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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Mainsail Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-225- 4.47% |
$25.7K - $28.7K
|
4.81K
$610K
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
641+ 19.04% |
$73.1K - $81.6K
|
4.01K
$508K
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
23+ 3.21% |
$2.62K - $2.93K
|
740
$93.7K
|
|
|
May 09, 2025
Q1 2025
|
Bouchey Financial Group LTD
|
SELL
|
- |
-315- 10.38% |
$35.9K - $40.1K
|
2.72K
$345K
|
|
|
May 09, 2025
Q1 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
288New |
$32.9K - $36.7K
|
288
$36.5K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-900- 57.58% |
$103K - $115K
|
663
$84K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
35New |
$3.99K - $4.46K
|
35
$4.43K
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-30K- 88.33% |
$3.42M - $3.82M
|
3.96K
$501K
|
|
|
May 08, 2025
Q1 2025
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-387- 6.29% |
$44.1K - $49.3K
|
5.77K
$731K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1+ 0.05% |
$114 - $127
|
2.01K
$254K
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
BUY
|
- |
127New |
$14.5K - $16.2K
|
127
$16.1K
|
|
|
May 07, 2025
Q1 2025
|
Allen Investment Management LLC
|
BUY
|
- |
31.7K+ 49.38% |
$3.61M - $4.04M
|
95.9K
$12.1M
|
|
|
May 07, 2025
Q1 2025
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-125- 3.58% |
$14.3K - $15.9K
|
3.37K
$427K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
25+ 0.56% |
$2.85K - $3.18K
|
4.49K
$569K
|
|
|
May 06, 2025
Q1 2025
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-445K- 99.64% |
$50.7M - $56.7M
|
1.61K
$203K
|
|
|
May 06, 2025
Q1 2025
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-1- 0.54% |
$114 - $127
|
185
$23.4K
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
323+ 3.49% |
$36.8K - $41.1K
|
9.57K
$1.21M
|
|
|
May 05, 2025
Q1 2025
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-17.1K- 49.72% |
$1.95M - $2.18M
|
17.3K
$2.19M
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-92- 2.41% |
$10.5K - $11.7K
|
3.73K
$472K
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
336+ 67.47% |
$38.3K - $42.8K
|
834
$106K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
1.08K+ 404.89% |
$123K - $137K
|
1.34K
$170K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
114+ 7.2% |
$13K - $14.5K
|
1.7K
$215K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1+ 0.56% |
$114 - $127
|
181
$22.9K
|
|
|
May 02, 2025
Q1 2025
|
Hardy Reed LLC
|
SELL
|
- |
-145- 2.3% |
$16.5K - $18.5K
|
6.17K
$781K
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
BUY
|
- |
7+ 0.33% |
$798 - $891
|
2.14K
$271K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-52- 50.98% |
$5.93K - $6.62K
|
50
$6.33K
|
|
|
May 01, 2025
Q1 2025
|
Fulcrum Equity Management
|
BUY
|
- |
7.89KNew |
$900K - $1.01M
|
7.89K
$1M
|
|
|
May 01, 2025
Q1 2025
|
Stillwater Wealth Management Group
Juno Beach, FL |
SELL
|
- |
-124- 3.76% |
$14.1K - $15.8K
|
3.18K
$402K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
50+ 0.89% |
$5.7K - $6.37K
|
5.67K
$718K
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-11K- 24.1% |
$1.26M - $1.4M
|
34.7K
$4.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
BUY
|
- |
235+ 235.0% |
$26.8K - $29.9K
|
335
$42.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
403New |
$46K - $51.3K
|
403
$51K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
139+ 2.35% |
$15.9K - $17.7K
|
6.05K
$766K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
250New |
$28.5K - $31.8K
|
250
$31.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
431New |
$49.2K - $54.9K
|
431
$54.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
125New |
$14.3K - $15.9K
|
125
$15.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-144- 6.8% |
$16.4K - $18.3K
|
1.97K
$250K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-1.05K- 1.48% |
$120K - $134K
|
70.2K
$8.89M
|
|
|
Apr 29, 2025
Q1 2025
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
50.2KNew |
$5.73M - $6.39M
|
50.2K
$6.36M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
11New |
$1.25K - $1.4K
|
11
$1.39K
|
|
|
Apr 28, 2025
Q1 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-44- 1.0% |
$5.02K - $5.6K
|
4.36K
$552K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
47+ 3.48% |
$5.36K - $5.98K
|
1.4K
$177K
|
|
|
Apr 28, 2025
Q1 2025
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-30- 0.16% |
$3.42K - $3.82K
|
18.9K
$2.39M
|
|
|
Apr 25, 2025
Q1 2025
|
Crown Wealth Group, LLC
|
SELL
|
- |
-1.05K- 2.96% |
$120K - $134K
|
34.5K
$4.37M
|
|
|
Apr 25, 2025
Q1 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
38.9KNew |
$4.44M - $4.96M
|
38.9K
$4.93M
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
179New |
$20.4K - $22.8K
|
179
$22.7K
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
426+ 6.3% |
$48.6K - $54.2K
|
7.19K
$911K
|
|
|
Apr 24, 2025
Q1 2025
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
SELL
|
- |
-52- 1.01% |
$5.93K - $6.62K
|
5.09K
$645K
|
|
|
Apr 24, 2025
Q1 2025
|
Matisse Capital
|
SELL
|
- |
-40- 0.68% |
$4.56K - $5.09K
|
5.87K
$744K
|
|
|
Apr 24, 2025
Q1 2025
|
Wall Street Financial Group, Inc.
Carlinville, IL |
SELL
|
- |
-559- 0.79% |
$63.8K - $71.2K
|
70K
$8.86M
|