Latest Institutional Sells of Vanguard Financial ETF (VFH)
This list provides information on the latest institutional transactions involving Vanguard Financial ETF (VFH) stock that were sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-6- 0.66% |
$575 - $618
|
902
$101K
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-2- 0.06% |
$192 - $206
|
3.59K
$400K
|
|
Q1 2024 | |||||||
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-10.4K- 54.48% |
$946K - $1.07M
|
8.73K
$974K
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
CALL |
-2.4K- 57.14% |
$217K - $246K
|
1.8K
$201K
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-2.32K- 62.82% |
$211K - $238K
|
1.38K
$153K
|
|
May 14, 2024
Q1 2024
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-1.93K- 8.34% |
$175K - $198K
|
21.2K
$2.37M
|
|
May 14, 2024
Q1 2024
|
Independent Order Of Foresters
Toronto, A6 |
SELL
|
- |
-1.93K- 8.34% |
$175K - $198K
|
21.2K
$2.37M
|
|
May 13, 2024
Q1 2024
|
Ratio Wealth Group
Denver, CO |
SELL
|
- |
-527- 1.63% |
$47.8K - $54K
|
31.7K
$3.54M
|
|
May 09, 2024
Q1 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-400- 5.52% |
$36.2K - $41K
|
6.85K
$764K
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-287- 6.52% |
$26K - $29.4K
|
4.11K
$459K
|
|
Apr 16, 2024
Q1 2024
|
Norwood Financial Corp
|
SELL
|
- |
-270- 5.2% |
$24.5K - $27.6K
|
4.93K
$550K
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-266- 57.08% |
$24.1K - $27.2K
|
200
$22.3K
|
|
May 09, 2024
Q1 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-151- 4.8% |
$13.7K - $15.5K
|
3K
$334K
|
|
May 14, 2024
Q1 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-103- 35.64% |
$9.33K - $10.5K
|
186
$20.8K
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-68Closed |
$6.16K - $6.96K
|
0
$0
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-31- 6.72% |
$2.81K - $3.17K
|
430
$48K
|
|
Apr 25, 2024
Q1 2024
|
Kennicott Capital Management LLC
|
SELL
|
- |
-27- 0.19% |
$2.45K - $2.76K
|
14.5K
$1.62M
|
|
May 07, 2024
Q1 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-1- 0.02% |
$90.6 - $102
|
6.34K
$707K
|
|
Q4 2023 | |||||||
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-21.3K- 68.42% |
$1.62M - $1.98M
|
9.85K
$1.1M
|
|
Feb 14, 2024
Q4 2023
|
Zurich Insurance Group LTD
Zurich, V8 |
SELL
|
- |
-8.38K- 19.0% |
$637K - $777K
|
35.7K
$3.99M
|
|
Feb 06, 2024
Q4 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1.1K- 25.94% |
$83.6K - $102K
|
3.14K
$350K
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-349- 11.18% |
$26.5K - $32.3K
|
2.77K
$310K
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-302- 49.03% |
$22.9K - $28K
|
314
$35K
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-78- 21.37% |
$5.93K - $7.23K
|
287
$32K
|
|
Feb 06, 2024
Q4 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-75- 50.0% |
$5.7K - $6.95K
|
75
$8.37K
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-48- 2.94% |
$3.65K - $4.45K
|
1.58K
$177K
|
|
Q3 2023 | |||||||
Nov 09, 2023
Q3 2023
|
Valence8 Us LP
Cambridge, MA |
SELL
|
- |
-38.5K- 51.06% |
$3.1M - $3.34M
|
36.9K
$4.12M
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-29.4KClosed |
$2.36M - $2.55M
|
0
$0
|
|
Nov 13, 2023
Q3 2023
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-26.8K- 40.56% |
$2.16M - $2.33M
|
39.4K
$4.39M
|
|
Nov 14, 2023
Q3 2023
|
George Soros
Soros Fund Management LLC | New York, Ny
|
SELL
|
- |
-23.9K- 12.05% |
$1.92M - $2.07M
|
175K
$19.5M
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-13.2K- 74.06% |
$1.06M - $1.15M
|
4.64K
$518K
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
SELL
|
- |
-1.83K- 56.94% |
$147K - $158K
|
1.38K
$154K
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-1.74K- 3.89% |
$140K - $151K
|
42.9K
$4.79M
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1.07K- 43.35% |
$86.1K - $93K
|
1.4K
$156K
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-970- 11.2% |
$77.9K - $84.1K
|
7.69K
$858K
|
|
Nov 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-377- 25.47% |
$30.3K - $32.7K
|
1.1K
$123K
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-332- 22.55% |
$26.7K - $28.8K
|
1.14K
$127K
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-141- 3.98% |
$11.3K - $12.2K
|
3.4K
$379K
|
|
Dec 08, 2023
Q3 2023
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-64- 1.06% |
$5.14K - $5.55K
|
5.99K
$668K
|
|
Q2 2023 | |||||||
Aug 10, 2023
Q2 2023
|
Private Wealth Group, LLC
|
SELL
|
- |
-4.34K- 37.16% |
$324K - $354K
|
7.35K
$820K
|
|
May 20, 2024
Q2 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-2.5K- 35.65% |
$187K - $204K
|
4.51K
$504K
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-1.11K- 30.62% |
$83K - $90.6K
|
2.52K
$281K
|
|
Jul 20, 2023
Q2 2023
|
James Hambro & Partners
|
SELL
|
- |
-890- 24.93% |
$66.4K - $72.5K
|
2.68K
$299K
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-655- 7.59% |
$48.9K - $53.4K
|
7.98K
$890K
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-460- 50.55% |
$34.3K - $37.5K
|
450
$50.2K
|
|
Aug 04, 2023
Q2 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-430- 54.43% |
$32.1K - $35K
|
360
$40.2K
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-234- 0.83% |
$17.5K - $19.1K
|
28K
$3.13M
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
SELL
|
- |
-145- 47.08% |
$10.8K - $11.8K
|
163
$18.2K
|
|
Aug 11, 2023
Q2 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-100- 3.45% |
$7.47K - $8.15K
|
2.8K
$312K
|
|
Jul 31, 2023
Q2 2023
|
Corbyn Investment Management Inc
|
SELL
|
- |
-55- 2.08% |
$4.11K - $4.48K
|
2.59K
$289K
|