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 04, 2024
Q3 2024
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
581+ 76.85% |
$57.7K - $64.6K
|
1.34K
$163K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
19+ 0.53% |
$1.89K - $2.11K
|
3.58K
$438K
|
|
|
Nov 04, 2024
Q3 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
309+ 12.17% |
$30.7K - $34.4K
|
2.85K
$348K
|
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence LLC
|
BUY
|
- |
40+ 1.12% |
$3.97K - $4.45K
|
3.61K
$440K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
4.49K+ 15482.76% |
$446K - $499K
|
4.52K
$552K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
87New |
$8.64K - $9.68K
|
87
$10.6K
|
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-793- 0.81% |
$78.7K - $88.2K
|
97.5K
$11.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
200+ 4.93% |
$19.9K - $22.2K
|
4.25K
$519K
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-19- 0.33% |
$1.89K - $2.11K
|
5.66K
$691K
|
|
|
Nov 01, 2024
Q3 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
1.43K+ 34.06% |
$142K - $159K
|
5.63K
$688K
|
|
|
Nov 01, 2024
Q3 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-199- 2.42% |
$19.8K - $22.1K
|
8.03K
$981K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-4- 2.68% |
$397 - $445
|
145
$17.7K
|
|
|
Nov 01, 2024
Q3 2024
|
Bray Capital Advisors
|
SELL
|
- |
-2.24K- 7.09% |
$222K - $249K
|
29.4K
$3.59M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-786- 1.89% |
$78K - $87.4K
|
40.8K
$4.99M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
947+ 66.04% |
$94K - $105K
|
2.38K
$291K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3- 0.1% |
$298 - $334
|
2.95K
$361K
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
43+ 0.34% |
$4.27K - $4.78K
|
12.8K
$1.57M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-258- 2.55% |
$25.6K - $28.7K
|
9.85K
$1.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
2.01KNew |
$199K - $223K
|
2.01K
$245K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
714+ 30.67% |
$70.9K - $79.4K
|
3.04K
$371K
|
|
|
Oct 31, 2024
Q3 2024
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-505- 3.82% |
$50.1K - $56.2K
|
12.7K
$1.55M
|
|
|
Oct 31, 2024
Q3 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
63+ 1.64% |
$6.25K - $7.01K
|
3.89K
$475K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.28K+ 4.12% |
$326K - $365K
|
82.9K
$10.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
11+ 0.23% |
$1.09K - $1.22K
|
4.77K
$582K
|
|
|
Oct 31, 2024
Q3 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-213- 1.11% |
$21.1K - $23.7K
|
18.9K
$2.31M
|
|
|
Oct 31, 2024
Q3 2024
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-73- 0.29% |
$7.25K - $8.12K
|
24.8K
$3.02M
|
|
|
Oct 31, 2024
Q3 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-172- 7.32% |
$17.1K - $19.1K
|
2.18K
$266K
|
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
924New |
$91.7K - $103K
|
924
$113K
|
|
|
Oct 31, 2024
Q3 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
4.45KNew |
$441K - $494K
|
4.45K
$543K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
7+ 0.33% |
$695 - $778
|
2.12K
$259K
|
|
|
Oct 31, 2024
Q3 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-680- 5.81% |
$67.5K - $75.6K
|
11K
$1.35M
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
1.11K+ 22.75% |
$110K - $124K
|
6.01K
$733K
|
|
|
Oct 30, 2024
Q3 2024
|
Northstar Asset Management LLC
|
SELL
|
- |
-300- 0.8% |
$29.8K - $33.4K
|
37K
$4.52M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
155+ 3.78% |
$15.4K - $17.2K
|
4.25K
$519K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.36K+ 14.94% |
$235K - $263K
|
18.2K
$2.22M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.24K- 3.66% |
$123K - $137K
|
32.6K
$3.98M
|
|
|
Oct 30, 2024
Q3 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-38- 0.91% |
$3.77K - $4.23K
|
4.12K
$503K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-184- 38.66% |
$18.3K - $20.5K
|
292
$35.7K
|
|
|
Oct 30, 2024
Q3 2024
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-16- 0.26% |
$1.59K - $1.78K
|
6.17K
$753K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-77- 43.02% |
$7.64K - $8.56K
|
102
$12.5K
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
SELL
|
- |
-444- 4.55% |
$44.1K - $49.4K
|
9.31K
$1.14M
|
|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
SELL
|
- |
-181- 4.57% |
$18K - $20.1K
|
3.78K
$462K
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-455- 9.28% |
$45.2K - $50.6K
|
4.45K
$543K
|
|
|
Oct 29, 2024
Q3 2024
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
1.61K+ 2.53% |
$160K - $179K
|
65.3K
$7.97M
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-22- 30.56% |
$2.18K - $2.45K
|
50
$6.11K
|
|
|
Oct 29, 2024
Q3 2024
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-300- 1.57% |
$29.8K - $33.4K
|
18.8K
$2.29M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.82K- 2.07% |
$180K - $202K
|
85.8K
$10.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
80+ 2.16% |
$7.94K - $8.9K
|
3.78K
$461K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
416+ 7.19% |
$41.3K - $46.3K
|
6.2K
$758K
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
SELL
|
- |
-12- 0.49% |
$1.19K - $1.33K
|
2.45K
$299K
|