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 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
2.09KNew |
$238K - $266K
|
2.09K
$268K
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.02K+ 4.75% |
$230K - $257K
|
44.5K
$5.7M
|
|
Apr 22, 2025
Q1 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
1.99KNew |
$227K - $253K
|
1.99K
$255K
|
|
May 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
1.98KNew |
$226K - $253K
|
1.98K
$254K
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.98K+ 8.2% |
$225K - $251K
|
26K
$3.34M
|
|
May 14, 2025
Q1 2025
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
1.93K+ 12.6% |
$220K - $245K
|
17.2K
$2.21M
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1.92K+ 46.9% |
$218K - $244K
|
6K
$769K
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
1.91KNew |
$218K - $243K
|
1.91K
$245K
|
|
May 14, 2025
Q1 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
1.88KNew |
$214K - $239K
|
1.88K
$241K
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.86K+ 11.9% |
$212K - $237K
|
17.5K
$2.24M
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
1.83K+ 183.0% |
$209K - $233K
|
2.83K
$363K
|
|
May 16, 2025
Q1 2025
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
1.8K+ 2.28% |
$205K - $229K
|
80.8K
$10.3M
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
1.8KNew |
$205K - $229K
|
1.8K
$230K
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
1.79KNew |
$204K - $228K
|
1.79K
$229K
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.74K+ 4.24% |
$198K - $221K
|
42.8K
$5.48M
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.69KNew |
$192K - $215K
|
1.69K
$216K
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.66K+ 42.24% |
$190K - $212K
|
5.6K
$718K
|
|
May 13, 2025
Q1 2025
|
17 Capital Partners, LLC
|
BUY
|
- |
1.66K+ 26.95% |
$189K - $211K
|
7.82K
$1M
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
1.62K+ 2.82% |
$185K - $206K
|
59K
$7.56M
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
1.53K+ 78.8% |
$174K - $195K
|
3.47K
$444K
|
|
May 12, 2025
Q1 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
1.51K+ 31.33% |
$172K - $192K
|
6.32K
$810K
|
|
May 02, 2025
Q1 2025
|
Richmond Brothers, Inc.
Jackson, MI |
BUY
|
- |
1.5K+ 2.24% |
$171K - $191K
|
68.5K
$8.78M
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.49K+ 175.76% |
$170K - $190K
|
2.34K
$300K
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.41K+ 0.59% |
$160K - $179K
|
239K
$30.7M
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.34KNew |
$153K - $171K
|
1.34K
$172K
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.34K+ 58.09% |
$152K - $170K
|
3.64K
$466K
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.31K+ 37.17% |
$149K - $167K
|
4.83K
$619K
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.1K+ 11.37% |
$125K - $140K
|
10.7K
$1.38M
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
1.08K+ 404.89% |
$123K - $137K
|
1.34K
$172K
|
|
Apr 29, 2025
Q1 2025
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
1.06K+ 8.84% |
$121K - $135K
|
13K
$1.67M
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
1.05KNew |
$120K - $134K
|
1.05K
$134K
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
1K+ 71.43% |
$114K - $127K
|
2.4K
$308K
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
949+ 6.01% |
$108K - $121K
|
16.7K
$2.14M
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
945+ 53.3% |
$108K - $120K
|
2.72K
$348K
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
944New |
$108K - $120K
|
944
$121K
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
920+ 7.63% |
$105K - $117K
|
13K
$1.66M
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
917+ 12.82% |
$105K - $117K
|
8.07K
$1.03M
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
892+ 23.41% |
$102K - $114K
|
4.7K
$603K
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
882+ 41.27% |
$101K - $112K
|
3.02K
$387K
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
869+ 2.7% |
$99.1K - $111K
|
33.1K
$4.24M
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
860+ 33.5% |
$98.1K - $110K
|
3.43K
$439K
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
859+ 4.27% |
$98K - $109K
|
21K
$2.69M
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
829+ 16.59% |
$94.6K - $106K
|
5.83K
$747K
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
815+ 1940.48% |
$93K - $104K
|
857
$110K
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
790+ 41.43% |
$90.1K - $101K
|
2.7K
$346K
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
778+ 19.75% |
$88.7K - $99.1K
|
4.72K
$605K
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
775+ 17.46% |
$88.4K - $98.7K
|
5.21K
$668K
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
722+ 23.05% |
$82.4K - $91.9K
|
3.85K
$494K
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
713+ 1.85% |
$81.3K - $90.8K
|
39.2K
$5.02M
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
708+ 1.61% |
$80.8K - $90.2K
|
44.6K
$5.72M
|