Purchases and Sales Made in Q4 2023 in Vanguard Health Care ETF (VHT)
This table provides information about the institutional ownership of Vanguard Health Care ETF (VHT) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
13+ 0.55% |
$2.9K - $3.26K
|
2.36K
$631K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
13+ 0.04% |
$2.9K - $3.26K
|
29.2K
$7.78M
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
13+ 1.66% |
$2.9K - $3.26K
|
796
$212K
|
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
12+ 0.43% |
$2.68K - $3.01K
|
2.78K
$741K
|
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
12+ 0.74% |
$2.68K - $3.01K
|
1.64K
$438K
|
|
|
Feb 12, 2024
Q4 2023
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
12+ 0.71% |
$2.68K - $3.01K
|
1.71K
$457K
|
|
|
Jan 23, 2024
Q4 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
11+ 1.16% |
$2.45K - $2.76K
|
962
$257K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
11+ 0.5% |
$2.45K - $2.76K
|
2.21K
$589K
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
11+ 0.18% |
$2.45K - $2.76K
|
6.18K
$1.65M
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
11+ 0.57% |
$2.45K - $2.76K
|
1.93K
$515K
|
|
|
Jan 23, 2024
Q4 2023
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
10+ 0.76% |
$2.23K - $2.51K
|
1.33K
$356K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
10New |
$2.23K - $2.51K
|
10
$2.67K
|
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
9+ 1.01% |
$2.01K - $2.26K
|
897
$239K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
8+ 0.39% |
$1.78K - $2.01K
|
2.06K
$550K
|
|
|
Jan 17, 2024
Q4 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
8+ 0.77% |
$1.78K - $2.01K
|
1.05K
$281K
|
|
|
Jan 18, 2024
Q4 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
8+ 0.4% |
$1.78K - $2.01K
|
2K
$533K
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
8+ 13.56% |
$1.78K - $2.01K
|
67
$17.9K
|
|
|
Jan 10, 2024
Q4 2023
|
Moller Financial Services
|
BUY
|
- |
8+ 0.78% |
$1.78K - $2.01K
|
1.03K
$275K
|
|
|
Jan 16, 2024
Q4 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
8+ 0.87% |
$1.78K - $2.01K
|
932
$249K
|
|
|
Jan 12, 2024
Q4 2023
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
8+ 0.49% |
$1.78K - $2.01K
|
1.65K
$441K
|
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
8+ 13.56% |
$1.78K - $2.01K
|
67
$17.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
8+ 0.21% |
$1.78K - $2.01K
|
3.91K
$1.04M
|
|
|
Jan 29, 2024
Q4 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
7+ 0.69% |
$1.56K - $1.76K
|
1.02K
$273K
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
7+ 0.31% |
$1.56K - $1.76K
|
2.27K
$607K
|
|
|
Feb 27, 2024
Q4 2023
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
7+ 0.75% |
$1.56K - $1.76K
|
943
$252K
|
|
|
Feb 05, 2024
Q4 2023
|
Family Firm, Inc.
|
BUY
|
- |
7+ 0.66% |
$1.56K - $1.76K
|
1.07K
$286K
|
|
|
Jan 30, 2024
Q4 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
7+ 0.38% |
$1.56K - $1.76K
|
1.86K
$495K
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
7+ 0.73% |
$1.56K - $1.76K
|
962
$257K
|
|
|
Jan 23, 2024
Q4 2023
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
6+ 0.69% |
$1.34K - $1.51K
|
879
$235K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
6+ 0.46% |
$1.34K - $1.51K
|
1.3K
$347K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
5+ 0.41% |
$1.12K - $1.26K
|
1.21K
$324K
|
|
|
Feb 13, 2024
Q4 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
5+ 0.19% |
$1.12K - $1.26K
|
2.67K
$712K
|
|
|
Sep 20, 2024
Q4 2023
|
Alm First Financial Advisors, LLC
Dallas, TX |
BUY
|
- |
5+ 0.36% |
$1.12K - $1.26K
|
1.39K
$371K
|
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
5+ 0.2% |
$1.12K - $1.26K
|
2.52K
$673K
|
|
|
Jan 22, 2024
Q4 2023
|
Jb Capital LLC
|
BUY
|
- |
5+ 0.46% |
$1.12K - $1.26K
|
1.1K
$293K
|
|
|
Feb 05, 2024
Q4 2023
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
5+ 0.52% |
$1.12K - $1.26K
|
972
$259K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
4New |
$892 - $1K
|
4
$1.07K
|
|
|
Jan 30, 2024
Q4 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
4+ 0.27% |
$892 - $1K
|
1.47K
$392K
|
|
|
Feb 09, 2024
Q4 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
4+ 0.33% |
$892 - $1K
|
1.22K
$325K
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
4+ 0.04% |
$892 - $1K
|
10.4K
$2.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
4New |
$892 - $1K
|
4
$1.07K
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
4+ 0.36% |
$892 - $1K
|
1.12K
$300K
|
|
|
Jan 10, 2024
Q4 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
4+ 0.35% |
$892 - $1K
|
1.15K
$306K
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
4+ 0.1% |
$892 - $1K
|
3.88K
$1.04M
|
|
|
Jan 10, 2024
Q4 2023
|
Northstar Group, Inc.
|
BUY
|
- |
3+ 0.05% |
$669 - $753
|
6.35K
$1.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
3New |
$669 - $753
|
3
$801
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
3+ 0.57% |
$669 - $753
|
533
$142K
|
|
|
Jan 25, 2024
Q4 2023
|
Moseley Investment Management Inc
|
BUY
|
- |
3+ 0.21% |
$669 - $753
|
1.47K
$391K
|
|
|
Feb 05, 2024
Q4 2023
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
3+ 0.13% |
$669 - $753
|
2.36K
$630K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2+ 0.94% |
$446 - $502
|
215
$57.4K
|