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 |
---|---|---|---|---|---|---|---|
Feb 14, 2022
Q4 2021
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
270New |
$25K - $27.3K
|
270
$33K
|
|
Feb 14, 2022
Q4 2021
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
490New |
$45.4K - $49.5K
|
490
$59.8K
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-61Closed |
$5.66K - $6.16K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-14.5KClosed |
$1.34M - $1.46M
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-2.78KClosed |
$258K - $281K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-11.8KClosed |
$1.09M - $1.19M
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
245New |
$22.7K - $24.7K
|
245
$29.9K
|
|
Feb 09, 2022
Q4 2021
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-2KClosed |
$186K - $202K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-25Closed |
$2.32K - $2.52K
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-69Closed |
$6.4K - $6.97K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-651Closed |
$60.4K - $65.7K
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
84New |
$7.79K - $8.48K
|
84
$10.3K
|
|
Jan 19, 2022
Q4 2021
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-80- 2.37% |
$7.42K - $8.08K
|
3.29K
$402K
|
|
Jan 11, 2022
Q4 2021
|
Paladin Advisory Group, LLC
|
BUY
|
CALL |
444New |
$41.2K - $44.8K
|
444
$54.2K
|
|
Q3 2021 | |||||||
Nov 15, 2021
Q3 2021
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-12.4KClosed |
$1.07M - $1.19M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-45Closed |
$3.88K - $4.32K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-240- 20.46% |
$20.7K - $23.1K
|
933
$114K
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
238New |
$20.5K - $22.9K
|
238
$29.1K
|
|
Nov 12, 2021
Q3 2021
|
Financial Insights, Inc.
|
SELL
|
- |
-2KClosed |
$173K - $192K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
25+ 0.79% |
$2.16K - $2.4K
|
3.18K
$388K
|
|
Nov 12, 2021
Q3 2021
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-750Closed |
$64.7K - $72.1K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-68KClosed |
$5.87M - $6.53M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-7.3KClosed |
$630K - $701K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Valley National Advisers Inc
|
SELL
|
- |
-10- 25.0% |
$863 - $961
|
30
$3.66K
|
|
Nov 10, 2021
Q3 2021
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-4.03KClosed |
$348K - $387K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-250Closed |
$21.6K - $24K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-17KClosed |
$1.47M - $1.63M
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-98Closed |
$8.46K - $9.42K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-3.62KClosed |
$312K - $348K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.49KClosed |
$215K - $239K
|
0
$0
|
|
Nov 03, 2021
Q3 2021
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-2.84KClosed |
$245K - $273K
|
0
$0
|
|
Nov 03, 2021
Q3 2021
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-3.79KClosed |
$327K - $364K
|
0
$0
|
|
Oct 29, 2021
Q3 2021
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-2.65KClosed |
$229K - $255K
|
0
$0
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-37Closed |
$3.19K - $3.56K
|
0
$0
|
|
Oct 13, 2021
Q3 2021
|
Investment Partners, Ltd.
|
SELL
|
- |
-4.12KClosed |
$356K - $396K
|
0
$0
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-917Closed |
$79.2K - $88.1K
|
0
$0
|
|
Q2 2021 | |||||||
Jul 07, 2022
Q2 2021
|
Baker Boyer National Bank
|
SELL
|
- |
-3KClosed |
$257K - $283K
|
0
$0
|
|
Aug 17, 2021
Q2 2021
|
West Branch Capital LLC
|
BUY
|
- |
45New |
$3.85K - $4.25K
|
45
$5.49K
|
|
Aug 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-247Closed |
$21.1K - $23.3K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-5.22KClosed |
$446K - $493K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-812Closed |
$69.5K - $76.7K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-188Closed |
$16.1K - $17.8K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-92- 13.43% |
$7.87K - $8.69K
|
593
$72.4K
|
|
Aug 10, 2021
Q2 2021
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
1.15KNew |
$98.2K - $108K
|
1.15K
$140K
|
|
Aug 10, 2021
Q2 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-405Closed |
$34.6K - $38.3K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-2.46KClosed |
$211K - $233K
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-21- 9.63% |
$1.8K - $1.98K
|
197
$24.1K
|
|
Aug 06, 2021
Q2 2021
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-121Closed |
$10.3K - $11.4K
|
0
$0
|
|
Jul 30, 2021
Q2 2021
|
Fusion Family Wealth LLC
|
SELL
|
- |
-382Closed |
$32.7K - $36.1K
|
0
$0
|
|
Jul 29, 2021
Q2 2021
|
South Shore Capital Advisors
|
SELL
|
- |
-7.02KClosed |
$600K - $663K
|
0
$0
|