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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2024
Q3 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-846- 28.57% |
$84K - $94.1K
|
2.12K
$268K
|
|
|
Nov 06, 2024
Q3 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
149+ 323.91% |
$14.8K - $16.6K
|
195
$24.7K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-362- 12.19% |
$35.9K - $40.3K
|
2.61K
$330K
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-967- 22.66% |
$96K - $108K
|
3.3K
$418K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
491New |
$48.7K - $54.6K
|
491
$62.2K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
87New |
$8.64K - $9.68K
|
87
$11K
|
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
924New |
$91.7K - $103K
|
924
$117K
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
1.11K+ 22.75% |
$110K - $124K
|
6.01K
$761K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
155+ 3.78% |
$15.4K - $17.2K
|
4.25K
$539K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-184- 38.66% |
$18.3K - $20.5K
|
292
$37K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-22- 30.56% |
$2.18K - $2.45K
|
50
$6.33K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
416+ 7.19% |
$41.3K - $46.3K
|
6.2K
$786K
|
|
|
Oct 29, 2024
Q3 2024
|
Garrison Asset Management, LLC
|
SELL
|
- |
-468- 2.75% |
$46.5K - $52K
|
16.6K
$2.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-84- 19.58% |
$8.34K - $9.34K
|
345
$43.7K
|
|
|
Oct 25, 2024
Q3 2024
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
2.76KNew |
$274K - $307K
|
2.76K
$350K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
10+ 3.02% |
$993 - $1.11K
|
341
$43.2K
|
|
|
Oct 23, 2024
Q3 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
142New |
$14.1K - $15.8K
|
142
$18K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.86K- 0.82% |
$384K - $430K
|
468K
$59.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.74K+ 0.79% |
$470K - $527K
|
606K
$76.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
3.3KNew |
$328K - $367K
|
3.3K
$418K
|
|
|
Oct 18, 2024
Q3 2024
|
Spectrum Financial Alliance LTD LLC
|
BUY
|
- |
1.95KNew |
$193K - $217K
|
1.95K
$247K
|
|
|
Oct 15, 2024
Q3 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
1+ 0.05% |
$99.3 - $111
|
2.1K
$266K
|
|
|
Oct 15, 2024
Q3 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-1K- 12.8% |
$99.3K - $111K
|
6.81K
$863K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-4.77K- 38.24% |
$473K - $530K
|
7.7K
$975K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
4+ 80.0% |
$397 - $445
|
9
$1.14K
|
|
|
Oct 10, 2024
Q3 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
PUT |
2.85KNew |
$283K - $317K
|
2.85K
$361K
|
|
|
Oct 07, 2024
Q3 2024
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
1.88KNew |
$187K - $209K
|
1.88K
$238K
|
|
|
Oct 07, 2024
Q3 2024
|
Cypress Financial Planning LLC
|
SELL
|
- |
-152- 7.09% |
$15.1K - $16.9K
|
1.99K
$252K
|
|
| Q2 2024 | |||||||
|
Nov 01, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
- |
155New |
$14.9K - $16K
|
155
$19.6K
|
|
|
Nov 01, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
PUT |
100New |
$9.59K - $10.3K
|
100
$12.7K
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
115New |
$11K - $11.8K
|
115
$14.6K
|
|
|
Aug 30, 2024
Q2 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
3.14KNew |
$301K - $323K
|
3.14K
$397K
|
|
|
Aug 20, 2024
Q2 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1+ 1.52% |
$95.9 - $103
|
67
$8.49K
|
|
|
Aug 14, 2024
Q2 2024
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-8.75K- 14.96% |
$840K - $902K
|
49.8K
$6.3M
|
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
7.22KNew |
$693K - $744K
|
7.22K
$915K
|
|
|
Aug 14, 2024
Q2 2024
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-100- 4.71% |
$9.59K - $10.3K
|
2.03K
$256K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-12- 37.5% |
$1.15K - $1.24K
|
20
$2.53K
|
|
|
Aug 13, 2024
Q2 2024
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-1.5K- 49.5% |
$144K - $155K
|
1.53K
$194K
|
|
|
Aug 12, 2024
Q2 2024
|
Mittelman Wealth Management
Andover, MA |
SELL
|
- |
-1.01K- 7.81% |
$97.1K - $104K
|
12K
$1.51M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-80- 8.62% |
$7.67K - $8.24K
|
848
$107K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
9New |
$863 - $927
|
9
$1.14K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.1K- 83.02% |
$105K - $113K
|
225
$28.5K
|
|
|
Aug 07, 2024
Q2 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
1.3KNew |
$124K - $133K
|
1.3K
$164K
|
|
|
Aug 07, 2024
Q2 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-40- 0.84% |
$3.84K - $4.12K
|
4.74K
$600K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
2.25KNew |
$216K - $232K
|
2.25K
$285K
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-2.57K- 55.69% |
$246K - $265K
|
2.04K
$259K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.3KNew |
$124K - $134K
|
1.3K
$164K
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-225- 24.04% |
$21.6K - $23.2K
|
711
$90.1K
|
|
|
Aug 01, 2024
Q2 2024
|
Costello Asset Management, Inc
|
SELL
|
- |
-100- 52.08% |
$9.59K - $10.3K
|
92
$11.7K
|
|
|
Jul 31, 2024
Q2 2024
|
Graypoint LLC
|
SELL
|
- |
-15- 0.37% |
$1.44K - $1.55K
|
4.06K
$514K
|
|