Purchases and Sales Made in Q4 2024 in Vanguard Health Care ETF (VHT)
This table provides information about the institutional ownership of Vanguard Health Care ETF (VHT) during Q4 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 |
---|---|---|---|---|---|---|---|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
492+ 30.11% |
$123K - $139K
|
2.13K
$573K
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
470New |
$118K - $133K
|
470
$127K
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
463+ 5.2% |
$116K - $131K
|
9.36K
$2.52M
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
454+ 7.21% |
$114K - $129K
|
6.75K
$1.82M
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
BUY
|
- |
436+ 3.63% |
$109K - $124K
|
12.4K
$3.35M
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
410+ 14.37% |
$103K - $116K
|
3.26K
$879K
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
394+ 0.55% |
$98.8K - $112K
|
72.5K
$19.5M
|
|
Jan 31, 2025
Q4 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
386+ 2.02% |
$96.8K - $109K
|
19.5K
$5.25M
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
378+ 12.66% |
$94.8K - $107K
|
3.36K
$906K
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
376New |
$94.3K - $107K
|
376
$101K
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
BUY
|
- |
368+ 2.08% |
$92.3K - $104K
|
18K
$4.86M
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
364+ 26.67% |
$91.3K - $103K
|
1.73K
$466K
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
330+ 11.82% |
$82.8K - $93.5K
|
3.12K
$841K
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
306+ 5.58% |
$76.7K - $86.7K
|
5.79K
$1.56M
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
304+ 9.68% |
$76.2K - $86.1K
|
3.45K
$928K
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
303+ 1.31% |
$76K - $85.8K
|
23.5K
$6.32M
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
284+ 36.18% |
$71.2K - $80.5K
|
1.07K
$288K
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
279+ 7.54% |
$70K - $79K
|
3.98K
$1.07M
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
277+ 1.63% |
$69.5K - $78.5K
|
17.3K
$4.66M
|
|
Feb 04, 2025
Q4 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
267+ 35.22% |
$67K - $75.6K
|
1.03K
$276K
|
|
Jan 22, 2025
Q4 2024
|
Nvest Financial, LLC
|
BUY
|
- |
266+ 1.43% |
$66.7K - $75.4K
|
18.8K
$5.07M
|
|
Feb 03, 2025
Q4 2024
|
Hikari Power LTD
|
BUY
|
- |
250+ 2.86% |
$62.7K - $70.8K
|
8.99K
$2.42M
|
|
Feb 07, 2025
Q4 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
248+ 4.73% |
$62.2K - $70.3K
|
5.49K
$1.48M
|
|
Jan 17, 2025
Q4 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
244+ 17.98% |
$61.2K - $69.1K
|
1.6K
$431K
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
242+ 17.04% |
$60.7K - $68.6K
|
1.66K
$448K
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
242+ 0.93% |
$60.7K - $68.6K
|
26.3K
$7.08M
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
241+ 17.41% |
$60.4K - $68.3K
|
1.63K
$438K
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
231+ 2.86% |
$57.9K - $65.4K
|
8.29K
$2.23M
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
230+ 6.71% |
$57.7K - $65.2K
|
3.66K
$985K
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
210+ 7.33% |
$52.7K - $59.5K
|
3.07K
$828K
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
205+ 12.58% |
$51.4K - $58.1K
|
1.84K
$494K
|
|
Jan 22, 2025
Q4 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
201+ 6.22% |
$50.4K - $56.9K
|
3.43K
$924K
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
196+ 3.57% |
$49.2K - $55.5K
|
5.68K
$1.53M
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
195+ 4.85% |
$48.9K - $55.2K
|
4.22K
$1.14M
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
BUY
|
- |
191+ 1.29% |
$47.9K - $54.1K
|
15K
$4.03M
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
190+ 0.49% |
$47.7K - $53.8K
|
39K
$10.5M
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
187+ 7.68% |
$46.9K - $53K
|
2.62K
$706K
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
173+ 7.74% |
$43.4K - $49K
|
2.41K
$648K
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
166New |
$41.6K - $47K
|
166
$44.7K
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
164+ 16.4% |
$41.1K - $46.5K
|
1.16K
$314K
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
160+ 21.8% |
$40.1K - $45.3K
|
894
$241K
|
|
Jan 17, 2025
Q4 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
160+ 5.83% |
$40.1K - $45.3K
|
2.9K
$782K
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
157+ 22.14% |
$39.4K - $44.5K
|
866
$233K
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
155+ 22.14% |
$38.9K - $43.9K
|
855
$230K
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
147+ 11.98% |
$36.9K - $41.6K
|
1.37K
$370K
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
143+ 0.77% |
$35.9K - $40.5K
|
18.8K
$5.06M
|
|
Jan 21, 2025
Q4 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
142+ 6.19% |
$35.6K - $40.2K
|
2.44K
$656K
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
142New |
$35.6K - $40.2K
|
142
$38.3K
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
138New |
$34.6K - $39.1K
|
138
$37.2K
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
135+ 3.15% |
$33.9K - $38.2K
|
4.42K
$1.19M
|