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, 2025
Q3 2025
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-106- 0.79% |
$13.3K - $14.1K
|
13.4K
$1.71M
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-382- 8.46% |
$47.8K - $50.7K
|
4.13K
$528K
|
|
|
Nov 03, 2025
Q3 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-134- 1.4% |
$16.8K - $17.8K
|
9.43K
$1.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
3+ 0.1% |
$376 - $398
|
2.95K
$376K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-13.6K- 11.96% |
$1.71M - $1.81M
|
100K
$12.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Novare Capital Management LLC
|
SELL
|
- |
-65- 0.29% |
$8.14K - $8.63K
|
22.3K
$2.84M
|
|
|
Nov 03, 2025
Q3 2025
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
46+ 0.69% |
$5.76K - $6.11K
|
6.75K
$862K
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
38+ 0.57% |
$4.76K - $5.05K
|
6.76K
$864K
|
|
|
Nov 03, 2025
Q3 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-15- 0.31% |
$1.88K - $1.99K
|
4.85K
$620K
|
|
|
Nov 03, 2025
Q3 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
7+ 0.26% |
$877 - $929
|
2.71K
$347K
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
9.97K+ 5.45% |
$1.25M - $1.32M
|
193K
$24.6M
|
|
|
Nov 03, 2025
Q3 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
55+ 0.34% |
$6.89K - $7.3K
|
16.5K
$2.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
113+ 3.77% |
$14.2K - $15K
|
3.11K
$398K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-18.6K- 29.1% |
$2.34M - $2.48M
|
45.4K
$5.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Hollencrest Capital Management
|
BUY
|
- |
5+ 0.26% |
$626 - $664
|
1.9K
$243K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.31K+ 4.09% |
$164K - $174K
|
33.2K
$4.25M
|
|
|
Nov 03, 2025
Q3 2025
|
Joule Financial, LLC
|
SELL
|
- |
-632- 2.46% |
$79.1K - $83.9K
|
25.1K
$3.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
128New |
$16K - $17K
|
128
$16.3K
|
|
|
Nov 03, 2025
Q3 2025
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-34- 0.71% |
$4.26K - $4.51K
|
4.74K
$606K
|
|
|
Nov 03, 2025
Q3 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-884- 12.4% |
$111K - $117K
|
6.24K
$797K
|
|
|
Nov 03, 2025
Q3 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
2+ 0.07% |
$250 - $266
|
2.7K
$345K
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
491+ 6.01% |
$61.5K - $65.2K
|
8.65K
$1.11M
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.73KNew |
$216K - $229K
|
1.73K
$220K
|
|
|
Oct 31, 2025
Q3 2025
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-241- 1.28% |
$30.2K - $32K
|
18.6K
$2.38M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
SELL
|
- |
-10- 0.72% |
$1.25K - $1.33K
|
1.37K
$175K
|
|
|
Oct 31, 2025
Q3 2025
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-357- 5.94% |
$44.7K - $47.4K
|
5.65K
$722K
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-629- 15.24% |
$78.8K - $83.5K
|
3.5K
$447K
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
25+ 0.46% |
$3.13K - $3.32K
|
5.51K
$703K
|
|
|
Oct 31, 2025
Q3 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
1.14KNew |
$143K - $152K
|
1.14K
$146K
|
|
|
Oct 31, 2025
Q3 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
97New |
$12.1K - $12.9K
|
97
$12.4K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-181- 2.73% |
$22.7K - $24K
|
6.46K
$825K
|
|
|
Oct 30, 2025
Q3 2025
|
Bailard, Inc.
|
SELL
|
- |
-424- 4.29% |
$53.1K - $56.3K
|
9.46K
$1.21M
|
|
|
Oct 30, 2025
Q3 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-5.49K- 9.11% |
$687K - $728K
|
54.7K
$6.99M
|
|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-3.63K- 3.19% |
$455K - $483K
|
110K
$14.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-2.55K- 8.28% |
$319K - $338K
|
28.2K
$3.6M
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
SELL
|
- |
-24- 0.71% |
$3.01K - $3.19K
|
3.38K
$432K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-45.6K- 90.55% |
$5.71M - $6.05M
|
4.76K
$607K
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-52- 3.18% |
$6.51K - $6.9K
|
1.58K
$202K
|
|
|
Oct 30, 2025
Q3 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
14+ 0.58% |
$1.75K - $1.86K
|
2.43K
$310K
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-14- 1.38% |
$1.75K - $1.86K
|
1K
$128K
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
SELL
|
- |
-38- 1.57% |
$4.76K - $5.05K
|
2.38K
$303K
|
|
|
Oct 29, 2025
Q3 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
497+ 2.35% |
$62.2K - $66K
|
21.7K
$2.77M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.98K+ 1.91% |
$248K - $263K
|
106K
$13.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Royal Fund Management, LLC
|
SELL
|
- |
-599- 3.63% |
$75K - $79.5K
|
15.9K
$2.03M
|
|
|
Oct 29, 2025
Q3 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
65+ 2.79% |
$8.14K - $8.63K
|
2.39K
$306K
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
BUY
|
- |
2.15KNew |
$269K - $285K
|
2.15K
$274K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
127New |
$15.9K - $16.9K
|
127
$16.2K
|
|
|
Oct 29, 2025
Q3 2025
|
Waldron Private Wealth LLC
|
BUY
|
- |
17+ 0.3% |
$2.13K - $2.26K
|
5.63K
$719K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
5+ 0.17% |
$626 - $664
|
3.02K
$386K
|
|
|
Oct 29, 2025
Q3 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
3.33KNew |
$417K - $442K
|
3.33K
$426K
|
|