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 |
---|---|---|---|---|---|---|---|
May 14, 2025
Q1 2025
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
9.45K+ 290.97% |
$1.08M - $1.2M
|
12.7K
$1.63M
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
9.43K+ 308.98% |
$1.08M - $1.2M
|
12.5K
$1.6M
|
|
May 15, 2025
Q1 2025
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
9.37K+ 7.19% |
$1.07M - $1.19M
|
140K
$17.9M
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
9.33K+ 51.24% |
$1.06M - $1.19M
|
27.5K
$3.53M
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
8.91K+ 28.83% |
$1.02M - $1.13M
|
39.8K
$5.1M
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
8.76K+ 1464.21% |
$999K - $1.11M
|
9.35K
$1.2M
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
8.66K+ 29.49% |
$988K - $1.1M
|
38K
$4.87M
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
8.39K+ 84.05% |
$957K - $1.07M
|
18.4K
$2.35M
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
8.04K+ 327.33% |
$917K - $1.02M
|
10.5K
$1.34M
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.97K+ 4.82% |
$909K - $1.01M
|
173K
$22.2M
|
|
Apr 28, 2025
Q1 2025
|
Penobscot Wealth Management
|
BUY
|
- |
7.95K+ 26.01% |
$907K - $1.01M
|
38.5K
$4.94M
|
|
May 01, 2025
Q1 2025
|
Fulcrum Equity Management
|
BUY
|
- |
7.89KNew |
$900K - $1.01M
|
7.89K
$1.01M
|
|
May 13, 2025
Q1 2025
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
7.69K+ 47.09% |
$877K - $979K
|
24K
$3.08M
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
7.57K+ 18.73% |
$864K - $964K
|
48K
$6.15M
|
|
Apr 28, 2025
Q1 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
7.25KNew |
$827K - $923K
|
7.25K
$929K
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
7.13K+ 17.55% |
$814K - $908K
|
47.8K
$6.12M
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
6.87KNew |
$784K - $875K
|
6.87K
$881K
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
6.58K+ 36.61% |
$750K - $837K
|
24.5K
$3.14M
|
|
May 02, 2025
Q1 2025
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
6.31K+ 29.4% |
$720K - $803K
|
27.8K
$3.56M
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
6.23K+ 3242.19% |
$710K - $793K
|
6.42K
$822K
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
5.95K+ 1.74% |
$678K - $757K
|
348K
$44.6M
|
|
Apr 17, 2025
Q1 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
5.88KNew |
$670K - $748K
|
5.88K
$753K
|
|
May 14, 2025
Q1 2025
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
5.53K+ 10.42% |
$631K - $705K
|
58.6K
$7.51M
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
5.52K+ 69.09% |
$629K - $702K
|
13.5K
$1.73M
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
5.42K+ 65.64% |
$619K - $691K
|
13.7K
$1.75M
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.19K+ 124.91% |
$592K - $661K
|
9.35K
$1.2M
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
5.13K+ 12.67% |
$585K - $653K
|
45.6K
$5.84M
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
5.07K+ 5.5% |
$578K - $646K
|
97.2K
$12.5M
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
4.9K+ 45.03% |
$559K - $624K
|
15.8K
$2.02M
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
4.86K+ 84.82% |
$554K - $619K
|
10.6K
$1.36M
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.86K+ 159.32% |
$554K - $618K
|
7.9K
$1.01M
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
4.67K+ 249.04% |
$533K - $595K
|
6.55K
$839K
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
4.6K+ 143.75% |
$525K - $586K
|
7.8K
$999K
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
4.59KNew |
$524K - $585K
|
4.59K
$589K
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.59K+ 269.27% |
$524K - $585K
|
6.3K
$807K
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
4.39KNew |
$501K - $559K
|
4.39K
$563K
|
|
May 13, 2025
Q1 2025
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
4.23KNew |
$483K - $539K
|
4.23K
$542K
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
3.69KNew |
$420K - $469K
|
3.69K
$472K
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
3.56K+ 138.85% |
$406K - $453K
|
6.12K
$784K
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
3.53K+ 6.3% |
$403K - $450K
|
59.6K
$7.64M
|
|
Apr 29, 2025
Q1 2025
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
3.44K+ 114.95% |
$393K - $439K
|
6.44K
$825K
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.11K+ 4.1% |
$355K - $396K
|
78.9K
$10.1M
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.79K+ 11.84% |
$318K - $355K
|
26.3K
$3.37M
|
|
Apr 29, 2025
Q1 2025
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
2.76K+ 4.11% |
$315K - $352K
|
70K
$8.97M
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.46K+ 35.36% |
$280K - $313K
|
9.41K
$1.21M
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
2.37KNew |
$271K - $302K
|
2.37K
$304K
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
2.21K+ 113.04% |
$252K - $282K
|
4.17K
$534K
|
|
May 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
BUY
|
- |
2.13K+ 2.17% |
$243K - $271K
|
100K
$12.8M
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.11KNew |
$241K - $269K
|
2.11K
$271K
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.1K+ 11.42% |
$239K - $267K
|
20.5K
$2.62M
|