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 |
---|---|---|---|---|---|---|---|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-126- 1.41% |
$28.8K - $31.4K
|
8.84K
$2.41M
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-131- 67.53% |
$29.9K - $32.6K
|
63
$17.2K
|
|
May 10, 2023
Q1 2023
|
Zhang Financial LLC
|
SELL
|
- |
-133- 6.81% |
$30.4K - $33.1K
|
1.82K
$496K
|
|
May 15, 2023
Q1 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-139- 14.21% |
$31.7K - $34.6K
|
839
$228K
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-139- 6.7% |
$31.7K - $34.6K
|
1.94K
$527K
|
|
Apr 03, 2023
Q1 2023
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-144- 10.12% |
$32.9K - $35.9K
|
1.28K
$348K
|
|
May 08, 2023
Q1 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-144- 1.0% |
$32.9K - $35.9K
|
14.3K
$3.9M
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-149- 5.57% |
$34K - $37.1K
|
2.53K
$687K
|
|
May 09, 2023
Q1 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-150- 2.86% |
$34.2K - $37.4K
|
5.09K
$1.38M
|
|
May 05, 2023
Q1 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-154- 6.02% |
$35.1K - $38.3K
|
2.4K
$654K
|
|
Apr 12, 2023
Q1 2023
|
Collective Family Office LLC
|
SELL
|
- |
-155- 4.27% |
$35.4K - $38.6K
|
3.47K
$945K
|
|
May 05, 2023
Q1 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-163- 5.39% |
$37.2K - $40.6K
|
2.86K
$779K
|
|
May 04, 2023
Q1 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-163- 11.01% |
$37.2K - $40.6K
|
1.32K
$359K
|
|
May 04, 2023
Q1 2023
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-164- 5.13% |
$37.4K - $40.8K
|
3.03K
$825K
|
|
Sep 15, 2023
Q1 2023
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-164- 11.91% |
$37.4K - $40.8K
|
1.21K
$330K
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-165- 8.34% |
$37.7K - $41.1K
|
1.81K
$494K
|
|
May 10, 2023
Q1 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-167- 4.18% |
$38.1K - $41.6K
|
3.83K
$1.04M
|
|
May 11, 2023
Q1 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-169- 1.39% |
$38.6K - $42.1K
|
12K
$3.27M
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-170- 14.47% |
$38.8K - $42.3K
|
1.01K
$274K
|
|
Apr 21, 2023
Q1 2023
|
Atwood & Palmer Inc
|
SELL
|
- |
-172- 58.7% |
$39.3K - $42.8K
|
121
$32.9K
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-173- 7.39% |
$39.5K - $43.1K
|
2.17K
$590K
|
|
Apr 06, 2023
Q1 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-178- 8.58% |
$40.6K - $44.3K
|
1.9K
$516K
|
|
Apr 18, 2023
Q1 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-179- 17.41% |
$40.9K - $44.6K
|
849
$231K
|
|
May 09, 2023
Q1 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-179- 6.44% |
$40.9K - $44.6K
|
2.6K
$708K
|
|
Jun 13, 2023
Q1 2023
|
Windsor Advisory Group, LLC
Columbus, OH |
SELL
|
- |
-180- 14.29% |
$41.1K - $44.8K
|
1.08K
$294K
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-182- 19.74% |
$41.5K - $45.3K
|
740
$201K
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-185- 25.31% |
$42.2K - $46.1K
|
546
$149K
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-186- 55.36% |
$42.5K - $46.3K
|
150
$40.8K
|
|
May 04, 2023
Q1 2023
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-191- 0.7% |
$43.6K - $47.6K
|
27.1K
$7.38M
|
|
Apr 17, 2023
Q1 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-203- 7.16% |
$46.3K - $50.5K
|
2.63K
$717K
|
|
May 11, 2023
Q1 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-204- 11.81% |
$46.6K - $50.8K
|
1.52K
$415K
|
|
May 11, 2023
Q1 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-206- 2.02% |
$47K - $51.3K
|
9.98K
$2.72M
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-206- 1.83% |
$47K - $51.3K
|
11.1K
$3.01M
|
|
Apr 11, 2023
Q1 2023
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-216- 1.77% |
$49.3K - $53.8K
|
12K
$3.27M
|
|
May 02, 2023
Q1 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-222- 3.9% |
$50.7K - $55.3K
|
5.47K
$1.49M
|
|
May 15, 2023
Q1 2023
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-227- 1.53% |
$51.8K - $56.5K
|
14.6K
$3.98M
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-233- 18.12% |
$53.2K - $58K
|
1.05K
$287K
|
|
May 04, 2023
Q1 2023
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-240- 9.18% |
$54.8K - $59.8K
|
2.37K
$646K
|
|
May 04, 2023
Q1 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-242- 3.13% |
$55.2K - $60.3K
|
7.5K
$2.04M
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-250- 29.9% |
$57.1K - $62.3K
|
586
$160K
|
|
May 04, 2023
Q1 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-250- 55.56% |
$57.1K - $62.3K
|
200
$54.4K
|
|
May 05, 2023
Q1 2023
|
Destination Wealth Management
|
SELL
|
- |
-264- 1.43% |
$60.3K - $65.7K
|
18.2K
$4.95M
|
|
Apr 11, 2023
Q1 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-271- 22.07% |
$61.9K - $67.5K
|
957
$261K
|
|
Apr 10, 2023
Q1 2023
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-271- 8.38% |
$61.9K - $67.5K
|
2.96K
$806K
|
|
Apr 20, 2023
Q1 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-271- 6.04% |
$61.9K - $67.5K
|
4.22K
$1.15M
|
|
May 04, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-285- 29.29% |
$65K - $71K
|
688
$187K
|
|
May 10, 2023
Q1 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-288- 2.66% |
$65.7K - $71.7K
|
10.5K
$2.87M
|
|
May 04, 2023
Q1 2023
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-288- 8.17% |
$65.7K - $71.7K
|
3.24K
$881K
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
SELL
|
- |
-293- 2.81% |
$66.9K - $73K
|
10.1K
$2.76M
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-296- 5.44% |
$67.6K - $73.7K
|
5.14K
$1.4M
|