Purchases and Sales Made in Q1 2023 in Vanguard Health Care ETF (VHT)
This table provides information about the institutional ownership of Vanguard Health Care ETF (VHT) during Q1 2023. The information is specifically focused on institutions that hold shares of VANGUARD HEALTH CARE ETF.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2023
Q1 2023
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
7+ 0.62% |
$1.6K - $1.74K
|
1.13K
$278K
|
|
Apr 17, 2023
Q1 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
6New |
$1.37K - $1.49K
|
6
$1.48K
|
|
May 01, 2023
Q1 2023
|
Sierra Capital LLC
|
BUY
|
- |
6+ 0.11% |
$1.37K - $1.49K
|
5.58K
$1.37M
|
|
Apr 05, 2023
Q1 2023
|
Somerset Trust CO
|
BUY
|
- |
6+ 0.69% |
$1.37K - $1.49K
|
879
$216K
|
|
May 05, 2023
Q1 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
6+ 0.64% |
$1.37K - $1.49K
|
941
$232K
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
6New |
$1.37K - $1.49K
|
6
$1.48K
|
|
May 12, 2023
Q1 2023
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
5+ 0.3% |
$1.14K - $1.25K
|
1.69K
$416K
|
|
May 08, 2023
Q1 2023
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
5+ 0.19% |
$1.14K - $1.25K
|
2.59K
$636K
|
|
May 15, 2023
Q1 2023
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
4+ 0.14% |
$913 - $996
|
2.78K
$685K
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
4+ 7.14% |
$913 - $996
|
60
$14.8K
|
|
May 10, 2023
Q1 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
4New |
$913 - $996
|
4
$985
|
|
Apr 17, 2023
Q1 2023
|
Moller Financial Services
|
BUY
|
- |
4+ 0.39% |
$913 - $996
|
1.02K
$251K
|
|
Apr 18, 2023
Q1 2023
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
3+ 0.18% |
$685 - $747
|
1.64K
$404K
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
3+ 0.13% |
$685 - $747
|
2.37K
$584K
|
|
May 01, 2023
Q1 2023
|
Family Firm, Inc.
|
BUY
|
- |
3+ 0.28% |
$685 - $747
|
1.06K
$261K
|
|
Apr 24, 2023
Q1 2023
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
3+ 0.11% |
$685 - $747
|
2.83K
$696K
|
|
May 01, 2023
Q1 2023
|
Alera Investment Advisors, LLC
|
BUY
|
- |
3+ 0.17% |
$685 - $747
|
1.78K
$438K
|
|
May 11, 2023
Q1 2023
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
3+ 0.23% |
$685 - $747
|
1.29K
$318K
|
|
Apr 17, 2023
Q1 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
3+ 0.2% |
$685 - $747
|
1.48K
$364K
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
3+ 0.12% |
$685 - $747
|
2.41K
$594K
|
|
Apr 20, 2023
Q1 2023
|
Compass Advisory Group LLC
|
BUY
|
- |
3+ 0.35% |
$685 - $747
|
864
$213K
|
|
Apr 24, 2023
Q1 2023
|
Capital Square, LLC
|
BUY
|
- |
3+ 0.35% |
$685 - $747
|
870
$214K
|
|
Apr 20, 2023
Q1 2023
|
Avestar Capital, LLC
|
BUY
|
- |
3+ 0.31% |
$685 - $747
|
985
$242K
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
3+ 0.17% |
$685 - $747
|
1.78K
$437K
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2+ 0.18% |
$456 - $498
|
1.11K
$274K
|
|
May 09, 2023
Q1 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2+ 0.05% |
$456 - $498
|
3.83K
$942K
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
2+ 1.03% |
$456 - $498
|
196
$48.2K
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
2New |
$456 - $498
|
2
$492
|
|
Apr 17, 2023
Q1 2023
|
Ignite Planners, LLC
|
BUY
|
- |
2+ 0.23% |
$456 - $498
|
868
$214K
|
|
Apr 12, 2023
Q1 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
2+ 0.18% |
$456 - $498
|
1.09K
$268K
|
|
May 11, 2023
Q1 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2+ 0.16% |
$456 - $498
|
1.26K
$309K
|
|
May 04, 2023
Q1 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
2+ 0.23% |
$456 - $498
|
866
$213K
|
|
Apr 18, 2023
Q1 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2+ 0.1% |
$456 - $498
|
1.92K
$472K
|
|
May 05, 2023
Q1 2023
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
2+ 0.21% |
$456 - $498
|
964
$237K
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
2+ 0.18% |
$456 - $498
|
1.14K
$280K
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 0.1% |
$228 - $249
|
960
$236K
|
|
Apr 17, 2023
Q1 2023
|
Financial Consulate, Inc
|
BUY
|
- |
1+ 0.07% |
$228 - $249
|
1.43K
$351K
|
|
May 11, 2023
Q1 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
1+ 0.01% |
$228 - $249
|
6.76K
$1.66M
|
|
May 22, 2023
Q1 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
1+ 0.08% |
$228 - $249
|
1.31K
$321K
|
|
May 01, 2023
Q1 2023
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$228 - $249
|
5.02K
$1.24M
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
1+ 0.46% |
$228 - $249
|
217
$53.4K
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.14% |
$228 - $249
|
706
$174K
|
|
May 05, 2023
Q1 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1+ 0.15% |
$228 - $249
|
672
$165K
|
|
Apr 21, 2023
Q1 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
1+ 0.02% |
$228 - $249
|
4.24K
$1.04M
|
|
Apr 28, 2023
Q1 2023
|
Bray Capital Advisors
|
BUY
|
- |
1+ 0.19% |
$228 - $249
|
514
$127K
|
|
May 11, 2023
Q1 2023
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
1+ 0.04% |
$228 - $249
|
2.36K
$580K
|
|
Apr 13, 2023
Q1 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1+ 0.09% |
$228 - $249
|
1.17K
$287K
|
|
Apr 07, 2023
Q1 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1+ 0.11% |
$228 - $249
|
935
$230K
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-1- 1.64% |
$228 - $249
|
60
$14.8K
|
|
May 04, 2023
Q1 2023
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-1- 0.05% |
$228 - $249
|
1.86K
$458K
|