Purchases and Sales Made in Q3 2024 in Vanguard Health Care ETF (VHT)
This table provides information about the institutional ownership of Vanguard Health Care ETF (VHT) during Q3 2024. 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 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
674+ 19.8% |
$177K - $194K
|
4.08K
$1.04M
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
631+ 43.73% |
$165K - $182K
|
2.07K
$527K
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
610New |
$160K - $176K
|
610
$155K
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
588+ 100.51% |
$154K - $169K
|
1.17K
$298K
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
583New |
$153K - $168K
|
583
$148K
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
573+ 26.02% |
$150K - $165K
|
2.78K
$705K
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
553+ 7.11% |
$145K - $159K
|
8.33K
$2.11M
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
532+ 0.51% |
$139K - $153K
|
105K
$26.7M
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
512+ 8.85% |
$134K - $148K
|
6.3K
$1.6M
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
502+ 4.58% |
$131K - $145K
|
11.5K
$2.91M
|
|
Oct 03, 2024
Q3 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
501+ 3.96% |
$131K - $144K
|
13.2K
$3.34M
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
490+ 4.87% |
$128K - $141K
|
10.6K
$2.68M
|
|
Nov 13, 2024
Q3 2024
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
489New |
$128K - $141K
|
489
$124K
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
489+ 82.6% |
$128K - $141K
|
1.08K
$274K
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
483+ 4.48% |
$126K - $139K
|
11.3K
$2.86M
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
468+ 29.45% |
$123K - $135K
|
2.06K
$522K
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
464+ 16.73% |
$122K - $134K
|
3.24K
$822K
|
|
Oct 16, 2024
Q3 2024
|
Ballast, Inc.
|
BUY
|
- |
461+ 1.49% |
$121K - $133K
|
31.5K
$7.99M
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
456+ 4.62% |
$119K - $131K
|
10.3K
$2.62M
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
BUY
|
- |
425+ 7.55% |
$111K - $122K
|
6.06K
$1.54M
|
|
Oct 21, 2024
Q3 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
424+ 3.47% |
$111K - $122K
|
12.7K
$3.21M
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
417+ 2.48% |
$109K - $120K
|
17.2K
$4.37M
|
|
Nov 13, 2024
Q3 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
410+ 2.84% |
$107K - $118K
|
14.9K
$3.78M
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
406+ 9.61% |
$106K - $117K
|
4.63K
$1.18M
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
404+ 2.39% |
$106K - $116K
|
17.3K
$4.4M
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
397+ 5.86% |
$104K - $114K
|
7.17K
$1.82M
|
|
Oct 29, 2024
Q3 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
395+ 143.64% |
$103K - $114K
|
670
$170K
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
389+ 4.21% |
$102K - $112K
|
9.63K
$2.44M
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
386New |
$101K - $111K
|
386
$98K
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
383+ 13.88% |
$100K - $110K
|
3.14K
$798K
|
|
Oct 22, 2024
Q3 2024
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
373+ 2.0% |
$97.7K - $107K
|
19K
$4.83M
|
|
Nov 14, 2024
Q3 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
370+ 17.27% |
$96.9K - $107K
|
2.51K
$638K
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
361+ 26.8% |
$94.5K - $104K
|
1.71K
$434K
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
357New |
$93.5K - $103K
|
357
$90.6K
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
355+ 18.29% |
$93K - $102K
|
2.3K
$583K
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
326+ 0.73% |
$85.4K - $93.9K
|
45K
$11.4M
|
|
Oct 23, 2024
Q3 2024
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
321New |
$84.1K - $92.5K
|
321
$81.5K
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
318+ 18.2% |
$83.3K - $91.6K
|
2.07K
$524K
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
310New |
$81.2K - $89.3K
|
310
$78.7K
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
308+ 18.86% |
$80.7K - $88.7K
|
1.94K
$493K
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
308+ 669.57% |
$80.7K - $88.7K
|
354
$89.9K
|
|
Oct 28, 2024
Q3 2024
|
Bank Hapoalim Bm
|
BUY
|
- |
302+ 2.9% |
$79.1K - $87K
|
10.7K
$2.72M
|
|
Oct 04, 2024
Q3 2024
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
302+ 0.96% |
$79.1K - $87K
|
31.6K
$8.03M
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
290+ 17.99% |
$75.9K - $83.5K
|
1.9K
$483K
|
|
Nov 12, 2024
Q3 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
289+ 30.01% |
$75.7K - $83.3K
|
1.25K
$318K
|
|
Oct 28, 2024
Q3 2024
|
Atlas Financial Advisors, Inc.
|
BUY
|
- |
285+ 28.64% |
$74.6K - $82.1K
|
1.28K
$325K
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
285+ 18.7% |
$74.6K - $82.1K
|
1.81K
$459K
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
277+ 29.16% |
$72.5K - $79.8K
|
1.23K
$312K
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
277+ 4.06% |
$72.5K - $79.8K
|
7.1K
$1.8M
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
274+ 29.06% |
$71.8K - $78.9K
|
1.22K
$309K
|