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 |
|---|---|---|---|---|---|---|---|
|
May 16, 2025
Q1 2025
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
1.8K+ 2.28% |
$205K - $229K
|
80.8K
$10.4M
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
8.39K+ 84.05% |
$957K - $1.07M
|
18.4K
$2.36M
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
54+ 2.48% |
$6.16K - $6.88K
|
2.23K
$287K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-33- 2.59% |
$3.76K - $4.2K
|
1.24K
$160K
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
80New |
$9.13K - $10.2K
|
80
$10.3K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-18- 0.21% |
$2.05K - $2.29K
|
8.58K
$1.1M
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-30- 5.23% |
$3.42K - $3.82K
|
544
$70K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
6.23K+ 3242.19% |
$710K - $793K
|
6.42K
$826K
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.8K- 13.54% |
$205K - $229K
|
11.5K
$1.48M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-9.08K- 23.64% |
$1.04M - $1.16M
|
29.3K
$3.78M
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
5+ 0.1% |
$570 - $637
|
5.09K
$655K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-4.48K- 89.7% |
$511K - $570K
|
514
$66.2K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
713+ 1.85% |
$81.3K - $90.8K
|
39.2K
$5.04M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
9.86K+ 105.86% |
$1.12M - $1.26M
|
19.2K
$2.47M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
6.58K+ 36.61% |
$750K - $837K
|
24.5K
$3.16M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
7.13K+ 17.55% |
$814K - $908K
|
47.8K
$6.15M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
5.52K+ 69.09% |
$629K - $702K
|
13.5K
$1.74M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.1K+ 11.42% |
$239K - $267K
|
20.5K
$2.64M
|
|
|
May 15, 2025
Q1 2025
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
9.37K+ 7.19% |
$1.07M - $1.19M
|
140K
$18M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.39K- 7.79% |
$273K - $305K
|
28.3K
$3.65M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.98K+ 8.2% |
$225K - $251K
|
26K
$3.35M
|
|
|
May 15, 2025
Q1 2025
|
Btg Pactual Asset Management Us LLC
New York, NY |
SELL
|
- |
-530- 1.2% |
$60.5K - $67.5K
|
43.6K
$5.61M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-10.9K- 0.05% |
$1.24M - $1.38M
|
23M
$2.96B
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
430K+ 13.45% |
$49M - $54.7M
|
3.63M
$467M
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-184K- 99.66% |
$21M - $23.5M
|
636
$81.9K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
869+ 2.7% |
$99.1K - $111K
|
33.1K
$4.26M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-519- 8.59% |
$59.2K - $66.1K
|
5.52K
$711K
|
|
|
May 15, 2025
Q1 2025
|
Redwood Financial Network Corp
|
SELL
|
- |
-239- 5.9% |
$27.3K - $30.4K
|
3.82K
$491K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
5.42K+ 65.64% |
$619K - $691K
|
13.7K
$1.76M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
6.87KNew |
$784K - $875K
|
6.87K
$885K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
21.9K+ 14.44% |
$2.5M - $2.79M
|
174K
$22.3M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-9.85K- 1.87% |
$1.12M - $1.25M
|
516K
$66.5M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
920+ 7.63% |
$105K - $117K
|
13K
$1.67M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-13.7K- 11.36% |
$1.57M - $1.75M
|
107K
$13.8M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.86K+ 11.9% |
$212K - $237K
|
17.5K
$2.25M
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
105+ 74.47% |
$12K - $13.4K
|
246
$31.7K
|
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-497- 12.78% |
$56.7K - $63.3K
|
3.39K
$437K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
2.37KNew |
$271K - $302K
|
2.37K
$306K
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-50- 29.94% |
$5.7K - $6.37K
|
117
$15.1K
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
110K+ 1201.07% |
$12.6M - $14M
|
119K
$15.3M
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
350New |
$39.9K - $44.6K
|
350
$45.1K
|
|
|
May 15, 2025
Q1 2025
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
20+ 0.33% |
$2.28K - $2.55K
|
6.09K
$783K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
860+ 33.5% |
$98.1K - $110K
|
3.43K
$441K
|
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
8.76K+ 1464.21% |
$999K - $1.11M
|
9.35K
$1.2M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-119- 1.58% |
$13.6K - $15.2K
|
7.41K
$953K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.45K- 12.36% |
$279K - $312K
|
17.4K
$2.23M
|
|
|
May 15, 2025
Q1 2025
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-50- 1.49% |
$5.7K - $6.37K
|
3.31K
$426K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-689- 16.98% |
$78.6K - $87.7K
|
3.37K
$434K
|
|
|
May 15, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-2.18K- 44.63% |
$249K - $278K
|
2.71K
$349K
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
3.69KNew |
$420K - $469K
|
3.69K
$475K
|