Purchases and Sales Made in Q1 2023 in Vanguard Health Care ETF (VHT)
This table provides information about the institutional ownership of Vanguard Health Care ETF (VHT) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
4.07MNew |
$928M - $1.01B
|
4.07M
$1.11B
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
119K+ 7.65% |
$27.2M - $29.7M
|
1.68M
$456M
|
|
|
May 09, 2023
Q1 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
103KNew |
$23.5M - $25.7M
|
103K
$28.1M
|
|
|
May 11, 2023
Q1 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
48.8KNew |
$11.1M - $12.1M
|
48.8K
$13.3M
|
|
|
May 09, 2023
Q1 2023
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
39.6K+ 98.27% |
$9.04M - $9.86M
|
79.9K
$21.8M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
38.9K+ 223.57% |
$8.88M - $9.69M
|
56.3K
$15.3M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
38.8K+ 6.43% |
$8.85M - $9.65M
|
641K
$175M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
37.2K+ 9.47% |
$8.48M - $9.25M
|
429K
$117M
|
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
37.1KNew |
$8.46M - $9.23M
|
37.1K
$10.1M
|
|
|
Apr 04, 2023
Q1 2023
|
Polianta LTD
|
BUY
|
- |
37KNew |
$8.44M - $9.21M
|
37K
$10.1M
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
32.7K+ 1430.55% |
$7.46M - $8.14M
|
35K
$9.52M
|
|
|
May 15, 2023
Q1 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
25.8K+ 5.07% |
$5.88M - $6.42M
|
534K
$145M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
22.4K+ 29.67% |
$5.1M - $5.57M
|
97.7K
$26.6M
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
21.1K+ 108.33% |
$4.81M - $5.25M
|
40.5K
$11M
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
20.7K+ 27.03% |
$4.73M - $5.16M
|
97.3K
$26.5M
|
|
|
Apr 18, 2023
Q1 2023
|
Tap Consulting, LLC
|
BUY
|
- |
20.1K+ 724.19% |
$4.58M - $5M
|
22.9K
$6.22M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
16.4K+ 131.01% |
$3.75M - $4.09M
|
29K
$7.88M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
14.2K+ 6.0% |
$3.23M - $3.52M
|
250K
$68.1M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
13.1K+ 14.77% |
$2.99M - $3.26M
|
102K
$27.7M
|
|
|
May 15, 2023
Q1 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
12.8KNew |
$2.92M - $3.19M
|
12.8K
$3.48M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
12.7KNew |
$2.9M - $3.17M
|
12.7K
$3.46M
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
12.4K+ 216.16% |
$2.83M - $3.08M
|
18.1K
$4.93M
|
|
|
May 18, 2023
Q1 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
10.9KNew |
$2.49M - $2.72M
|
10.9K
$2.97M
|
|
|
May 12, 2023
Q1 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
9.59KNew |
$2.19M - $2.39M
|
9.59K
$2.61M
|
|
|
Apr 14, 2023
Q1 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
9.37K+ 19.8% |
$2.14M - $2.33M
|
56.7K
$15.4M
|
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
8.83K+ 18.65% |
$2.02M - $2.2M
|
56.2K
$15.3M
|
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
8.6KNew |
$1.96M - $2.14M
|
8.6K
$2.34M
|
|
|
Apr 25, 2023
Q1 2023
|
Quaker Wealth Management, LLC
|
BUY
|
- |
8.12K+ 50.61% |
$1.85M - $2.02M
|
24.2K
$6.58M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
8.11K+ 1.02% |
$1.85M - $2.02M
|
806K
$219M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.99K+ 5.36% |
$1.82M - $1.99M
|
157K
$42.7M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.7K+ 4.3% |
$1.76M - $1.92M
|
187K
$50.8M
|
|
|
May 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
7.57K+ 31.68% |
$1.73M - $1.89M
|
31.5K
$8.57M
|
|
|
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 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
6.98K+ 202.41% |
$1.59M - $1.74M
|
10.4K
$2.84M
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
6.9K+ 13.61% |
$1.57M - $1.72M
|
57.6K
$15.7M
|
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
6.78K+ 173.9% |
$1.55M - $1.69M
|
10.7K
$2.91M
|
|
|
May 05, 2023
Q1 2023
|
Wealth Management Solutions, LLC
|
BUY
|
- |
6.69K+ 16.19% |
$1.53M - $1.67M
|
48K
$13.1M
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
BUY
|
- |
6.6K+ 10.41% |
$1.51M - $1.64M
|
70K
$19.1M
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
6.38KNew |
$1.46M - $1.59M
|
6.38K
$1.74M
|
|
|
May 05, 2023
Q1 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
6.23KNew |
$1.42M - $1.55M
|
6.23K
$1.69M
|
|
|
May 09, 2023
Q1 2023
|
Colony Family Offices, LLC
|
BUY
|
- |
6.12K+ 121.27% |
$1.4M - $1.52M
|
11.2K
$3.04M
|
|
|
Feb 12, 2024
Q1 2023
|
Ashford Advisors, LLC
|
BUY
|
- |
5.97KNew |
$1.36M - $1.49M
|
5.97K
$1.63M
|
|
|
Jul 14, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
5.74KNew |
$1.31M - $1.43M
|
5.74K
$1.56M
|
|
|
May 05, 2023
Q1 2023
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
5.54KNew |
$1.26M - $1.38M
|
5.54K
$1.51M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.43K+ 12.59% |
$1.24M - $1.35M
|
48.6K
$13.2M
|
|
|
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
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
5.29K+ 223.69% |
$1.21M - $1.32M
|
7.65K
$2.08M
|
|
|
May 15, 2023
Q1 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
5.24K+ 38.25% |
$1.2M - $1.3M
|
18.9K
$5.16M
|
|
|
Aug 29, 2024
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
5.17KNew |
$1.18M - $1.29M
|
5.17K
$1.41M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.13K+ 1.81% |
$1.17M - $1.28M
|
289K
$78.6M
|