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 27, 2023
Q1 2023
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
2.39K+ 15.36% |
$179K - $216K
|
17.9K
$2.31M
|
|
|
May 04, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
1.25KNew |
$94K - $114K
|
1.25K
$161K
|
|
|
May 11, 2023
Q1 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
900New |
$67.5K - $81.6K
|
900
$116K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
652New |
$48.9K - $59.1K
|
652
$83.9K
|
|
|
May 12, 2023
Q1 2023
|
Main Management ETF Advisors, LLC
San Francisco, CA |
BUY
|
- |
510New |
$38.2K - $46.2K
|
510
$65.7K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
463New |
$34.7K - $42K
|
463
$59.6K
|
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
444New |
$33.3K - $40.2K
|
444
$57.2K
|
|
|
May 09, 2023
Q1 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
350New |
$26.2K - $31.7K
|
350
$45.1K
|
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
288New |
$21.6K - $26.1K
|
288
$37.1K
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
168+ 2.71% |
$12.6K - $15.2K
|
6.36K
$819K
|
|
|
May 11, 2023
Q1 2023
|
Montis Financial, LLC
|
BUY
|
- |
158+ 4.24% |
$11.8K - $14.3K
|
3.88K
$500K
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
105+ 34.65% |
$7.87K - $9.52K
|
408
$52.5K
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
93New |
$6.97K - $8.43K
|
93
$12K
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
BUY
|
- |
58+ 1.24% |
$4.35K - $5.26K
|
4.74K
$610K
|
|
|
Dec 14, 2023
Q1 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
13New |
$974 - $1.18K
|
13
$1.67K
|
|
|
May 08, 2023
Q1 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
13+ 0.44% |
$974 - $1.18K
|
2.94K
$379K
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
6+ 0.23% |
$450 - $544
|
2.64K
$340K
|
|
|
May 12, 2023
Q1 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
2+ 0.07% |
$150 - $181
|
2.98K
$383K
|
|
|
May 09, 2023
Q1 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
1+ 1.04% |
$75 - $90.6
|
97
$12.5K
|
|
|
May 03, 2023
Q1 2023
|
Rollins Financial
|
BUY
|
- |
1+ 0.04% |
$75 - $90.6
|
2.75K
$354K
|
|
| Q4 2022 | |||||||
|
Apr 05, 2024
Q4 2022
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
82KNew |
$6.13M - $7.27M
|
82K
$10.6M
|
|
|
Jan 11, 2024
Q4 2022
|
Whitford Management LLC
New York, NY |
BUY
|
- |
16.7KNew |
$1.25M - $1.48M
|
16.7K
$2.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
9.76KNew |
$729K - $865K
|
9.76K
$1.26M
|
|
|
Feb 10, 2023
Q4 2022
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
6.7K+ 937.62% |
$501K - $594K
|
7.42K
$955K
|
|
|
Feb 14, 2023
Q4 2022
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
4.36KNew |
$325K - $386K
|
4.36K
$561K
|
|
|
Jan 17, 2023
Q4 2022
|
Harrison & CO Wealth Management, LLC
|
BUY
|
- |
2.91K+ 23.17% |
$217K - $258K
|
15.5K
$1.99M
|
|
|
Jan 30, 2023
Q4 2022
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
2.75KNew |
$205K - $243K
|
2.75K
$354K
|
|
|
Jan 27, 2023
Q4 2022
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
2.6KNew |
$194K - $231K
|
2.6K
$335K
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
2.51KNew |
$188K - $223K
|
2.51K
$324K
|
|
|
Jan 12, 2023
Q4 2022
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
2.5KNew |
$187K - $222K
|
2.5K
$322K
|
|
|
Feb 06, 2023
Q4 2022
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
1.83K+ 6.1% |
$137K - $162K
|
31.9K
$4.1M
|
|
|
Mar 15, 2023
Q4 2022
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
1.77KNew |
$132K - $157K
|
1.77K
$227K
|
|
|
Jan 30, 2023
Q4 2022
|
Progressive Investment Management Corp
|
BUY
|
- |
1.3KNew |
$97.1K - $115K
|
1.3K
$167K
|
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
1.29KNew |
$96K - $114K
|
1.29K
$165K
|
|
|
Feb 10, 2023
Q4 2022
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
1.15KNew |
$85.9K - $102K
|
1.15K
$148K
|
|
|
Feb 08, 2023
Q4 2022
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
1.15KNew |
$85.8K - $102K
|
1.15K
$148K
|
|
|
Feb 13, 2023
Q4 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
803+ 4.87% |
$60K - $71.1K
|
17.3K
$2.23M
|
|
|
Jan 20, 2023
Q4 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
725+ 725.0% |
$54.2K - $64.2K
|
825
$106K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
717New |
$53.6K - $63.5K
|
717
$92.3K
|
|
|
Jun 13, 2023
Q4 2022
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
666New |
$49.8K - $59K
|
666
$85.7K
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
571New |
$42.7K - $50.6K
|
571
$73.5K
|
|
|
Jan 31, 2023
Q4 2022
|
Atwood & Palmer Inc
|
BUY
|
- |
495New |
$37K - $43.9K
|
495
$63.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
424New |
$31.7K - $37.6K
|
424
$54.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
400New |
$29.9K - $35.4K
|
400
$51.5K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
300New |
$22.4K - $26.6K
|
300
$38.6K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
213New |
$15.9K - $18.9K
|
213
$27.4K
|
|
|
May 07, 2025
Q4 2022
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
137New |
$10.2K - $12.1K
|
137
$17.6K
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
99New |
$7.4K - $8.77K
|
99
$12.7K
|
|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
93+ 0.41% |
$6.95K - $8.24K
|
22.9K
$2.94M
|
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
BUY
|
- |
51New |
$3.81K - $4.52K
|
51
$6.57K
|
|