Purchases and Sales Made in Q1 2024 in Vanguard Health Care ETF (VHT)
This table provides information about the institutional ownership of Vanguard Health Care ETF (VHT) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2024
Q1 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
33+ 3.08% |
$8.37K - $8.93K
|
1.1K
$290K
|
|
|
Apr 24, 2024
Q1 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
31+ 0.5% |
$7.86K - $8.39K
|
6.21K
$1.63M
|
|
|
May 15, 2024
Q1 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
31+ 2.59% |
$7.86K - $8.39K
|
1.23K
$323K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
31+ 1.09% |
$7.86K - $8.39K
|
2.88K
$756K
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
31New |
$7.86K - $8.39K
|
31
$8.15K
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
29New |
$7.36K - $7.85K
|
29
$7.62K
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
28New |
$7.1K - $7.58K
|
28
$7.36K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
27+ 21.43% |
$6.85K - $7.3K
|
153
$40.2K
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
27+ 2.39% |
$6.85K - $7.3K
|
1.16K
$304K
|
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
25New |
$6.34K - $6.76K
|
25
$6.57K
|
|
|
May 07, 2024
Q1 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
25+ 1.39% |
$6.34K - $6.76K
|
1.83K
$480K
|
|
|
May 15, 2024
Q1 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
24+ 0.39% |
$6.09K - $6.49K
|
6.18K
$1.62M
|
|
|
Apr 19, 2024
Q1 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
24+ 0.98% |
$6.09K - $6.49K
|
2.47K
$650K
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
24New |
$6.09K - $6.49K
|
24
$6.31K
|
|
|
Apr 15, 2024
Q1 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
23+ 0.27% |
$5.83K - $6.22K
|
8.59K
$2.26M
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
22+ 1.68% |
$5.58K - $5.95K
|
1.34K
$351K
|
|
|
May 10, 2024
Q1 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
21+ 1.23% |
$5.33K - $5.68K
|
1.73K
$456K
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
21+ 2.53% |
$5.33K - $5.68K
|
850
$223K
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
21+ 0.71% |
$5.33K - $5.68K
|
2.98K
$783K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
19+ 25.33% |
$4.82K - $5.14K
|
94
$24.7K
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
18+ 1.57% |
$4.57K - $4.87K
|
1.17K
$307K
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
18+ 1.49% |
$4.57K - $4.87K
|
1.23K
$322K
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
BUY
|
- |
18+ 0.5% |
$4.57K - $4.87K
|
3.6K
$946K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
17+ 0.04% |
$4.31K - $4.6K
|
38K
$9.99M
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
16+ 0.19% |
$4.06K - $4.33K
|
8.63K
$2.27M
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
15+ 1.06% |
$3.8K - $4.06K
|
1.44K
$378K
|
|
|
Aug 22, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
14+ 0.97% |
$3.55K - $3.79K
|
1.46K
$383K
|
|
|
May 01, 2024
Q1 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
12+ 0.32% |
$3.04K - $3.25K
|
3.77K
$992K
|
|
|
May 07, 2024
Q1 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
11+ 3.01% |
$2.79K - $2.98K
|
376
$98.9K
|
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
11New |
$2.79K - $2.98K
|
11
$2.89K
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
11+ 6.18% |
$2.79K - $2.98K
|
189
$49.7K
|
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
10+ 0.78% |
$2.54K - $2.71K
|
1.29K
$340K
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
BUY
|
- |
10+ 0.82% |
$2.54K - $2.71K
|
1.24K
$325K
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
9+ 0.07% |
$2.28K - $2.43K
|
12.2K
$3.19M
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
8+ 0.21% |
$2.03K - $2.16K
|
3.89K
$1.02M
|
|
|
May 13, 2024
Q1 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
7+ 0.68% |
$1.78K - $1.89K
|
1.03K
$271K
|
|
|
May 02, 2024
Q1 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
7+ 0.13% |
$1.78K - $1.89K
|
5.23K
$1.38M
|
|
|
Apr 30, 2024
Q1 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
7+ 0.27% |
$1.78K - $1.89K
|
2.6K
$683K
|
|
|
Apr 10, 2024
Q1 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
6+ 0.52% |
$1.52K - $1.62K
|
1.15K
$303K
|
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
6+ 0.13% |
$1.52K - $1.62K
|
4.52K
$1.19M
|
|
|
May 02, 2024
Q1 2024
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
6+ 0.18% |
$1.52K - $1.62K
|
3.32K
$874K
|
|
|
May 14, 2024
Q1 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
5+ 0.22% |
$1.27K - $1.35K
|
2.3K
$604K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
4New |
$1.01K - $1.08K
|
4
$1.05K
|
|
|
Apr 17, 2024
Q1 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
4+ 0.24% |
$1.01K - $1.08K
|
1.64K
$432K
|
|
|
Apr 22, 2024
Q1 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
4+ 0.27% |
$1.01K - $1.08K
|
1.47K
$387K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
4+ 0.22% |
$1.01K - $1.08K
|
1.82K
$478K
|
|
|
Oct 03, 2024
Q1 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
3+ 0.29% |
$761 - $812
|
1.05K
$276K
|
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
3+ 0.16% |
$761 - $812
|
1.93K
$508K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
3+ 0.13% |
$761 - $812
|
2.28K
$598K
|
|
|
May 07, 2024
Q1 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
3+ 0.1% |
$761 - $812
|
3K
$788K
|