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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
2.11KNew |
$230K - $266K
|
2.11K
$259K
|
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-18- 2.52% |
$1.96K - $2.27K
|
697
$85.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-401- 12.71% |
$43.7K - $50.6K
|
2.75K
$338K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
937+ 8.14% |
$102K - $118K
|
12.4K
$1.53M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
183+ 5.49% |
$19.9K - $23.1K
|
3.52K
$432K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1.8KNew |
$196K - $227K
|
1.8K
$221K
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
SELL
|
- |
-4- 8.89% |
$435 - $505
|
41
$5.03K
|
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
56+ 0.47% |
$6.1K - $7.07K
|
12K
$1.48M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
37.6K+ 43.86% |
$4.1M - $4.75M
|
123K
$15.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
5+ 0.01% |
$544 - $631
|
43.4K
$5.33M
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
12.2KNew |
$1.32M - $1.53M
|
12.2K
$1.49M
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
SELL
|
- |
-2- 0.03% |
$218 - $252
|
7.02K
$862K
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-55- 1.55% |
$5.99K - $6.94K
|
3.49K
$429K
|
|
|
Jan 17, 2025
Q4 2024
|
Trust CO Of Oklahoma
|
SELL
|
- |
-260- 0.18% |
$28.3K - $32.8K
|
141K
$17.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
466+ 24.15% |
$50.7K - $58.8K
|
2.4K
$294K
|
|
|
Jan 16, 2025
Q4 2024
|
Polianta LTD
|
SELL
|
- |
-2.6K- 3.96% |
$283K - $328K
|
63.1K
$7.75M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
153+ 1.14% |
$16.7K - $19.3K
|
13.5K
$1.66M
|
|
|
Jan 16, 2025
Q4 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
79+ 0.49% |
$8.6K - $9.97K
|
16.3K
$2M
|
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
35+ 1.07% |
$3.81K - $4.42K
|
3.31K
$407K
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
55+ 0.1% |
$5.99K - $6.94K
|
54.2K
$6.66M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-470- 0.45% |
$51.2K - $59.3K
|
105K
$12.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-150- 4.85% |
$16.3K - $18.9K
|
2.94K
$361K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
208+ 5.51% |
$22.6K - $26.2K
|
3.99K
$489K
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
5.59KNew |
$608K - $705K
|
5.59K
$686K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-20- 0.39% |
$2.18K - $2.52K
|
5.1K
$627K
|
|
|
Jan 16, 2025
Q4 2024
|
Cmh Wealth Management LLC
|
BUY
|
- |
1.7K+ 1.25% |
$185K - $215K
|
138K
$16.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
1.98K+ 6.87% |
$216K - $250K
|
30.8K
$3.78M
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
54+ 39.71% |
$5.88K - $6.81K
|
190
$23.3K
|
|
|
Jan 16, 2025
Q4 2024
|
Wall Street Financial Group, Inc.
Carlinville, IL |
BUY
|
- |
5.53K+ 8.51% |
$602K - $698K
|
70.5K
$8.66M
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
6.76KNew |
$736K - $854K
|
6.76K
$831K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
178+ 0.41% |
$19.4K - $22.5K
|
43.9K
$5.39M
|
|
|
Jan 15, 2025
Q4 2024
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
31New |
$3.37K - $3.91K
|
31
$3.81K
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-5- 0.08% |
$544 - $631
|
6.61K
$811K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-431- 8.47% |
$46.9K - $54.4K
|
4.66K
$572K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
6.64KNew |
$722K - $837K
|
6.64K
$815K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
353+ 1.94% |
$38.4K - $44.5K
|
18.5K
$2.28M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
1.15K+ 8.56% |
$125K - $145K
|
14.6K
$1.79M
|
|
|
Jan 15, 2025
Q4 2024
|
Joule Financial, LLC
|
BUY
|
- |
929+ 3.85% |
$101K - $117K
|
25K
$3.08M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.38KNew |
$259K - $300K
|
2.38K
$292K
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
11+ 0.46% |
$1.2K - $1.39K
|
2.38K
$293K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-6.69K- 50.01% |
$728K - $844K
|
6.69K
$821K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2.06KNew |
$224K - $260K
|
2.06K
$253K
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
57.4KNew |
$6.25M - $7.24M
|
57.4K
$7.05M
|
|
|
Jan 14, 2025
Q4 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
1.82KNew |
$198K - $229K
|
1.82K
$223K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
47+ 1.06% |
$5.12K - $5.93K
|
4.47K
$549K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-797- 14.42% |
$86.8K - $101K
|
4.73K
$581K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.77KNew |
$193K - $224K
|
1.77K
$217K
|
|
|
Jan 14, 2025
Q4 2024
|
Retireful, LLC
|
BUY
|
- |
24.7KNew |
$2.69M - $3.12M
|
24.7K
$3.03M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
4+ 0.13% |
$435 - $505
|
3.03K
$372K
|
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-58- 2.66% |
$6.31K - $7.32K
|
2.12K
$260K
|