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 |
|---|---|---|---|---|---|---|---|
|
Sep 21, 2023
Q2 2023
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-162- 61.83% |
$37.9K - $40.4K
|
100
$24.6K
|
|
|
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
$11.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-408- 25.89% |
$95.5K - $102K
|
1.17K
$288K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
680+ 6.36% |
$159K - $170K
|
11.4K
$2.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-400- 24.98% |
$93.6K - $99.7K
|
1.2K
$296K
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-823- 39.85% |
$193K - $205K
|
1.24K
$306K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
2.51KNew |
$588K - $626K
|
2.51K
$618K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
1.26KNew |
$295K - $314K
|
1.26K
$310K
|
|
|
Aug 10, 2023
Q2 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-17- 13.82% |
$3.98K - $4.24K
|
106
$26.1K
|
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-6- 0.34% |
$1.4K - $1.5K
|
1.75K
$432K
|
|
|
Aug 09, 2023
Q2 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
1.01KNew |
$236K - $251K
|
1.01K
$248K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
SELL
|
- |
-4- 6.67% |
$936 - $997
|
56
$13.8K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
42New |
$9.83K - $10.5K
|
42
$10.3K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
230New |
$53.8K - $57.3K
|
230
$56.7K
|
|
|
Aug 04, 2023
Q2 2023
|
Bellwether Advisors, LLC
|
BUY
|
- |
57.4K+ 49887.83% |
$13.4M - $14.3M
|
57.5K
$14.2M
|
|
|
Aug 03, 2023
Q2 2023
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-200- 72.73% |
$46.8K - $49.9K
|
75
$18.5K
|
|
|
Aug 02, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.15KNew |
$269K - $287K
|
1.15K
$284K
|
|
|
Aug 02, 2023
Q2 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-150- 12.08% |
$35.1K - $37.4K
|
1.09K
$269K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-40- 4.02% |
$9.36K - $9.97K
|
956
$236K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
139+ 2.42% |
$32.5K - $34.7K
|
5.89K
$1.45M
|
|
|
Aug 01, 2023
Q2 2023
|
Avestar Capital, LLC
|
BUY
|
- |
2+ 0.2% |
$468 - $499
|
987
$243K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-1.61K- 5.77% |
$377K - $402K
|
26.3K
$6.48M
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-6.34K- 11.7% |
$1.48M - $1.58M
|
47.8K
$11.8M
|
|
|
Jul 31, 2023
Q2 2023
|
Meritage Portfolio Management
|
BUY
|
- |
2.65KNew |
$620K - $660K
|
2.65K
$652K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
150+ 90.36% |
$35.1K - $37.4K
|
316
$77.9K
|
|
|
Jul 26, 2023
Q2 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
10New |
$2.34K - $2.49K
|
10
$2.46K
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
BUY
|
- |
509New |
$119K - $127K
|
509
$125K
|
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
35New |
$8.19K - $8.73K
|
35
$8.62K
|
|
|
Jul 24, 2023
Q2 2023
|
Augustine Asset Management Inc
|
BUY
|
- |
826New |
$193K - $206K
|
826
$204K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
65New |
$15.2K - $16.2K
|
65
$16K
|
|
|
Jul 19, 2023
Q2 2023
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
SELL
|
- |
-52- 2.19% |
$12.2K - $13K
|
2.32K
$572K
|
|
|
Jul 07, 2023
Q2 2023
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
1.01KNew |
$237K - $253K
|
1.01K
$250K
|
|
| Q1 2023 | |||||||
|
Apr 22, 2024
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
19New |
$4.34K - $4.73K
|
19
$4.68K
|
|
|
Apr 04, 2024
Q1 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
2.42KNew |
$552K - $603K
|
2.42K
$596K
|
|
|
Feb 12, 2024
Q1 2023
|
Ashford Advisors, LLC
|
BUY
|
- |
5.97KNew |
$1.36M - $1.49M
|
5.97K
$1.47M
|
|
|
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
$2.96K
|
|
|
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
$266K
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
225+ 7.64% |
$51.4K - $56K
|
3.17K
$781K
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
121New |
$27.6K - $30.1K
|
121
$29.8K
|
|
|
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
1.9KNew |
$434K - $473K
|
1.9K
$468K
|
|
|
May 15, 2023
Q1 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
5.34KNew |
$1.22M - $1.33M
|
5.34K
$1.31M
|
|
|
May 15, 2023
Q1 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
1.93KNew |
$440K - $480K
|
1.93K
$475K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
159New |
$36.3K - $39.6K
|
159
$39.2K
|
|
|
May 12, 2023
Q1 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
100New |
$22.8K - $24.9K
|
100
$24.6K
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
293+ 1.13% |
$66.9K - $73K
|
26.2K
$6.45M
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-233- 18.12% |
$53.2K - $58K
|
1.05K
$259K
|
|
|
May 12, 2023
Q1 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-9- 0.97% |
$2.05K - $2.24K
|
917
$226K
|
|