Latest Institutional Sells of Vanguard Financial ETF (VFH)
This list provides information on the latest institutional transactions involving Vanguard Financial ETF (VFH) stock that were sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 14, 2022
Q4 2021
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-323- 29.88% |
$29.9K - $32.6K
|
758
$94.3K
|
|
Jan 19, 2022
Q4 2021
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-80- 2.37% |
$7.42K - $8.08K
|
3.29K
$410K
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-69Closed |
$6.4K - $6.97K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-61Closed |
$5.66K - $6.16K
|
0
$0
|
|
Jul 17, 2024
Q4 2021
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-47Closed |
$4.36K - $4.74K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-25Closed |
$2.32K - $2.52K
|
0
$0
|
|
Feb 17, 2022
Q4 2021
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-19Closed |
$1.76K - $1.92K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 12, 2021
Q3 2021
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-68KClosed |
$5.87M - $6.53M
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-17KClosed |
$1.47M - $1.63M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-12.4KClosed |
$1.07M - $1.19M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-7.3KClosed |
$630K - $701K
|
0
$0
|
|
Oct 13, 2021
Q3 2021
|
Investment Partners, Ltd.
|
SELL
|
- |
-4.12KClosed |
$356K - $396K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-4.03KClosed |
$348K - $387K
|
0
$0
|
|
Nov 03, 2021
Q3 2021
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-3.79KClosed |
$327K - $364K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-3.62KClosed |
$312K - $348K
|
0
$0
|
|
Nov 03, 2021
Q3 2021
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-2.84KClosed |
$245K - $273K
|
0
$0
|
|
Oct 29, 2021
Q3 2021
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-2.65KClosed |
$229K - $255K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.49KClosed |
$215K - $239K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Financial Insights, Inc.
|
SELL
|
- |
-2KClosed |
$173K - $192K
|
0
$0
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-917Closed |
$79.2K - $88.1K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-750Closed |
$64.7K - $72.1K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-250Closed |
$21.6K - $24K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-240- 20.46% |
$20.7K - $23.1K
|
933
$116K
|
|
Nov 09, 2021
Q3 2021
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-98Closed |
$8.46K - $9.42K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-45Closed |
$3.88K - $4.32K
|
0
$0
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-37Closed |
$3.19K - $3.56K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Valley National Advisers Inc
|
SELL
|
- |
-10- 25.0% |
$863 - $961
|
30
$3.73K
|
|
Q2 2021 | |||||||
Jul 20, 2021
Q2 2021
|
Bck Capital Management LP
Stamford, CT |
SELL
|
- |
-26.3KClosed |
$2.25M - $2.48M
|
0
$0
|
|
Jul 29, 2021
Q2 2021
|
South Shore Capital Advisors
|
SELL
|
- |
-7.02KClosed |
$600K - $663K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-5.22KClosed |
$446K - $493K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Nat West Group PLC
|
SELL
|
- |
-4.79KClosed |
$410K - $453K
|
0
$0
|
|
Jul 28, 2021
Q2 2021
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-4.34KClosed |
$371K - $410K
|
0
$0
|
|
Jul 07, 2022
Q2 2021
|
Baker Boyer National Bank
|
SELL
|
- |
-3KClosed |
$257K - $283K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-2.46KClosed |
$211K - $233K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-812Closed |
$69.5K - $76.7K
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-621Closed |
$53.1K - $58.7K
|
0
$0
|
|
Jul 13, 2021
Q2 2021
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-610Closed |
$52.2K - $57.6K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-405Closed |
$34.6K - $38.3K
|
0
$0
|
|
Jul 30, 2021
Q2 2021
|
Fusion Family Wealth LLC
|
SELL
|
- |
-382Closed |
$32.7K - $36.1K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-247Closed |
$21.1K - $23.3K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-188Closed |
$16.1K - $17.8K
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-121Closed |
$10.3K - $11.4K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-92- 13.43% |
$7.87K - $8.69K
|
593
$73.8K
|
|
Aug 06, 2021
Q2 2021
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-21- 9.63% |
$1.8K - $1.98K
|
197
$24.5K
|
|
Q1 2021 | |||||||
Apr 27, 2021
Q1 2021
|
Meritage Portfolio Management
|
SELL
|
- |
-27.3KClosed |
$1.96M - $2.37M
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-14.1KClosed |
$1.01M - $1.22M
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-3.61KClosed |
$259K - $313K
|
0
$0
|
|
Apr 28, 2021
Q1 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.54KClosed |
$111K - $134K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.19KClosed |
$85.3K - $103K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-1.04KClosed |
$74.3K - $89.7K
|
0
$0
|