Purchases and Sales Made in Q3 2023 in Vanguard Health Care ETF (VHT)
This table provides information about the institutional ownership of Vanguard Health Care ETF (VHT) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 09, 2023
Q3 2023
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
275+ 1.74% |
$64.7K - $69K
|
16.1K
$4.09M
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
274+ 3.41% |
$64.4K - $68.7K
|
8.3K
$2.11M
|
|
Nov 13, 2023
Q3 2023
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
273+ 5.59% |
$64.2K - $68.5K
|
5.16K
$1.31M
|
|
Nov 13, 2023
Q3 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
272+ 2.7% |
$63.9K - $68.2K
|
10.4K
$2.63M
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
271+ 29.23% |
$63.7K - $68K
|
1.2K
$304K
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
270+ 10.88% |
$63.5K - $67.7K
|
2.75K
$699K
|
|
Oct 11, 2023
Q3 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
250+ 3.91% |
$58.8K - $62.7K
|
6.64K
$1.69M
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
239+ 7.96% |
$56.2K - $59.9K
|
3.24K
$823K
|
|
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
BUY
|
- |
233+ 26.06% |
$54.8K - $58.4K
|
1.13K
$286K
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
230+ 2.33% |
$54.1K - $57.7K
|
10.1K
$2.57M
|
|
Oct 30, 2023
Q3 2023
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
226+ 2.81% |
$53.1K - $56.7K
|
8.28K
$2.1M
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
219+ 21.97% |
$51.5K - $54.9K
|
1.22K
$309K
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
BUY
|
- |
219+ 25.2% |
$51.5K - $54.9K
|
1.09K
$276K
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
211+ 2.78% |
$49.6K - $52.9K
|
7.8K
$1.98M
|
|
Oct 10, 2023
Q3 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
208+ 6.39% |
$48.9K - $52.2K
|
3.46K
$879K
|
|
Oct 13, 2023
Q3 2023
|
Nvest Financial, LLC
|
BUY
|
- |
204+ 1.8% |
$48K - $51.2K
|
11.6K
$2.93M
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
204+ 9.72% |
$48K - $51.2K
|
2.3K
$584K
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
197+ 8.63% |
$46.3K - $49.4K
|
2.48K
$629K
|
|
Oct 24, 2023
Q3 2023
|
Capital Advisors Inc
|
BUY
|
- |
191+ 5.23% |
$44.9K - $47.9K
|
3.85K
$976K
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
189+ 11.4% |
$44.4K - $47.4K
|
1.85K
$469K
|
|
Oct 25, 2023
Q3 2023
|
Penobscot Wealth Management
|
BUY
|
- |
189+ 1.62% |
$44.4K - $47.4K
|
11.8K
$3M
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
182+ 14.43% |
$42.8K - $45.6K
|
1.44K
$366K
|
|
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
163+ 3.39% |
$38.3K - $40.9K
|
4.97K
$1.26M
|
|
Oct 11, 2023
Q3 2023
|
First Financial Corp
|
BUY
|
- |
161+ 1.23% |
$37.9K - $40.4K
|
13.3K
$3.37M
|
|
Oct 30, 2023
Q3 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
161+ 1.45% |
$37.9K - $40.4K
|
11.2K
$2.85M
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
160+ 4.89% |
$37.6K - $40.1K
|
3.43K
$872K
|
|
Nov 03, 2023
Q3 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
160+ 20.13% |
$37.6K - $40.1K
|
955
$242K
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
158+ 0.42% |
$37.1K - $39.6K
|
37.4K
$9.5M
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
152+ 0.08% |
$35.7K - $38.1K
|
182K
$46.2M
|
|
Oct 05, 2023
Q3 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
147+ 2.82% |
$34.6K - $36.9K
|
5.35K
$1.36M
|
|
Nov 13, 2023
Q3 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
140+ 1.94% |
$32.9K - $35.1K
|
7.36K
$1.87M
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
BUY
|
- |
136+ 5.54% |
$32K - $34.1K
|
2.59K
$657K
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
BUY
|
- |
135+ 0.54% |
$31.7K - $33.9K
|
25.2K
$6.39M
|
|
Oct 04, 2023
Q3 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
133+ 2.39% |
$31.3K - $33.4K
|
5.69K
$1.44M
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
133+ 7.09% |
$31.3K - $33.4K
|
2.01K
$510K
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
128+ 3.13% |
$30.1K - $32.1K
|
4.22K
$1.07M
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
124New |
$29.2K - $31.1K
|
124
$31.5K
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
124+ 3.99% |
$29.2K - $31.1K
|
3.23K
$821K
|
|
Nov 14, 2023
Q3 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
123+ 2.16% |
$28.9K - $30.8K
|
5.83K
$1.48M
|
|
Nov 14, 2023
Q3 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
120+ 0.44% |
$28.2K - $30.1K
|
27.4K
$6.97M
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
118+ 2.71% |
$27.7K - $29.6K
|
4.48K
$1.14M
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
117+ 12.06% |
$27.5K - $29.3K
|
1.09K
$276K
|
|
Oct 24, 2023
Q3 2023
|
Essex Private Wealth Management, LLC
Topsfield, MA |
BUY
|
- |
111+ 1.42% |
$26.1K - $27.8K
|
7.94K
$2.02M
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
107+ 9.49% |
$25.2K - $26.8K
|
1.23K
$313K
|
|
Nov 07, 2023
Q3 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
107+ 0.26% |
$25.2K - $26.8K
|
40.6K
$10.3M
|
|
Nov 13, 2023
Q3 2023
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
104+ 1.84% |
$24.5K - $26.1K
|
5.77K
$1.46M
|
|
Nov 02, 2023
Q3 2023
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
104+ 1.93% |
$24.5K - $26.1K
|
5.49K
$1.39M
|
|
Nov 06, 2023
Q3 2023
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
100+ 4.5% |
$23.5K - $25.1K
|
2.32K
$590K
|
|
Oct 18, 2023
Q3 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
100+ 4.45% |
$23.5K - $25.1K
|
2.35K
$596K
|
|
Nov 13, 2023
Q3 2023
|
Goepper Burkhardt LLC
|
BUY
|
- |
96+ 0.28% |
$22.6K - $24.1K
|
34K
$8.62M
|