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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
3+ 0.16% |
$761 - $812
|
1.93K
$499K
|
|
|
May 02, 2024
Q1 2024
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
3+ 0.34% |
$761 - $812
|
882
$228K
|
|
|
Apr 11, 2024
Q1 2024
|
Moller Financial Services
|
BUY
|
- |
3+ 0.29% |
$761 - $812
|
1.04K
$268K
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2+ 0.38% |
$507 - $541
|
535
$138K
|
|
|
May 15, 2024
Q1 2024
|
Cmg Global Holdings, LLC
|
BUY
|
- |
2+ 0.13% |
$507 - $541
|
1.57K
$405K
|
|
|
May 15, 2024
Q1 2024
|
Wms Partners, LLC
|
BUY
|
- |
2+ 0.07% |
$507 - $541
|
2.72K
$703K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2+ 0.25% |
$507 - $541
|
798
$206K
|
|
|
Jun 24, 2024
Q1 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
2+ 0.21% |
$507 - $541
|
945
$244K
|
|
|
Apr 11, 2024
Q1 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
2+ 0.14% |
$507 - $541
|
1.39K
$358K
|
|
|
Apr 24, 2024
Q1 2024
|
Zhang Financial LLC
|
BUY
|
- |
2+ 0.11% |
$507 - $541
|
1.91K
$493K
|
|
|
Apr 22, 2024
Q1 2024
|
Financial Consulate, Inc
|
BUY
|
- |
2+ 0.16% |
$507 - $541
|
1.24K
$321K
|
|
|
May 06, 2024
Q1 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
2+ 0.15% |
$507 - $541
|
1.3K
$337K
|
|
|
May 13, 2024
Q1 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
2+ 0.16% |
$507 - $541
|
1.25K
$324K
|
|
|
Apr 30, 2024
Q1 2024
|
Jb Capital LLC
|
BUY
|
- |
2+ 0.18% |
$507 - $541
|
1.1K
$284K
|
|
|
Apr 30, 2024
Q1 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
2+ 0.18% |
$507 - $541
|
1.1K
$285K
|
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
2+ 0.08% |
$507 - $541
|
2.52K
$652K
|
|
|
May 03, 2024
Q1 2024
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
2+ 0.21% |
$507 - $541
|
974
$252K
|
|
|
May 10, 2024
Q1 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
1+ 0.04% |
$254 - $271
|
2.41K
$623K
|
|
|
Apr 19, 2024
Q1 2024
|
Apexium Financial, LP
|
BUY
|
- |
1+ 0.05% |
$254 - $271
|
2.09K
$540K
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1+ 0.19% |
$254 - $271
|
519
$134K
|
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1+ 0.11% |
$254 - $271
|
939
$243K
|
|
|
Apr 19, 2024
Q1 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.07% |
$254 - $271
|
1.44K
$371K
|
|
|
May 10, 2024
Q1 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$254 - $271
|
5.22K
$1.35M
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
1+ 0.08% |
$254 - $271
|
1.22K
$315K
|
|
|
Apr 17, 2024
Q1 2024
|
Northstar Group, Inc.
|
BUY
|
- |
1+ 0.02% |
$254 - $271
|
6.36K
$1.64M
|
|
|
May 06, 2024
Q1 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
1+ 0.01% |
$254 - $271
|
6.76K
$1.75M
|
|
|
May 06, 2024
Q1 2024
|
Sym Financial Corp
|
BUY
|
- |
1+ 1.92% |
$254 - $271
|
53
$13.7K
|
|
|
Apr 12, 2024
Q1 2024
|
Ignite Planners, LLC
|
BUY
|
- |
1+ 0.12% |
$254 - $271
|
803
$208K
|
|
|
Apr 29, 2024
Q1 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
1+ 0.04% |
$254 - $271
|
2.36K
$611K
|
|
|
Apr 29, 2024
Q1 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
1+ 5.0% |
$254 - $271
|
21
$5.43K
|
|
|
May 07, 2024
Q1 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
1+ 0.1% |
$254 - $271
|
996
$257K
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-1Closed |
$254 - $271
|
0
$0
|
|
|
Apr 18, 2024
Q1 2024
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-1- 0.02% |
$254 - $271
|
5.24K
$1.36M
|
|
|
Apr 12, 2024
Q1 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-2- 0.2% |
$507 - $541
|
1.01K
$260K
|
|
|
Jan 14, 2025
Q1 2024
|
Westfuller Advisors, LLC
New York, NY |
SELL
|
- |
-2- 0.14% |
$507 - $541
|
1.47K
$379K
|
|
|
May 13, 2024
Q1 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-4- 0.09% |
$1.01K - $1.08K
|
4.48K
$1.16M
|
|
|
Apr 15, 2024
Q1 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-5- 0.53% |
$1.27K - $1.35K
|
939
$243K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-5- 0.41% |
$1.27K - $1.35K
|
1.21K
$313K
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-6- 0.15% |
$1.52K - $1.62K
|
3.88K
$1M
|
|
|
Apr 10, 2024
Q1 2024
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-7- 0.05% |
$1.78K - $1.89K
|
14.8K
$3.83M
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
SELL
|
- |
-7- 0.27% |
$1.78K - $1.89K
|
2.63K
$679K
|
|
|
Apr 22, 2024
Q1 2024
|
Essex Private Wealth Management, LLC
Topsfield, MA |
SELL
|
- |
-8- 0.1% |
$2.03K - $2.16K
|
8K
$2.07M
|
|
|
May 06, 2024
Q1 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-8- 1.0% |
$2.03K - $2.16K
|
794
$205K
|
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-8- 0.82% |
$2.03K - $2.16K
|
964
$249K
|
|
|
Apr 17, 2024
Q1 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-8- 0.06% |
$2.03K - $2.16K
|
13K
$3.35M
|
|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-9- 1.0% |
$2.28K - $2.43K
|
888
$230K
|
|
|
May 14, 2024
Q1 2024
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-9- 0.01% |
$2.28K - $2.43K
|
82.6K
$21.4M
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-9- 1.01% |
$2.28K - $2.43K
|
878
$227K
|
|
|
May 15, 2024
Q1 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-9- 0.41% |
$2.28K - $2.43K
|
2.18K
$564K
|