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 11, 2024
Q4 2022
|
Whitford Management LLC
New York, NY |
BUY
|
- |
16.7KNew |
$1.25M - $1.48M
|
16.7K
$1.97M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
9.76KNew |
$729K - $865K
|
9.76K
$1.15M
|
|
|
Feb 10, 2023
Q4 2022
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
6.7K+ 937.62% |
$501K - $594K
|
7.42K
$876K
|
|
|
Feb 14, 2023
Q4 2022
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
4.36KNew |
$325K - $386K
|
4.36K
$514K
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
3.52KNew |
$263K - $312K
|
3.52K
$415K
|
|
|
Jan 17, 2023
Q4 2022
|
Harrison & CO Wealth Management, LLC
|
BUY
|
- |
2.91K+ 23.17% |
$217K - $258K
|
15.5K
$1.82M
|
|
|
Jan 30, 2023
Q4 2022
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
2.75KNew |
$205K - $243K
|
2.75K
$324K
|
|
|
Jan 27, 2023
Q4 2022
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
2.6KNew |
$194K - $231K
|
2.6K
$307K
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
2.51KNew |
$188K - $223K
|
2.51K
$297K
|
|
|
Jan 12, 2023
Q4 2022
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
2.5KNew |
$187K - $222K
|
2.5K
$295K
|
|
|
Feb 06, 2023
Q4 2022
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
1.83K+ 6.1% |
$137K - $162K
|
31.9K
$3.76M
|
|
|
Mar 15, 2023
Q4 2022
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
1.77KNew |
$132K - $157K
|
1.77K
$209K
|
|
|
Jan 30, 2023
Q4 2022
|
Progressive Investment Management Corp
|
BUY
|
- |
1.3KNew |
$97.1K - $115K
|
1.3K
$153K
|
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
1.29KNew |
$96K - $114K
|
1.29K
$152K
|
|
|
Feb 10, 2023
Q4 2022
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
1.15KNew |
$85.9K - $102K
|
1.15K
$136K
|
|
|
Feb 08, 2023
Q4 2022
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
1.15KNew |
$85.8K - $102K
|
1.15K
$135K
|
|
|
Feb 13, 2023
Q4 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
803+ 4.87% |
$60K - $71.1K
|
17.3K
$2.04M
|
|
|
Jan 20, 2023
Q4 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
725+ 725.0% |
$54.2K - $64.2K
|
825
$97.4K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
717New |
$53.6K - $63.5K
|
717
$84.6K
|
|
|
Jun 13, 2023
Q4 2022
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
666New |
$49.8K - $59K
|
666
$78.6K
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
571New |
$42.7K - $50.6K
|
571
$67.4K
|
|
|
Jan 31, 2023
Q4 2022
|
Atwood & Palmer Inc
|
BUY
|
- |
495New |
$37K - $43.9K
|
495
$58.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
424New |
$31.7K - $37.6K
|
424
$50K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
400New |
$29.9K - $35.4K
|
400
$47.2K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
300New |
$22.4K - $26.6K
|
300
$35.4K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
213New |
$15.9K - $18.9K
|
213
$25.1K
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
99New |
$7.4K - $8.77K
|
99
$11.7K
|
|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
93+ 0.41% |
$6.95K - $8.24K
|
22.9K
$2.7M
|
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
BUY
|
- |
51New |
$3.81K - $4.52K
|
51
$6.02K
|
|
|
Jan 26, 2023
Q4 2022
|
Econ Financial Services Corp
|
BUY
|
- |
42+ 0.99% |
$3.14K - $3.72K
|
4.29K
$506K
|
|
|
Feb 13, 2023
Q4 2022
|
Stevard, LLC
Chicago, IL |
BUY
|
- |
25+ 0.37% |
$1.87K - $2.22K
|
6.78K
$800K
|
|
|
Jan 25, 2023
Q4 2022
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
22+ 0.45% |
$1.64K - $1.95K
|
4.88K
$576K
|
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
12New |
$896 - $1.06K
|
12
$1.42K
|
|
|
Jan 24, 2023
Q4 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
6New |
$448 - $532
|
6
$708
|
|
|
Feb 13, 2023
Q4 2022
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
2+ 1.32% |
$149 - $177
|
153
$18.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
2+ 0.16% |
$149 - $177
|
1.22K
$144K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
5.9K+ 23.04% |
$439K - $521K
|
31.5K
$3.72M
|
|
|
Nov 14, 2022
Q3 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
4.45KNew |
$331K - $393K
|
4.45K
$525K
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
3.87K+ 4.88% |
$288K - $342K
|
83.3K
$9.83M
|
|
|
Nov 03, 2022
Q3 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
3.52KNew |
$262K - $310K
|
3.52K
$415K
|
|
|
Nov 07, 2022
Q3 2022
|
Fiducient Advisors LLC
|
BUY
|
- |
3.42KNew |
$254K - $301K
|
3.42K
$403K
|
|
|
Oct 21, 2022
Q3 2022
|
Twin Capital Management Inc
|
BUY
|
- |
3.25KNew |
$242K - $287K
|
3.25K
$384K
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
3.03KNew |
$226K - $267K
|
3.03K
$358K
|
|
|
Nov 14, 2022
Q3 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
2.73KNew |
$203K - $240K
|
2.73K
$322K
|
|
|
Nov 14, 2022
Q3 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.88K+ 5.24% |
$140K - $166K
|
37.7K
$4.45M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1.78KNew |
$132K - $157K
|
1.78K
$210K
|
|
|
Nov 02, 2022
Q3 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
670New |
$49.9K - $59.1K
|
670
$79.1K
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
454+ 129.34% |
$33.8K - $40K
|
805
$95K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
361New |
$26.9K - $31.8K
|
361
$42.6K
|
|
|
Oct 26, 2022
Q3 2022
|
Pariax, LLC
|
BUY
|
- |
310+ 0.47% |
$23.1K - $27.3K
|
66.3K
$7.82M
|
|