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 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
125New |
$9.43K - $11.7K
|
125
$15.3K
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-244Closed |
$18.4K - $22.8K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-46Closed |
$3.47K - $4.29K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
1.49KNew |
$112K - $139K
|
1.49K
$181K
|
|
|
Jul 27, 2022
Q2 2022
|
Hoyle Cohen, LLC
|
SELL
|
- |
-2.41KClosed |
$182K - $225K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Reynolds Investment Management, Inc.
|
BUY
|
- |
34+ 0.42% |
$2.56K - $3.17K
|
8.08K
$987K
|
|
|
Jul 26, 2022
Q2 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
279New |
$21K - $26K
|
279
$34.1K
|
|
|
Jul 26, 2022
Q2 2022
|
Wulff, Hansen & Co.
|
SELL
|
- |
-3.5KClosed |
$264K - $327K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Aspiriant, LLC
|
SELL
|
- |
-3.85KClosed |
$290K - $359K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-249- 5.22% |
$18.8K - $23.2K
|
4.52K
$552K
|
|
|
Jul 25, 2022
Q2 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-12Closed |
$905 - $1.12K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-3.99KClosed |
$301K - $372K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-62- 19.87% |
$4.68K - $5.78K
|
250
$30.5K
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-366Closed |
$27.6K - $34.1K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Jnba Financial Advisors
|
BUY
|
- |
11+ 13.75% |
$830 - $1.03K
|
91
$11.1K
|
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
78New |
$5.88K - $7.28K
|
78
$9.52K
|
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1+ 1.25% |
$75.4 - $93.3
|
81
$9.89K
|
|
|
Jul 21, 2022
Q2 2022
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-4.19KClosed |
$316K - $391K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Consolidated Capital Management, LLC
|
BUY
|
- |
28K+ 788.66% |
$2.11M - $2.61M
|
31.6K
$3.86M
|
|
|
Jul 20, 2022
Q2 2022
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-27.9KClosed |
$2.1M - $2.6M
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-51Closed |
$3.85K - $4.76K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
BUY
|
- |
24New |
$1.81K - $2.24K
|
24
$2.93K
|
|
|
Jul 19, 2022
Q2 2022
|
Atlas Private Wealth Management
|
SELL
|
- |
-13.6KClosed |
$1.03M - $1.27M
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
123New |
$9.28K - $11.5K
|
123
$15K
|
|
|
Jul 19, 2022
Q2 2022
|
Marks Wealth, LLC
|
SELL
|
- |
-83.8KClosed |
$6.32M - $7.82M
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
439+ 2.35% |
$33.1K - $41K
|
19.1K
$2.33M
|
|
|
Jul 18, 2022
Q2 2022
|
Camelot Portfolios, LLC
|
SELL
|
- |
-312- 2.33% |
$23.5K - $29.1K
|
13.1K
$1.59M
|
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
SELL
|
- |
-166Closed |
$12.5K - $15.5K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Dividend Assets Capital, LLC
|
BUY
|
- |
587+ 333.52% |
$44.3K - $54.8K
|
763
$93.2K
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-126Closed |
$9.5K - $11.8K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
52.4K+ 150.7% |
$3.95M - $4.89M
|
87.2K
$10.7M
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
78New |
$5.88K - $7.28K
|
78
$9.52K
|
|
|
Jul 13, 2022
Q2 2022
|
Gleason Group, Inc.
|
BUY
|
- |
56New |
$4.22K - $5.22K
|
56
$6.84K
|
|
|
Jul 13, 2022
Q2 2022
|
Hbw Advisory Services LLC
|
SELL
|
- |
-3.23KClosed |
$243K - $301K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Murphy Capital Management Inc
|
SELL
|
- |
-695- 15.25% |
$52.4K - $64.8K
|
3.86K
$472K
|
|
|
Jul 12, 2022
Q2 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
101+ 3.67% |
$7.62K - $9.42K
|
2.85K
$348K
|
|
|
Jul 12, 2022
Q2 2022
|
Exane Derivatives
|
SELL
|
- |
-3.06KClosed |
$230K - $285K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-22.1K- 99.93% |
$1.67M - $2.07M
|
16
$1.95K
|
|
|
Jul 11, 2022
Q2 2022
|
Leo Brokerage, LLC
|
BUY
|
- |
148+ 5.51% |
$11.2K - $13.8K
|
2.84K
$346K
|
|
|
Jul 11, 2022
Q2 2022
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-164KClosed |
$12.4M - $15.3M
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
2.49KNew |
$188K - $232K
|
2.49K
$304K
|
|
| Q1 2022 | |||||||
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.4KNew |
$209K - $244K
|
2.4K
$293K
|
|
|
Sep 21, 2023
Q1 2022
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
101+ 63.92% |
$8.81K - $10.3K
|
259
$31.6K
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-334Closed |
$29.1K - $34K
|
0
$0
|
|
|
May 27, 2022
Q1 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-295Closed |
$25.7K - $30K
|
0
$0
|
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-611Closed |
$53.3K - $62.2K
|
0
$0
|
|
|
May 20, 2022
Q1 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-15.5KClosed |
$1.35M - $1.58M
|
0
$0
|
|
|
May 17, 2022
Q1 2022
|
Lake Point Wealth Management
|
SELL
|
- |
-60Closed |
$5.24K - $6.11K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-203Closed |
$17.7K - $20.7K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Truvvo Partners LLC
New York, NY |
SELL
|
- |
-2.09KClosed |
$182K - $212K
|
0
$0
|
|