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 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
136New |
$14.3K - $17.3K
|
136
$17.5K
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
4+ 0.17% |
$419 - $509
|
2.39K
$308K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
18+ 1.58% |
$1.89K - $2.29K
|
1.16K
$149K
|
|
|
Jul 14, 2025
Q2 2025
|
Argentarii, LLC
Cincinnati, OH |
SELL
|
- |
-65- 0.19% |
$6.82K - $8.27K
|
34.7K
$4.47M
|
|
|
Jul 14, 2025
Q2 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-3.32K- 41.79% |
$348K - $423K
|
4.63K
$596K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1K- 35.37% |
$105K - $127K
|
1.83K
$235K
|
|
|
Jul 11, 2025
Q2 2025
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
1.66KNew |
$174K - $212K
|
1.66K
$214K
|
|
|
Jul 11, 2025
Q2 2025
|
Cmh Wealth Management LLC
|
SELL
|
- |
-1.37K- 1.01% |
$143K - $174K
|
134K
$17.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
1.83K+ 6788.89% |
$192K - $233K
|
1.86K
$239K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-84- 3.01% |
$8.81K - $10.7K
|
2.71K
$348K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.34K+ 33.98% |
$245K - $298K
|
9.22K
$1.19M
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-162- 4.45% |
$17K - $20.6K
|
3.48K
$448K
|
|
|
Jul 11, 2025
Q2 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
6+ 0.18% |
$629 - $764
|
3.4K
$438K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
SELL
|
- |
-628- 15.01% |
$65.9K - $79.9K
|
3.56K
$458K
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-622- 2.85% |
$65.2K - $79.2K
|
21.2K
$2.73M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
129+ 0.12% |
$13.5K - $16.4K
|
104K
$13.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
681+ 5.76% |
$71.4K - $86.7K
|
12.5K
$1.61M
|
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
7+ 0.25% |
$734 - $891
|
2.8K
$361K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-9.49K- 19.9% |
$996K - $1.21M
|
38.2K
$4.92M
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
85+ 5.67% |
$8.91K - $10.8K
|
1.59K
$204K
|
|
|
Jul 10, 2025
Q2 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
85+ 4.33% |
$8.91K - $10.8K
|
2.05K
$264K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
296New |
$31K - $37.7K
|
296
$38.1K
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
914KNew |
$95.8M - $116M
|
914K
$118M
|
|
|
Jul 09, 2025
Q2 2025
|
First Financial Corp
|
SELL
|
- |
-163- 0.54% |
$17.1K - $20.7K
|
29.9K
$3.85M
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
SELL
|
- |
-185- 9.9% |
$19.4K - $23.6K
|
1.68K
$217K
|
|
|
Jul 09, 2025
Q2 2025
|
Searcy Financial Services Inc
|
BUY
|
- |
609+ 0.55% |
$63.9K - $77.5K
|
110K
$14.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
3.88KNew |
$407K - $494K
|
3.88K
$500K
|
|
|
Jul 09, 2025
Q2 2025
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
259+ 1.18% |
$27.2K - $33K
|
22.2K
$2.86M
|
|
|
Jul 09, 2025
Q2 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
1.65KNew |
$173K - $210K
|
1.65K
$212K
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-913- 6.24% |
$95.7K - $116K
|
13.7K
$1.77M
|
|
|
Jul 09, 2025
Q2 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-186- 8.68% |
$19.5K - $23.7K
|
1.96K
$252K
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
1+ 0.05% |
$105 - $127
|
1.91K
$245K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
813+ 2.85% |
$85.3K - $103K
|
29.4K
$3.78M
|
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
BUY
|
- |
35+ 1.78% |
$3.67K - $4.46K
|
2K
$257K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
103+ 68.67% |
$10.8K - $13.1K
|
253
$32.6K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
3.58K+ 3.28% |
$375K - $455K
|
112K
$14.5M
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
1.66K+ 21.53% |
$174K - $211K
|
9.36K
$1.21M
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO Of Oklahoma
|
SELL
|
- |
-753- 0.55% |
$79K - $95.9K
|
137K
$17.7M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-434- 2.95% |
$45.5K - $55.2K
|
14.3K
$1.84M
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
SELL
|
- |
-1.38K- 4.39% |
$145K - $176K
|
30K
$3.87M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-80- 37.56% |
$8.39K - $10.2K
|
133
$17.1K
|
|
| Q1 2025 | |||||||
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
24+ 0.54% |
$2.74K - $3.06K
|
4.46K
$574K
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-13.9K- 20.87% |
$1.59M - $1.78M
|
52.9K
$6.81M
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
33.1KNew |
$3.78M - $4.22M
|
33.1K
$4.27M
|
|
|
May 28, 2025
Q1 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
205+ 2.15% |
$23.4K - $26.1K
|
9.72K
$1.25M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
33.9K+ 1055.03% |
$3.86M - $4.31M
|
37.1K
$4.77M
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-516- 1.81% |
$58.9K - $65.7K
|
27.9K
$3.6M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-636- 46.39% |
$72.5K - $81K
|
735
$94.6K
|
|
|
May 21, 2025
Q1 2025
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-1.09M- 76.17% |
$124M - $139M
|
341K
$43.9M
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
269+ 0.82% |
$30.7K - $34.3K
|
33.3K
$4.28M
|
|