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 06, 2025
Q4 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
2.85KNew |
$310K - $360K
|
2.85K
$365K
|
|
Feb 14, 2025
Q4 2024
|
Chai Trust CO LLC
Chicago, IL |
BUY
|
- |
2.69K+ 3.62% |
$292K - $339K
|
76.8K
$9.85M
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
2.61KNew |
$284K - $329K
|
2.61K
$334K
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
2.31KNew |
$251K - $291K
|
2.31K
$296K
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
2.2K+ 15.62% |
$240K - $278K
|
16.3K
$2.09M
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
2.17KNew |
$236K - $274K
|
2.17K
$278K
|
|
Jan 27, 2025
Q4 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
2.13KNew |
$232K - $268K
|
2.13K
$273K
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2.06KNew |
$224K - $260K
|
2.06K
$264K
|
|
Feb 13, 2025
Q4 2024
|
Dagco, Inc.
|
BUY
|
- |
2.06K+ 52.8% |
$224K - $259K
|
5.95K
$762K
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
2.05KNew |
$223K - $258K
|
2.05K
$262K
|
|
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
1.87KNew |
$204K - $236K
|
1.87K
$240K
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
1.87KNew |
$203K - $236K
|
1.87K
$239K
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.85K+ 2.49% |
$202K - $234K
|
76.2K
$9.76M
|
|
Jan 14, 2025
Q4 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
1.82KNew |
$198K - $229K
|
1.82K
$233K
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
1.81KNew |
$197K - $228K
|
1.81K
$232K
|
|
Feb 10, 2025
Q4 2024
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
1.81KNew |
$197K - $228K
|
1.81K
$232K
|
|
Feb 13, 2025
Q4 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
1.81KNew |
$197K - $228K
|
1.81K
$232K
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.77KNew |
$193K - $224K
|
1.77K
$227K
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.76KNew |
$192K - $223K
|
1.76K
$226K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.76K+ 1.66% |
$192K - $222K
|
108K
$13.8M
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
1.75KNew |
$191K - $221K
|
1.75K
$225K
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.75KNew |
$190K - $221K
|
1.75K
$224K
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.72KNew |
$187K - $217K
|
1.72K
$220K
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
1.3KNew |
$142K - $164K
|
1.3K
$167K
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
1.22KNew |
$133K - $154K
|
1.22K
$157K
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
1.14KNew |
$124K - $144K
|
1.14K
$146K
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
1.08K+ 35.47% |
$117K - $136K
|
4.12K
$528K
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
983New |
$107K - $124K
|
983
$126K
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
890+ 45.04% |
$96.9K - $112K
|
2.87K
$367K
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
880New |
$95.8K - $111K
|
880
$113K
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
834+ 4.12% |
$90.8K - $105K
|
21.1K
$2.7M
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
677New |
$73.7K - $85.4K
|
677
$86.8K
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
619New |
$67.4K - $78.1K
|
619
$79.3K
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
577New |
$62.8K - $72.8K
|
577
$73.9K
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
530New |
$57.7K - $66.9K
|
530
$67.9K
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
513+ 67.32% |
$55.9K - $64.7K
|
1.28K
$163K
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
475New |
$51.7K - $59.9K
|
475
$60.9K
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
424New |
$46.2K - $53.5K
|
424
$54.3K
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
390New |
$42.5K - $49.2K
|
390
$50K
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
385New |
$41.9K - $48.6K
|
385
$49.3K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
380+ 20.03% |
$41.4K - $48K
|
2.28K
$292K
|
|
Feb 03, 2025
Q4 2024
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
352+ 26.33% |
$38.3K - $44.4K
|
1.69K
$216K
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
299New |
$32.6K - $37.7K
|
299
$38.3K
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
220+ 10.52% |
$24K - $27.8K
|
2.31K
$296K
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
218New |
$23.7K - $27.5K
|
218
$27.9K
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
202New |
$22K - $25.5K
|
202
$25.9K
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
196+ 27.88% |
$21.3K - $24.7K
|
899
$115K
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
112New |
$12.2K - $14.1K
|
112
$14.4K
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
97New |
$10.6K - $12.2K
|
97
$12.4K
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
85New |
$9.25K - $10.7K
|
85
$10.9K
|