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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2021
Q4 2020
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-1.05KClosed |
$61.2K - $76.5K
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-1.1KClosed |
$63.9K - $79.8K
|
0
$0
|
|
|
Feb 03, 2021
Q4 2020
|
Anderson Hoagland & CO
|
SELL
|
- |
-15.6KClosed |
$908K - $1.13M
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-852Closed |
$49.7K - $62.1K
|
0
$0
|
|
|
Jan 26, 2021
Q4 2020
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-500Closed |
$29.2K - $36.4K
|
0
$0
|
|
|
Jan 07, 2021
Q4 2020
|
Webster Bank, N. A.
|
BUY
|
- |
662+ 341.24% |
$38.6K - $48.2K
|
856
$109K
|
|
| Q3 2020 | |||||||
|
Nov 09, 2023
Q3 2020
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
706New |
$39.2K - $43.9K
|
706
$90.2K
|
|
|
Nov 16, 2020
Q3 2020
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-59.4KClosed |
$3.29M - $3.69M
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Family Management Corp
New York, NY |
SELL
|
- |
-4KClosed |
$222K - $249K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-220KClosed |
$12.2M - $13.7M
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Shayne & Co., LLC
|
SELL
|
- |
-7.1KClosed |
$394K - $442K
|
0
$0
|
|
|
Nov 03, 2020
Q3 2020
|
Hallmark Capital Management Inc
|
SELL
|
- |
-3.79KClosed |
$210K - $236K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
3.18K+ 21.93% |
$151K - $210K
|
17.7K
$2.26M
|
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-50Closed |
$2.37K - $3.29K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-1.35KClosed |
$63.9K - $88.8K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Covington Capital Management
|
SELL
|
- |
-35Closed |
$1.66K - $2.31K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-5.5KClosed |
$261K - $362K
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-62Closed |
$2.94K - $4.08K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Horan Securities, Inc.
|
BUY
|
- |
30New |
$1.42K - $1.98K
|
30
$3.83K
|
|
|
Aug 06, 2020
Q2 2020
|
Darwin Advisors, LLC
|
SELL
|
- |
-287Closed |
$13.6K - $18.9K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-4.87KClosed |
$231K - $321K
|
0
$0
|
|
|
Aug 04, 2020
Q2 2020
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-150Closed |
$7.11K - $9.88K
|
0
$0
|
|
|
Aug 03, 2020
Q2 2020
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-25.4KClosed |
$1.2M - $1.68M
|
0
$0
|
|
|
Jul 27, 2020
Q2 2020
|
Firestone Capital Management
|
SELL
|
- |
-467Closed |
$22.1K - $30.8K
|
0
$0
|
|
|
Jul 21, 2020
Q2 2020
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-30.4KClosed |
$1.44M - $2M
|
0
$0
|
|
|
Jul 20, 2020
Q2 2020
|
Good Life Advisors, LLC
|
SELL
|
- |
-3.94KClosed |
$187K - $259K
|
0
$0
|
|
|
Jul 20, 2020
Q2 2020
|
Starr International CO Inc
Zug, V8 |
SELL
|
- |
-74KClosed |
$3.51M - $4.88M
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Scotia Capital Inc.
|
SELL
|
- |
-10KClosed |
$429K - $778K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1Closed |
$42.8 - $77.5
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Emerald Advisors, LLC
|
SELL
|
- |
-5.19KClosed |
$222K - $402K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-30Closed |
$1.28K - $2.33K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-3.44KClosed |
$147K - $267K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-95Closed |
$4.07K - $7.36K
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Iridian Asset Management LLC
|
SELL
|
- |
-44.8KClosed |
$1.92M - $3.47M
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
SELL
|
- |
-92.4KClosed |
$3.96M - $7.17M
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-400Closed |
$17.1K - $31K
|
0
$0
|
|
|
May 06, 2020
Q1 2020
|
Motco
|
SELL
|
- |
-40Closed |
$1.71K - $3.1K
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
4.33KNew |
$185K - $335K
|
4.33K
$553K
|
|
|
May 01, 2020
Q1 2020
|
Peoples Bank
|
SELL
|
- |
-6.95KClosed |
$298K - $539K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Riverstone Advisors, LLC
|
SELL
|
- |
-37.6KClosed |
$1.61M - $2.92M
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-3.37KClosed |
$144K - $261K
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-4.15KClosed |
$178K - $322K
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-145Closed |
$6.21K - $11.2K
|
0
$0
|
|
|
Apr 13, 2020
Q1 2020
|
Arlington Partners LLC
|
SELL
|
- |
-232Closed |
$9.93K - $18K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Nov 07, 2023
Q4 2019
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-55Closed |
$3.67K - $4.21K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-32.8KClosed |
$2.19M - $2.51M
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Weil Company, Inc.
|
SELL
|
- |
-175Closed |
$11.7K - $13.4K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-40.5KClosed |
$2.71M - $3.1M
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Private Portfolio Partners LLC
|
SELL
|
- |
-3.03KClosed |
$203K - $232K
|
0
$0
|
|
|
Feb 10, 2020
Q4 2019
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-3.34KClosed |
$223K - $256K
|
0
$0
|
|