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 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
201+ 2.75% |
$22.9K - $25.6K
|
7.5K
$961K
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
200+ 4.44% |
$22.8K - $25.5K
|
4.71K
$603K
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
193New |
$22K - $24.6K
|
193
$24.7K
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
179New |
$20.4K - $22.8K
|
179
$22.9K
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
179+ 3.03% |
$20.4K - $22.8K
|
6.09K
$781K
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
173+ 60.7% |
$19.7K - $22K
|
458
$58.7K
|
|
May 05, 2025
Q1 2025
|
Peterson Wealth Services
|
BUY
|
- |
171+ 30.98% |
$19.5K - $21.8K
|
723
$92.6K
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
163+ 85.79% |
$18.6K - $20.8K
|
353
$45.2K
|
|
May 13, 2025
Q1 2025
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
160+ 2.44% |
$18.3K - $20.4K
|
6.73K
$862K
|
|
Apr 16, 2025
Q1 2025
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
146+ 2.61% |
$16.7K - $18.6K
|
5.73K
$735K
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
140+ 1.13% |
$16K - $17.8K
|
12.5K
$1.61M
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
139+ 2.35% |
$15.9K - $17.7K
|
6.05K
$775K
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
136+ 0.5% |
$15.5K - $17.3K
|
27.5K
$3.53M
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
135+ 1.78% |
$15.4K - $17.2K
|
7.73K
$991K
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
130+ 224.14% |
$14.8K - $16.6K
|
188
$24.1K
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
BUY
|
- |
127New |
$14.5K - $16.2K
|
127
$16.3K
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
125New |
$14.3K - $15.9K
|
125
$16K
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
114+ 7.2% |
$13K - $14.5K
|
1.7K
$218K
|
|
May 08, 2025
Q1 2025
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
111+ 0.91% |
$12.7K - $14.1K
|
12.3K
$1.58M
|
|
May 06, 2025
Q1 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
108+ 2.5% |
$12.3K - $13.8K
|
4.43K
$568K
|
|
Apr 15, 2025
Q1 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
107New |
$12.2K - $13.6K
|
107
$13.7K
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
105+ 74.47% |
$12K - $13.4K
|
246
$31.5K
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
105+ 3.84% |
$12K - $13.4K
|
2.84K
$364K
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
89New |
$10.2K - $11.3K
|
89
$11.4K
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
81+ 3.66% |
$9.24K - $10.3K
|
2.29K
$294K
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
80New |
$9.13K - $10.2K
|
80
$10.3K
|
|
May 14, 2025
Q1 2025
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
72+ 0.42% |
$8.21K - $9.17K
|
17.3K
$2.21M
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
61+ 0.78% |
$6.96K - $7.77K
|
7.9K
$1.01M
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
60+ 7.05% |
$6.84K - $7.64K
|
911
$117K
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
54+ 2.48% |
$6.16K - $6.88K
|
2.23K
$286K
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
50+ 1.61% |
$5.7K - $6.37K
|
3.15K
$404K
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
50+ 0.89% |
$5.7K - $6.37K
|
5.67K
$726K
|
|
Apr 29, 2025
Q1 2025
|
Northstar Asset Management LLC
|
BUY
|
- |
50+ 0.13% |
$5.7K - $6.37K
|
37.2K
$4.76M
|
|
Apr 17, 2025
Q1 2025
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
50New |
$5.7K - $6.37K
|
50
$6.41K
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
50+ 2.78% |
$5.7K - $6.37K
|
1.85K
$237K
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
47+ 3.48% |
$5.36K - $5.98K
|
1.4K
$179K
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
41+ 0.66% |
$4.68K - $5.22K
|
6.24K
$799K
|
|
May 12, 2025
Q1 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
39New |
$4.45K - $4.97K
|
39
$5K
|
|
May 08, 2025
Q1 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
39+ 1.85% |
$4.45K - $4.97K
|
2.14K
$275K
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
36New |
$4.11K - $4.58K
|
36
$4.61K
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
35New |
$3.99K - $4.46K
|
35
$4.48K
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
34+ 0.19% |
$3.88K - $4.33K
|
18.2K
$2.33M
|
|
Apr 15, 2025
Q1 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
31+ 0.31% |
$3.54K - $3.95K
|
10K
$1.28M
|
|
May 12, 2025
Q1 2025
|
Wp Advisors, LLC
|
BUY
|
- |
30+ 0.42% |
$3.42K - $3.82K
|
7.14K
$915K
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
30+ 1.28% |
$3.42K - $3.82K
|
2.37K
$304K
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
30New |
$3.42K - $3.82K
|
30
$3.84K
|
|
May 12, 2025
Q1 2025
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
28+ 0.23% |
$3.19K - $3.57K
|
12K
$1.53M
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
27+ 0.5% |
$3.08K - $3.44K
|
5.39K
$691K
|
|
Apr 29, 2025
Q1 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
27+ 0.84% |
$3.08K - $3.44K
|
3.25K
$417K
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
26New |
$2.97K - $3.31K
|
26
$3.33K
|