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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
60+ 7.05% |
$6.84K - $7.64K
|
911
$115K
|
|
|
Apr 23, 2025
Q1 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-10- 1.48% |
$1.14K - $1.27K
|
666
$84.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-11- 0.07% |
$1.25K - $1.4K
|
16.3K
$2.06M
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
SELL
|
- |
-725- 1.1% |
$82.7K - $92.3K
|
65.2K
$8.26M
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-32K- 91.65% |
$3.65M - $4.07M
|
2.91K
$369K
|
|
|
Apr 22, 2025
Q1 2025
|
First Premier Bank
|
BUY
|
- |
459+ 6.54% |
$52.4K - $58.4K
|
7.48K
$947K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
30New |
$3.42K - $3.82K
|
30
$3.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
1.99KNew |
$227K - $253K
|
1.99K
$252K
|
|
|
Apr 22, 2025
Q1 2025
|
Stapp Wealth Management, Pllc
Olympia, WA |
SELL
|
- |
-1.02K- 3.77% |
$116K - $130K
|
25.9K
$3.29M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-15- 1.66% |
$1.71K - $1.91K
|
887
$112K
|
|
|
Apr 22, 2025
Q1 2025
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-1.63K- 44.78% |
$186K - $207K
|
2.01K
$254K
|
|
|
Apr 21, 2025
Q1 2025
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
47.4K+ 58.79% |
$5.41M - $6.04M
|
128K
$16.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
130+ 224.14% |
$14.8K - $16.6K
|
188
$23.8K
|
|
|
Apr 21, 2025
Q1 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-640- 11.47% |
$73K - $81.5K
|
4.94K
$626K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-20- 8.4% |
$2.28K - $2.55K
|
218
$27.6K
|
|
|
Apr 21, 2025
Q1 2025
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-168- 0.47% |
$19.2K - $21.4K
|
35.4K
$4.48M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
11KNew |
$1.26M - $1.41M
|
11K
$1.4M
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
1.79KNew |
$204K - $228K
|
1.79K
$226K
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
282+ 53.61% |
$32.2K - $35.9K
|
808
$102K
|
|
|
Apr 17, 2025
Q1 2025
|
Pflug Koory, LLC
|
SELL
|
- |
-385- 65.81% |
$43.9K - $49K
|
200
$25.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
89New |
$10.2K - $11.3K
|
89
$11.3K
|
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
163+ 85.79% |
$18.6K - $20.8K
|
353
$44.7K
|
|
|
Apr 15, 2025
Q1 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
107New |
$12.2K - $13.6K
|
107
$13.6K
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-57- 35.19% |
$6.5K - $7.26K
|
105
$13.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-58.6K- 99.16% |
$6.69M - $7.47M
|
495
$62.7K
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
1.91KNew |
$218K - $243K
|
1.91K
$242K
|
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-21- 3.01% |
$2.4K - $2.67K
|
676
$85.6K
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-64- 4.92% |
$7.3K - $8.15K
|
1.24K
$157K
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
1.8KNew |
$205K - $229K
|
1.8K
$227K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
50+ 2.78% |
$5.7K - $6.37K
|
1.85K
$234K
|
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-20.1K- 18.39% |
$2.3M - $2.56M
|
89.3K
$11.3M
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-176- 8.02% |
$20.1K - $22.4K
|
2.02K
$256K
|
|
| Q4 2024 | |||||||
|
Aug 08, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-3- 0.07% |
$327 - $379
|
4.23K
$535K
|
|
|
Aug 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
240+ 26.49% |
$26.1K - $30.3K
|
1.15K
$145K
|
|
|
Jun 16, 2025
Q4 2024
|
Claris Financial LLC
Glen Allen, VA |
BUY
|
- |
7.85KNew |
$854K - $990K
|
7.85K
$994K
|
|
|
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
1.87KNew |
$204K - $236K
|
1.87K
$237K
|
|
|
Apr 01, 2025
Q4 2024
|
Cornerstone Planning, LLC
Charlotte, NC |
BUY
|
- |
12.3KNew |
$1.33M - $1.55M
|
12.3K
$1.55M
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
2.05KNew |
$223K - $258K
|
2.05K
$259K
|
|
|
Mar 07, 2025
Q4 2024
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
3.8KNew |
$414K - $480K
|
3.8K
$481K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-197- 3.83% |
$21.4K - $24.9K
|
4.94K
$626K
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-1.04K- 10.29% |
$113K - $131K
|
9.04K
$1.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
60+ 6.0% |
$6.53K - $7.57K
|
1.06K
$134K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
56+ 4.36% |
$6.1K - $7.07K
|
1.34K
$170K
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
SELL
|
- |
-15- 0.66% |
$1.63K - $1.89K
|
2.26K
$286K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
1.81KNew |
$197K - $228K
|
1.81K
$229K
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
1+ 1.37% |
$109 - $126
|
74
$9.37K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-23- 21.7% |
$2.5K - $2.9K
|
83
$10.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
880New |
$95.8K - $111K
|
880
$111K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-30- 8.36% |
$3.27K - $3.79K
|
329
$41.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
1.87KNew |
$203K - $236K
|
1.87K
$237K
|
|