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 06, 2023
Q3 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
26+ 1.13% |
$6.11K - $6.52K
|
2.33K
$569K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
25+ 0.61% |
$5.88K - $6.27K
|
4.11K
$1M
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
25+ 1.79% |
$5.88K - $6.27K
|
1.42K
$346K
|
|
|
Nov 13, 2023
Q3 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
25+ 0.61% |
$5.88K - $6.27K
|
4.11K
$1M
|
|
|
Oct 24, 2023
Q3 2023
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
25+ 2.11% |
$5.88K - $6.27K
|
1.21K
$295K
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
24+ 6.43% |
$5.64K - $6.02K
|
397
$96.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
22+ 0.8% |
$5.17K - $5.52K
|
2.79K
$679K
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
BUY
|
- |
21+ 0.98% |
$4.94K - $5.27K
|
2.16K
$525K
|
|
|
Nov 09, 2023
Q3 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
17+ 62.96% |
$4K - $4.26K
|
44
$10.7K
|
|
|
Nov 06, 2023
Q3 2023
|
Forefront Wealth Management Inc.
|
BUY
|
- |
17+ 0.63% |
$4K - $4.26K
|
2.72K
$663K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
16+ 0.7% |
$3.76K - $4.01K
|
2.29K
$559K
|
|
|
Aug 22, 2024
Q3 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
14+ 0.97% |
$3.29K - $3.51K
|
1.46K
$355K
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
11New |
$2.59K - $2.76K
|
11
$2.68K
|
|
|
Oct 13, 2023
Q3 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
10+ 0.2% |
$2.35K - $2.51K
|
5.02K
$1.22M
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
9+ 22.5% |
$2.12K - $2.26K
|
49
$11.9K
|
|
|
Oct 26, 2023
Q3 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
8+ 0.19% |
$1.88K - $2.01K
|
4.23K
$1.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
8+ 2.33% |
$1.88K - $2.01K
|
352
$85.8K
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
8+ 0.71% |
$1.88K - $2.01K
|
1.13K
$275K
|
|
|
Oct 31, 2023
Q3 2023
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
8+ 0.15% |
$1.88K - $2.01K
|
5.39K
$1.31M
|
|
|
Nov 13, 2023
Q3 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
8+ 0.37% |
$1.88K - $2.01K
|
2.16K
$527K
|
|
|
Oct 19, 2023
Q3 2023
|
Flagship Private Wealth, LLC
|
BUY
|
- |
8+ 0.3% |
$1.88K - $2.01K
|
2.66K
$648K
|
|
|
Oct 23, 2023
Q3 2023
|
Rmr Wealth Builders
|
BUY
|
- |
7+ 0.5% |
$1.65K - $1.76K
|
1.4K
$341K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
7+ 0.51% |
$1.65K - $1.76K
|
1.39K
$339K
|
|
|
Oct 16, 2023
Q3 2023
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
7+ 0.36% |
$1.65K - $1.76K
|
1.95K
$475K
|
|
|
Nov 07, 2023
Q3 2023
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
7+ 0.21% |
$1.65K - $1.76K
|
3.3K
$805K
|
|
|
Oct 31, 2023
Q3 2023
|
Sierra Capital LLC
|
BUY
|
- |
7+ 0.13% |
$1.65K - $1.76K
|
5.58K
$1.36M
|
|
|
Oct 24, 2023
Q3 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
7+ 0.2% |
$1.65K - $1.76K
|
3.52K
$857K
|
|
|
Nov 13, 2023
Q3 2023
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
7+ 0.41% |
$1.65K - $1.76K
|
1.7K
$414K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
6New |
$1.41K - $1.5K
|
6
$1.46K
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
6New |
$1.41K - $1.5K
|
6
$1.46K
|
|
|
Oct 18, 2023
Q3 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
5+ 0.34% |
$1.18K - $1.25K
|
1.46K
$357K
|
|
|
Sep 20, 2024
Q3 2023
|
Alm First Financial Advisors, LLC
Dallas, TX |
BUY
|
- |
5+ 0.36% |
$1.18K - $1.25K
|
1.38K
$337K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
5+ 0.41% |
$1.18K - $1.25K
|
1.21K
$296K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
4+ 0.37% |
$940 - $1K
|
1.08K
$264K
|
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
4+ 0.17% |
$940 - $1K
|
2.35K
$573K
|
|
|
Nov 09, 2023
Q3 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
4+ 0.42% |
$940 - $1K
|
952
$232K
|
|
|
Nov 13, 2023
Q3 2023
|
Coombe, Bender & CO LLC
|
BUY
|
- |
4+ 0.39% |
$940 - $1K
|
1.03K
$252K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
4+ 11.76% |
$940 - $1K
|
38
$9.26K
|
|
|
Oct 19, 2023
Q3 2023
|
Family Firm, Inc.
|
BUY
|
- |
4+ 0.38% |
$940 - $1K
|
1.07K
$260K
|
|
|
Oct 16, 2023
Q3 2023
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
3+ 0.18% |
$705 - $752
|
1.65K
$401K
|
|
|
Nov 15, 2023
Q3 2023
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
3+ 0.03% |
$705 - $752
|
9.3K
$2.27M
|
|
|
Nov 13, 2023
Q3 2023
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
3+ 0.0% |
$705 - $752
|
81.8K
$19.9M
|
|
|
Nov 06, 2023
Q3 2023
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
3+ 0.31% |
$705 - $752
|
967
$236K
|
|
|
Oct 10, 2023
Q3 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
3+ 0.3% |
$705 - $752
|
1.02K
$248K
|
|
|
Nov 09, 2023
Q3 2023
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
3+ 0.28% |
$705 - $752
|
1.09K
$266K
|
|
|
Nov 07, 2023
Q3 2023
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
3+ 0.32% |
$705 - $752
|
936
$228K
|
|
|
Oct 16, 2023
Q3 2023
|
Moller Financial Services
|
BUY
|
- |
3+ 0.29% |
$705 - $752
|
1.02K
$250K
|
|
|
Nov 01, 2023
Q3 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
3+ 0.3% |
$705 - $752
|
1.02K
$248K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 0.14% |
$470 - $502
|
1.44K
$350K
|
|
|
Oct 25, 2023
Q3 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2+ 0.1% |
$470 - $502
|
1.92K
$468K
|