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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
19.2KNew |
$1.44M - $1.74M
|
19.2K
$2.41M
|
|
|
May 03, 2023
Q1 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
8.2KNew |
$615K - $744K
|
8.2K
$1.03M
|
|
|
Jun 21, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
7.14KNew |
$535K - $647K
|
7.14K
$899K
|
|
|
Jun 14, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
CALL |
7.14KNew |
$535K - $647K
|
7.14K
$899K
|
|
|
May 10, 2023
Q1 2023
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
7.14KNew |
$535K - $647K
|
7.14K
$899K
|
|
|
Apr 04, 2024
Q1 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
7.1KNew |
$532K - $643K
|
7.1K
$893K
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
4.23K+ 3.54% |
$317K - $384K
|
124K
$15.6M
|
|
|
May 03, 2023
Q1 2023
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
2.78KNew |
$208K - $252K
|
2.78K
$349K
|
|
|
Apr 27, 2023
Q1 2023
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
2.39K+ 15.36% |
$179K - $216K
|
17.9K
$2.26M
|
|
|
May 04, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
1.25KNew |
$94K - $114K
|
1.25K
$158K
|
|
|
May 11, 2023
Q1 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
900New |
$67.5K - $81.6K
|
900
$113K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
652New |
$48.9K - $59.1K
|
652
$82.1K
|
|
|
May 12, 2023
Q1 2023
|
Main Management ETF Advisors, LLC
San Francisco, CA |
BUY
|
- |
510New |
$38.2K - $46.2K
|
510
$64.2K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
463New |
$34.7K - $42K
|
463
$58.3K
|
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
444New |
$33.3K - $40.2K
|
444
$55.9K
|
|
|
May 09, 2023
Q1 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
350New |
$26.2K - $31.7K
|
350
$44.1K
|
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
288New |
$21.6K - $26.1K
|
288
$36.3K
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
168+ 2.71% |
$12.6K - $15.2K
|
6.36K
$800K
|
|
|
May 11, 2023
Q1 2023
|
Montis Financial, LLC
|
BUY
|
- |
158+ 4.24% |
$11.8K - $14.3K
|
3.88K
$489K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
115+ 370.97% |
$8.62K - $10.4K
|
146
$18.4K
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
105+ 34.65% |
$7.87K - $9.52K
|
408
$51.4K
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
93New |
$6.97K - $8.43K
|
93
$11.7K
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
80New |
$6K - $7.25K
|
80
$10.1K
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
BUY
|
- |
58+ 1.24% |
$4.35K - $5.26K
|
4.74K
$597K
|
|
|
May 01, 2023
Q1 2023
|
Davis R M Inc
Portland, ME |
BUY
|
- |
17+ 0.58% |
$1.27K - $1.54K
|
2.97K
$373K
|
|
|
Dec 14, 2023
Q1 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
13New |
$974 - $1.18K
|
13
$1.64K
|
|
|
May 08, 2023
Q1 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
13+ 0.44% |
$974 - $1.18K
|
2.94K
$370K
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
6+ 0.23% |
$450 - $544
|
2.64K
$333K
|
|
|
May 12, 2023
Q1 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
2+ 0.07% |
$150 - $181
|
2.98K
$375K
|
|
|
May 09, 2023
Q1 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
1+ 1.04% |
$75 - $90.6
|
97
$12.2K
|
|
|
May 03, 2023
Q1 2023
|
Rollins Financial
|
BUY
|
- |
1+ 0.04% |
$75 - $90.6
|
2.75K
$346K
|
|
| Q4 2022 | |||||||
|
Apr 05, 2024
Q4 2022
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
82KNew |
$6.13M - $7.27M
|
82K
$10.3M
|
|
|
Feb 09, 2023
Q4 2022
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
21.7KNew |
$1.62M - $1.92M
|
21.7K
$2.73M
|
|
|
Jan 11, 2024
Q4 2022
|
Whitford Management LLC
New York, NY |
BUY
|
- |
16.7KNew |
$1.25M - $1.48M
|
16.7K
$2.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
9.76KNew |
$729K - $865K
|
9.76K
$1.23M
|
|
|
Feb 10, 2023
Q4 2022
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
9.76KNew |
$729K - $865K
|
9.76K
$1.23M
|
|
|
Feb 10, 2023
Q4 2022
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
6.7K+ 937.62% |
$501K - $594K
|
7.42K
$934K
|
|
|
Feb 14, 2023
Q4 2022
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
4.36KNew |
$325K - $386K
|
4.36K
$548K
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
3.52KNew |
$263K - $312K
|
3.52K
$443K
|
|
|
Jan 17, 2023
Q4 2022
|
Harrison & CO Wealth Management, LLC
|
BUY
|
- |
2.91K+ 23.17% |
$217K - $258K
|
15.5K
$1.94M
|
|
|
Jan 30, 2023
Q4 2022
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
2.75KNew |
$205K - $243K
|
2.75K
$346K
|
|
|
Jan 27, 2023
Q4 2022
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
2.6KNew |
$194K - $231K
|
2.6K
$328K
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
2.51KNew |
$188K - $223K
|
2.51K
$316K
|
|
|
Jan 12, 2023
Q4 2022
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
2.5KNew |
$187K - $222K
|
2.5K
$315K
|
|
|
Feb 06, 2023
Q4 2022
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
1.83K+ 6.1% |
$137K - $162K
|
31.9K
$4.01M
|
|
|
Mar 15, 2023
Q4 2022
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
1.77KNew |
$132K - $157K
|
1.77K
$222K
|
|
|
Jan 30, 2023
Q4 2022
|
Progressive Investment Management Corp
|
BUY
|
- |
1.3KNew |
$97.1K - $115K
|
1.3K
$164K
|
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
1.29KNew |
$96K - $114K
|
1.29K
$162K
|
|
|
Feb 10, 2023
Q4 2022
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
1.15KNew |
$85.9K - $102K
|
1.15K
$145K
|
|
|
Feb 08, 2023
Q4 2022
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
1.15KNew |
$85.8K - $102K
|
1.15K
$145K
|
|