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 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
226+ 3.52% |
$22.4K - $25.1K
|
6.65K
$811K
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-325- 6.72% |
$32.3K - $36.1K
|
4.51K
$551K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1+ 0.76% |
$99.3 - $111
|
133
$16.2K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
48+ 0.43% |
$4.76K - $5.34K
|
11.2K
$1.36M
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-8.27K- 3.28% |
$821K - $919K
|
244K
$29.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-50- 0.45% |
$4.96K - $5.56K
|
11.1K
$1.35M
|
|
|
Nov 07, 2024
Q3 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
SELL
|
- |
-44- 0.85% |
$4.37K - $4.89K
|
5.14K
$628K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-337- 4.51% |
$33.5K - $37.5K
|
7.14K
$872K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
152+ 1.77% |
$15.1K - $16.9K
|
8.73K
$1.07M
|
|
|
Nov 07, 2024
Q3 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
37.8K+ 36.59% |
$3.75M - $4.2M
|
141K
$17.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-846- 28.57% |
$84K - $94.1K
|
2.12K
$258K
|
|
|
Nov 07, 2024
Q3 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
8.98K+ 45.9% |
$891K - $998K
|
28.5K
$3.48M
|
|
|
Nov 07, 2024
Q3 2024
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
3.17KNew |
$315K - $353K
|
3.17K
$387K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
437+ 7.22% |
$43.4K - $48.6K
|
6.49K
$792K
|
|
|
Nov 07, 2024
Q3 2024
|
Wp Advisors, LLC
|
SELL
|
- |
-93- 1.31% |
$9.23K - $10.3K
|
7.03K
$859K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-106- 0.3% |
$10.5K - $11.8K
|
34.7K
$4.24M
|
|
|
Nov 07, 2024
Q3 2024
|
Elm Partners Management LLC
|
BUY
|
- |
1.59K+ 26.75% |
$158K - $177K
|
7.54K
$920K
|
|
|
Nov 07, 2024
Q3 2024
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
5K+ 25.12% |
$496K - $556K
|
24.9K
$3.04M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-251- 2.26% |
$24.9K - $27.9K
|
10.8K
$1.32M
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.08KNew |
$107K - $120K
|
1.08K
$132K
|
|
|
Nov 06, 2024
Q3 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
9+ 0.45% |
$893 - $1K
|
2.01K
$246K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
15+ 0.2% |
$1.49K - $1.67K
|
7.45K
$909K
|
|
|
Nov 06, 2024
Q3 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
149+ 323.91% |
$14.8K - $16.6K
|
195
$23.8K
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
1.71K+ 0.48% |
$169K - $190K
|
359K
$43.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
3+ 0.1% |
$298 - $334
|
3.15K
$385K
|
|
|
Nov 06, 2024
Q3 2024
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-5- 0.04% |
$496 - $556
|
12K
$1.46M
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
14.7K+ 69.17% |
$1.46M - $1.64M
|
36K
$4.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Wealth Services
|
BUY
|
- |
546New |
$54.2K - $60.7K
|
546
$66.7K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
219K+ 21.06% |
$21.8M - $24.4M
|
1.26M
$154M
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
154+ 5.09% |
$15.3K - $17.1K
|
3.18K
$388K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-351- 2.16% |
$34.8K - $39K
|
15.9K
$1.95M
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-4.57K- 4.91% |
$453K - $508K
|
88.5K
$10.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
124+ 4.19% |
$12.3K - $13.8K
|
3.09K
$377K
|
|
|
Nov 05, 2024
Q3 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
1.88KNew |
$186K - $209K
|
1.88K
$229K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-362- 12.19% |
$35.9K - $40.3K
|
2.61K
$318K
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
93+ 2.72% |
$9.23K - $10.3K
|
3.51K
$429K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-383- 1.5% |
$38K - $42.6K
|
25.1K
$3.07M
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-482- 11.18% |
$47.8K - $53.6K
|
3.83K
$468K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-210- 20.9% |
$20.8K - $23.4K
|
795
$97.1K
|
|
|
Nov 05, 2024
Q3 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
103+ 0.87% |
$10.2K - $11.5K
|
12K
$1.46M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.98KNew |
$196K - $220K
|
1.98K
$241K
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2.88K+ 100.74% |
$285K - $320K
|
5.73K
$700K
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-967- 22.66% |
$96K - $108K
|
3.3K
$403K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1.19K- 10.64% |
$118K - $133K
|
10K
$1.22M
|
|
|
Nov 04, 2024
Q3 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
256+ 0.24% |
$25.4K - $28.5K
|
108K
$13.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
14+ 0.67% |
$1.39K - $1.56K
|
2.11K
$257K
|
|
|
Nov 04, 2024
Q3 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-2.12K- 2.12% |
$211K - $236K
|
97.9K
$12M
|
|
|
Nov 04, 2024
Q3 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
SELL
|
- |
-367- 3.95% |
$36.4K - $40.8K
|
8.91K
$1.09M
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
920+ 2.36% |
$91.3K - $102K
|
39.8K
$4.86M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
491New |
$48.7K - $54.6K
|
491
$60K
|