Purchases and Sales Made in Q2 2023 in Vanguard Health Care ETF (VHT)
This table provides information about the institutional ownership of Vanguard Health Care ETF (VHT) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 27, 2023
Q2 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
604+ 7.04% |
$141K - $151K
|
9.18K
$2.5M
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
572+ 32.23% |
$134K - $143K
|
2.35K
$638K
|
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
559+ 52.69% |
$131K - $139K
|
1.62K
$440K
|
|
Aug 10, 2023
Q2 2023
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
557+ 2.93% |
$130K - $139K
|
19.6K
$5.32M
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
545+ 28.14% |
$128K - $136K
|
2.48K
$675K
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
537+ 3.47% |
$126K - $134K
|
16K
$4.35M
|
|
Aug 11, 2023
Q2 2023
|
True Private Wealth Advisors
|
BUY
|
- |
535+ 3.13% |
$125K - $133K
|
17.6K
$4.8M
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
535+ 37.0% |
$125K - $133K
|
1.98K
$539K
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
533+ 42.13% |
$125K - $133K
|
1.8K
$489K
|
|
Jul 13, 2023
Q2 2023
|
Rda Financial Network
|
BUY
|
- |
520+ 7.88% |
$122K - $130K
|
7.12K
$1.94M
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
512+ 0.52% |
$120K - $128K
|
98.2K
$26.7M
|
|
Jul 27, 2023
Q2 2023
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
512+ 18.39% |
$120K - $128K
|
3.3K
$896K
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
509+ 10.38% |
$119K - $127K
|
5.41K
$1.47M
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
509+ 10.38% |
$119K - $127K
|
5.41K
$1.47M
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
BUY
|
- |
509New |
$119K - $127K
|
509
$138K
|
|
Aug 02, 2023
Q2 2023
|
Hudson Value Partners, LLC
|
BUY
|
- |
507+ 11.73% |
$119K - $126K
|
4.83K
$1.31M
|
|
Jul 25, 2023
Q2 2023
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
491+ 6.49% |
$115K - $122K
|
8.06K
$2.19M
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
490+ 33.0% |
$115K - $122K
|
1.98K
$537K
|
|
Aug 03, 2023
Q2 2023
|
Quaker Wealth Management, LLC
|
BUY
|
- |
488+ 2.02% |
$114K - $122K
|
24.7K
$6.7M
|
|
Aug 07, 2023
Q2 2023
|
Madden Advisory Services, Inc.
|
BUY
|
- |
483+ 4.37% |
$113K - $120K
|
11.5K
$3.13M
|
|
Jul 19, 2023
Q2 2023
|
Ballast, Inc.
|
BUY
|
- |
477+ 2.14% |
$112K - $119K
|
22.8K
$6.19M
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
474+ 19.72% |
$111K - $118K
|
2.88K
$782K
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
BUY
|
- |
469+ 617.11% |
$110K - $117K
|
545
$148K
|
|
Jul 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
460+ 17.25% |
$108K - $115K
|
3.13K
$850K
|
|
Aug 18, 2023
Q2 2023
|
Coombe, Bender & CO LLC
|
BUY
|
- |
436+ 73.52% |
$102K - $109K
|
1.03K
$280K
|
|
Jul 26, 2023
Q2 2023
|
Everett Harris & CO
|
BUY
|
- |
432+ 0.06% |
$101K - $108K
|
752K
$204M
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
431+ 12.61% |
$101K - $107K
|
3.85K
$1.05M
|
|
Aug 02, 2023
Q2 2023
|
North Rock Partners, LLC
|
BUY
|
- |
421+ 31.14% |
$98.6K - $105K
|
1.77K
$482K
|
|
Jul 26, 2023
Q2 2023
|
Sol Capital Management CO
|
BUY
|
- |
420+ 7.45% |
$98.3K - $105K
|
6.06K
$1.65M
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
399+ 3.94% |
$93.4K - $99.5K
|
10.5K
$2.86M
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
BUY
|
- |
396+ 12.2% |
$92.7K - $98.7K
|
3.64K
$990K
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
373+ 1.01% |
$87.3K - $93K
|
37.2K
$10.1M
|
|
Jul 20, 2023
Q2 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
350+ 6.72% |
$81.9K - $87.3K
|
5.56K
$1.51M
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
350+ 13.77% |
$81.9K - $87.3K
|
2.89K
$786K
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
344+ 4.48% |
$80.5K - $85.8K
|
8.03K
$2.18M
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
344New |
$80.5K - $85.8K
|
344
$93.5K
|
|
Aug 07, 2023
Q2 2023
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
337+ 1.16% |
$78.9K - $84K
|
29.3K
$7.97M
|
|
Aug 11, 2023
Q2 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
314+ 2.3% |
$73.5K - $78.3K
|
14K
$3.8M
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
313+ 31.18% |
$73.3K - $78K
|
1.32K
$358K
|
|
Jul 20, 2023
Q2 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
299+ 2.39% |
$70K - $74.5K
|
12.8K
$3.49M
|
|
Jul 21, 2023
Q2 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
299+ 29.57% |
$70K - $74.5K
|
1.31K
$356K
|
|
Jul 25, 2023
Q2 2023
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
295+ 5.8% |
$69.1K - $73.5K
|
5.38K
$1.46M
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
290+ 20.88% |
$67.9K - $72.3K
|
1.68K
$456K
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
289+ 0.44% |
$67.7K - $72K
|
65.8K
$17.9M
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
287+ 0.76% |
$67.2K - $71.5K
|
38.3K
$10.4M
|
|
Aug 02, 2023
Q2 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
285+ 32.91% |
$66.7K - $71.1K
|
1.15K
$313K
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
282+ 3.69% |
$66K - $70.3K
|
7.93K
$2.16M
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
282+ 3.69% |
$66K - $70.3K
|
7.93K
$2.16M
|
|
Aug 11, 2023
Q2 2023
|
Destination Wealth Management
|
BUY
|
- |
270+ 1.48% |
$63.2K - $67.3K
|
18.5K
$5.02M
|
|
Aug 14, 2023
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
269+ 0.64% |
$63K - $67.1K
|
42K
$11.4M
|