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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
197New |
$19.6K - $21.9K
|
197
$24.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
14.9KNew |
$1.48M - $1.65M
|
14.9K
$1.82M
|
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
5.01KNew |
$498K - $557K
|
5.01K
$612K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-148- 0.97% |
$14.7K - $16.5K
|
15.1K
$1.85M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-50- 0.69% |
$4.96K - $5.56K
|
7.2K
$879K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-8.23K- 14.88% |
$817K - $915K
|
47.1K
$5.75M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
2.67KNew |
$265K - $297K
|
2.67K
$326K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
145+ 4.02% |
$14.4K - $16.1K
|
3.75K
$458K
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
7.8K+ 123.81% |
$774K - $867K
|
14.1K
$1.72M
|
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
216+ 62.79% |
$21.4K - $24K
|
560
$68.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-36.9K- 2.63% |
$3.67M - $4.11M
|
1.37M
$167M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-60- 0.81% |
$5.96K - $6.67K
|
7.32K
$894K
|
|
|
Nov 13, 2024
Q3 2024
|
Wms Partners, LLC
|
BUY
|
- |
2.27KNew |
$226K - $253K
|
2.27K
$277K
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-41- 1.6% |
$4.07K - $4.56K
|
2.52K
$307K
|
|
|
Nov 13, 2024
Q3 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-3.22K- 2.1% |
$320K - $358K
|
150K
$18.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.82K- 2.53% |
$578K - $648K
|
224K
$27.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-549- 42.39% |
$54.5K - $61.1K
|
746
$91.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.05K+ 3.87% |
$104K - $117K
|
28.2K
$3.45M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.46K+ 3.03% |
$344K - $385K
|
118K
$14.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
87+ 0.46% |
$8.64K - $9.68K
|
19.2K
$2.34M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-20- 14.18% |
$1.99K - $2.22K
|
121
$14.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
6.49K+ 55.48% |
$644K - $722K
|
18.2K
$2.22M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.34K- 1.53% |
$232K - $260K
|
150K
$18.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
241+ 4.04% |
$23.9K - $26.8K
|
6.21K
$758K
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
2+ 0.5% |
$199 - $222
|
399
$48.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
79.7K+ 22.03% |
$7.91M - $8.86M
|
441K
$53.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
865+ 9.55% |
$85.9K - $96.2K
|
9.92K
$1.21M
|
|
|
Nov 13, 2024
Q3 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-493- 0.83% |
$48.9K - $54.8K
|
58.9K
$7.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
10.2K+ 138.41% |
$1.01M - $1.13M
|
17.6K
$2.14M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-212- 5.11% |
$21K - $23.6K
|
3.94K
$481K
|
|
|
Nov 13, 2024
Q3 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
2.84KNew |
$281K - $315K
|
2.84K
$346K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
SELL
|
- |
-357- 15.1% |
$35.4K - $39.7K
|
2.01K
$245K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-19.7K- 71.01% |
$1.96M - $2.19M
|
8.05K
$982K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.24K+ 5.91% |
$123K - $138K
|
22.3K
$2.72M
|
|
|
Nov 13, 2024
Q3 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-123- 3.46% |
$12.2K - $13.7K
|
3.44K
$420K
|
|
|
Nov 13, 2024
Q3 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
129KNew |
$12.8M - $14.3M
|
129K
$15.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
7.78K+ 140.95% |
$772K - $865K
|
13.3K
$1.62M
|
|
|
Nov 13, 2024
Q3 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
95.8K+ 9.32% |
$9.51M - $10.7M
|
1.12M
$137M
|
|
|
Nov 13, 2024
Q3 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
34+ 0.24% |
$3.38K - $3.78K
|
14.5K
$1.77M
|
|
|
Nov 13, 2024
Q3 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
47.3KNew |
$4.69M - $5.26M
|
47.3K
$5.77M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-224- 3.81% |
$22.2K - $24.9K
|
5.65K
$690K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
3.04K+ 31.72% |
$302K - $338K
|
12.6K
$1.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.01K+ 12.52% |
$99.8K - $112K
|
9.03K
$1.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-624- 3.18% |
$61.9K - $69.4K
|
19K
$2.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
286+ 2.87% |
$28.4K - $31.8K
|
10.2K
$1.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.63K- 18.54% |
$162K - $181K
|
7.16K
$875K
|
|
|
Nov 12, 2024
Q3 2024
|
Richmond Brothers, Inc.
Jackson, MI |
BUY
|
- |
63.7KNew |
$6.33M - $7.09M
|
63.7K
$7.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-1.6K- 14.13% |
$158K - $177K
|
9.7K
$1.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
2+ 0.07% |
$199 - $222
|
3.02K
$369K
|
|
|
Nov 12, 2024
Q3 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
44New |
$4.37K - $4.89K
|
44
$5.37K
|