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 09, 2021
Q3 2021
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-17KClosed |
$1.47M - $1.63M
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-98Closed |
$8.46K - $9.42K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-3.62KClosed |
$312K - $348K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.49KClosed |
$215K - $239K
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-2.84KClosed |
$245K - $273K
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-3.79KClosed |
$327K - $364K
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-2.65KClosed |
$229K - $255K
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-37Closed |
$3.19K - $3.56K
|
0
$0
|
|
|
Oct 13, 2021
Q3 2021
|
Investment Partners, Ltd.
|
SELL
|
- |
-4.12KClosed |
$356K - $396K
|
0
$0
|
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-917Closed |
$79.2K - $88.1K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Jul 07, 2022
Q2 2021
|
Baker Boyer National Bank
|
SELL
|
- |
-3KClosed |
$257K - $283K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-247Closed |
$21.1K - $23.3K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-5.22KClosed |
$446K - $493K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-812Closed |
$69.5K - $76.7K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-188Closed |
$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
$75.7K
|
|
|
Aug 10, 2021
Q2 2021
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
1.15KNew |
$98.2K - $108K
|
1.15K
$147K
|
|
|
Aug 10, 2021
Q2 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-405Closed |
$34.6K - $38.3K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-2.46KClosed |
$211K - $233K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-21- 9.63% |
$1.8K - $1.98K
|
197
$25.2K
|
|
|
Aug 06, 2021
Q2 2021
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-121Closed |
$10.3K - $11.4K
|
0
$0
|
|
|
Jul 30, 2021
Q2 2021
|
Fusion Family Wealth LLC
|
SELL
|
- |
-382Closed |
$32.7K - $36.1K
|
0
$0
|
|
|
Jul 29, 2021
Q2 2021
|
South Shore Capital Advisors
|
SELL
|
- |
-7.02KClosed |
$600K - $663K
|
0
$0
|
|
|
Jul 28, 2021
Q2 2021
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-4.34KClosed |
$371K - $410K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-621Closed |
$53.1K - $58.7K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
3.11KNew |
$266K - $294K
|
3.11K
$397K
|
|
|
Jul 21, 2021
Q2 2021
|
Nat West Group PLC
|
SELL
|
- |
-4.79KClosed |
$410K - $453K
|
0
$0
|
|
|
Jul 20, 2021
Q2 2021
|
Bck Capital Management LP
Stamford, CT |
SELL
|
- |
-26.3KClosed |
$2.25M - $2.48M
|
0
$0
|
|
|
Jul 13, 2021
Q2 2021
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-610Closed |
$52.2K - $57.6K
|
0
$0
|
|
| Q1 2021 | |||||||
|
Mar 02, 2022
Q1 2021
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
3.1KNew |
$222K - $269K
|
3.1K
$396K
|
|
|
May 18, 2021
Q1 2021
|
Defined Wealth Management, LLC
|
SELL
|
- |
-329Closed |
$23.6K - $28.5K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.19KClosed |
$85.3K - $103K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-14.1KClosed |
$1.01M - $1.22M
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-83Closed |
$5.95K - $7.2K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-3.61KClosed |
$259K - $313K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Nvwm, LLC
|
SELL
|
- |
-470Closed |
$33.7K - $40.8K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-1.04KClosed |
$74.3K - $89.7K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-995Closed |
$71.4K - $86.3K
|
0
$0
|
|
|
May 03, 2021
Q1 2021
|
Black Diamond Financial, LLC
|
BUY
|
- |
3.15KNew |
$226K - $273K
|
3.15K
$402K
|
|
|
May 03, 2021
Q1 2021
|
Manchester Financial Inc
|
SELL
|
- |
-45Closed |
$3.23K - $3.9K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.54KClosed |
$111K - $134K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Meritage Portfolio Management
|
SELL
|
- |
-27.3KClosed |
$1.96M - $2.37M
|
0
$0
|
|
|
Apr 08, 2021
Q1 2021
|
Trust CO
|
BUY
|
- |
160New |
$11.5K - $13.9K
|
160
$20.4K
|
|
| Q4 2020 | |||||||
|
Mar 05, 2021
Q4 2020
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-150Closed |
$8.75K - $10.9K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-42.4KClosed |
$2.48M - $3.09M
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
3.2KNew |
$187K - $233K
|
3.2K
$409K
|
|
|
Feb 16, 2021
Q4 2020
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-154Closed |
$8.98K - $11.2K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Uss Investment Management LTD
|
SELL
|
- |
-615KClosed |
$35.9M - $44.8M
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-7.54KClosed |
$440K - $549K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Ubs Group Ag
|
BUY
|
PUT |
100New |
$5.83K - $7.28K
|
100
$12.8K
|
|