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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
113+ 1.32% |
$28.3K - $32K
|
8.69K
$2.14M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
112+ 5.54% |
$28.1K - $31.7K
|
2.13K
$525K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
111+ 0.28% |
$27.8K - $31.4K
|
39.6K
$9.74M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
108+ 1.17% |
$27.1K - $30.6K
|
9.34K
$2.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
107+ 0.88% |
$26.8K - $30.3K
|
12.2K
$3M
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
105+ 4.11% |
$26.3K - $29.7K
|
2.66K
$654K
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
104+ 260.0% |
$26.1K - $29.5K
|
144
$35.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
103New |
$25.8K - $29.2K
|
103
$25.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
102New |
$25.6K - $28.9K
|
102
$25.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
101+ 82.11% |
$25.3K - $28.6K
|
224
$55.1K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
101+ 348.28% |
$25.3K - $28.6K
|
130
$32K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
100New |
$25.1K - $28.3K
|
100
$24.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
100New |
$25.1K - $28.3K
|
100
$24.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
100+ 5.13% |
$25.1K - $28.3K
|
2.05K
$504K
|
|
|
Feb 11, 2025
Q4 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
97+ 3.64% |
$24.3K - $27.5K
|
2.76K
$680K
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
96+ 3.94% |
$24.1K - $27.2K
|
2.54K
$624K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
94+ 5.2% |
$23.6K - $26.6K
|
1.9K
$468K
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
93+ 86.92% |
$23.3K - $26.3K
|
200
$49.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
93+ 7.01% |
$23.3K - $26.3K
|
1.42K
$349K
|
|
|
Jan 24, 2025
Q4 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
91+ 3.05% |
$22.8K - $25.8K
|
3.07K
$756K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
91New |
$22.8K - $25.8K
|
91
$22.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
89+ 2.33% |
$22.3K - $25.2K
|
3.9K
$961K
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
89+ 0.81% |
$22.3K - $25.2K
|
11.1K
$2.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
88+ 2.64% |
$22.1K - $24.9K
|
3.42K
$841K
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
88+ 4.26% |
$22.1K - $24.9K
|
2.15K
$530K
|
|
|
Jan 27, 2025
Q4 2024
|
Spirit Of America Management Corp
|
BUY
|
- |
82+ 14.67% |
$20.6K - $23.2K
|
641
$158K
|
|
|
Feb 07, 2025
Q4 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
81+ 4.33% |
$20.3K - $22.9K
|
1.95K
$480K
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Square, LLC
|
BUY
|
- |
80+ 9.76% |
$20.1K - $22.7K
|
900
$222K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
75+ 1.54% |
$18.8K - $21.2K
|
4.93K
$1.21M
|
|
|
Jan 07, 2025
Q4 2024
|
Moller Financial Services
|
BUY
|
- |
73+ 6.26% |
$18.3K - $20.7K
|
1.24K
$305K
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
72+ 6.52% |
$18.1K - $20.4K
|
1.18K
$289K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
72+ 12.86% |
$18.1K - $20.4K
|
632
$156K
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
70+ 1.46% |
$17.6K - $19.8K
|
4.88K
$1.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
70+ 5.34% |
$17.6K - $19.8K
|
1.38K
$340K
|
|
|
Feb 12, 2025
Q4 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
70+ 3.1% |
$17.6K - $19.8K
|
2.33K
$573K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
70+ 194.44% |
$17.6K - $19.8K
|
106
$26.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
65+ 6.13% |
$16.3K - $18.4K
|
1.13K
$277K
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
65+ 38.46% |
$16.3K - $18.4K
|
234
$57.6K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
63+ 1.57% |
$15.8K - $17.8K
|
4.09K
$1.01M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
63+ 1.93% |
$15.8K - $17.8K
|
3.33K
$819K
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
61+ 0.67% |
$15.3K - $17.3K
|
9.22K
$2.27M
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
61+ 32.62% |
$15.3K - $17.3K
|
248
$61K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
61New |
$15.3K - $17.3K
|
61
$15K
|
|
|
Feb 13, 2025
Q4 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
60+ 0.62% |
$15K - $17K
|
9.77K
$2.41M
|
|
|
Jan 29, 2025
Q4 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
60New |
$15K - $17K
|
60
$14.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
57+ 1.01% |
$14.3K - $16.1K
|
5.69K
$1.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
56+ 1.31% |
$14K - $15.9K
|
4.33K
$1.06M
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
56+ 2.53% |
$14K - $15.9K
|
2.27K
$559K
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
55+ 0.2% |
$13.8K - $15.6K
|
27.2K
$6.68M
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
55+ 47.41% |
$13.8K - $15.6K
|
171
$42.1K
|