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 27, 2025
Q4 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
2.13KNew |
$232K - $268K
|
2.13K
$269K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
74.5KNew |
$8.11M - $9.4M
|
74.5K
$9.44M
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
196+ 27.88% |
$21.3K - $24.7K
|
899
$114K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-88- 42.31% |
$9.58K - $11.1K
|
120
$15.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
30New |
$3.27K - $3.79K
|
30
$3.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-500- 25.15% |
$54.4K - $63.1K
|
1.49K
$188K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
475New |
$51.7K - $59.9K
|
475
$60.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-16- 0.9% |
$1.74K - $2.02K
|
1.75K
$222K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
385New |
$41.9K - $48.6K
|
385
$48.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
2.2K+ 15.62% |
$240K - $278K
|
16.3K
$2.06M
|
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-900- 14.72% |
$98K - $114K
|
5.22K
$661K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
983New |
$107K - $124K
|
983
$125K
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
SELL
|
- |
-4- 8.89% |
$435 - $505
|
41
$5.19K
|
|
|
Jan 16, 2025
Q4 2024
|
Polianta LTD
|
SELL
|
- |
-2.6K- 3.96% |
$283K - $328K
|
63.1K
$7.99M
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-150- 4.85% |
$16.3K - $18.9K
|
2.94K
$373K
|
|
|
Jan 15, 2025
Q4 2024
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
31New |
$3.37K - $3.91K
|
31
$3.93K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2.06KNew |
$224K - $260K
|
2.06K
$261K
|
|
|
Jan 14, 2025
Q4 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
1.82KNew |
$198K - $229K
|
1.82K
$230K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-797- 14.42% |
$86.8K - $101K
|
4.73K
$599K
|
|
|
Jan 14, 2025
Q4 2024
|
Retireful, LLC
|
BUY
|
- |
24.7KNew |
$2.69M - $3.12M
|
24.7K
$3.13M
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
577New |
$62.8K - $72.8K
|
577
$73.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-24- 0.98% |
$2.61K - $3.03K
|
2.41K
$306K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
23+ 0.86% |
$2.5K - $2.9K
|
2.7K
$342K
|
|
| Q3 2024 | |||||||
|
Feb 13, 2025
Q3 2024
|
Prepared Retirement Institute LLC
Lansdale, PA |
SELL
|
- |
-4.45KClosed |
$442K - $495K
|
0
$0
|
|
|
Feb 13, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
7.14KNew |
$709K - $794K
|
7.14K
$905K
|
|
|
Nov 15, 2024
Q3 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-20- 57.14% |
$1.99K - $2.22K
|
15
$1.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Hamilton Wealth, LLC
|
SELL
|
- |
-776- 0.56% |
$77K - $86.3K
|
138K
$17.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
49New |
$4.86K - $5.45K
|
49
$6.21K
|
|
|
Nov 14, 2024
Q3 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
2.92K+ 34.8% |
$290K - $325K
|
11.3K
$1.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-33- 10.12% |
$3.28K - $3.67K
|
293
$37.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
BUY
|
- |
1.97KNew |
$195K - $219K
|
1.97K
$249K
|
|
|
Nov 13, 2024
Q3 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
4.19KNew |
$415K - $465K
|
4.19K
$530K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
103New |
$10.2K - $11.5K
|
103
$13K
|
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
197New |
$19.6K - $21.9K
|
197
$25K
|
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
5.01KNew |
$498K - $557K
|
5.01K
$635K
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
2.67KNew |
$265K - $297K
|
2.67K
$338K
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-549- 42.39% |
$54.5K - $61.1K
|
746
$94.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-20- 14.18% |
$1.99K - $2.22K
|
121
$15.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
2.84KNew |
$281K - $315K
|
2.84K
$359K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
7.78K+ 140.95% |
$772K - $865K
|
13.3K
$1.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-224- 3.81% |
$22.2K - $24.9K
|
5.65K
$716K
|
|
|
Nov 12, 2024
Q3 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
44New |
$4.37K - $4.89K
|
44
$5.57K
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
15+ 15.79% |
$1.49K - $1.67K
|
110
$13.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-4.87K- 59.85% |
$484K - $542K
|
3.27K
$414K
|
|
|
Nov 12, 2024
Q3 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-33- 91.67% |
$3.28K - $3.67K
|
3
$380
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-3- 60.0% |
$298 - $334
|
2
$253
|
|
|
Nov 12, 2024
Q3 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-27- 0.61% |
$2.68K - $3K
|
4.41K
$559K
|
|
|
Nov 08, 2024
Q3 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
950New |
$94.3K - $106K
|
950
$120K
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-20- 28.57% |
$1.99K - $2.22K
|
50
$6.33K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1+ 0.76% |
$99.3 - $111
|
133
$16.8K
|
|