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 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
15+ 15.79% |
$1.49K - $1.67K
|
110
$13.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Sabal Trust CO
|
BUY
|
- |
3.99K+ 6.47% |
$396K - $443K
|
65.6K
$8.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
22.4K+ 8.81% |
$2.22M - $2.49M
|
276K
$33.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
79+ 2.12% |
$7.84K - $8.79K
|
3.81K
$465K
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
9.2KNew |
$914K - $1.02M
|
9.2K
$1.12M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.6K+ 20.26% |
$159K - $178K
|
9.49K
$1.16M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-50- 1.1% |
$4.96K - $5.56K
|
4.5K
$550K
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-2K- 20.0% |
$199K - $222K
|
8K
$977K
|
|
|
Nov 12, 2024
Q3 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-69- 2.45% |
$6.85K - $7.67K
|
2.75K
$335K
|
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-88- 2.56% |
$8.74K - $9.79K
|
3.35K
$409K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.65% |
$99.3 - $111
|
155
$18.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
18K+ 33.53% |
$1.79M - $2M
|
71.8K
$8.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
748+ 1.58% |
$74.3K - $83.2K
|
48.1K
$5.87M
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
2.43K+ 3.51% |
$241K - $270K
|
71.6K
$8.75M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-5.51K- 25.17% |
$547K - $612K
|
16.4K
$2M
|
|
|
Nov 12, 2024
Q3 2024
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-4.87K- 59.85% |
$484K - $542K
|
3.27K
$399K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-21- 0.61% |
$2.08K - $2.34K
|
3.45K
$421K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
507+ 7.49% |
$50.3K - $56.4K
|
7.27K
$888K
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-28- 0.23% |
$2.78K - $3.11K
|
12.4K
$1.51M
|
|
|
Nov 12, 2024
Q3 2024
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-100- 3.13% |
$9.93K - $11.1K
|
3.09K
$378K
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
270+ 4.98% |
$26.8K - $30K
|
5.69K
$695K
|
|
|
Nov 12, 2024
Q3 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
211+ 1.41% |
$20.9K - $23.5K
|
15.2K
$1.85M
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.62K+ 10.89% |
$160K - $180K
|
16.4K
$2.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
6.78K+ 3.84% |
$673K - $754K
|
184K
$22.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Estate Counselors, LLC
|
SELL
|
- |
-70- 0.04% |
$6.95K - $7.78K
|
162K
$19.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.76K+ 32.2% |
$473K - $529K
|
19.5K
$2.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Quaker Wealth Management, LLC
|
BUY
|
- |
1.84K+ 5.85% |
$182K - $204K
|
33.2K
$4.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.2K- 34.86% |
$119K - $133K
|
2.24K
$274K
|
|
|
Nov 12, 2024
Q3 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-33- 91.67% |
$3.28K - $3.67K
|
3
$366
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-3- 60.0% |
$298 - $334
|
2
$244
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-350- 77.78% |
$34.7K - $38.9K
|
100
$12.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
56.2K+ 375.55% |
$5.58M - $6.25M
|
71.2K
$8.69M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
3.14K+ 2.33% |
$311K - $349K
|
138K
$16.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.39K+ 29.76% |
$138K - $154K
|
6.05K
$738K
|
|
|
Nov 12, 2024
Q3 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-27- 0.61% |
$2.68K - $3K
|
4.41K
$539K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-70- 2.96% |
$6.95K - $7.78K
|
2.3K
$280K
|
|
|
Nov 12, 2024
Q3 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
SELL
|
- |
-16.5K- 51.46% |
$1.64M - $1.84M
|
15.6K
$1.91M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-5.19K- 2.2% |
$515K - $577K
|
231K
$28.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
950New |
$94.3K - $106K
|
950
$116K
|
|
|
Nov 08, 2024
Q3 2024
|
South State Corp
|
SELL
|
- |
-286- 22.24% |
$28.4K - $31.8K
|
1K
$122K
|
|
|
Nov 08, 2024
Q3 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
187+ 3.44% |
$18.6K - $20.8K
|
5.62K
$687K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
41.2K+ 4.66% |
$4.09M - $4.58M
|
925K
$113M
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-72- 1.22% |
$7.15K - $8.01K
|
5.83K
$712K
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-20- 28.57% |
$1.99K - $2.22K
|
50
$6.11K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.27K+ 190.66% |
$126K - $141K
|
1.93K
$236K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-123- 4.59% |
$12.2K - $13.7K
|
2.56K
$312K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-33- 4.15% |
$3.28K - $3.67K
|
762
$93K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-7.84K- 6.13% |
$778K - $872K
|
120K
$14.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
68+ 1.42% |
$6.75K - $7.56K
|
4.86K
$594K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.17K+ 0.94% |
$612K - $686K
|
659K
$80.5M
|