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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2023
Q3 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
2.3KNew |
$541K - $578K
|
2.3K
$627K
|
|
|
Nov 01, 2023
Q3 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-352- 28.0% |
$82.8K - $88.3K
|
905
$246K
|
|
|
Oct 31, 2023
Q3 2023
|
Sierra Capital LLC
|
BUY
|
- |
7+ 0.13% |
$1.65K - $1.76K
|
5.58K
$1.52M
|
|
|
Oct 31, 2023
Q3 2023
|
Parametrica Management LTD
|
SELL
|
- |
-2.6K- 32.07% |
$611K - $652K
|
5.5K
$1.5M
|
|
|
Oct 31, 2023
Q3 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-1- 0.5% |
$235 - $251
|
199
$54.2K
|
|
|
Oct 31, 2023
Q3 2023
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
1.06KNew |
$250K - $266K
|
1.06K
$289K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-34.7K- 66.28% |
$8.15M - $8.7M
|
17.6K
$4.8M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
1.14K+ 106.46% |
$267K - $285K
|
2.21K
$600K
|
|
|
Oct 26, 2023
Q3 2023
|
Detalus Advisors, LLC
|
BUY
|
- |
1.15KNew |
$271K - $289K
|
1.15K
$314K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-1.83K- 3.73% |
$429K - $458K
|
47.2K
$12.8M
|
|
|
Oct 25, 2023
Q3 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
40+ 3.48% |
$9.4K - $10K
|
1.19K
$324K
|
|
|
Oct 25, 2023
Q3 2023
|
Regis Management CO LLC
|
SELL
|
- |
-150- 4.72% |
$35.3K - $37.6K
|
3.03K
$824K
|
|
|
Oct 24, 2023
Q3 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
62+ 5.84% |
$14.6K - $15.5K
|
1.12K
$306K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
31New |
$7.29K - $7.77K
|
31
$8.44K
|
|
|
Oct 19, 2023
Q3 2023
|
Retireful, LLC
|
BUY
|
- |
12K+ 129.12% |
$2.82M - $3.01M
|
21.3K
$5.79M
|
|
|
Oct 19, 2023
Q3 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
2.35KNew |
$553K - $590K
|
2.35K
$641K
|
|
|
Oct 19, 2023
Q3 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-2- 0.05% |
$470 - $502
|
4.21K
$1.15M
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
5+ 0.41% |
$1.18K - $1.25K
|
1.21K
$330K
|
|
|
Oct 16, 2023
Q3 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
895New |
$210K - $224K
|
895
$244K
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
11New |
$2.59K - $2.76K
|
11
$2.99K
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-9- 0.17% |
$2.12K - $2.26K
|
5.41K
$1.47M
|
|
|
Oct 10, 2023
Q3 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
964New |
$227K - $242K
|
964
$262K
|
|
|
Oct 10, 2023
Q3 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
55+ 1.26% |
$12.9K - $13.8K
|
4.42K
$1.2M
|
|
|
Oct 05, 2023
Q3 2023
|
Life Pro Asset Management
|
SELL
|
- |
-532- 37.46% |
$125K - $133K
|
888
$242K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-36- 0.34% |
$8.43K - $8.97K
|
10.6K
$2.89M
|
|
|
Sep 21, 2023
Q2 2023
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-162- 61.83% |
$37.9K - $40.4K
|
100
$27.2K
|
|
|
Sep 15, 2023
Q2 2023
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-1.21KClosed |
$284K - $302K
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-465- 1.0% |
$109K - $116K
|
45.9K
$12.5M
|
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
922New |
$216K - $230K
|
922
$251K
|
|
|
Aug 14, 2023
Q2 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-408- 25.89% |
$95.5K - $102K
|
1.17K
$318K
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
292K+ 22384.38% |
$68.4M - $72.9M
|
294K
$79.9M
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
680+ 6.36% |
$159K - $170K
|
11.4K
$3.09M
|
|
|
Aug 11, 2023
Q2 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-400- 24.98% |
$93.6K - $99.7K
|
1.2K
$327K
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-823- 39.85% |
$193K - $205K
|
1.24K
$338K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
2.51KNew |
$588K - $626K
|
2.51K
$683K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
1.26KNew |
$295K - $314K
|
1.26K
$342K
|
|
|
Aug 10, 2023
Q2 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-17- 13.82% |
$3.98K - $4.24K
|
106
$28.9K
|
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-6- 0.34% |
$1.4K - $1.5K
|
1.75K
$477K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
32New |
$7.49K - $7.98K
|
32
$8.71K
|
|
|
Aug 09, 2023
Q2 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
1.01KNew |
$236K - $251K
|
1.01K
$274K
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
130+ 45.61% |
$30.4K - $32.4K
|
415
$113K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
SELL
|
- |
-4- 6.67% |
$936 - $997
|
56
$15.2K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
42New |
$9.83K - $10.5K
|
42
$11.4K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
230New |
$53.8K - $57.3K
|
230
$62.6K
|
|
|
Aug 04, 2023
Q2 2023
|
Bellwether Advisors, LLC
|
BUY
|
- |
57.4K+ 49887.83% |
$13.4M - $14.3M
|
57.5K
$15.6M
|
|
|
Aug 03, 2023
Q2 2023
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-200- 72.73% |
$46.8K - $49.9K
|
75
$20.4K
|
|
|
Aug 02, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.15KNew |
$269K - $287K
|
1.15K
$313K
|
|
|
Aug 02, 2023
Q2 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-150- 12.08% |
$35.1K - $37.4K
|
1.09K
$297K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-40- 4.02% |
$9.36K - $9.97K
|
956
$260K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
139+ 2.42% |
$32.5K - $34.7K
|
5.89K
$1.6M
|
|