Purchases and Sales Made in Q1 2025 in Vanguard Health Care ETF (VHT)

This table provides information about the institutional ownership of Vanguard Health Care ETF (VHT) during Q1 2025. 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
Report Date	Institution (Fund)	Operation	Option	Shares change	Value Range	Shares Held	Trade History
May 15, 2025 Q1 2025	Caprock Group, Inc.	BUY	-	1.31K New	$333K - $359K	1.31K $320K
May 12, 2025 Q1 2025	Prestige Wealth Management Group LLC	BUY	-	1.3K + 2490.38%	$329K - $355K	1.35K $328K
Apr 22, 2025 Q1 2025	David Kennon Inc Sarasota, FL	BUY	-	1.28K + 6.53%	$325K - $350K	20.9K $5.09M
Apr 14, 2025 Q1 2025	Daymark Wealth Partners, LLC Cincinnati, OH	BUY	-	1.23K + 68.77%	$313K - $338K	3.03K $738K
Apr 29, 2025 Q1 2025	Capital Management Associates, Inc Minneapolis, MN	BUY	-	1.21K + 89.07%	$306K - $330K	2.56K $624K
May 15, 2025 Q1 2025	Hilltop Holdings Inc. Dallas, TX	BUY	-	1.19K + 14.46%	$302K - $325K	9.41K $2.29M
May 06, 2025 Q1 2025	Brookwood Investment Group LLC Phoenix, AZ	BUY	-	1.18K New	$301K - $324K	1.18K $289K
May 14, 2025 Q1 2025	Ken Fisher Fisher Asset Management, LLC \| Camas, Wa	BUY	-	1.17K + 108.23%	$298K - $321K	2.25K $549K
Apr 22, 2025 Q1 2025	Cambridge Investment Research Advisors, Inc.	BUY	-	1.16K + 0.9%	$295K - $318K	130K $31.6M
May 15, 2025 Q1 2025	Retirement Planning CO Of New England, Inc. Warwick, RI	BUY	-	1.16K + 54.26%	$295K - $318K	3.3K $804K
May 05, 2025 Q1 2025	Wny Asset Management, LLC Williamsville, NY	BUY	-	1.13K + 27.49%	$286K - $308K	5.22K $1.27M
May 15, 2025 Q1 2025	Prospera Financial Services Inc	BUY	-	1.12K + 35.71%	$285K - $307K	4.26K $1.04M
Apr 08, 2025 Q1 2025	Advisory Alpha, LLC	BUY	-	1.11K New	$282K - $304K	1.11K $271K
May 02, 2025 Q1 2025	Kingsview Wealth Management, LLC Grants Pass, OR	BUY	-	1.1K New	$280K - $302K	1.1K $269K
Apr 22, 2025 Q1 2025	Ridgecrest Wealth Partners, LLC	BUY	-	1.1K New	$278K - $300K	1.1K $267K
May 13, 2025 Q1 2025	Steward Partners Investment Advisory, LLC	BUY	-	1.09K + 6.29%	$277K - $298K	18.4K $4.48M
May 07, 2025 Q1 2025	Passive Capital Management, Llc. Baltimore, MD	BUY	-	1.06K New	$270K - $291K	1.06K $259K
Apr 14, 2025 Q1 2025	Upper Left Wealth Management, LLC	BUY	-	1.05K New	$267K - $288K	1.05K $256K
May 06, 2025 Q1 2025	Efficient Advisors, LLC	BUY	-	1.04K New	$263K - $283K	1.04K $252K
May 12, 2025 Q1 2025	Rossmore Private Capital Glastonbury, CT	BUY	-	1.03K New	$260K - $281K	1.03K $250K
May 12, 2025 Q1 2025	Peapack Gladstone Financial Corp Bedminster, NJ	BUY	-	1.02K + 1.08%	$259K - $280K	95.2K $23.2M
Apr 28, 2025 Q1 2025	Rossby Financial, Lcc Melbourne, FL	BUY	-	1.02K + 18.81%	$259K - $279K	6.44K $1.57M
Apr 14, 2025 Q1 2025	Cedar Mountain Advisors, LLC	BUY	-	1.02K + 2.14%	$258K - $278K	48.6K $11.8M
May 02, 2025 Q1 2025	Bridgewater Advisors Inc.	BUY	-	1.01K New	$257K - $277K	1.01K $246K
Apr 23, 2025 Q1 2025	Sol Capital Management CO	BUY	-	1K + 13.4%	$255K - $274K	8.48K $2.07M
Apr 16, 2025 Q1 2025	Ballew Advisors, Inc	BUY	-	1K New	$254K - $274K	1K $244K
Apr 23, 2025 Q1 2025	Nvest Financial, LLC	BUY	-	996 + 5.29%	$253K - $273K	19.8K $4.83M
Apr 09, 2025 Q1 2025	Rfg Advisory, LLC Birmingham, AL	BUY	-	988 New	$251K - $271K	988 $241K
Apr 08, 2025 Q1 2025	Somerset Trust CO	BUY	-	958 New	$243K - $262K	958 $234K
May 20, 2025 Q1 2025	Anchor Investment Management, LLC Columbia, SC	BUY	-	955 + 6.46%	$243K - $262K	15.7K $3.83M
Apr 11, 2025 Q1 2025	Joule Financial, LLC	BUY	-	943 + 10.27%	$240K - $258K	10.1K $2.47M
Apr 10, 2025 Q1 2025	Apella Capital, LLC	BUY	-	917 New	$233K - $251K	917 $224K
May 01, 2025 Q1 2025	Schechter Investment Advisors, LLC Birmingham, MI	BUY	-	909 New	$231K - $249K	909 $222K
May 15, 2025 Q1 2025	Betterment LLC New York, NY	BUY	-	905 New	$230K - $248K	905 $221K
Apr 23, 2025 Q1 2025	Creative Financial Designs Inc	BUY	-	901 + 11.51%	$229K - $247K	8.73K $2.13M
Apr 29, 2025 Q1 2025	Brookstone Capital Management	BUY	-	897 + 8.2%	$228K - $246K	11.8K $2.89M
Apr 30, 2025 Q1 2025	Thrive Capital Management, LLC Fort Washington, PA	BUY	-	877 New	$223K - $240K	877 $214K
Apr 10, 2025 Q1 2025	Retirement Planning Group	BUY	-	876 + 56.96%	$223K - $240K	2.41K $588K
Apr 08, 2025 Q1 2025	Ivc Wealth Advisors LLC	BUY	-	875 + 56.02%	$222K - $240K	2.44K $594K
May 09, 2025 Q1 2025	Alpha Core Capital LLC La Jolla, CA	BUY	-	871 New	$221K - $239K	871 $212K
Apr 21, 2025 Q1 2025	Sterling Investment Counsel, LLC	BUY	-	868 New	$221K - $238K	868 $212K
May 05, 2025 Q1 2025	Fountainhead Am, LLC Warren, NJ	BUY	-	863 + 82.19%	$219K - $236K	1.91K $466K
May 15, 2025 Q1 2025	Tcg Advisory Services, LLC Austin, TX	BUY	-	857 New	$218K - $235K	857 $209K
May 07, 2025 Q1 2025	Pinnacle Wealth Management Advisory Group, LLC	BUY	-	825 New	$210K - $226K	825 $201K
Apr 25, 2025 Q1 2025	Clear Creek Financial Management, LLC	BUY	-	819 New	$208K - $224K	819 $200K
May 07, 2025 Q1 2025	N.E.W. Advisory Services LLC	BUY	-	808 + 15.47%	$205K - $221K	6.03K $1.47M
Apr 29, 2025 Q1 2025	Vickerman Investment Advisors, Inc. Spokane, WA	BUY	-	797 New	$202K - $218K	797 $194K
Apr 22, 2025 Q1 2025	Moser Wealth Advisors, LLC	BUY	-	791 + 4.66%	$201K - $217K	17.8K $4.33M
May 15, 2025 Q1 2025	Evercore Wealth Management, LLC New York, NY	BUY	-	788 New	$200K - $216K	788 $192K
May 02, 2025 Q1 2025	Richmond Brothers, Inc. Jackson, MI	BUY	-	785 + 5.81%	$199K - $215K	14.3K $3.48M

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Operation

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Value

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Type

P - Open market or private purchase×

S - Open market or private sale×

V - Transaction voluntarily reported earlier than required×

A - Grant, award, or other acquisition×

D - Sale (or disposition) back to the issuer×

F - Payment of exercise price or tax liability×

I - Discretionary transaction×

M - Exercise of conversion of derivative security×

C - Conversion of derivative security×

E - Expiration of short derivative position×

H - Expiration (or cancellation) of long derivative position with value received×

O - Exercise of out-of-the-money derivative securities×

X - Exercise of in-the-money or at-the-money derivatives securities×

G - Bona fide gift×

L - Small Acquisition×

W - Acquisition or disposition by will or laws×

Z - Deposit into or withdrawal from voting trust×

J - Other acquisition or disposition×

K - Transaction in equity swap or similar instrument×

U - Disposition due to a tender of shares in a change of control transaction×

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Account

Purchases and Sales Made in Q1 2025 in Vanguard Health Care ETF (VHT)

1.31K

1.3K

1.28K

1.23K

1.21K

1.19K

1.18K

1.17K

1.16K

1.16K

1.13K

1.12K

1.11K

1.1K

1.1K

1.09K

1.06K

1.05K

1.04K

1.03K

1.02K

1.02K

1.02K

1.01K

1K

1K

996

988

958

955

943

917

909

905

901

897

877

876

875

871

868

863

857

825

819

808

797

791

788

785

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Institutional Portfolio Updates

Insider Trading

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