Latest Institutional Purchases of Vanguard Financial ETF (VFH)
This list provides information on the latest institutional transactions involving Vanguard Financial ETF (VFH) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
4+ 80.0% |
$397 - $445
|
9
$1.15K
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1+ 0.76% |
$99.3 - $111
|
133
$17K
|
|
Oct 22, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1+ 1.09% |
$99.3 - $111
|
93
$11.9K
|
|
Oct 15, 2024
Q3 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
1+ 0.05% |
$99.3 - $111
|
2.1K
$269K
|
|
Q2 2024 | |||||||
Jul 15, 2024
Q2 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
9.64KNew |
$924K - $993K
|
9.64K
$1.24M
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
7.22KNew |
$693K - $744K
|
7.22K
$926K
|
|
Aug 30, 2024
Q2 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
3.14KNew |
$301K - $323K
|
3.14K
$402K
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
2.37KNew |
$227K - $244K
|
2.37K
$303K
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
2.25KNew |
$216K - $232K
|
2.25K
$289K
|
|
Jul 19, 2024
Q2 2024
|
Zhang Financial LLC
|
BUY
|
- |
2.11KNew |
$203K - $218K
|
2.11K
$271K
|
|
Jul 30, 2024
Q2 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
2.01KNew |
$192K - $207K
|
2.01K
$257K
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.3KNew |
$124K - $134K
|
1.3K
$166K
|
|
Aug 07, 2024
Q2 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
1.3KNew |
$124K - $133K
|
1.3K
$166K
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
286New |
$27.4K - $29.5K
|
286
$36.6K
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
247New |
$23.7K - $25.4K
|
247
$31.7K
|
|
Nov 01, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
- |
155New |
$14.9K - $16K
|
155
$19.9K
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
115New |
$11K - $11.8K
|
115
$14.7K
|
|
Nov 01, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
PUT |
100New |
$9.59K - $10.3K
|
100
$12.8K
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
100New |
$9.59K - $10.3K
|
100
$12.8K
|
|
Jul 23, 2024
Q2 2024
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
90+ 1.77% |
$8.63K - $9.27K
|
5.19K
$665K
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
75New |
$7.19K - $7.73K
|
75
$9.61K
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
30New |
$2.88K - $3.09K
|
30
$3.84K
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
9New |
$863 - $927
|
9
$1.15K
|
|
Aug 20, 2024
Q2 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1+ 1.52% |
$95.9 - $103
|
67
$8.59K
|
|
Q1 2024 | |||||||
Apr 11, 2024
Q1 2024
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
215K+ 200.25% |
$19.5M - $22M
|
322K
$41.3M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
96K+ 67.84% |
$8.7M - $9.83M
|
237K
$30.4M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
90.7K+ 821.73% |
$8.22M - $9.29M
|
102K
$13M
|
|
May 14, 2024
Q1 2024
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
35.9KNew |
$3.26M - $3.68M
|
35.9K
$4.6M
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
32K+ 759.85% |
$2.9M - $3.28M
|
36.2K
$4.64M
|
|
May 13, 2024
Q1 2024
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
17.6KNew |
$1.59M - $1.8M
|
17.6K
$2.25M
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
7.7KNew |
$698K - $789K
|
7.7K
$987K
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
6.32KNew |
$572K - $647K
|
6.32K
$809K
|
|
May 10, 2024
Q1 2024
|
Avestar Capital, LLC
|
BUY
|
- |
5.74KNew |
$520K - $588K
|
5.74K
$736K
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
3.85KNew |
$349K - $394K
|
3.85K
$493K
|
|
May 03, 2024
Q1 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
3.66KNew |
$332K - $375K
|
3.66K
$469K
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
3.15KNew |
$285K - $322K
|
3.15K
$403K
|
|
May 13, 2024
Q1 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
2.97KNew |
$269K - $304K
|
2.97K
$381K
|
|
Apr 12, 2024
Q1 2024
|
True North Advisors, LLC
|
BUY
|
- |
2.92KNew |
$264K - $299K
|
2.92K
$374K
|
|
May 08, 2024
Q1 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
2.67KNew |
$242K - $273K
|
2.67K
$341K
|
|
May 07, 2024
Q1 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
2.44KNew |
$221K - $250K
|
2.44K
$313K
|
|
Apr 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
2.43KNew |
$220K - $249K
|
2.43K
$312K
|
|
Apr 26, 2024
Q1 2024
|
First National Trust CO
|
BUY
|
- |
2.27KNew |
$206K - $233K
|
2.27K
$291K
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
2.22KNew |
$201K - $227K
|
2.22K
$284K
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
2.21KNew |
$200K - $226K
|
2.21K
$283K
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
2KNew |
$181K - $205K
|
2K
$256K
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.98KNew |
$180K - $203K
|
1.98K
$254K
|
|
Apr 22, 2024
Q1 2024
|
Bts Asset Management, Inc.
|
BUY
|
- |
1.83KNew |
$166K - $187K
|
1.83K
$234K
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
1.13KNew |
$102K - $116K
|
1.13K
$145K
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.03KNew |
$93.7K - $106K
|
1.03K
$132K
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
972+ 5.28% |
$88.1K - $99.5K
|
19.4K
$2.48M
|