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 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
944New |
$108K - $120K
|
944
$122K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
422New |
$48.1K - $53.7K
|
422
$54.3K
|
|
|
May 09, 2025
Q1 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$114 - $127
|
12K
$1.55M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-1.16K- 14.63% |
$132K - $148K
|
6.76K
$871K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
8+ 0.27% |
$913 - $1.02K
|
3.01K
$387K
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-1.17K- 1.0% |
$134K - $149K
|
116K
$14.9M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.34KNew |
$153K - $171K
|
1.34K
$173K
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
7.57K+ 18.73% |
$864K - $964K
|
48K
$6.18M
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-900- 57.58% |
$103K - $115K
|
663
$85.4K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-433- 3.69% |
$49.4K - $55.1K
|
11.3K
$1.45M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
35New |
$3.99K - $4.46K
|
35
$4.51K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.1K+ 11.37% |
$125K - $140K
|
10.7K
$1.38M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
303+ 14.96% |
$34.6K - $38.6K
|
2.33K
$300K
|
|
|
May 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
1.98KNew |
$226K - $253K
|
1.98K
$255K
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-201- 3.47% |
$22.9K - $25.6K
|
5.6K
$720K
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-30K- 88.33% |
$3.42M - $3.82M
|
3.96K
$510K
|
|
|
May 08, 2025
Q1 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
409+ 22.48% |
$46.7K - $52.1K
|
2.23K
$287K
|
|
|
May 08, 2025
Q1 2025
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
111+ 0.91% |
$12.7K - $14.1K
|
12.3K
$1.59M
|
|
|
May 08, 2025
Q1 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
39+ 1.85% |
$4.45K - $4.97K
|
2.14K
$276K
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-609- 19.1% |
$69.5K - $77.6K
|
2.58K
$332K
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-100- 3.23% |
$11.4K - $12.7K
|
2.99K
$385K
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-1.16K- 29.2% |
$132K - $147K
|
2.81K
$361K
|
|
|
May 08, 2025
Q1 2025
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-387- 6.29% |
$44.1K - $49.3K
|
5.77K
$743K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.46K+ 35.36% |
$280K - $313K
|
9.41K
$1.21M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-26- 0.58% |
$2.97K - $3.31K
|
4.48K
$577K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1+ 0.05% |
$114 - $127
|
2.01K
$258K
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-116- 3.83% |
$13.2K - $14.8K
|
2.91K
$375K
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
BUY
|
- |
127New |
$14.5K - $16.2K
|
127
$16.3K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
200+ 4.44% |
$22.8K - $25.5K
|
4.71K
$606K
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
396+ 5.02% |
$45.2K - $50.4K
|
8.29K
$1.07M
|
|
|
May 08, 2025
Q1 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
255+ 2.74% |
$29.1K - $32.5K
|
9.57K
$1.23M
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-80- 0.61% |
$9.13K - $10.2K
|
13.1K
$1.68M
|
|
|
May 07, 2025
Q1 2025
|
Allen Investment Management LLC
|
BUY
|
- |
31.7K+ 49.38% |
$3.61M - $4.04M
|
95.9K
$12.3M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
229+ 0.76% |
$26.1K - $29.2K
|
30.5K
$3.93M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
27.7K+ 3.65% |
$3.16M - $3.52M
|
786K
$101M
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
SELL
|
- |
-1.12K- 33.14% |
$128K - $143K
|
2.26K
$291K
|
|
|
May 07, 2025
Q1 2025
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-125- 3.58% |
$14.3K - $15.9K
|
3.37K
$434K
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
1.05KNew |
$120K - $134K
|
1.05K
$135K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
25+ 0.56% |
$2.85K - $3.18K
|
4.49K
$578K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-181- 1.55% |
$20.6K - $23K
|
11.5K
$1.48M
|
|
|
May 06, 2025
Q1 2025
|
Kdk Private Wealth Management, LLC
Houston, TX |
SELL
|
- |
-81- 0.86% |
$9.24K - $10.3K
|
9.37K
$1.21M
|
|
|
May 06, 2025
Q1 2025
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
33.7K+ 186.43% |
$3.84M - $4.29M
|
51.7K
$6.66M
|
|
|
May 06, 2025
Q1 2025
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-445K- 99.64% |
$50.7M - $56.7M
|
1.61K
$207K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
3.53K+ 6.3% |
$403K - $450K
|
59.6K
$7.67M
|
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
14.4K+ 16.77% |
$1.64M - $1.83M
|
100K
$12.9M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-341- 12.26% |
$38.9K - $43.4K
|
2.44K
$314K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.05K- 25.82% |
$119K - $133K
|
3K
$386K
|
|
|
May 06, 2025
Q1 2025
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-1- 0.54% |
$114 - $127
|
185
$23.8K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.16K- 2.13% |
$360K - $402K
|
145K
$18.6M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
56.8K+ 13.78% |
$6.47M - $7.23M
|
469K
$60.3M
|