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 12, 2023
Q1 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
4.69K+ 74.48% |
$1.07M - $1.17M
|
11K
$2.99M
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.68K+ 6.14% |
$1.07M - $1.17M
|
81K
$22M
|
|
Apr 21, 2023
Q1 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
4.61K+ 65.41% |
$1.05M - $1.15M
|
11.7K
$3.17M
|
|
May 08, 2023
Q1 2023
|
Smart Money Group LLC
|
BUY
|
- |
4.15K+ 31.79% |
$947K - $1.03M
|
17.2K
$4.68M
|
|
May 15, 2023
Q1 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
3.94K+ 11.05% |
$899K - $981K
|
39.6K
$10.8M
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3.69K+ 1186.5% |
$842K - $919K
|
4K
$1.09M
|
|
May 11, 2023
Q1 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.61KNew |
$824K - $899K
|
3.61K
$983K
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.56K+ 34.51% |
$813K - $887K
|
13.9K
$3.78M
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
3.56K+ 3148.67% |
$812K - $886K
|
3.67K
$999K
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
BUY
|
- |
3.54K+ 8.15% |
$808K - $882K
|
47K
$12.8M
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.4KNew |
$777K - $847K
|
3.4K
$926K
|
|
Apr 18, 2023
Q1 2023
|
Activest Wealth Management
|
BUY
|
- |
3.4K+ 186.11% |
$776K - $847K
|
5.23K
$1.42M
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.27K+ 36.71% |
$747K - $815K
|
12.2K
$3.32M
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.23K+ 16.38% |
$736K - $803K
|
22.9K
$6.24M
|
|
Apr 17, 2023
Q1 2023
|
Allied Investment Advisors, LLC
|
BUY
|
- |
3.12K+ 2.71% |
$711K - $776K
|
118K
$32.1M
|
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
3.03K+ 74.45% |
$692K - $755K
|
7.11K
$1.93M
|
|
May 16, 2023
Q1 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
2.76KNew |
$631K - $688K
|
2.76K
$752K
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.76K+ 12.41% |
$629K - $686K
|
24.9K
$6.79M
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.65KNew |
$604K - $659K
|
2.65K
$721K
|
|
May 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
2.65K+ 14.15% |
$604K - $659K
|
21.4K
$5.81M
|
|
Apr 17, 2023
Q1 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
2.59KNew |
$591K - $645K
|
2.59K
$705K
|
|
May 10, 2023
Q1 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
2.56KNew |
$584K - $637K
|
2.56K
$696K
|
|
May 15, 2023
Q1 2023
|
Chai Trust CO LLC
Chicago, IL |
BUY
|
- |
2.47K+ 5.49% |
$564K - $616K
|
47.5K
$12.9M
|
|
Apr 04, 2024
Q1 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
2.42KNew |
$552K - $603K
|
2.42K
$659K
|
|
May 04, 2023
Q1 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
2.41KNew |
$550K - $600K
|
2.41K
$656K
|
|
May 10, 2023
Q1 2023
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
2.27KNew |
$517K - $564K
|
2.27K
$617K
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.26K+ 692.64% |
$515K - $562K
|
2.58K
$703K
|
|
May 15, 2023
Q1 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
2.25KNew |
$513K - $560K
|
2.25K
$612K
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.25K+ 40.91% |
$513K - $560K
|
7.74K
$2.11M
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
2.12K+ 0.15% |
$483K - $527K
|
1.44M
$393M
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
2.04KNew |
$466K - $508K
|
2.04K
$556K
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.01K+ 15.24% |
$458K - $500K
|
15.2K
$4.13M
|
|
Apr 19, 2023
Q1 2023
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
1.94KNew |
$443K - $484K
|
1.94K
$529K
|
|
May 15, 2023
Q1 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
1.93KNew |
$440K - $480K
|
1.93K
$525K
|
|
May 11, 2023
Q1 2023
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
1.91K+ 36.91% |
$435K - $475K
|
7.08K
$1.93M
|
|
Jun 07, 2023
Q1 2023
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
1.89KNew |
$430K - $470K
|
1.89K
$513K
|
|
Apr 26, 2023
Q1 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
1.87K+ 679.27% |
$426K - $465K
|
2.14K
$583K
|
|
Apr 17, 2023
Q1 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.7K+ 17.08% |
$387K - $423K
|
11.6K
$3.17M
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.69K+ 12.23% |
$385K - $420K
|
15.5K
$4.21M
|
|
May 12, 2023
Q1 2023
|
Main Management ETF Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.56KNew |
$356K - $388K
|
1.56K
$425K
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.51K+ 2.46% |
$345K - $376K
|
63.1K
$17.2M
|
|
Apr 11, 2023
Q1 2023
|
Rmr Wealth Builders
|
BUY
|
- |
1.48KNew |
$337K - $367K
|
1.48K
$402K
|
|
Apr 06, 2023
Q1 2023
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
1.43K+ 9.37% |
$325K - $355K
|
16.6K
$4.53M
|
|
May 12, 2023
Q1 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
1.41K+ 33.99% |
$322K - $352K
|
5.57K
$1.52M
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.38KNew |
$316K - $344K
|
1.38K
$377K
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
1.37K+ 927.7% |
$313K - $342K
|
1.52K
$414K
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
1.36K+ 102.1% |
$311K - $339K
|
2.69K
$733K
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
1.33K+ 5.03% |
$304K - $332K
|
27.8K
$7.57M
|
|
May 04, 2023
Q1 2023
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
1.33K+ 7.51% |
$303K - $331K
|
19K
$5.18M
|
|
May 08, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
1.32K+ 4.44% |
$301K - $328K
|
31K
$8.45M
|