Latest Institutional Transactions on Vanguard Health Care ETF (VHT)
This table provides information on the latest institutional transactions involving Vanguard Health Care ETF (VHT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 19, 2024
Q4 2023
|
James Hambro & Partners
|
SELL
|
- |
-650- 22.3% |
$145K - $163K
|
2.27K
$617K
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
CALL |
800New |
$178K - $201K
|
800
$218K
|
|
Jan 17, 2024
Q4 2023
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-205- 16.94% |
$45.7K - $51.5K
|
1.01K
$274K
|
|
Jan 17, 2024
Q4 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
1+ 0.07% |
$223 - $251
|
1.5K
$408K
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1+ 5.56% |
$223 - $251
|
19
$5.17K
|
|
Jan 16, 2024
Q4 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
8+ 0.87% |
$1.78K - $2.01K
|
932
$254K
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-305- 7.42% |
$68K - $76.6K
|
3.81K
$1.04M
|
|
Jan 10, 2024
Q4 2023
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-1.22K- 44.42% |
$272K - $306K
|
1.52K
$415K
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
10New |
$2.23K - $2.51K
|
10
$2.72K
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-45- 3.98% |
$10K - $11.3K
|
1.09K
$295K
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-140- 22.88% |
$31.2K - $35.2K
|
472
$128K
|
|
Jan 08, 2024
Q4 2023
|
Founders Capital Management
|
SELL
|
- |
-238- 47.89% |
$53.1K - $59.8K
|
259
$70.5K
|
|
Q3 2023 | |||||||
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-9- 0.17% |
$2.12K - $2.26K
|
5.41K
$1.47M
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
59New |
$13.9K - $14.8K
|
59
$16.1K
|
|
Nov 27, 2023
Q3 2023
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-50- 0.54% |
$11.8K - $12.5K
|
9.25K
$2.52M
|
|
Nov 15, 2023
Q3 2023
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
1.18KNew |
$277K - $295K
|
1.18K
$320K
|
|
Nov 15, 2023
Q3 2023
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
510New |
$120K - $128K
|
510
$139K
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.9K- 72.22% |
$682K - $727K
|
1.12K
$304K
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
2.51KNew |
$591K - $630K
|
2.51K
$684K
|
|
Nov 14, 2023
Q3 2023
|
Taconic Capital Advisors LP
New York, NY |
BUY
|
- |
2K+ 33.33% |
$470K - $502K
|
8K
$2.18M
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
271+ 29.23% |
$63.7K - $68K
|
1.2K
$326K
|
|
Nov 14, 2023
Q3 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
66New |
$15.5K - $16.6K
|
66
$18K
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-303- 12.01% |
$71.2K - $76K
|
2.22K
$604K
|
|
Nov 14, 2023
Q3 2023
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
4+ 0.37% |
$940 - $1K
|
1.08K
$295K
|
|
Nov 14, 2023
Q3 2023
|
Leo H. Evart, Inc.
|
SELL
|
- |
-184- 1.67% |
$43.3K - $46.1K
|
10.9K
$2.96M
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-486- 81.14% |
$114K - $122K
|
113
$30.8K
|
|
Nov 13, 2023
Q3 2023
|
Sargent Investment Group, LLC
|
SELL
|
- |
-150- 14.08% |
$35.3K - $37.6K
|
915
$249K
|
|
Nov 13, 2023
Q3 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-56- 53.85% |
$13.2K - $14K
|
48
$13.1K
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-55- 3.29% |
$12.9K - $13.8K
|
1.62K
$440K
|
|
Nov 13, 2023
Q3 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-4- 8.89% |
$940 - $1K
|
41
$11.2K
|
|
Nov 13, 2023
Q3 2023
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-180- 16.67% |
$42.3K - $45.1K
|
900
$245K
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
6New |
$1.41K - $1.5K
|
6
$1.63K
|
|
Nov 13, 2023
Q3 2023
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-240- 8.57% |
$56.4K - $60.2K
|
2.56K
$697K
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
300New |
$70.5K - $75.2K
|
300
$81.7K
|
|
Nov 13, 2023
Q3 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
45New |
$10.6K - $11.3K
|
45
$12.3K
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-16.4KClosed |
$3.86M - $4.12M
|
0
$0
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 13, 2023
Q3 2023
|
Main Management ETF Advisors, LLC
San Francisco, CA |
BUY
|
- |
20.1K+ 5.33% |
$4.73M - $5.04M
|
397K
$108M
|
|
Nov 09, 2023
Q3 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
64+ 2.63% |
$15K - $16K
|
2.49K
$679K
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
61New |
$14.3K - $15.3K
|
61
$16.6K
|
|
Nov 09, 2023
Q3 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
17+ 62.96% |
$4K - $4.26K
|
44
$12K
|
|
Nov 08, 2023
Q3 2023
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-18.1K- 55.0% |
$4.24M - $4.53M
|
14.8K
$4.02M
|
|
Nov 08, 2023
Q3 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
1KNew |
$236K - $252K
|
1K
$273K
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
3.29K+ 2.79% |
$773K - $824K
|
121K
$32.9M
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
SELL
|
- |
-19- 8.68% |
$4.47K - $4.76K
|
200
$54.4K
|
|
Nov 06, 2023
Q3 2023
|
Forefront Wealth Management Inc.
|
BUY
|
- |
17+ 0.63% |
$4K - $4.26K
|
2.72K
$740K
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-96- 52.75% |
$22.6K - $24.1K
|
86
$23.4K
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
48New |
$11.3K - $12K
|
48
$13.1K
|
|
Nov 03, 2023
Q3 2023
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-644- 10.76% |
$151K - $161K
|
5.34K
$1.45M
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
124New |
$29.2K - $31.1K
|
124
$33.8K
|