Purchases and Sales Made in Q3 2021 in Vanguard Health Care ETF (VHT)
This table provides information about the institutional ownership of Vanguard Health Care ETF (VHT) during Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 15, 2021
Q3 2021
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
28+ 1.88% |
$6.92K - $7.44K
|
1.52K
$385K
|
|
Nov 08, 2021
Q3 2021
|
Keybank National Association
|
BUY
|
- |
27+ 2.55% |
$6.67K - $7.18K
|
1.09K
$276K
|
|
Nov 15, 2021
Q3 2021
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
27New |
$6.67K - $7.18K
|
27
$6.86K
|
|
Nov 12, 2021
Q3 2021
|
Pacific Sun Financial Corp
|
BUY
|
- |
22+ 1.14% |
$5.44K - $5.85K
|
1.95K
$494K
|
|
Oct 14, 2021
Q3 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
22+ 1.84% |
$5.44K - $5.85K
|
1.22K
$309K
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
20+ 13.16% |
$4.94K - $5.32K
|
172
$43.7K
|
|
Nov 12, 2021
Q3 2021
|
Mai Capital Management
|
BUY
|
- |
20+ 1.23% |
$4.94K - $5.32K
|
1.64K
$417K
|
|
Oct 28, 2021
Q3 2021
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
19New |
$4.7K - $5.05K
|
19
$4.83K
|
|
Oct 29, 2021
Q3 2021
|
Smart Money Group LLC
|
BUY
|
- |
18+ 1.43% |
$4.45K - $4.79K
|
1.27K
$324K
|
|
Oct 25, 2021
Q3 2021
|
Bcs Wealth Management
|
BUY
|
- |
17+ 0.48% |
$4.2K - $4.52K
|
3.58K
$910K
|
|
Nov 15, 2021
Q3 2021
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
17+ 0.31% |
$4.2K - $4.52K
|
5.57K
$1.41M
|
|
Nov 18, 2021
Q3 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
17+ 1.85% |
$4.2K - $4.52K
|
938
$238K
|
|
Nov 12, 2021
Q3 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
16+ 1.48% |
$3.95K - $4.25K
|
1.1K
$279K
|
|
Oct 12, 2021
Q3 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
15+ 8.29% |
$3.71K - $3.99K
|
196
$49.8K
|
|
Nov 12, 2021
Q3 2021
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
15+ 4.36% |
$3.71K - $3.99K
|
359
$91.2K
|
|
Nov 16, 2021
Q3 2021
|
Principle Wealth Partners LLC
|
BUY
|
- |
14+ 0.12% |
$3.46K - $3.72K
|
11.6K
$2.95M
|
|
Oct 28, 2021
Q3 2021
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
13+ 0.07% |
$3.21K - $3.46K
|
18.8K
$4.77M
|
|
Oct 29, 2021
Q3 2021
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
12+ 0.63% |
$2.97K - $3.19K
|
1.93K
$489K
|
|
Nov 09, 2021
Q3 2021
|
Red Cedar Capital, LLC
|
BUY
|
- |
10New |
$2.47K - $2.66K
|
10
$2.54K
|
|
Nov 09, 2021
Q3 2021
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
10+ 2.99% |
$2.47K - $2.66K
|
345
$87.7K
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
BUY
|
- |
9+ 900.0% |
$2.22K - $2.39K
|
10
$2.54K
|
|
Nov 12, 2021
Q3 2021
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
8+ 15.38% |
$1.98K - $2.13K
|
60
$15.2K
|
|
Nov 09, 2021
Q3 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
7+ 0.1% |
$1.73K - $1.86K
|
7K
$1.78M
|
|
Oct 27, 2021
Q3 2021
|
Baldwin Brothers LLC
|
BUY
|
- |
7+ 3.65% |
$1.73K - $1.86K
|
199
$50.6K
|
|
Oct 15, 2021
Q3 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
7+ 1.96% |
$1.73K - $1.86K
|
364
$92.5K
|
|
Nov 09, 2021
Q3 2021
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
6+ 0.05% |
$1.48K - $1.6K
|
12.5K
$3.17M
|
|
Nov 12, 2021
Q3 2021
|
North Rock Partners, LLC
|
BUY
|
- |
5+ 0.38% |
$1.24K - $1.33K
|
1.33K
$337K
|
|
Nov 01, 2021
Q3 2021
|
Salomon & Ludwin, LLC
|
BUY
|
- |
5+ 0.18% |
$1.24K - $1.33K
|
2.77K
$704K
|
|
Nov 10, 2021
Q3 2021
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
4+ 0.2% |
$989 - $1.06K
|
1.96K
$499K
|
|
Nov 04, 2021
Q3 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
3+ 0.17% |
$741 - $798
|
1.78K
$451K
|
|
Oct 08, 2021
Q3 2021
|
Collective Family Office LLC
|
BUY
|
- |
3+ 0.06% |
$741 - $798
|
4.93K
$1.25M
|
|
Oct 22, 2021
Q3 2021
|
Family Firm, Inc.
|
BUY
|
- |
3+ 0.3% |
$741 - $798
|
1K
$254K
|
|
Oct 28, 2021
Q3 2021
|
Better Money Decisions, LLC
|
BUY
|
- |
2+ 0.04% |
$494 - $532
|
4.7K
$1.19M
|
|
Nov 10, 2021
Q3 2021
|
Cx Institutional
|
BUY
|
- |
1+ 20.0% |
$247 - $266
|
6
$1.52K
|
|
Nov 15, 2021
Q3 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.09% |
$247 - $266
|
1.07K
$272K
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
BUY
|
- |
1+ 0.04% |
$247 - $266
|
2.66K
$675K
|
|
Nov 02, 2021
Q3 2021
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1- 0.02% |
$247 - $266
|
4.69K
$1.19M
|
|
Oct 21, 2021
Q3 2021
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-1- 0.11% |
$247 - $266
|
933
$237K
|
|
Nov 08, 2021
Q3 2021
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-2- 0.19% |
$494 - $532
|
1.05K
$267K
|
|
Oct 22, 2021
Q3 2021
|
James Investment Research Inc
|
SELL
|
- |
-4- 26.67% |
$989 - $1.06K
|
11
$2.79K
|
|
Nov 12, 2021
Q3 2021
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-4- 0.17% |
$989 - $1.06K
|
2.4K
$611K
|
|
Nov 09, 2021
Q3 2021
|
Hudock, Inc.
|
SELL
|
- |
-5- 2.21% |
$1.24K - $1.33K
|
221
$56.1K
|
|
Nov 15, 2021
Q3 2021
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-7- 3.66% |
$1.73K - $1.86K
|
184
$46.7K
|
|
Nov 03, 2021
Q3 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-7- 0.23% |
$1.73K - $1.86K
|
3.02K
$767K
|
|
Nov 09, 2021
Q3 2021
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-8- 0.4% |
$1.98K - $2.13K
|
2.01K
$510K
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-10- 0.54% |
$2.47K - $2.66K
|
1.84K
$468K
|
|
Nov 09, 2021
Q3 2021
|
Parsons Capital Management Inc
|
SELL
|
- |
-11- 0.22% |
$2.72K - $2.92K
|
5.1K
$1.3M
|
|
Oct 12, 2021
Q3 2021
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-11- 1.05% |
$2.72K - $2.92K
|
1.04K
$263K
|
|
Nov 04, 2021
Q3 2021
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-12- 0.4% |
$2.97K - $3.19K
|
2.99K
$760K
|
|
Nov 12, 2021
Q3 2021
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-15- 1.0% |
$3.71K - $3.99K
|
1.49K
$378K
|