Institutional & Family Asset Management, LLC Vanguard Financial ETF Transaction History

Institutional & Family Asset Management, LLC

$846 Million
Q2 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2018 Feb 14, 2019	SELL	N/A	-6,582 Closed	0 $0
Q3 2018 Nov 13, 2018	BUY	N/A	3,008 Added 84.16%	6,582 $457,000
Q1 2018 May 14, 2018	BUY	N/A	3,574 New	3,574 $248,000

Others Institutions Holding VFH

# of Institutions

685

Shares Held

52.2M

Call Options Held

45K

Put Options Held

10.5K

Bank Of America Corp Charlotte, NC

23.4M
Shares

$2.86 Billion
0.22% of portfolio
Morgan Stanley New York, NY

2.75M
Shares

$336 Million
0.02% of portfolio
Ubs Group Ag

1.88M
Shares

$230 Million
0.05% of portfolio
Beacon Capital Management, Inc.

1.52M
Shares

$186 Million
7.19% of portfolio
Wells Fargo & Company San Francisco, CA

1.37M
Shares

$167 Million
0.03% of portfolio

View Full List

About VANGUARD FINANCIAL ETF

Ticker VFH
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