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 12, 2024
Q4 2023
|
Keating Wealth Management LLC
Greenwood Village, CO |
BUY
|
- |
4.01KNew |
$304K - $371K
|
4.01K
$499K
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
3.42K+ 365.24% |
$259K - $316K
|
4.35K
$541K
|
|
Feb 13, 2024
Q4 2023
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
2.8KNew |
$213K - $259K
|
2.8K
$348K
|
|
Feb 06, 2024
Q4 2023
|
Hyman Charles D
|
BUY
|
- |
2.47KNew |
$188K - $229K
|
2.47K
$307K
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.45KNew |
$186K - $227K
|
2.45K
$305K
|
|
Feb 09, 2024
Q4 2023
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
2.37KNew |
$180K - $219K
|
2.37K
$294K
|
|
Feb 14, 2024
Q4 2023
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
2.25KNew |
$171K - $208K
|
2.25K
$280K
|
|
Feb 01, 2024
Q4 2023
|
Capital Management Corp
|
BUY
|
- |
2.24KNew |
$170K - $207K
|
2.24K
$278K
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
2.23KNew |
$169K - $206K
|
2.23K
$277K
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
1.06KNew |
$80.5K - $98.2K
|
1.06K
$132K
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
1KNew |
$76K - $92.7K
|
1K
$124K
|
|
Feb 07, 2024
Q4 2023
|
Gables Capital Management Inc.
|
BUY
|
- |
828New |
$62.9K - $76.7K
|
828
$103K
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
560New |
$42.5K - $51.9K
|
560
$69.7K
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
427New |
$32.4K - $39.6K
|
427
$53.1K
|
|
Jan 26, 2024
Q4 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
399+ 2.81% |
$30.3K - $37K
|
14.6K
$1.82M
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
351New |
$26.7K - $32.5K
|
351
$43.7K
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
347New |
$26.4K - $32.2K
|
347
$43.2K
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
288New |
$21.9K - $26.7K
|
288
$35.8K
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
267New |
$20.3K - $24.7K
|
267
$33.2K
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
247New |
$18.8K - $22.9K
|
247
$30.7K
|
|
Jan 24, 2024
Q4 2023
|
Hardy Reed LLC
|
BUY
|
- |
137+ 2.22% |
$10.4K - $12.7K
|
6.32K
$786K
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
88New |
$6.69K - $8.15K
|
88
$10.9K
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
58New |
$4.41K - $5.37K
|
58
$7.22K
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
BUY
|
- |
50+ 14.66% |
$3.8K - $4.63K
|
391
$48.7K
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
46New |
$3.49K - $4.26K
|
46
$5.72K
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
43New |
$3.27K - $3.98K
|
43
$5.35K
|
|
Feb 12, 2024
Q4 2023
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
31New |
$2.36K - $2.87K
|
31
$3.86K
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
23New |
$1.75K - $2.13K
|
23
$2.86K
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
12New |
$912 - $1.11K
|
12
$1.49K
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
12+ 0.83% |
$912 - $1.11K
|
1.45K
$181K
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
12New |
$912 - $1.11K
|
12
$1.49K
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
3+ 0.99% |
$228 - $278
|
305
$38K
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 1.27% |
$152 - $185
|
160
$19.9K
|
|
Q3 2023 | |||||||
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
31.7KNew |
$2.54M - $2.74M
|
31.7K
$3.94M
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
7.28KNew |
$584K - $631K
|
7.28K
$905K
|
|
Oct 17, 2023
Q3 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
7.28KNew |
$584K - $631K
|
7.28K
$905K
|
|
Nov 02, 2023
Q3 2023
|
Avitas Wealth Management LLC
|
BUY
|
- |
5.71KNew |
$459K - $495K
|
5.71K
$711K
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
5.42KNew |
$436K - $470K
|
5.42K
$675K
|
|
Nov 14, 2023
Q3 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
4.28KNew |
$343K - $371K
|
4.28K
$532K
|
|
Oct 04, 2023
Q3 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
3.19KNew |
$256K - $276K
|
3.19K
$396K
|
|
Nov 01, 2023
Q3 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
3.15KNew |
$253K - $273K
|
3.15K
$392K
|
|
Nov 15, 2023
Q3 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
2.79KNew |
$224K - $242K
|
2.79K
$347K
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1.87K+ 1.05% |
$150K - $162K
|
180K
$22.4M
|
|
Nov 15, 2023
Q3 2023
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
1.21KNew |
$97.2K - $105K
|
1.21K
$151K
|
|
Nov 09, 2023
Q3 2023
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
BUY
|
- |
1K+ 2.03% |
$80.3K - $86.7K
|
50.2K
$6.25M
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
387+ 135.31% |
$31.1K - $33.6K
|
673
$83.7K
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
85New |
$6.83K - $7.37K
|
85
$10.6K
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
72New |
$5.78K - $6.24K
|
72
$8.96K
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
BUY
|
- |
45New |
$3.61K - $3.9K
|
45
$5.6K
|
|
Dec 18, 2023
Q3 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
31New |
$2.49K - $2.69K
|
31
$3.86K
|