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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2023
Q3 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2+ 0.1% |
$470 - $502
|
1.92K
$487K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 0.14% |
$470 - $502
|
1.44K
$365K
|
|
|
Nov 06, 2023
Q3 2023
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
2+ 0.15% |
$470 - $502
|
1.29K
$329K
|
|
|
Nov 13, 2023
Q3 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
2+ 0.08% |
$470 - $502
|
2.52K
$639K
|
|
|
Nov 13, 2023
Q3 2023
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$235 - $251
|
5.22K
$1.33M
|
|
|
Nov 08, 2023
Q3 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
1+ 0.08% |
$235 - $251
|
1.28K
$325K
|
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1+ 0.09% |
$235 - $251
|
1.14K
$288K
|
|
|
Nov 14, 2023
Q3 2023
|
Cmg Global Holdings, LLC
|
BUY
|
- |
1+ 0.06% |
$235 - $251
|
1.59K
$403K
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 0.4% |
$235 - $251
|
250
$63.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1+ 0.02% |
$235 - $251
|
4.61K
$1.17M
|
|
|
Nov 06, 2023
Q3 2023
|
Keystone Financial Group
|
BUY
|
- |
1+ 0.07% |
$235 - $251
|
1.35K
$344K
|
|
|
Oct 05, 2023
Q3 2023
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
1+ 0.11% |
$235 - $251
|
877
$223K
|
|
|
Oct 20, 2023
Q3 2023
|
One Day In July LLC
|
BUY
|
- |
1+ 0.02% |
$235 - $251
|
4.24K
$1.08M
|
|
|
Oct 19, 2023
Q3 2023
|
Northstar Group, Inc.
|
BUY
|
- |
1+ 0.02% |
$235 - $251
|
6.35K
$1.61M
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 0.1% |
$235 - $251
|
986
$250K
|
|
|
Oct 30, 2023
Q3 2023
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
1+ 0.04% |
$235 - $251
|
2.36K
$599K
|
|
|
Oct 17, 2023
Q3 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
1+ 0.04% |
$235 - $251
|
2.78K
$706K
|
|
|
Oct 16, 2023
Q3 2023
|
Moseley Investment Management Inc
|
BUY
|
- |
1+ 0.07% |
$235 - $251
|
1.46K
$371K
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-1- 0.05% |
$235 - $251
|
1.85K
$471K
|
|
|
Oct 31, 2023
Q3 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-1- 0.5% |
$235 - $251
|
199
$50.5K
|
|
|
Oct 19, 2023
Q3 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-2- 0.05% |
$470 - $502
|
4.21K
$1.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-4- 0.12% |
$940 - $1K
|
3.42K
$867K
|
|
|
Nov 13, 2023
Q3 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-4- 8.89% |
$940 - $1K
|
41
$10.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-7- 0.21% |
$1.65K - $1.76K
|
3.26K
$826K
|
|
|
Oct 24, 2023
Q3 2023
|
Apexium Financial, LP
|
SELL
|
- |
-7- 0.31% |
$1.65K - $1.76K
|
2.28K
$579K
|
|
|
Oct 25, 2023
Q3 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-8- 0.21% |
$1.88K - $2.01K
|
3.82K
$969K
|
|
|
Nov 09, 2023
Q3 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-8- 0.65% |
$1.88K - $2.01K
|
1.21K
$308K
|
|
|
Nov 09, 2023
Q3 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-8- 0.21% |
$1.88K - $2.01K
|
3.83K
$972K
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-9- 0.17% |
$2.12K - $2.26K
|
5.41K
$1.37M
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-9- 0.17% |
$2.12K - $2.26K
|
5.41K
$1.37M
|
|
|
Oct 30, 2023
Q3 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-10- 1.06% |
$2.35K - $2.51K
|
930
$236K
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-10- 1.44% |
$2.35K - $2.51K
|
683
$173K
|
|
|
Mar 12, 2024
Q3 2023
|
Executive Wealth Group LLC
Kirkland, WA |
SELL
|
- |
-12- 0.02% |
$2.82K - $3.01K
|
50.8K
$12.9M
|
|
|
Dec 11, 2023
Q3 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-12- 1.1% |
$2.82K - $3.01K
|
1.08K
$274K
|
|
|
Nov 14, 2023
Q3 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-12- 0.79% |
$2.82K - $3.01K
|
1.5K
$380K
|
|
|
Nov 09, 2023
Q3 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-14- 0.95% |
$3.29K - $3.51K
|
1.46K
$369K
|
|
|
Oct 25, 2023
Q3 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-15- 1.3% |
$3.53K - $3.76K
|
1.14K
$290K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-15- 10.95% |
$3.53K - $3.76K
|
122
$31K
|
|
|
Nov 06, 2023
Q3 2023
|
Sonata Capital Group Inc
|
SELL
|
- |
-15- 0.66% |
$3.53K - $3.76K
|
2.26K
$573K
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-16- 0.7% |
$3.76K - $4.01K
|
2.27K
$575K
|
|
|
Oct 10, 2023
Q3 2023
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-17- 1.58% |
$4K - $4.26K
|
1.06K
$269K
|
|
|
Oct 23, 2023
Q3 2023
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-17- 0.14% |
$4K - $4.26K
|
11.9K
$3.02M
|
|
|
Nov 03, 2023
Q3 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-17- 0.95% |
$4K - $4.26K
|
1.78K
$452K
|
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-17- 1.08% |
$4K - $4.26K
|
1.56K
$397K
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
SELL
|
- |
-19- 8.68% |
$4.47K - $4.76K
|
200
$50.8K
|
|
|
Oct 16, 2023
Q3 2023
|
Norwood Financial Corp
|
SELL
|
- |
-20- 2.15% |
$4.7K - $5.02K
|
912
$232K
|
|
|
Nov 06, 2023
Q3 2023
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-20- 0.7% |
$4.7K - $5.02K
|
2.83K
$719K
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-25- 11.74% |
$5.88K - $6.27K
|
188
$47.7K
|
|
|
Nov 06, 2023
Q3 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-26- 0.43% |
$6.11K - $6.52K
|
6.02K
$1.53M
|