Latest Institutional Transactions on Vanguard Financial ETF (VFH)
This table provides information on the latest institutional transactions involving Vanguard Financial ETF (VFH) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-136- 7.38% |
$14.3K - $17.3K
|
1.71K
$220K
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-3.97K- 47.28% |
$417K - $506K
|
4.43K
$570K
|
|
|
Jul 23, 2025
Q2 2025
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
29+ 0.69% |
$3.04K - $3.69K
|
4.26K
$548K
|
|
|
Jul 23, 2025
Q2 2025
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
2.13K+ 3.05% |
$224K - $272K
|
72.1K
$9.29M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
20.6KNew |
$2.16M - $2.62M
|
20.6K
$2.65M
|
|
|
Jul 23, 2025
Q2 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
4.34KNew |
$455K - $553K
|
4.34K
$559K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-453- 5.51% |
$47.5K - $57.7K
|
7.78K
$1M
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
SELL
|
- |
-395- 0.83% |
$41.4K - $50.3K
|
47.4K
$6.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
405+ 3.67% |
$42.5K - $51.6K
|
11.4K
$1.47M
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
13+ 0.34% |
$1.36K - $1.65K
|
3.87K
$498K
|
|
|
Jul 22, 2025
Q2 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-49- 0.94% |
$5.14K - $6.24K
|
5.18K
$667K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
3K+ 82.59% |
$315K - $382K
|
6.64K
$855K
|
|
|
Jul 22, 2025
Q2 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1.32K+ 0.9% |
$139K - $168K
|
148K
$19M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
6.73KNew |
$705K - $856K
|
6.73K
$866K
|
|
|
Jul 22, 2025
Q2 2025
|
Joule Financial, LLC
|
BUY
|
- |
664+ 2.65% |
$69.6K - $84.5K
|
25.7K
$3.31M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
3.69K+ 162.23% |
$387K - $470K
|
5.96K
$768K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
786+ 1.76% |
$82.4K - $100K
|
45.4K
$5.84M
|
|
|
Jul 22, 2025
Q2 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
1.79KNew |
$187K - $227K
|
1.79K
$230K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-5.73K- 34.22% |
$600K - $729K
|
11K
$1.42M
|
|
|
Jul 21, 2025
Q2 2025
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-173- 0.74% |
$18.1K - $22K
|
23.3K
$3M
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-63- 0.06% |
$6.61K - $8.02K
|
100K
$12.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
90+ 16.79% |
$9.44K - $11.5K
|
626
$80.6K
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-299- 6.93% |
$31.4K - $38.1K
|
4.02K
$517K
|
|
|
Jul 21, 2025
Q2 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
54.1KNew |
$5.68M - $6.89M
|
54.1K
$6.97M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.21K- 17.38% |
$336K - $408K
|
15.2K
$1.96M
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-420- 5.43% |
$44K - $53.5K
|
7.31K
$941K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-19.8K- 14.82% |
$2.08M - $2.53M
|
114K
$14.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-51- 0.44% |
$5.35K - $6.49K
|
11.4K
$1.47M
|
|
|
Jul 18, 2025
Q2 2025
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-331- 1.48% |
$34.7K - $42.1K
|
22.1K
$2.84M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.0% |
$210 - $255
|
42.8K
$5.51M
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-869- 11.52% |
$91.1K - $111K
|
6.68K
$860K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
99New |
$10.4K - $12.6K
|
99
$12.7K
|
|
|
Jul 18, 2025
Q2 2025
|
Nri Wealth Management Lc
Santa Clara, CA |
BUY
|
- |
2.84K+ 9.22% |
$298K - $361K
|
33.6K
$4.33M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.28K+ 24.25% |
$134K - $162K
|
6.54K
$842K
|
|
|
Jul 18, 2025
Q2 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
2.92K+ 53.37% |
$306K - $371K
|
8.38K
$1.08M
|
|
|
Jul 18, 2025
Q2 2025
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
379+ 6.54% |
$39.7K - $48.2K
|
6.17K
$795K
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
143+ 1.65% |
$15K - $18.2K
|
8.79K
$1.13M
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-1.46K- 23.38% |
$153K - $185K
|
4.77K
$614K
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1.03K+ 42.89% |
$107K - $130K
|
3.42K
$440K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-20- 2.0% |
$2.1K - $2.55K
|
980
$126K
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
6+ 0.37% |
$629 - $764
|
1.62K
$209K
|
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
159New |
$16.7K - $20.2K
|
159
$20.5K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.74K+ 16.02% |
$287K - $349K
|
19.8K
$2.55M
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-172- 3.44% |
$18K - $21.9K
|
4.82K
$621K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.46K- 35.36% |
$258K - $313K
|
4.49K
$578K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.16K+ 3.09% |
$436K - $529K
|
139K
$17.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3.53KNew |
$370K - $449K
|
3.53K
$455K
|
|
|
Jul 17, 2025
Q2 2025
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-1.27K- 30.06% |
$133K - $161K
|
2.95K
$379K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-944- 9.0% |
$99K - $120K
|
9.55K
$1.23M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
223+ 1.19% |
$23.4K - $28.4K
|
18.9K
$2.43M
|