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
|
Citizens Financial Group Inc
|
BUY
|
- |
25+ 0.37% |
$2.85K - $3.18K
|
6.73K
$863K
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
25+ 0.56% |
$2.85K - $3.18K
|
4.49K
$575K
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
23+ 0.49% |
$2.62K - $2.93K
|
4.7K
$602K
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
23+ 3.21% |
$2.62K - $2.93K
|
740
$94.8K
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
21+ 0.36% |
$2.4K - $2.67K
|
5.8K
$743K
|
|
May 15, 2025
Q1 2025
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
20+ 0.33% |
$2.28K - $2.55K
|
6.09K
$780K
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
19+ 0.43% |
$2.17K - $2.42K
|
4.49K
$575K
|
|
May 14, 2025
Q1 2025
|
Tme Financial, Inc.
Huntington Beach, CA |
BUY
|
- |
17+ 0.93% |
$1.94K - $2.16K
|
1.85K
$237K
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
14+ 0.42% |
$1.6K - $1.78K
|
3.33K
$426K
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
12New |
$1.37K - $1.53K
|
12
$1.54K
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
11New |
$1.25K - $1.4K
|
11
$1.41K
|
|
Apr 25, 2025
Q1 2025
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
10+ 0.19% |
$1.14K - $1.27K
|
5.35K
$685K
|
|
May 13, 2025
Q1 2025
|
Compass Advisory Group LLC
|
BUY
|
- |
8+ 0.44% |
$913 - $1.02K
|
1.83K
$235K
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
8+ 0.27% |
$913 - $1.02K
|
3.01K
$385K
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
8+ 0.3% |
$913 - $1.02K
|
2.72K
$348K
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
7New |
$798 - $891
|
7
$897
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
BUY
|
- |
7+ 0.33% |
$798 - $891
|
2.14K
$275K
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
6+ 12.5% |
$684 - $764
|
54
$6.92K
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
5+ 0.1% |
$570 - $637
|
5.09K
$652K
|
|
May 14, 2025
Q1 2025
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
4+ 0.09% |
$456 - $509
|
4.61K
$591K
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4+ 0.02% |
$456 - $509
|
19.9K
$2.55M
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
3+ 0.16% |
$342 - $382
|
1.84K
$235K
|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
BUY
|
- |
3+ 0.16% |
$342 - $382
|
1.87K
$239K
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
2+ 0.5% |
$228 - $255
|
405
$51.9K
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
2+ 0.24% |
$228 - $255
|
831
$106K
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
1New |
$114 - $127
|
1
$128
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1+ 0.02% |
$114 - $127
|
4.73K
$606K
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
1+ 0.02% |
$114 - $127
|
6.56K
$840K
|
|
May 12, 2025
Q1 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
1+ 0.01% |
$114 - $127
|
8.04K
$1.03M
|
|
May 09, 2025
Q1 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$114 - $127
|
12K
$1.54M
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1+ 0.05% |
$114 - $127
|
2.01K
$257K
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1+ 0.56% |
$114 - $127
|
181
$23.2K
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2024 | |||||||
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
86.7K+ 776.68% |
$9.44M - $10.9M
|
97.9K
$12.5M
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
74.5KNew |
$8.11M - $9.4M
|
74.5K
$9.55M
|
|
Feb 10, 2025
Q4 2024
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
33.1KNew |
$3.6M - $4.18M
|
33.1K
$4.24M
|
|
Feb 07, 2025
Q4 2024
|
Retirement Capital Strategies
|
BUY
|
- |
26.4KNew |
$2.87M - $3.33M
|
26.4K
$3.38M
|
|
Jan 14, 2025
Q4 2024
|
Retireful, LLC
|
BUY
|
- |
24.7KNew |
$2.69M - $3.12M
|
24.7K
$3.17M
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
23.6KNew |
$2.57M - $2.98M
|
23.6K
$3.03M
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
19.5KNew |
$2.12M - $2.46M
|
19.5K
$2.5M
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
18.1KNew |
$1.97M - $2.28M
|
18.1K
$2.31M
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
17.4KNew |
$1.9M - $2.2M
|
17.4K
$2.23M
|
|
Feb 10, 2025
Q4 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
17.2KNew |
$1.87M - $2.17M
|
17.2K
$2.2M
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
12.6K+ 13.19% |
$1.37M - $1.59M
|
108K
$13.9M
|
|
Apr 01, 2025
Q4 2024
|
Cornerstone Planning, LLC
Charlotte, NC |
BUY
|
- |
12.3KNew |
$1.33M - $1.55M
|
12.3K
$1.57M
|
|
Jun 16, 2025
Q4 2024
|
Claris Financial LLC
Glen Allen, VA |
BUY
|
- |
7.85KNew |
$854K - $990K
|
7.85K
$1.01M
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
6.91KNew |
$753K - $872K
|
6.91K
$886K
|
|
Mar 07, 2025
Q4 2024
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
3.8KNew |
$414K - $480K
|
3.8K
$487K
|
|
Feb 14, 2025
Q4 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
3.62KNew |
$394K - $457K
|
3.62K
$464K
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
2.9KNew |
$316K - $366K
|
2.9K
$372K
|