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 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
25.2K+ 375.51% |
$2.87M - $3.2M
|
31.9K
$4.1M
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
1New |
$114 - $127
|
1
$129
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
23.7K+ 5.28% |
$2.71M - $3.02M
|
473K
$60.9M
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
12New |
$1.37K - $1.53K
|
12
$1.54K
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
1.83K+ 183.0% |
$209K - $233K
|
2.83K
$364K
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-3.97K- 20.63% |
$453K - $506K
|
15.3K
$1.97M
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
23+ 0.49% |
$2.62K - $2.93K
|
4.7K
$605K
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-11- 0.4% |
$1.25K - $1.4K
|
2.75K
$354K
|
|
May 12, 2025
Q1 2025
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
28+ 0.23% |
$3.19K - $3.57K
|
12K
$1.54M
|
|
May 12, 2025
Q1 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
671+ 4.88% |
$76.5K - $85.4K
|
14.4K
$1.86M
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
101K+ 23.14% |
$11.6M - $12.9M
|
539K
$69.4M
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
26New |
$2.97K - $3.31K
|
26
$3.35K
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
5.13K+ 12.67% |
$585K - $653K
|
45.6K
$5.87M
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-5K- 27.62% |
$570K - $637K
|
13.1K
$1.69M
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
50+ 1.61% |
$5.7K - $6.37K
|
3.15K
$406K
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-6.34K- 7.33% |
$723K - $807K
|
80.2K
$10.3M
|
|
May 12, 2025
Q1 2025
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-679- 18.67% |
$77.5K - $86.5K
|
2.96K
$381K
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
9.56K+ 85.86% |
$1.09M - $1.22M
|
20.7K
$2.66M
|
|
May 12, 2025
Q1 2025
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
250+ 1.98% |
$28.5K - $31.8K
|
12.9K
$1.66M
|
|
May 12, 2025
Q1 2025
|
Wp Advisors, LLC
|
BUY
|
- |
30+ 0.42% |
$3.42K - $3.82K
|
7.14K
$919K
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-30- 3.66% |
$3.42K - $3.82K
|
790
$102K
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
304+ 4.62% |
$34.7K - $38.7K
|
6.88K
$885K
|
|
May 12, 2025
Q1 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
301+ 0.62% |
$34.3K - $38.3K
|
48.5K
$6.24M
|
|
May 12, 2025
Q1 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
1+ 0.01% |
$114 - $127
|
8.04K
$1.03M
|
|
May 12, 2025
Q1 2025
|
Mainsail Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-225- 4.47% |
$25.7K - $28.7K
|
4.81K
$620K
|
|
May 12, 2025
Q1 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
1.51K+ 31.33% |
$172K - $192K
|
6.32K
$814K
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.01K- 0.83% |
$116K - $129K
|
121K
$15.6M
|
|
May 12, 2025
Q1 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
39New |
$4.45K - $4.97K
|
39
$5.02K
|
|
May 12, 2025
Q1 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
SELL
|
- |
-6.56K- 36.23% |
$749K - $836K
|
11.6K
$1.49M
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.41K+ 0.59% |
$160K - $179K
|
239K
$30.8M
|
|
May 09, 2025
Q1 2025
|
Barings LLC
|
BUY
|
- |
178KNew |
$20.3M - $22.6M
|
178K
$22.9M
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.97K+ 4.82% |
$909K - $1.01M
|
173K
$22.3M
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
641+ 19.04% |
$73.1K - $81.6K
|
4.01K
$516K
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
105+ 3.84% |
$12K - $13.4K
|
2.84K
$365K
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-2.19K- 1.09% |
$250K - $279K
|
198K
$25.5M
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
2.09KNew |
$238K - $266K
|
2.09K
$269K
|
|
May 09, 2025
Q1 2025
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
21.6KNew |
$2.47M - $2.76M
|
21.6K
$2.79M
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.4K- 98.61% |
$388K - $433K
|
48
$6.18K
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.11KNew |
$241K - $269K
|
2.11K
$272K
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
23+ 3.21% |
$2.62K - $2.93K
|
740
$95.3K
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-25K- 20.98% |
$2.86M - $3.19M
|
94.3K
$12.1M
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-1.27K- 27.59% |
$145K - $162K
|
3.34K
$429K
|
|
May 09, 2025
Q1 2025
|
Bouchey Financial Group LTD
|
SELL
|
- |
-315- 10.38% |
$35.9K - $40.1K
|
2.72K
$350K
|
|
May 09, 2025
Q1 2025
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
13.6KNew |
$1.55M - $1.73M
|
13.6K
$1.75M
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
352+ 9.74% |
$40.2K - $44.8K
|
3.97K
$510K
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.5K- 1.65% |
$171K - $191K
|
89.1K
$11.5M
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.66K+ 42.24% |
$190K - $212K
|
5.6K
$721K
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
25+ 0.37% |
$2.85K - $3.18K
|
6.73K
$867K
|
|
May 09, 2025
Q1 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
288New |
$32.9K - $36.7K
|
288
$37.1K
|