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 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
221+ 3.96% |
$24.1K - $27.9K
|
5.8K
$721K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
208+ 5.51% |
$22.6K - $26.2K
|
3.99K
$496K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
196+ 27.88% |
$21.3K - $24.7K
|
899
$112K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
186+ 379.59% |
$20.2K - $23.5K
|
235
$29.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
183+ 5.49% |
$19.9K - $23.1K
|
3.52K
$438K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
178+ 2.32% |
$19.4K - $22.5K
|
7.84K
$976K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
178+ 0.41% |
$19.4K - $22.5K
|
43.9K
$5.46M
|
|
|
Jan 22, 2025
Q4 2024
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
157+ 0.59% |
$17.1K - $19.8K
|
27K
$3.36M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
153+ 1.14% |
$16.7K - $19.3K
|
13.5K
$1.69M
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
141+ 26.36% |
$15.4K - $17.8K
|
676
$84.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
107+ 1.84% |
$11.6K - $13.5K
|
5.91K
$736K
|
|
|
Jan 23, 2025
Q4 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
105+ 2.2% |
$11.4K - $13.3K
|
4.87K
$606K
|
|
|
Jan 16, 2025
Q4 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
79+ 0.49% |
$8.6K - $9.97K
|
16.3K
$2.02M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
75+ 1.76% |
$8.17K - $9.47K
|
4.33K
$539K
|
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
56+ 0.47% |
$6.1K - $7.07K
|
12K
$1.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
55+ 0.1% |
$5.99K - $6.94K
|
54.2K
$6.75M
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
54+ 39.71% |
$5.88K - $6.81K
|
190
$23.6K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
53+ 2.48% |
$5.77K - $6.69K
|
2.19K
$273K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
48New |
$5.23K - $6.06K
|
48
$5.97K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
47+ 7.28% |
$5.12K - $5.93K
|
693
$86.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
47+ 1.06% |
$5.12K - $5.93K
|
4.47K
$556K
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
BUY
|
- |
43+ 0.19% |
$4.68K - $5.43K
|
22.5K
$2.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Matisse Capital
|
BUY
|
- |
40+ 0.68% |
$4.35K - $5.05K
|
5.91K
$736K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
38+ 0.67% |
$4.14K - $4.8K
|
5.73K
$713K
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence LLC
|
BUY
|
- |
37+ 1.03% |
$4.03K - $4.67K
|
3.64K
$453K
|
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
35+ 1.07% |
$3.81K - $4.42K
|
3.31K
$412K
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
34+ 0.77% |
$3.7K - $4.29K
|
4.46K
$555K
|
|
|
Jan 15, 2025
Q4 2024
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
31New |
$3.37K - $3.91K
|
31
$3.86K
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
30New |
$3.27K - $3.79K
|
30
$3.73K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
23+ 0.86% |
$2.5K - $2.9K
|
2.7K
$336K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
21+ 2.25% |
$2.29K - $2.65K
|
956
$119K
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
11+ 0.46% |
$1.2K - $1.39K
|
2.38K
$297K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
10+ 0.33% |
$1.09K - $1.26K
|
3K
$373K
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
6+ 0.32% |
$653 - $757
|
1.9K
$237K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
5+ 0.01% |
$544 - $631
|
43.4K
$5.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
4+ 0.14% |
$435 - $505
|
2.77K
$345K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
4+ 0.13% |
$435 - $505
|
3.03K
$377K
|
|
| Q3 2024 | |||||||
|
Oct 15, 2024
Q3 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
302KNew |
$29.9M - $33.5M
|
302K
$37.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
219K+ 21.06% |
$21.8M - $24.4M
|
1.26M
$157M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
219K+ 97.78% |
$21.8M - $24.4M
|
443K
$55.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
134K+ 29.17% |
$13.3M - $14.9M
|
595K
$74M
|
|
|
Nov 13, 2024
Q3 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
129KNew |
$12.8M - $14.3M
|
129K
$16M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
127K+ 7.23% |
$12.6M - $14.1M
|
1.88M
$234M
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
97.5K+ 11076.14% |
$9.68M - $10.8M
|
98.4K
$12.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
95.8K+ 9.32% |
$9.51M - $10.7M
|
1.12M
$140M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
95.6KNew |
$9.49M - $10.6M
|
95.6K
$11.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
79.7K+ 22.03% |
$7.91M - $8.86M
|
441K
$54.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Richmond Brothers, Inc.
Jackson, MI |
BUY
|
- |
63.7KNew |
$6.33M - $7.09M
|
63.7K
$7.93M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
56.2K+ 375.55% |
$5.58M - $6.25M
|
71.2K
$8.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
53.2K+ 370.11% |
$5.28M - $5.92M
|
67.6K
$8.41M
|
|