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 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2+ 0.94% |
$446 - $502
|
215
$54.6K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
2+ 0.0% |
$446 - $502
|
42K
$10.7M
|
|
|
Jan 10, 2024
Q4 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
2+ 0.21% |
$446 - $502
|
938
$238K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1+ 0.72% |
$223 - $251
|
140
$35.6K
|
|
|
Jan 17, 2024
Q4 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
1+ 0.07% |
$223 - $251
|
1.5K
$381K
|
|
|
Jan 18, 2024
Q4 2023
|
Life Steps Financial, Inc.
|
BUY
|
- |
1+ 0.08% |
$223 - $251
|
1.3K
$330K
|
|
|
Feb 14, 2024
Q4 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
1+ 0.01% |
$223 - $251
|
6.76K
$1.72M
|
|
|
Jan 23, 2024
Q4 2023
|
Patten & Patten Inc
|
BUY
|
- |
1+ 0.06% |
$223 - $251
|
1.72K
$437K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
1+ 0.08% |
$223 - $251
|
1.22K
$309K
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
1+ 0.1% |
$223 - $251
|
995
$253K
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.32% |
$223 - $251
|
310
$78.8K
|
|
|
Jan 22, 2024
Q4 2023
|
Sns Financial Group, LLC
|
BUY
|
- |
1+ 0.11% |
$223 - $251
|
886
$225K
|
|
|
Jan 12, 2024
Q4 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
1+ 0.09% |
$223 - $251
|
1.06K
$269K
|
|
|
Feb 08, 2024
Q4 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
1+ 0.05% |
$223 - $251
|
1.82K
$463K
|
|
|
Feb 05, 2024
Q4 2023
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
1+ 0.11% |
$223 - $251
|
943
$240K
|
|
|
Jan 23, 2024
Q4 2023
|
Alera Investment Advisors, LLC
|
BUY
|
- |
1+ 0.06% |
$223 - $251
|
1.61K
$408K
|
|
|
Feb 06, 2024
Q4 2023
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
1+ 0.1% |
$223 - $251
|
999
$254K
|
|
|
Jan 23, 2024
Q4 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1+ 1.59% |
$223 - $251
|
64
$16.3K
|
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1+ 5.56% |
$223 - $251
|
19
$4.83K
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-1- 0.05% |
$223 - $251
|
2.2K
$560K
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
SELL
|
- |
-1- 0.73% |
$223 - $251
|
136
$34.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Wms Partners, LLC
|
SELL
|
- |
-2- 0.07% |
$446 - $502
|
2.72K
$691K
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-4- 66.67% |
$892 - $1K
|
2
$508
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-4- 10.53% |
$892 - $1K
|
34
$8.64K
|
|
|
Feb 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-6- 0.35% |
$1.34K - $1.51K
|
1.71K
$434K
|
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-6- 0.34% |
$1.34K - $1.51K
|
1.78K
$451K
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-6- 0.53% |
$1.34K - $1.51K
|
1.13K
$287K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
SELL
|
- |
-7- 0.57% |
$1.56K - $1.76K
|
1.23K
$311K
|
|
|
Feb 13, 2024
Q4 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-7- 0.45% |
$1.56K - $1.76K
|
1.55K
$395K
|
|
|
Jan 12, 2024
Q4 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-7- 0.42% |
$1.56K - $1.76K
|
1.68K
$426K
|
|
|
Jan 11, 2024
Q4 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-8- 0.84% |
$1.78K - $2.01K
|
944
$240K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-9- 0.36% |
$2.01K - $2.26K
|
2.48K
$631K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-10- 0.44% |
$2.23K - $2.51K
|
2.28K
$580K
|
|
|
Feb 05, 2024
Q4 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-11- 0.71% |
$2.45K - $2.76K
|
1.53K
$388K
|
|
|
Feb 12, 2024
Q4 2023
|
Arrow Financial Corp
|
SELL
|
- |
-12- 23.08% |
$2.68K - $3.01K
|
40
$10.2K
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-12- 1.48% |
$2.68K - $3.01K
|
799
$203K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-14- 1.4% |
$3.12K - $3.52K
|
984
$250K
|
|
|
Feb 01, 2024
Q4 2023
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-15- 0.47% |
$3.35K - $3.77K
|
3.2K
$814K
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-15- 1.69% |
$3.35K - $3.77K
|
873
$222K
|
|
|
Feb 07, 2024
Q4 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-15- 0.28% |
$3.35K - $3.77K
|
5.41K
$1.37M
|
|
|
Feb 06, 2024
Q4 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-16- 0.42% |
$3.57K - $4.02K
|
3.8K
$966K
|
|
|
Jan 31, 2024
Q4 2023
|
Financial Consulate, Inc
|
SELL
|
- |
-17- 1.35% |
$3.79K - $4.27K
|
1.24K
$315K
|
|
|
Jan 18, 2024
Q4 2023
|
Accel Wealth Management
|
SELL
|
- |
-17- 0.26% |
$3.79K - $4.27K
|
6.52K
$1.66M
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-21- 3.8% |
$4.69K - $5.27K
|
531
$135K
|
|
|
Feb 16, 2024
Q4 2023
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-21- 1.32% |
$4.69K - $5.27K
|
1.57K
$398K
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-21- 2.04% |
$4.69K - $5.27K
|
1.01K
$256K
|
|
|
Feb 07, 2024
Q4 2023
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
SELL
|
- |
-22- 0.06% |
$4.91K - $5.52K
|
39.3K
$9.98M
|
|
|
Feb 06, 2024
Q4 2023
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-24- 0.43% |
$5.35K - $6.03K
|
5.56K
$1.41M
|
|
|
Jan 11, 2024
Q4 2023
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-24- 1.71% |
$5.35K - $6.03K
|
1.38K
$351K
|
|
|
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-25- 0.14% |
$5.58K - $6.28K
|
17.9K
$4.54M
|