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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2023
Q2 2023
|
Avestar Capital, LLC
|
BUY
|
- |
2+ 0.2% |
$468 - $499
|
987
$269K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-1.61K- 5.77% |
$377K - $402K
|
26.3K
$7.16M
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-6.34K- 11.7% |
$1.48M - $1.58M
|
47.8K
$13M
|
|
|
Jul 31, 2023
Q2 2023
|
Meritage Portfolio Management
|
BUY
|
- |
2.65KNew |
$620K - $660K
|
2.65K
$721K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
150+ 90.36% |
$35.1K - $37.4K
|
316
$86K
|
|
|
Jul 26, 2023
Q2 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
10New |
$2.34K - $2.49K
|
10
$2.72K
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
BUY
|
- |
509New |
$119K - $127K
|
509
$139K
|
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
35New |
$8.19K - $8.73K
|
35
$9.53K
|
|
|
Jul 24, 2023
Q2 2023
|
Augustine Asset Management Inc
|
BUY
|
- |
826New |
$193K - $206K
|
826
$225K
|
|
|
Jul 24, 2023
Q2 2023
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
2.01KNew |
$471K - $502K
|
2.01K
$548K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
65New |
$15.2K - $16.2K
|
65
$17.7K
|
|
|
Jul 19, 2023
Q2 2023
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
SELL
|
- |
-52- 2.19% |
$12.2K - $13K
|
2.32K
$632K
|
|
|
Jul 19, 2023
Q2 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-34- 6.13% |
$7.96K - $8.48K
|
521
$142K
|
|
|
Jul 07, 2023
Q2 2023
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
1.01KNew |
$237K - $253K
|
1.01K
$276K
|
|
| Q1 2023 | |||||||
|
Apr 22, 2024
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
19New |
$4.34K - $4.73K
|
19
$5.17K
|
|
|
Apr 04, 2024
Q1 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
2.42KNew |
$552K - $603K
|
2.42K
$659K
|
|
|
Feb 12, 2024
Q1 2023
|
Ashford Advisors, LLC
|
BUY
|
- |
5.97KNew |
$1.36M - $1.49M
|
5.97K
$1.63M
|
|
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-2Closed |
$456 - $498
|
0
$0
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
12New |
$2.74K - $2.99K
|
12
$3.27K
|
|
|
Jun 14, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
CALL |
-813Closed |
$186K - $202K
|
0
$0
|
|
|
Jun 13, 2023
Q1 2023
|
Windsor Advisory Group, LLC
Columbus, OH |
SELL
|
- |
-180- 14.29% |
$41.1K - $44.8K
|
1.08K
$294K
|
|
|
May 24, 2023
Q1 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-369- 19.72% |
$84.2K - $91.9K
|
1.5K
$409K
|
|
|
May 16, 2023
Q1 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
99+ 7.98% |
$22.6K - $24.7K
|
1.34K
$365K
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
225+ 7.64% |
$51.4K - $56K
|
3.17K
$863K
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
121New |
$27.6K - $30.1K
|
121
$32.9K
|
|
|
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
1.9KNew |
$434K - $473K
|
1.9K
$517K
|
|
|
May 15, 2023
Q1 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
5.34KNew |
$1.22M - $1.33M
|
5.34K
$1.45M
|
|
|
May 15, 2023
Q1 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
1.93KNew |
$440K - $480K
|
1.93K
$525K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
159New |
$36.3K - $39.6K
|
159
$43.3K
|
|
|
May 12, 2023
Q1 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
100New |
$22.8K - $24.9K
|
100
$27.2K
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
293+ 1.13% |
$66.9K - $73K
|
26.2K
$7.13M
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-233- 18.12% |
$53.2K - $58K
|
1.05K
$287K
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
7.21KNew |
$1.65M - $1.8M
|
7.21K
$1.96M
|
|
|
May 12, 2023
Q1 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-9- 0.97% |
$2.05K - $2.24K
|
917
$250K
|
|
|
May 11, 2023
Q1 2023
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-40- 25.81% |
$9.13K - $9.96K
|
115
$31.3K
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
29New |
$6.62K - $7.22K
|
29
$7.89K
|
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-37- 3.61% |
$8.44K - $9.21K
|
987
$269K
|
|
|
May 11, 2023
Q1 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-1.33K- 2.51% |
$303K - $330K
|
51.5K
$14M
|
|
|
May 11, 2023
Q1 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-169- 1.39% |
$38.6K - $42.1K
|
12K
$3.27M
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2+ 0.18% |
$456 - $498
|
1.11K
$303K
|
|
|
May 10, 2023
Q1 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
131New |
$29.9K - $32.6K
|
131
$35.7K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
95New |
$21.7K - $23.7K
|
95
$25.9K
|
|
|
May 10, 2023
Q1 2023
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
2.27KNew |
$517K - $564K
|
2.27K
$617K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
103New |
$23.5K - $25.6K
|
103
$28K
|
|
|
May 09, 2023
Q1 2023
|
Colony Family Offices, LLC
|
BUY
|
- |
6.12K+ 121.27% |
$1.4M - $1.52M
|
11.2K
$3.04M
|
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.4KNew |
$777K - $847K
|
3.4K
$926K
|
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
BUY
|
- |
419New |
$95.6K - $104K
|
419
$114K
|
|
|
May 08, 2023
Q1 2023
|
Hilton Capital Management, LLC
|
SELL
|
- |
-455- 16.98% |
$104K - $113K
|
2.23K
$606K
|
|
|
May 08, 2023
Q1 2023
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
5+ 0.19% |
$1.14K - $1.25K
|
2.59K
$704K
|
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-12.7K- 34.77% |
$2.9M - $3.17M
|
23.8K
$6.49M
|
|