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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
2+ 1.32% |
$149 - $177
|
153
$19.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
2+ 0.16% |
$149 - $177
|
1.22K
$156K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
5.9K+ 23.04% |
$439K - $521K
|
31.5K
$4.04M
|
|
|
Nov 14, 2022
Q3 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
4.45KNew |
$331K - $393K
|
4.45K
$570K
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
3.87K+ 4.88% |
$288K - $342K
|
83.3K
$10.7M
|
|
|
Nov 03, 2022
Q3 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
3.52KNew |
$262K - $310K
|
3.52K
$451K
|
|
|
Nov 07, 2022
Q3 2022
|
Fiducient Advisors LLC
|
BUY
|
- |
3.42KNew |
$254K - $301K
|
3.42K
$438K
|
|
|
Oct 21, 2022
Q3 2022
|
Twin Capital Management Inc
|
BUY
|
- |
3.25KNew |
$242K - $287K
|
3.25K
$417K
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
3.03KNew |
$226K - $267K
|
3.03K
$389K
|
|
|
Nov 14, 2022
Q3 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
2.73KNew |
$203K - $240K
|
2.73K
$349K
|
|
|
Nov 14, 2022
Q3 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.88K+ 5.24% |
$140K - $166K
|
37.7K
$4.83M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1.78KNew |
$132K - $157K
|
1.78K
$228K
|
|
|
Nov 02, 2022
Q3 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
670New |
$49.9K - $59.1K
|
670
$85.9K
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
454+ 129.34% |
$33.8K - $40K
|
805
$103K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
361New |
$26.9K - $31.8K
|
361
$46.3K
|
|
|
Oct 26, 2022
Q3 2022
|
Pariax, LLC
|
BUY
|
- |
310+ 0.47% |
$23.1K - $27.3K
|
66.3K
$8.49M
|
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
270New |
$20.1K - $23.8K
|
270
$34.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
200New |
$14.9K - $17.6K
|
200
$25.6K
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
BUY
|
- |
197New |
$14.7K - $17.4K
|
197
$25.2K
|
|
|
Oct 26, 2022
Q3 2022
|
B&D White Capital Company, LLC
|
BUY
|
- |
154+ 3.0% |
$11.5K - $13.6K
|
5.29K
$677K
|
|
|
Oct 21, 2022
Q3 2022
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
102New |
$7.59K - $9K
|
102
$13.1K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
100New |
$7.44K - $8.82K
|
100
$12.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
93+ 0.17% |
$6.92K - $8.2K
|
54K
$6.92M
|
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
36New |
$2.68K - $3.18K
|
36
$4.61K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
17+ 4.56% |
$1.27K - $1.5K
|
390
$50K
|
|
|
Nov 14, 2022
Q3 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1+ 0.42% |
$74.4 - $88.2
|
240
$30.8K
|
|
| Q2 2022 | |||||||
|
Jul 15, 2022
Q2 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
52.4K+ 150.7% |
$3.95M - $4.89M
|
87.2K
$11.2M
|
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
40KNew |
$3.02M - $3.73M
|
40K
$5.13M
|
|
|
Jul 20, 2022
Q2 2022
|
Consolidated Capital Management, LLC
|
BUY
|
- |
28K+ 788.66% |
$2.11M - $2.61M
|
31.6K
$4.05M
|
|
|
Aug 15, 2022
Q2 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
22.5KNew |
$1.7M - $2.1M
|
22.5K
$2.88M
|
|
|
Aug 02, 2022
Q2 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
7.8KNew |
$588K - $728K
|
7.8K
$1M
|
|
|
Aug 01, 2022
Q2 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
6.46KNew |
$487K - $603K
|
6.46K
$828K
|
|
|
Jul 08, 2022
Q2 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
2.49KNew |
$188K - $232K
|
2.49K
$319K
|
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
1.49KNew |
$112K - $139K
|
1.49K
$190K
|
|
|
Aug 08, 2022
Q2 2022
|
Windham Capital Management, LLC
|
BUY
|
- |
1.22K+ 53.28% |
$91.9K - $114K
|
3.5K
$449K
|
|
|
Jul 15, 2022
Q2 2022
|
Dividend Assets Capital, LLC
|
BUY
|
- |
587+ 333.52% |
$44.3K - $54.8K
|
763
$97.8K
|
|
|
Aug 15, 2022
Q2 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
448New |
$33.8K - $41.8K
|
448
$57.4K
|
|
|
Jul 19, 2022
Q2 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
439+ 2.35% |
$33.1K - $41K
|
19.1K
$2.45M
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
425New |
$32.1K - $39.6K
|
425
$54.5K
|
|
|
Jul 26, 2022
Q2 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
279New |
$21K - $26K
|
279
$35.8K
|
|
|
Jul 11, 2022
Q2 2022
|
Leo Brokerage, LLC
|
BUY
|
- |
148+ 5.51% |
$11.2K - $13.8K
|
2.84K
$363K
|
|
|
Aug 15, 2022
Q2 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
139+ 4.55% |
$10.5K - $13K
|
3.19K
$409K
|
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
139New |
$10.5K - $13K
|
139
$17.8K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
125New |
$9.43K - $11.7K
|
125
$16K
|
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
123New |
$9.28K - $11.5K
|
123
$15.8K
|
|
|
Jul 12, 2022
Q2 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
101+ 3.67% |
$7.62K - $9.42K
|
2.85K
$366K
|
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
78New |
$5.88K - $7.28K
|
78
$9.99K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
78New |
$5.88K - $7.28K
|
78
$9.99K
|
|
|
Jul 13, 2022
Q2 2022
|
Gleason Group, Inc.
|
BUY
|
- |
56New |
$4.22K - $5.22K
|
56
$7.18K
|
|
|
Aug 12, 2022
Q2 2022
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
54+ 49.09% |
$4.07K - $5.04K
|
164
$21K
|
|