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 14, 2025
Q3 2025
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-2.61K- 15.06% |
$327K - $346K
|
14.7K
$1.88M
|
|
|
Nov 14, 2025
Q3 2025
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
SELL
|
- |
-730- 2.8% |
$91.4K - $96.9K
|
25.3K
$3.23M
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
447+ 176.68% |
$56K - $59.4K
|
700
$89.4K
|
|
|
Nov 14, 2025
Q3 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.25K+ 3.87% |
$157K - $166K
|
33.6K
$4.29M
|
|
|
Nov 14, 2025
Q3 2025
|
Valley Financial Group, Inc.
Ambler, PA |
SELL
|
- |
-31- 1.57% |
$3.88K - $4.12K
|
1.95K
$249K
|
|
|
Nov 14, 2025
Q3 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
10.5K+ 270.26% |
$1.31M - $1.39M
|
14.3K
$1.83M
|
|
|
Nov 14, 2025
Q3 2025
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
633+ 13.36% |
$79.3K - $84K
|
5.37K
$686K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
82.2K+ 7.61% |
$10.3M - $10.9M
|
1.16M
$148M
|
|
|
Nov 14, 2025
Q3 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
116+ 1.77% |
$14.5K - $15.4K
|
6.67K
$852K
|
|
|
Nov 14, 2025
Q3 2025
|
Tme Financial, Inc.
Huntington Beach, CA |
SELL
|
- |
-72- 4.29% |
$9.02K - $9.56K
|
1.61K
$205K
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.89K+ 24.86% |
$612K - $649K
|
24.6K
$3.14M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
9.18K+ 41.21% |
$1.15M - $1.22M
|
31.5K
$4.02M
|
|
|
Nov 14, 2025
Q3 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
18New |
$2.25K - $2.39K
|
18
$2.3K
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
207+ 82.14% |
$25.9K - $27.5K
|
459
$58.6K
|
|
|
Nov 13, 2025
Q3 2025
|
Kdk Private Wealth Management, LLC
Houston, TX |
SELL
|
- |
-116- 1.24% |
$14.5K - $15.4K
|
9.21K
$1.18M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
30.3K+ 297.18% |
$3.79M - $4.02M
|
40.4K
$5.17M
|
|
|
Nov 13, 2025
Q3 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-24- 0.65% |
$3.01K - $3.19K
|
3.66K
$467K
|
|
|
Nov 13, 2025
Q3 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
699+ 0.67% |
$87.5K - $92.8K
|
106K
$13.5M
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.32K+ 14.37% |
$290K - $308K
|
18.4K
$2.35M
|
|
|
Nov 13, 2025
Q3 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
129+ 1433.33% |
$16.2K - $17.1K
|
138
$17.6K
|
|
|
Nov 13, 2025
Q3 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
30+ 0.44% |
$3.76K - $3.98K
|
6.82K
$871K
|
|
|
Nov 13, 2025
Q3 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
1.52KNew |
$191K - $202K
|
1.52K
$195K
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-983- 7.18% |
$123K - $131K
|
12.7K
$1.62M
|
|
|
Nov 13, 2025
Q3 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-599- 2.27% |
$75K - $79.5K
|
25.8K
$3.29M
|
|
|
Nov 13, 2025
Q3 2025
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
5.53K+ 19.87% |
$693K - $734K
|
33.4K
$4.26M
|
|
|
Nov 13, 2025
Q3 2025
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-1.37K- 2.62% |
$172K - $182K
|
51K
$6.51M
|
|
|
Nov 13, 2025
Q3 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
SELL
|
- |
-8.01K- 43.12% |
$1M - $1.06M
|
10.6K
$1.35M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
99K+ 5.87% |
$12.4M - $13.1M
|
1.78M
$228M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-46.1K- 2.55% |
$5.77M - $6.12M
|
1.76M
$224M
|
|
|
Nov 13, 2025
Q3 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-400- 4.88% |
$50.1K - $53.1K
|
7.8K
$996K
|
|
|
Nov 13, 2025
Q3 2025
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-1.17K- 19.08% |
$146K - $155K
|
4.96K
$633K
|
|
|
Nov 13, 2025
Q3 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-500- 6.41% |
$62.6K - $66.4K
|
7.3K
$932K
|
|
|
Nov 13, 2025
Q3 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
1+ 0.01% |
$125 - $133
|
16.4K
$2.09M
|
|
|
Nov 13, 2025
Q3 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
2.01KNew |
$251K - $266K
|
2.01K
$256K
|
|
|
Nov 13, 2025
Q3 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-63- 3.44% |
$7.89K - $8.37K
|
1.77K
$226K
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
780+ 2.14% |
$97.7K - $104K
|
37.2K
$4.76M
|
|
|
Nov 13, 2025
Q3 2025
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
2.03K+ 4.62% |
$255K - $270K
|
46.1K
$5.88M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
26.4K+ 97.99% |
$3.31M - $3.51M
|
53.4K
$6.82M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
SELL
|
- |
-1.65K- 3.61% |
$207K - $219K
|
44.1K
$5.64M
|
|
|
Nov 13, 2025
Q3 2025
|
Cavalier Investments, LLC
|
BUY
|
- |
3.66K+ 5.44% |
$458K - $486K
|
70.9K
$9.06M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.78KNew |
$223K - $237K
|
1.78K
$228K
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.11K- 9.94% |
$265K - $281K
|
19.2K
$2.45M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
CALL |
800+ 47.06% |
$100K - $106K
|
2.5K
$319K
|
|
|
Nov 13, 2025
Q3 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
2.62KNew |
$328K - $348K
|
2.62K
$334K
|
|
|
Nov 13, 2025
Q3 2025
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-817- 5.44% |
$102K - $108K
|
14.2K
$1.81M
|
|
|
Nov 13, 2025
Q3 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
1.3K+ 36.05% |
$163K - $173K
|
4.91K
$627K
|
|
|
Nov 12, 2025
Q3 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
14+ 0.31% |
$1.75K - $1.86K
|
4.52K
$577K
|
|
|
Nov 12, 2025
Q3 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
151New |
$18.9K - $20K
|
151
$19.3K
|
|
|
Nov 12, 2025
Q3 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-204- 5.96% |
$25.5K - $27.1K
|
3.22K
$411K
|
|
|
Nov 12, 2025
Q3 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-347- 4.57% |
$43.5K - $46.1K
|
7.24K
$924K
|
|