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 |
|---|---|---|---|---|---|---|---|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 0.4% |
$80.3 - $86.7
|
251
$29.6K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.06% |
$80.3 - $86.7
|
1.78K
$210K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
31.9KNew |
$2.38M - $2.6M
|
31.9K
$3.76M
|
|
|
Jul 31, 2023
Q2 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
3.11KNew |
$232K - $254K
|
3.11K
$367K
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.76KNew |
$206K - $225K
|
2.76K
$325K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
2.54KNew |
$189K - $207K
|
2.54K
$299K
|
|
|
Jul 06, 2023
Q2 2023
|
First Hawaiian Bank
|
BUY
|
- |
2.49KNew |
$186K - $203K
|
2.49K
$294K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
756New |
$56.4K - $61.6K
|
756
$89.2K
|
|
|
Jul 20, 2023
Q2 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
713+ 26.7% |
$53.2K - $58.1K
|
3.38K
$399K
|
|
|
Jul 13, 2023
Q2 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
438+ 0.93% |
$32.7K - $35.7K
|
47.4K
$5.59M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
248New |
$18.5K - $20.2K
|
248
$29.3K
|
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
209New |
$15.6K - $17K
|
209
$24.7K
|
|
|
Aug 08, 2023
Q2 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
155+ 1.85% |
$11.6K - $12.6K
|
8.56K
$1.01M
|
|
|
Aug 08, 2023
Q2 2023
|
First Pacific Financial
|
BUY
|
- |
120New |
$8.96K - $9.78K
|
120
$14.2K
|
|
|
Aug 04, 2023
Q2 2023
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
100+ 2.48% |
$7.47K - $8.15K
|
4.14K
$488K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
52+ 0.74% |
$3.88K - $4.24K
|
7.13K
$841K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
30New |
$2.24K - $2.44K
|
30
$3.54K
|
|
|
Jul 11, 2023
Q2 2023
|
Tl Private Wealth
|
BUY
|
- |
15+ 0.46% |
$1.12K - $1.22K
|
3.27K
$386K
|
|
|
Aug 09, 2023
Q2 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
13+ 10.57% |
$970 - $1.06K
|
136
$16.1K
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
9New |
$672 - $733
|
9
$1.06K
|
|
| Q1 2023 | |||||||
|
May 03, 2023
Q1 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
8.2KNew |
$615K - $744K
|
8.2K
$968K
|
|
|
Jun 21, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
7.14KNew |
$535K - $647K
|
7.14K
$843K
|
|
|
Jun 14, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
CALL |
7.14KNew |
$535K - $647K
|
7.14K
$843K
|
|
|
May 10, 2023
Q1 2023
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
7.14KNew |
$535K - $647K
|
7.14K
$843K
|
|
|
Apr 04, 2024
Q1 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
7.1KNew |
$532K - $643K
|
7.1K
$838K
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
4.23K+ 3.54% |
$317K - $384K
|
124K
$14.6M
|
|
|
May 03, 2023
Q1 2023
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
2.78KNew |
$208K - $252K
|
2.78K
$328K
|
|
|
Apr 27, 2023
Q1 2023
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
2.39K+ 15.36% |
$179K - $216K
|
17.9K
$2.12M
|
|
|
May 04, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
1.25KNew |
$94K - $114K
|
1.25K
$148K
|
|
|
May 11, 2023
Q1 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
900New |
$67.5K - $81.6K
|
900
$106K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
652New |
$48.9K - $59.1K
|
652
$77K
|
|
|
May 12, 2023
Q1 2023
|
Main Management ETF Advisors, LLC
San Francisco, CA |
BUY
|
- |
510New |
$38.2K - $46.2K
|
510
$60.2K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
463New |
$34.7K - $42K
|
463
$54.6K
|
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
444New |
$33.3K - $40.2K
|
444
$52.4K
|
|
|
May 09, 2023
Q1 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
350New |
$26.2K - $31.7K
|
350
$41.3K
|
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
288New |
$21.6K - $26.1K
|
288
$34K
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
168+ 2.71% |
$12.6K - $15.2K
|
6.36K
$750K
|
|
|
May 11, 2023
Q1 2023
|
Montis Financial, LLC
|
BUY
|
- |
158+ 4.24% |
$11.8K - $14.3K
|
3.88K
$458K
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
105+ 34.65% |
$7.87K - $9.52K
|
408
$48.2K
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
93New |
$6.97K - $8.43K
|
93
$11K
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
80New |
$6K - $7.25K
|
80
$9.44K
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
BUY
|
- |
58+ 1.24% |
$4.35K - $5.26K
|
4.74K
$559K
|
|
|
Dec 14, 2023
Q1 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
13New |
$974 - $1.18K
|
13
$1.53K
|
|
|
May 08, 2023
Q1 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
13+ 0.44% |
$974 - $1.18K
|
2.94K
$347K
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
6+ 0.23% |
$450 - $544
|
2.64K
$312K
|
|
|
May 12, 2023
Q1 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
2+ 0.07% |
$150 - $181
|
2.98K
$351K
|
|
|
May 09, 2023
Q1 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
1+ 1.04% |
$75 - $90.6
|
97
$11.4K
|
|
|
May 03, 2023
Q1 2023
|
Rollins Financial
|
BUY
|
- |
1+ 0.04% |
$75 - $90.6
|
2.75K
$324K
|
|
| Q4 2022 | |||||||
|
Apr 05, 2024
Q4 2022
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
82KNew |
$6.13M - $7.27M
|
82K
$9.68M
|
|
|
Feb 09, 2023
Q4 2022
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
21.7KNew |
$1.62M - $1.92M
|
21.7K
$2.56M
|
|