Latest Institutional Purchases of Vanguard Financial ETF (VFH)
This list provides information on the latest institutional transactions involving Vanguard Financial ETF (VFH) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
BUY
|
- |
50+ 14.66% |
$3.8K - $4.63K
|
391
$49.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
46New |
$3.49K - $4.26K
|
46
$5.79K
|
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
43New |
$3.27K - $3.98K
|
43
$5.41K
|
|
|
Feb 12, 2024
Q4 2023
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
31New |
$2.36K - $2.87K
|
31
$3.9K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
23New |
$1.75K - $2.13K
|
23
$2.9K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
12New |
$912 - $1.11K
|
12
$1.51K
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
12New |
$912 - $1.11K
|
12
$1.51K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
3+ 0.99% |
$228 - $278
|
305
$38.4K
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 1.27% |
$152 - $185
|
160
$20.1K
|
|
| Q3 2023 | |||||||
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
31.7KNew |
$2.54M - $2.74M
|
31.7K
$3.98M
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
7.28KNew |
$584K - $631K
|
7.28K
$916K
|
|
|
Oct 17, 2023
Q3 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
7.28KNew |
$584K - $631K
|
7.28K
$916K
|
|
|
Nov 02, 2023
Q3 2023
|
Avitas Wealth Management LLC
|
BUY
|
- |
5.71KNew |
$459K - $495K
|
5.71K
$719K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
5.42KNew |
$436K - $470K
|
5.42K
$683K
|
|
|
Nov 14, 2023
Q3 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
4.28KNew |
$343K - $371K
|
4.28K
$538K
|
|
|
Oct 04, 2023
Q3 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
3.19KNew |
$256K - $276K
|
3.19K
$401K
|
|
|
Nov 01, 2023
Q3 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
3.15KNew |
$253K - $273K
|
3.15K
$396K
|
|
|
Nov 15, 2023
Q3 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
2.79KNew |
$224K - $242K
|
2.79K
$351K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1.87K+ 1.05% |
$150K - $162K
|
180K
$22.7M
|
|
|
Nov 15, 2023
Q3 2023
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
1.21KNew |
$97.2K - $105K
|
1.21K
$152K
|
|
|
Nov 09, 2023
Q3 2023
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
BUY
|
- |
1K+ 2.03% |
$80.3K - $86.7K
|
50.2K
$6.32M
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
387+ 135.31% |
$31.1K - $33.6K
|
673
$84.7K
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
85New |
$6.83K - $7.37K
|
85
$10.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
72New |
$5.78K - $6.24K
|
72
$9.06K
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
BUY
|
- |
45New |
$3.61K - $3.9K
|
45
$5.66K
|
|
|
Dec 18, 2023
Q3 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
31New |
$2.49K - $2.69K
|
31
$3.9K
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
12New |
$964 - $1.04K
|
12
$1.51K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2New |
$161 - $173
|
2
$252
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 0.4% |
$80.3 - $86.7
|
251
$31.6K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.06% |
$80.3 - $86.7
|
1.78K
$224K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
31.9KNew |
$2.38M - $2.6M
|
31.9K
$4.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
7.16KNew |
$535K - $584K
|
7.16K
$902K
|
|
|
Jul 31, 2023
Q2 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
3.11KNew |
$232K - $254K
|
3.11K
$392K
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.76KNew |
$206K - $225K
|
2.76K
$347K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
2.54KNew |
$189K - $207K
|
2.54K
$319K
|
|
|
Jul 06, 2023
Q2 2023
|
First Hawaiian Bank
|
BUY
|
- |
2.49KNew |
$186K - $203K
|
2.49K
$313K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
756New |
$56.4K - $61.6K
|
756
$95.2K
|
|
|
Jul 20, 2023
Q2 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
713+ 26.7% |
$53.2K - $58.1K
|
3.38K
$426K
|
|
|
Jul 13, 2023
Q2 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
438+ 0.93% |
$32.7K - $35.7K
|
47.4K
$5.96M
|
|
|
Aug 14, 2023
Q2 2023
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
400+ 9.3% |
$29.9K - $32.6K
|
4.7K
$592K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
248New |
$18.5K - $20.2K
|
248
$31.2K
|
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
209New |
$15.6K - $17K
|
209
$26.3K
|
|
|
Aug 08, 2023
Q2 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
155+ 1.85% |
$11.6K - $12.6K
|
8.56K
$1.08M
|
|
|
Aug 08, 2023
Q2 2023
|
First Pacific Financial
|
BUY
|
- |
120New |
$8.96K - $9.78K
|
120
$15.1K
|
|
|
Aug 04, 2023
Q2 2023
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
100+ 2.48% |
$7.47K - $8.15K
|
4.14K
$521K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
52+ 0.74% |
$3.88K - $4.24K
|
7.13K
$897K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
30New |
$2.24K - $2.44K
|
30
$3.78K
|
|
|
Jul 11, 2023
Q2 2023
|
Tl Private Wealth
|
BUY
|
- |
15+ 0.46% |
$1.12K - $1.22K
|
3.27K
$412K
|
|
|
Aug 09, 2023
Q2 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
13+ 10.57% |
$970 - $1.06K
|
136
$17.1K
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
9New |
$672 - $733
|
9
$1.13K
|
|