LLC
|
SELL
|
- |
-33Closed |
$2.88K - $3.36K
|
0
$0
|
|
|
Apr 07, 2022
Q1 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-575Closed |
$50.2K - $58.5K
|
0
$0
|
|
|
Apr 05, 2022
Q1 2022
|
Adirondack Trust CO
|
BUY
|
- |
2KNew |
$175K - $204K
|
2K
$255K
|
|
|
Apr 04, 2022
Q1 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-2.12KClosed |
$185K - $216K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Jul 17, 2024
Q4 2021
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-47Closed |
$4.36K - $4.74K
|
0
$0
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-779Closed |
$72.2K - $78.6K
|
0
$0
|
|
|
Feb 17, 2022
Q4 2021
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-19Closed |
$1.76K - $1.92K
|
0
$0
|
|
|
Feb 16, 2022
Q4 2021
|
First Community Trust Na
|
BUY
|
- |
695New |
$64.4K - $70.2K
|
695
$88.8K
|
|
|
Feb 15, 2022
Q4 2021
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-11.5KClosed |
$1.07M - $1.16M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
1KNew |
$92.7K - $101K
|
1K
$128K
|
|
|
Feb 14, 2022
Q4 2021
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-6.58KClosed |
$610K - $664K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthgate Family Office, LLC
|
SELL
|
- |
-757Closed |
$70.2K - $76.4K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-820Closed |
$76K - $82.8K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-323- 29.88% |
$29.9K - $32.6K
|
758
$96.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
270New |
$25K - $27.3K
|
270
$34.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
490New |
$45.4K - $49.5K
|
490
$62.6K
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-61Closed |
$5.66K - $6.16K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-14.5KClosed |
$1.34M - $1.46M
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-2.78KClosed |
$258K - $281K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-11.8KClosed |
$1.09M - $1.19M
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
245New |
$22.7K - $24.7K
|
245
$31.3K
|
|
|
Feb 09, 2022
Q4 2021
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-2KClosed |
$186K - $202K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-25Closed |
$2.32K - $2.52K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-69Closed |
$6.4K - $6.97K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-651Closed |
$60.4K - $65.7K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
84New |
$7.79K - $8.48K
|
84
$10.7K
|
|
|
Jan 19, 2022
Q4 2021
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-80- 2.37% |
$7.42K - $8.08K
|
3.29K
$420K
|
|
|
Jan 11, 2022
Q4 2021
|
Paladin Advisory Group, LLC
|
BUY
|
CALL |
444New |
$41.2K - $44.8K
|
444
$56.7K
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-12.4KClosed |
$1.07M - $1.19M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-45Closed |
$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
$119K
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Insights, Inc.
|
SELL
|
- |
-2KClosed |
$173K - $192K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
25+ 0.79% |
$2.16K - $2.4K
|
3.18K
$405K
|
|
|
Nov 12, 2021
Q3 2021
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-750Closed |
$64.7K - $72.1K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-7.3KClosed |
$630K - $701K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Valley National Advisers Inc
|
SELL
|
- |
-10- 25.0% |
$863 - $961
|
30
$3.83K
|
|
|
Nov 10, 2021
Q3 2021
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-4.03KClosed |
$348K - $387K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-250Closed |
$21.6K - $24K
|
0
$0
|
|