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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-934- 29.55% |
$92.7K - $104K
|
2.23K
$272K
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
SELL
|
- |
-955- 1.96% |
$94.8K - $106K
|
47.7K
$5.83M
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
BUY
|
- |
1.12K+ 10.24% |
$111K - $124K
|
12K
$1.47M
|
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
SELL
|
- |
-735- 23.16% |
$73K - $81.7K
|
2.44K
$298K
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
25+ 0.45% |
$2.48K - $2.78K
|
5.58K
$681K
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-505- 11.87% |
$50.1K - $56.2K
|
3.75K
$458K
|
|
|
Oct 21, 2024
Q3 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
552+ 8.46% |
$54.8K - $61.4K
|
7.08K
$864K
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-150- 48.08% |
$14.9K - $16.7K
|
162
$19.8K
|
|
|
Oct 21, 2024
Q3 2024
|
Stapp Wealth Management, Pllc
Olympia, WA |
SELL
|
- |
-438- 1.61% |
$43.5K - $48.7K
|
26.8K
$3.27M
|
|
|
Oct 21, 2024
Q3 2024
|
Rba Wealth Management, LLC
|
BUY
|
- |
340+ 3.26% |
$33.8K - $37.8K
|
10.8K
$1.31M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
305+ 7.61% |
$30.3K - $33.9K
|
4.31K
$527K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.57KNew |
$255K - $285K
|
2.57K
$313K
|
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
41K+ 636.66% |
$4.07M - $4.56M
|
47.5K
$5.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-2.61K- 7.92% |
$259K - $290K
|
30.3K
$3.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-283- 5.57% |
$28.1K - $31.5K
|
4.8K
$586K
|
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
7+ 0.16% |
$695 - $778
|
4.42K
$540K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
338+ 0.22% |
$33.6K - $37.6K
|
151K
$18.5M
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-100- 15.63% |
$9.93K - $11.1K
|
540
$65.9K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.86K- 0.82% |
$384K - $430K
|
468K
$57.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-709- 3.42% |
$70.4K - $78.8K
|
20K
$2.45M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.74K+ 0.79% |
$470K - $527K
|
606K
$73.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
3.3KNew |
$328K - $367K
|
3.3K
$403K
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
510+ 256.28% |
$50.6K - $56.7K
|
709
$86.6K
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-102- 2.72% |
$10.1K - $11.3K
|
3.64K
$445K
|
|
|
Oct 18, 2024
Q3 2024
|
Spectrum Financial Alliance LTD LLC
|
BUY
|
- |
1.95KNew |
$193K - $217K
|
1.95K
$238K
|
|
|
Oct 18, 2024
Q3 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
2.08K+ 34.8% |
$206K - $231K
|
8.04K
$982K
|
|
|
Oct 17, 2024
Q3 2024
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-1.69K- 32.33% |
$168K - $188K
|
3.53K
$431K
|
|
|
Oct 17, 2024
Q3 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-285- 0.88% |
$28.3K - $31.7K
|
32.2K
$3.93M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-653- 0.68% |
$64.8K - $72.6K
|
95.4K
$11.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
282+ 0.65% |
$28K - $31.4K
|
43.7K
$5.34M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
414+ 16.05% |
$41.1K - $46K
|
2.99K
$365K
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
487+ 1.13% |
$48.3K - $54.2K
|
43.4K
$5.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-286- 2.64% |
$28.4K - $31.8K
|
10.6K
$1.29M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.32K- 19.7% |
$131K - $147K
|
5.39K
$658K
|
|
|
Oct 17, 2024
Q3 2024
|
Joule Financial, LLC
|
SELL
|
- |
-7.03K- 22.56% |
$697K - $781K
|
24.1K
$2.94M
|
|
|
Oct 16, 2024
Q3 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
2+ 0.08% |
$199 - $222
|
2.38K
$291K
|
|
|
Oct 16, 2024
Q3 2024
|
Curran Financial Partners, LLC
|
SELL
|
- |
-3.98K- 7.04% |
$395K - $442K
|
52.5K
$6.41M
|
|
|
Oct 16, 2024
Q3 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-437- 13.22% |
$43.4K - $48.6K
|
2.87K
$350K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.48K- 10.47% |
$147K - $164K
|
12.6K
$1.54M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
683+ 56.26% |
$67.8K - $76K
|
1.9K
$232K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
301+ 4.09% |
$29.9K - $33.5K
|
7.66K
$936K
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
4+ 0.19% |
$397 - $445
|
2.08K
$253K
|
|
|
Oct 15, 2024
Q3 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
1+ 0.05% |
$99.3 - $111
|
2.1K
$256K
|
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
SELL
|
- |
-35- 0.25% |
$3.47K - $3.89K
|
14.1K
$1.72M
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-161- 0.88% |
$16K - $17.9K
|
18.1K
$2.21M
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-32- 0.48% |
$3.18K - $3.56K
|
6.61K
$807K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1+ 0.68% |
$99.3 - $111
|
149
$18.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Cmh Wealth Management LLC
|
SELL
|
- |
-709- 0.52% |
$70.4K - $78.8K
|
136K
$16.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.49K+ 96.22% |
$248K - $277K
|
5.09K
$621K
|
|
|
Oct 15, 2024
Q3 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-1K- 12.8% |
$99.3K - $111K
|
6.81K
$832K
|