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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.0% |
$210 - $255
|
42.8K
$5.51M
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-869- 11.52% |
$91.1K - $111K
|
6.68K
$860K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
99New |
$10.4K - $12.6K
|
99
$12.7K
|
|
|
Jul 18, 2025
Q2 2025
|
Nri Wealth Management Lc
Santa Clara, CA |
BUY
|
- |
2.84K+ 9.22% |
$298K - $361K
|
33.6K
$4.33M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.28K+ 24.25% |
$134K - $162K
|
6.54K
$842K
|
|
|
Jul 18, 2025
Q2 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
2.92K+ 53.37% |
$306K - $371K
|
8.38K
$1.08M
|
|
|
Jul 18, 2025
Q2 2025
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
379+ 6.54% |
$39.7K - $48.2K
|
6.17K
$795K
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
143+ 1.65% |
$15K - $18.2K
|
8.79K
$1.13M
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-1.46K- 23.38% |
$153K - $185K
|
4.77K
$614K
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1.03K+ 42.89% |
$107K - $130K
|
3.42K
$440K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-20- 2.0% |
$2.1K - $2.55K
|
980
$126K
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
6+ 0.37% |
$629 - $764
|
1.62K
$209K
|
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
159New |
$16.7K - $20.2K
|
159
$20.5K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.74K+ 16.02% |
$287K - $349K
|
19.8K
$2.55M
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-172- 3.44% |
$18K - $21.9K
|
4.82K
$621K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.46K- 35.36% |
$258K - $313K
|
4.49K
$578K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.16K+ 3.09% |
$436K - $529K
|
139K
$17.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3.53KNew |
$370K - $449K
|
3.53K
$455K
|
|
|
Jul 17, 2025
Q2 2025
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-1.27K- 30.06% |
$133K - $161K
|
2.95K
$379K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-944- 9.0% |
$99K - $120K
|
9.55K
$1.23M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
223+ 1.19% |
$23.4K - $28.4K
|
18.9K
$2.43M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
1+ 0.03% |
$105 - $127
|
3.15K
$406K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
291New |
$30.5K - $37K
|
291
$37.5K
|
|
|
Jul 16, 2025
Q2 2025
|
Fischer Financial Services, Inc.
Harrisburg, PA |
SELL
|
- |
-475- 4.07% |
$49.8K - $60.5K
|
11.2K
$1.44M
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
8.59KNew |
$901K - $1.09M
|
8.59K
$1.11M
|
|
|
Jul 16, 2025
Q2 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
2+ 0.1% |
$210 - $255
|
1.97K
$254K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-70- 12.96% |
$7.34K - $8.91K
|
470
$60.5K
|
|
|
Jul 16, 2025
Q2 2025
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
1.51K+ 1.63% |
$159K - $193K
|
94.6K
$12.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Rba Wealth Management, LLC
|
BUY
|
- |
522+ 4.56% |
$54.7K - $66.5K
|
12K
$1.54M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-422- 19.67% |
$44.3K - $53.7K
|
1.72K
$222K
|
|
|
Jul 15, 2025
Q2 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
1.73K+ 51.78% |
$181K - $220K
|
5.07K
$652K
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
1.67KNew |
$175K - $212K
|
1.67K
$214K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-2.82K- 2.94% |
$295K - $358K
|
93K
$12M
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1+ 0.15% |
$105 - $127
|
663
$85.4K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
373New |
$39.1K - $47.5K
|
373
$48K
|
|
|
Jul 15, 2025
Q2 2025
|
Tru Independence LLC
|
BUY
|
- |
13+ 0.36% |
$1.36K - $1.65K
|
3.67K
$472K
|
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
417+ 17.75% |
$43.7K - $53.1K
|
2.77K
$356K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
3.42KNew |
$359K - $436K
|
3.42K
$441K
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-57- 0.42% |
$5.98K - $7.26K
|
13.6K
$1.75M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
170+ 5.52% |
$17.8K - $21.6K
|
3.25K
$419K
|
|
|
Jul 15, 2025
Q2 2025
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
5.86KNew |
$614K - $745K
|
5.86K
$754K
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-271- 8.05% |
$28.4K - $34.5K
|
3.1K
$398K
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
1.59KNew |
$166K - $202K
|
1.59K
$204K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
26+ 0.21% |
$2.73K - $3.31K
|
12.5K
$1.61M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-4.42K- 58.98% |
$464K - $563K
|
3.08K
$396K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 0.43% |
$105 - $127
|
236
$30.4K
|
|
|
Jul 14, 2025
Q2 2025
|
Lcm Capital Management Inc
|
BUY
|
- |
273+ 0.45% |
$28.6K - $34.8K
|
61.2K
$7.87M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
541+ 2.83% |
$56.7K - $68.9K
|
19.7K
$2.53M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
16+ 5.25% |
$1.68K - $2.04K
|
321
$41.3K
|
|
|
Jul 14, 2025
Q2 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
182+ 3.81% |
$19.1K - $23.2K
|
4.96K
$638K
|