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 |
---|---|---|---|---|---|---|---|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
SELL
|
- |
-4- 8.89% |
$435 - $505
|
41
$5.25K
|
|
Feb 03, 2025
Q4 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-1- 1.14% |
$109 - $126
|
87
$11.1K
|
|
Q3 2024 | |||||||
May 12, 2025
Q3 2024
|
Allianz Se
Munich, 2M |
SELL
|
- |
-97.6K- 99.83% |
$9.68M - $10.8M
|
162
$20.8K
|
|
Nov 12, 2024
Q3 2024
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-4.87K- 59.85% |
$484K - $542K
|
3.27K
$419K
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-4.77K- 38.24% |
$473K - $530K
|
7.7K
$986K
|
|
Feb 13, 2025
Q3 2024
|
Prepared Retirement Institute LLC
Lansdale, PA |
SELL
|
- |
-4.45KClosed |
$442K - $495K
|
0
$0
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.86K- 0.82% |
$384K - $430K
|
468K
$60M
|
|
Oct 15, 2024
Q3 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-1K- 12.8% |
$99.3K - $111K
|
6.81K
$873K
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-967- 22.66% |
$96K - $108K
|
3.3K
$423K
|
|
Nov 07, 2024
Q3 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-846- 28.57% |
$84K - $94.1K
|
2.12K
$271K
|
|
Nov 14, 2024
Q3 2024
|
Hamilton Wealth, LLC
|
SELL
|
- |
-776- 0.56% |
$77K - $86.3K
|
138K
$17.7M
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-549- 42.39% |
$54.5K - $61.1K
|
746
$95.6K
|
|
Oct 29, 2024
Q3 2024
|
Garrison Asset Management, LLC
|
SELL
|
- |
-468- 2.75% |
$46.5K - $52K
|
16.6K
$2.12M
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-362- 12.19% |
$35.9K - $40.3K
|
2.61K
$334K
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-350- 77.78% |
$34.7K - $38.9K
|
100
$12.8K
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-224- 3.81% |
$22.2K - $24.9K
|
5.65K
$724K
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-215- 8.98% |
$21.3K - $23.9K
|
2.18K
$279K
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-184- 38.66% |
$18.3K - $20.5K
|
292
$37.4K
|
|
Oct 07, 2024
Q3 2024
|
Cypress Financial Planning LLC
|
SELL
|
- |
-152- 7.09% |
$15.1K - $16.9K
|
1.99K
$255K
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-84- 19.58% |
$8.34K - $9.34K
|
345
$44.2K
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-33- 10.12% |
$3.28K - $3.67K
|
293
$37.5K
|
|
Nov 12, 2024
Q3 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-33- 91.67% |
$3.28K - $3.67K
|
3
$384
|
|
Nov 12, 2024
Q3 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-27- 0.61% |
$2.68K - $3K
|
4.41K
$565K
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-22- 30.56% |
$2.18K - $2.45K
|
50
$6.41K
|
|
Nov 15, 2024
Q3 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-20- 57.14% |
$1.99K - $2.22K
|
15
$1.92K
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-20- 14.18% |
$1.99K - $2.22K
|
121
$15.5K
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-20- 28.57% |
$1.99K - $2.22K
|
50
$6.41K
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-3- 60.0% |
$298 - $334
|
2
$256
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-8.75K- 14.96% |
$840K - $902K
|
49.8K
$6.38M
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-2.98K- 17.45% |
$286K - $307K
|
14.1K
$1.81M
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-2.57K- 55.69% |
$246K - $265K
|
2.04K
$262K
|
|
Aug 13, 2024
Q2 2024
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-1.5K- 49.5% |
$144K - $155K
|
1.53K
$196K
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.1K- 83.02% |
$105K - $113K
|
225
$28.8K
|
|
Aug 12, 2024
Q2 2024
|
Mittelman Wealth Management
Andover, MA |
SELL
|
- |
-1.01K- 7.81% |
$97.1K - $104K
|
12K
$1.53M
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-242- 31.03% |
$23.2K - $24.9K
|
538
$68.9K
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-225- 24.04% |
$21.6K - $23.2K
|
711
$91.1K
|
|
Jul 16, 2024
Q2 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
SELL
|
- |
-189- 2.75% |
$18.1K - $19.5K
|
6.7K
$858K
|
|
Jul 25, 2024
Q2 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-143- 33.73% |
$13.7K - $14.7K
|
281
$36K
|
|
Aug 14, 2024
Q2 2024
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-100- 4.71% |
$9.59K - $10.3K
|
2.03K
$259K
|
|
Aug 01, 2024
Q2 2024
|
Costello Asset Management, Inc
|
SELL
|
- |
-100- 52.08% |
$9.59K - $10.3K
|
92
$11.8K
|
|
Jul 26, 2024
Q2 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-100- 16.0% |
$9.59K - $10.3K
|
525
$67.3K
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-85- 8.37% |
$8.15K - $8.76K
|
930
$119K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-80- 8.62% |
$7.67K - $8.24K
|
848
$109K
|
|
Aug 09, 2024
Q2 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-54- 0.4% |
$5.18K - $5.56K
|
13.3K
$1.7M
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-48- 0.73% |
$4.6K - $4.94K
|
6.53K
$836K
|
|
Aug 07, 2024
Q2 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-40- 0.84% |
$3.84K - $4.12K
|
4.74K
$607K
|
|
Jul 31, 2024
Q2 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-30- 33.33% |
$2.88K - $3.09K
|
60
$7.69K
|
|
Jul 31, 2024
Q2 2024
|
Graypoint LLC
|
SELL
|
- |
-15- 0.37% |
$1.44K - $1.55K
|
4.06K
$520K
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-12- 37.5% |
$1.15K - $1.24K
|
20
$2.56K
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-2- 0.06% |
$192 - $206
|
3.59K
$460K
|