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 |
---|---|---|---|---|---|---|---|
May 10, 2023
Q1 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-153- 79.27% |
$11.5K - $13.9K
|
40
$5.13K
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
SELL
|
- |
-120- 85.11% |
$8.99K - $10.9K
|
21
$2.69K
|
|
Sep 26, 2023
Q1 2023
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-91- 35.0% |
$6.82K - $8.25K
|
169
$21.7K
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-72- 41.86% |
$5.4K - $6.53K
|
100
$12.8K
|
|
May 04, 2023
Q1 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-47- 0.51% |
$3.52K - $4.26K
|
9.2K
$1.18M
|
|
Apr 18, 2023
Q1 2023
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-37- 0.9% |
$2.77K - $3.35K
|
4.08K
$523K
|
|
Q4 2022 | |||||||
Feb 08, 2023
Q4 2022
|
Sierra Capital LLC
|
SELL
|
- |
-12.1K- 56.19% |
$902K - $1.07M
|
9.42K
$1.21M
|
|
Jan 24, 2023
Q4 2022
|
Caliber Wealth Management, LLC
|
SELL
|
- |
-10.8K- 34.1% |
$808K - $958K
|
20.9K
$2.68M
|
|
Jan 24, 2023
Q4 2022
|
Milestone Advisory Partners
|
SELL
|
- |
-7.41K- 69.48% |
$554K - $657K
|
3.26K
$417K
|
|
Feb 14, 2023
Q4 2022
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-7.01K- 6.42% |
$523K - $621K
|
102K
$13.1M
|
|
Feb 13, 2025
Q4 2022
|
Ategra Capital Management, LLC
Vienna, VA |
SELL
|
- |
-6.08KClosed |
$454K - $539K
|
0
$0
|
|
Feb 14, 2023
Q4 2022
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-5.56K- 59.42% |
$416K - $493K
|
3.8K
$487K
|
|
Feb 13, 2023
Q4 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-4.8K- 93.29% |
$359K - $425K
|
345
$44.2K
|
|
Jan 11, 2023
Q4 2022
|
Collective Family Office LLC
|
SELL
|
- |
-2K- 43.01% |
$149K - $177K
|
2.65K
$340K
|
|
Feb 07, 2023
Q4 2022
|
Cutler Group LP
|
SELL
|
- |
-1.8K- 45.48% |
$134K - $159K
|
2.16K
$277K
|
|
Jan 19, 2023
Q4 2022
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-489- 16.58% |
$36.5K - $43.3K
|
2.46K
$315K
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-395- 1.24% |
$29.5K - $35K
|
31.5K
$4.04M
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-379- 34.45% |
$28.3K - $33.6K
|
721
$92.4K
|
|
Jan 23, 2023
Q4 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-275- 2.47% |
$20.5K - $24.4K
|
10.9K
$1.39M
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
SELL
|
- |
-202- 67.11% |
$15.1K - $17.9K
|
99
$12.7K
|
|
Feb 14, 2023
Q4 2022
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-190- 0.2% |
$14.2K - $16.8K
|
95.7K
$12.3M
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-143- 3.51% |
$10.7K - $12.7K
|
3.94K
$504K
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-30- 0.52% |
$2.24K - $2.66K
|
5.79K
$741K
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-13- 0.16% |
$971 - $1.15K
|
8.15K
$1.04M
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-14.9K- 28.39% |
$1.11M - $1.32M
|
37.7K
$4.83M
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-11.3KClosed |
$844K - $1M
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-10.1K- 42.0% |
$753K - $893K
|
14K
$1.79M
|
|
Nov 14, 2022
Q3 2022
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-7.58KClosed |
$564K - $668K
|
0
$0
|
|
Oct 03, 2022
Q3 2022
|
Banc First Trust & Investment Management
Oklahoma City, OK |
SELL
|
- |
-4.13KClosed |
$307K - $364K
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
PUT |
-2.1K- 38.89% |
$156K - $185K
|
3.3K
$423K
|
|
Oct 25, 2022
Q3 2022
|
Greystone Financial Group, LLC
|
SELL
|
- |
-1.35K- 11.65% |
$100K - $119K
|
10.2K
$1.31M
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-375Closed |
$27.9K - $33.1K
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-248- 57.81% |
$18.5K - $21.9K
|
181
$23.2K
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-164- 10.56% |
$12.2K - $14.5K
|
1.39K
$178K
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-68- 4.32% |
$5.06K - $6K
|
1.51K
$193K
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-60- 50.0% |
$4.47K - $5.29K
|
60
$7.69K
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-49- 5.8% |
$3.65K - $4.32K
|
796
$102K
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-24- 2.91% |
$1.79K - $2.12K
|
800
$103K
|
|
Q2 2022 | |||||||
Jul 11, 2022
Q2 2022
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-164KClosed |
$12.4M - $15.3M
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Marks Wealth, LLC
|
SELL
|
- |
-83.8KClosed |
$6.32M - $7.82M
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-63.2KClosed |
$4.77M - $5.9M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Mirabella Financial Services LLP
London, X0 |
SELL
|
- |
-56.7KClosed |
$4.28M - $5.29M
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-52.9KClosed |
$3.99M - $4.93M
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-27.9KClosed |
$2.1M - $2.6M
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-22.1K- 99.93% |
$1.67M - $2.07M
|
16
$2.05K
|
|
Aug 15, 2022
Q2 2022
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-18.2KClosed |
$1.37M - $1.69M
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Atlas Private Wealth Management
|
SELL
|
- |
-13.6KClosed |
$1.03M - $1.27M
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-9.52KClosed |
$718K - $888K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-9.2KClosed |
$694K - $858K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Ground Swell Capital, LLC
Folly Beach, SC |
SELL
|
- |
-5.98KClosed |
$451K - $557K
|
0
$0
|