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 05, 2024
Q4 2022
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
82KNew |
$6.13M - $7.27M
|
82K
$10M
|
|
|
Jan 11, 2024
Q4 2022
|
Whitford Management LLC
New York, NY |
BUY
|
- |
16.7KNew |
$1.25M - $1.48M
|
16.7K
$2.04M
|
|
|
Jun 13, 2023
Q4 2022
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
666New |
$49.8K - $59K
|
666
$81.3K
|
|
|
Mar 15, 2023
Q4 2022
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
1.77KNew |
$132K - $157K
|
1.77K
$216K
|
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
12New |
$896 - $1.06K
|
12
$1.47K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
400New |
$29.9K - $35.4K
|
400
$48.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-13- 0.16% |
$971 - $1.15K
|
8.15K
$995K
|
|
|
Feb 14, 2023
Q4 2022
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-190- 0.2% |
$14.2K - $16.8K
|
95.7K
$11.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
50New |
$3.74K - $4.43K
|
50
$6.11K
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-395- 1.24% |
$29.5K - $35K
|
31.5K
$3.85M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
9.76KNew |
$729K - $865K
|
9.76K
$1.19M
|
|
|
Feb 14, 2023
Q4 2022
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-5.56K- 59.42% |
$416K - $493K
|
3.8K
$464K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1KNew |
$74.7K - $88.6K
|
1K
$122K
|
|
|
Feb 14, 2023
Q4 2022
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
4.36KNew |
$325K - $386K
|
4.36K
$532K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
424New |
$31.7K - $37.6K
|
424
$51.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-143- 3.51% |
$10.7K - $12.7K
|
3.94K
$481K
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-7.01K- 6.42% |
$523K - $621K
|
102K
$12.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
803+ 4.87% |
$60K - $71.1K
|
17.3K
$2.11M
|
|
|
Feb 13, 2023
Q4 2022
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
2+ 1.32% |
$149 - $177
|
153
$18.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-4.8K- 93.29% |
$359K - $425K
|
345
$42.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Stevard, LLC
Chicago, IL |
BUY
|
- |
25+ 0.37% |
$1.87K - $2.22K
|
6.78K
$828K
|
|
|
Feb 13, 2023
Q4 2022
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
2+ 0.16% |
$149 - $177
|
1.22K
$149K
|
|
|
Feb 10, 2023
Q4 2022
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
1.15KNew |
$85.9K - $102K
|
1.15K
$140K
|
|
|
Feb 10, 2023
Q4 2022
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
6.7K+ 937.62% |
$501K - $594K
|
7.42K
$906K
|
|
|
Feb 10, 2023
Q4 2022
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
9.76KNew |
$729K - $865K
|
9.76K
$1.19M
|
|
|
Feb 09, 2023
Q4 2022
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
21.7KNew |
$1.62M - $1.92M
|
21.7K
$2.65M
|
|
|
Feb 08, 2023
Q4 2022
|
Sierra Capital LLC
|
SELL
|
- |
-12.1K- 56.19% |
$902K - $1.07M
|
9.42K
$1.15M
|
|
|
Feb 08, 2023
Q4 2022
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
1.15KNew |
$85.8K - $102K
|
1.15K
$140K
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
99New |
$7.4K - $8.77K
|
99
$12.1K
|
|
|
Feb 07, 2023
Q4 2022
|
Cutler Group LP
|
SELL
|
- |
-1.8K- 45.48% |
$134K - $159K
|
2.16K
$264K
|
|
|
Feb 07, 2023
Q4 2022
|
Keystone Financial Group
|
BUY
|
- |
326+ 12.03% |
$24.4K - $28.9K
|
3.04K
$371K
|
|
|
Feb 06, 2023
Q4 2022
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
1.83K+ 6.1% |
$137K - $162K
|
31.9K
$3.89M
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
2.51KNew |
$188K - $223K
|
2.51K
$307K
|
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
1.29KNew |
$96K - $114K
|
1.29K
$157K
|
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
BUY
|
- |
51New |
$3.81K - $4.52K
|
51
$6.23K
|
|
|
Jan 31, 2023
Q4 2022
|
Atwood & Palmer Inc
|
BUY
|
- |
495New |
$37K - $43.9K
|
495
$60.4K
|
|
|
Jan 30, 2023
Q4 2022
|
Progressive Investment Management Corp
|
BUY
|
- |
1.3KNew |
$97.1K - $115K
|
1.3K
$159K
|
|
|
Jan 30, 2023
Q4 2022
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
2.75KNew |
$205K - $243K
|
2.75K
$335K
|
|
|
Jan 27, 2023
Q4 2022
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
2.6KNew |
$194K - $231K
|
2.6K
$318K
|
|
|
Jan 26, 2023
Q4 2022
|
Econ Financial Services Corp
|
BUY
|
- |
42+ 0.99% |
$3.14K - $3.72K
|
4.29K
$524K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-30- 0.52% |
$2.24K - $2.66K
|
5.79K
$706K
|
|
|
Jan 25, 2023
Q4 2022
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
22+ 0.45% |
$1.64K - $1.95K
|
4.88K
$596K
|
|
|
Jan 24, 2023
Q4 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
6New |
$448 - $532
|
6
$733
|
|
|
Jan 24, 2023
Q4 2022
|
Caliber Wealth Management, LLC
|
SELL
|
- |
-10.8K- 34.1% |
$808K - $958K
|
20.9K
$2.55M
|
|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
93+ 0.41% |
$6.95K - $8.24K
|
22.9K
$2.79M
|
|
|
Jan 24, 2023
Q4 2022
|
Milestone Advisory Partners
|
SELL
|
- |
-7.41K- 69.48% |
$554K - $657K
|
3.26K
$398K
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-379- 34.45% |
$28.3K - $33.6K
|
721
$88K
|
|
|
Jan 23, 2023
Q4 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-275- 2.47% |
$20.5K - $24.4K
|
10.9K
$1.33M
|
|
|
Jan 20, 2023
Q4 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
725+ 725.0% |
$54.2K - $64.2K
|
825
$101K
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
3.52KNew |
$263K - $312K
|
3.52K
$430K
|