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 28, 2021
Q2 2021
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-4.34KClosed |
$371K - $410K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-621Closed |
$53.1K - $58.7K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
3.11KNew |
$266K - $294K
|
3.11K
$380K
|
|
|
Jul 21, 2021
Q2 2021
|
Nat West Group PLC
|
SELL
|
- |
-4.79KClosed |
$410K - $453K
|
0
$0
|
|
|
Jul 20, 2021
Q2 2021
|
Bck Capital Management LP
Stamford, CT |
SELL
|
- |
-26.3KClosed |
$2.25M - $2.48M
|
0
$0
|
|
|
Jul 13, 2021
Q2 2021
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-610Closed |
$52.2K - $57.6K
|
0
$0
|
|
| Q1 2021 | |||||||
|
Mar 02, 2022
Q1 2021
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
3.1KNew |
$222K - $269K
|
3.1K
$379K
|
|
|
May 18, 2021
Q1 2021
|
Defined Wealth Management, LLC
|
SELL
|
- |
-329Closed |
$23.6K - $28.5K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.19KClosed |
$85.3K - $103K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-14.1KClosed |
$1.01M - $1.22M
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-83Closed |
$5.95K - $7.2K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-3.61KClosed |
$259K - $313K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
4.61KNew |
$331K - $400K
|
4.61K
$563K
|
|
|
May 11, 2021
Q1 2021
|
Nvwm, LLC
|
SELL
|
- |
-470Closed |
$33.7K - $40.8K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-1.04KClosed |
$74.3K - $89.7K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-995Closed |
$71.4K - $86.3K
|
0
$0
|
|
|
May 03, 2021
Q1 2021
|
Black Diamond Financial, LLC
|
BUY
|
- |
3.15KNew |
$226K - $273K
|
3.15K
$385K
|
|
|
May 03, 2021
Q1 2021
|
Manchester Financial Inc
|
SELL
|
- |
-45Closed |
$3.23K - $3.9K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.54KClosed |
$111K - $134K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Meritage Portfolio Management
|
SELL
|
- |
-27.3KClosed |
$1.96M - $2.37M
|
0
$0
|
|
|
Apr 19, 2021
Q1 2021
|
Sym Financial Corp
|
BUY
|
- |
703New |
$50.4K - $61K
|
703
$85.8K
|
|
|
Apr 08, 2021
Q1 2021
|
Trust CO
|
BUY
|
- |
160New |
$11.5K - $13.9K
|
160
$19.5K
|
|
| Q4 2020 | |||||||
|
Mar 05, 2021
Q4 2020
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-150Closed |
$8.75K - $10.9K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-42.4KClosed |
$2.48M - $3.09M
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
3.2KNew |
$187K - $233K
|
3.2K
$391K
|
|
|
Feb 16, 2021
Q4 2020
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-154Closed |
$8.98K - $11.2K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Uss Investment Management LTD
|
SELL
|
- |
-615KClosed |
$35.9M - $44.8M
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-7.54KClosed |
$440K - $549K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Ubs Group Ag
|
BUY
|
PUT |
100New |
$5.83K - $7.28K
|
100
$12.2K
|
|
|
Feb 09, 2021
Q4 2020
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-1.05KClosed |
$61.2K - $76.5K
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-1.1KClosed |
$63.9K - $79.8K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Glassman Wealth Services
|
SELL
|
- |
-350Closed |
$20.4K - $25.5K
|
0
$0
|
|
|
Feb 03, 2021
Q4 2020
|
Anderson Hoagland & CO
|
SELL
|
- |
-15.6KClosed |
$908K - $1.13M
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-852Closed |
$49.7K - $62.1K
|
0
$0
|
|
|
Jan 26, 2021
Q4 2020
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-500Closed |
$29.2K - $36.4K
|
0
$0
|
|
|
Jan 07, 2021
Q4 2020
|
Webster Bank, N. A.
|
BUY
|
- |
662+ 341.24% |
$38.6K - $48.2K
|
856
$105K
|
|
| Q3 2020 | |||||||
|
Nov 09, 2023
Q3 2020
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
706New |
$39.2K - $43.9K
|
706
$86.2K
|
|
|
Nov 16, 2020
Q3 2020
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-59.4KClosed |
$3.29M - $3.69M
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Family Management Corp
New York, NY |
SELL
|
- |
-4KClosed |
$222K - $249K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-23.2KClosed |
$1.29M - $1.44M
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-220KClosed |
$12.2M - $13.7M
|
0
$0
|
|
|
Nov 10, 2020
Q3 2020
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-3.89KClosed |
$216K - $242K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Shayne & Co., LLC
|
SELL
|
- |
-7.1KClosed |
$394K - $442K
|
0
$0
|
|
|
Nov 03, 2020
Q3 2020
|
Hallmark Capital Management Inc
|
SELL
|
- |
-3.79KClosed |
$210K - $236K
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Ogorek Anthony Joseph
|
SELL
|
- |
-30Closed |
$1.66K - $1.87K
|
0
$0
|
|
|
Oct 20, 2020
Q3 2020
|
Pflug Koory, LLC
|
SELL
|
- |
-150- 20.41% |
$8.32K - $9.33K
|
585
$71.4K
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
3.18K+ 21.93% |
$151K - $210K
|
17.7K
$2.16M
|
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-50Closed |
$2.37K - $3.29K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-1.35KClosed |
$63.9K - $88.8K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Covington Capital Management
|
SELL
|
- |
-35Closed |
$1.66K - $2.31K
|
0
$0
|
|