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 |
|---|---|---|---|---|---|---|---|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
619New |
$56.1K - $63.4K
|
619
$79.3K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
430+ 17.93% |
$39K - $44K
|
2.83K
$362K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
244New |
$22.1K - $25K
|
244
$31.3K
|
|
|
May 02, 2024
Q1 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
233New |
$21.1K - $23.9K
|
233
$29.9K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
200New |
$18.1K - $20.5K
|
200
$25.6K
|
|
|
Apr 18, 2024
Q1 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
200New |
$18.1K - $20.5K
|
200
$25.6K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
160New |
$14.5K - $16.4K
|
160
$20.5K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
154New |
$14K - $15.8K
|
154
$19.7K
|
|
|
May 13, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
129New |
$11.7K - $13.2K
|
129
$16.5K
|
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
121New |
$11K - $12.4K
|
121
$15.5K
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
53New |
$4.8K - $5.43K
|
53
$6.79K
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
49New |
$4.44K - $5.02K
|
49
$6.28K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
13New |
$1.18K - $1.33K
|
13
$1.67K
|
|
|
May 03, 2024
Q1 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
11+ 0.46% |
$997 - $1.13K
|
2.41K
$308K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
9+ 0.33% |
$816 - $922
|
2.72K
$348K
|
|
|
May 08, 2024
Q1 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
8+ 0.17% |
$725 - $819
|
4.76K
$609K
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
2+ 0.47% |
$181 - $205
|
427
$54.7K
|
|
|
May 10, 2024
Q1 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
1+ 0.3% |
$90.6 - $102
|
331
$42.4K
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1+ 0.04% |
$90.6 - $102
|
2.27K
$291K
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
1+ 0.47% |
$90.6 - $102
|
212
$27.2K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Varma Mutual Pension Insurance CO
Varma, H9 |
BUY
|
- |
1.2M+ 17.51% |
$90.9M - $111M
|
8.03M
$1.03B
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
14.7KNew |
$1.12M - $1.36M
|
14.7K
$1.88M
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
4.2KNew |
$319K - $389K
|
4.2K
$538K
|
|
|
Jan 12, 2024
Q4 2023
|
Keating Wealth Management LLC
Greenwood Village, CO |
BUY
|
- |
4.01KNew |
$304K - $371K
|
4.01K
$513K
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
3.42K+ 365.24% |
$259K - $316K
|
4.35K
$557K
|
|
|
Feb 13, 2024
Q4 2023
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
2.8KNew |
$213K - $259K
|
2.8K
$359K
|
|
|
Feb 06, 2024
Q4 2023
|
Hyman Charles D
|
BUY
|
- |
2.47KNew |
$188K - $229K
|
2.47K
$317K
|
|
|
Feb 09, 2024
Q4 2023
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
2.37KNew |
$180K - $219K
|
2.37K
$303K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Management Corp
|
BUY
|
- |
2.24KNew |
$170K - $207K
|
2.24K
$286K
|
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
2.23KNew |
$169K - $206K
|
2.23K
$285K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
1.06KNew |
$80.5K - $98.2K
|
1.06K
$136K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
1KNew |
$76K - $92.7K
|
1K
$128K
|
|
|
Feb 07, 2024
Q4 2023
|
Gables Capital Management Inc.
|
BUY
|
- |
828New |
$62.9K - $76.7K
|
828
$106K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
560New |
$42.5K - $51.9K
|
560
$71.8K
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
427New |
$32.4K - $39.6K
|
427
$54.7K
|
|
|
Jan 26, 2024
Q4 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
399+ 2.81% |
$30.3K - $37K
|
14.6K
$1.87M
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
351New |
$26.7K - $32.5K
|
351
$45K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
347New |
$26.4K - $32.2K
|
347
$44.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
288New |
$21.9K - $26.7K
|
288
$36.9K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
267New |
$20.3K - $24.7K
|
267
$34.2K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
247New |
$18.8K - $22.9K
|
247
$31.7K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
88New |
$6.69K - $8.15K
|
88
$11.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
58New |
$4.41K - $5.37K
|
58
$7.43K
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
BUY
|
- |
50+ 14.66% |
$3.8K - $4.63K
|
391
$50.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
46New |
$3.49K - $4.26K
|
46
$5.89K
|
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
43New |
$3.27K - $3.98K
|
43
$5.51K
|
|
|
Feb 12, 2024
Q4 2023
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
31New |
$2.36K - $2.87K
|
31
$3.97K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
23New |
$1.75K - $2.13K
|
23
$2.95K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
12New |
$912 - $1.11K
|
12
$1.54K
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
12New |
$912 - $1.11K
|
12
$1.54K
|
|