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 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
857+ 87.27% |
$85.1K - $95.3K
|
1.84K
$225K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
302KNew |
$29.9M - $33.5M
|
302K
$36.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-79.6K- 4.97% |
$7.9M - $8.85M
|
1.52M
$186M
|
|
|
Oct 15, 2024
Q3 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
2.97K+ 2.06% |
$294K - $330K
|
147K
$17.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Trust CO Of Oklahoma
|
BUY
|
- |
5.89K+ 4.36% |
$584K - $655K
|
141K
$17.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-2.35K- 1.97% |
$233K - $262K
|
117K
$14.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Wall Street Financial Group, Inc.
Carlinville, IL |
BUY
|
- |
23.5K+ 56.68% |
$2.33M - $2.61M
|
65K
$7.94M
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
BUY
|
- |
137+ 1.03% |
$13.6K - $15.2K
|
13.5K
$1.64M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-4.77K- 38.24% |
$473K - $530K
|
7.7K
$940K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-675- 14.8% |
$67K - $75.1K
|
3.89K
$475K
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
104+ 0.91% |
$10.3K - $11.6K
|
11.5K
$1.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
4+ 0.13% |
$397 - $445
|
3.15K
$385K
|
|
|
Oct 15, 2024
Q3 2024
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-1.18K- 6.8% |
$117K - $131K
|
16.2K
$1.98M
|
|
|
Oct 11, 2024
Q3 2024
|
Polianta LTD
|
BUY
|
- |
65.7KNew |
$6.52M - $7.31M
|
65.7K
$8.02M
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-149- 1.7% |
$14.8K - $16.6K
|
8.6K
$1.05M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.27K+ 5.4% |
$423K - $474K
|
83.2K
$10.2M
|
|
|
Oct 11, 2024
Q3 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-1.45K- 6.04% |
$143K - $161K
|
22.5K
$2.74M
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
4+ 80.0% |
$397 - $445
|
9
$1.1K
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
145+ 2.88% |
$14.4K - $16.1K
|
5.18K
$632K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-215- 8.98% |
$21.3K - $23.9K
|
2.18K
$266K
|
|
|
Oct 10, 2024
Q3 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
PUT |
2.85KNew |
$283K - $317K
|
2.85K
$348K
|
|
|
Oct 10, 2024
Q3 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-135- 2.35% |
$13.4K - $15K
|
5.6K
$684K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
40+ 4.47% |
$3.97K - $4.45K
|
935
$114K
|
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-145- 4.13% |
$14.4K - $16.1K
|
3.37K
$411K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-177- 3.34% |
$17.6K - $19.7K
|
5.12K
$626K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.13K+ 15.5% |
$509K - $570K
|
38.2K
$4.66M
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-323- 1.12% |
$32.1K - $35.9K
|
28.5K
$3.47M
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
SELL
|
- |
-7.73K- 75.77% |
$767K - $860K
|
2.47K
$302K
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.54KNew |
$152K - $171K
|
1.54K
$188K
|
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-305- 0.51% |
$30.3K - $33.9K
|
60K
$7.32M
|
|
|
Oct 09, 2024
Q3 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
15+ 0.46% |
$1.49K - $1.67K
|
3.28K
$400K
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
2+ 0.05% |
$199 - $222
|
4.07K
$496K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
2.81K+ 73.64% |
$279K - $313K
|
6.63K
$810K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-1.24K- 47.74% |
$123K - $137K
|
1.35K
$165K
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.31K+ 64.33% |
$130K - $145K
|
3.34K
$407K
|
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
SELL
|
- |
-572- 7.53% |
$56.8K - $63.6K
|
7.02K
$858K
|
|
|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
16.3K+ 129.77% |
$1.62M - $1.81M
|
28.8K
$3.52M
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-681- 0.91% |
$67.6K - $75.7K
|
74.3K
$9.08M
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
3.96KNew |
$393K - $441K
|
3.96K
$484K
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
40+ 0.3% |
$3.97K - $4.45K
|
13.4K
$1.64M
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
1+ 0.03% |
$99.3 - $111
|
3.63K
$444K
|
|
|
Oct 07, 2024
Q3 2024
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
1.88KNew |
$187K - $209K
|
1.88K
$230K
|
|
|
Oct 07, 2024
Q3 2024
|
Cypress Financial Planning LLC
|
SELL
|
- |
-152- 7.09% |
$15.1K - $16.9K
|
1.99K
$243K
|
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
1.61K+ 41.07% |
$160K - $179K
|
5.53K
$675K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-375- 15.87% |
$37.2K - $41.7K
|
1.99K
$243K
|
|
|
Oct 04, 2024
Q3 2024
|
Allied Investment Advisors, LLC
|
SELL
|
- |
-94- 2.28% |
$9.33K - $10.5K
|
4.03K
$491K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
495New |
$49.1K - $55K
|
495
$60.4K
|
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
134+ 6.68% |
$13.3K - $14.9K
|
2.14K
$261K
|
|
|
Oct 03, 2024
Q3 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
29+ 0.88% |
$2.88K - $3.23K
|
3.34K
$407K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
13.4KNew |
$1.33M - $1.49M
|
13.4K
$1.63M
|