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 01, 2023
Q1 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
521+ 50.68% |
$119K - $130K
|
1.55K
$422K
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
516+ 48.63% |
$118K - $128K
|
1.58K
$429K
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
512+ 8.69% |
$117K - $127K
|
6.4K
$1.74M
|
|
Apr 14, 2023
Q1 2023
|
Nvest Financial, LLC
|
BUY
|
- |
509+ 6.22% |
$116K - $127K
|
8.69K
$2.37M
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
498+ 6.17% |
$114K - $124K
|
8.57K
$2.33M
|
|
May 04, 2023
Q1 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
495+ 1.24% |
$113K - $123K
|
40.5K
$11M
|
|
Apr 12, 2023
Q1 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
473+ 58.4% |
$108K - $118K
|
1.28K
$349K
|
|
Apr 03, 2023
Q1 2023
|
Park National Corp
|
BUY
|
- |
466+ 1.6% |
$106K - $116K
|
29.5K
$8.03M
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
457+ 23.75% |
$104K - $114K
|
2.38K
$648K
|
|
May 17, 2023
Q1 2023
|
Apexium Financial, LP
|
BUY
|
- |
453+ 21.99% |
$103K - $113K
|
2.51K
$684K
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
438+ 49.66% |
$100K - $109K
|
1.32K
$359K
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
435+ 1.95% |
$99.3K - $108K
|
22.7K
$6.19M
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
BUY
|
- |
428+ 3.59% |
$97.7K - $107K
|
12.4K
$3.36M
|
|
Apr 12, 2023
Q1 2023
|
Founders Capital Management
|
BUY
|
- |
424+ 242.29% |
$96.8K - $106K
|
599
$163K
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
BUY
|
- |
419New |
$95.6K - $104K
|
419
$114K
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
415+ 10.58% |
$94.7K - $103K
|
4.34K
$1.18M
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
414+ 4.85% |
$94.5K - $103K
|
8.95K
$2.44M
|
|
Apr 17, 2023
Q1 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
413New |
$94.3K - $103K
|
413
$112K
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
412+ 22.84% |
$94K - $103K
|
2.22K
$603K
|
|
May 17, 2023
Q1 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
406+ 4.96% |
$92.7K - $101K
|
8.59K
$2.34M
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
405+ 1.9% |
$92.4K - $101K
|
21.7K
$5.91M
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
392+ 5.6% |
$89.5K - $97.6K
|
7.4K
$2.01M
|
|
Apr 27, 2023
Q1 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
386+ 2.91% |
$88.1K - $96.1K
|
13.7K
$3.72M
|
|
Apr 25, 2023
Q1 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
379+ 7.38% |
$86.5K - $94.4K
|
5.52K
$1.5M
|
|
May 15, 2023
Q1 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
356+ 11.9% |
$81.2K - $88.6K
|
3.35K
$911K
|
|
May 12, 2023
Q1 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
352+ 23.2% |
$80.3K - $87.6K
|
1.87K
$509K
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
350+ 33.69% |
$79.9K - $87.2K
|
1.39K
$378K
|
|
May 02, 2023
Q1 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
344+ 14.3% |
$78.5K - $85.7K
|
2.75K
$748K
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
342+ 13.51% |
$78.1K - $85.2K
|
2.87K
$782K
|
|
May 12, 2023
Q1 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
334+ 12.95% |
$76.2K - $83.2K
|
2.91K
$793K
|
|
Apr 19, 2023
Q1 2023
|
Ballast, Inc.
|
BUY
|
- |
319+ 1.45% |
$72.8K - $79.4K
|
22.3K
$6.07M
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
318+ 8.66% |
$72.6K - $79.2K
|
3.99K
$1.09M
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
305+ 10.39% |
$69.6K - $75.9K
|
3.24K
$882K
|
|
May 01, 2023
Q1 2023
|
Pds Planning, Inc
|
BUY
|
- |
298+ 31.43% |
$68K - $74.2K
|
1.25K
$339K
|
|
May 15, 2023
Q1 2023
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
295+ 6.56% |
$67.3K - $73.5K
|
4.8K
$1.31M
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
293+ 1.13% |
$66.9K - $73K
|
26.2K
$7.13M
|
|
May 09, 2023
Q1 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
285+ 2.2% |
$65K - $71K
|
13.2K
$3.6M
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
276+ 3.02% |
$63K - $68.7K
|
9.42K
$2.56M
|
|
Apr 13, 2023
Q1 2023
|
Country Trust Bank
|
BUY
|
- |
274New |
$62.5K - $68.2K
|
274
$74.6K
|
|
May 10, 2023
Q1 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
270+ 0.59% |
$61.6K - $67.2K
|
46.3K
$12.6M
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
264+ 31.21% |
$60.3K - $65.7K
|
1.11K
$302K
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
260+ 2.41% |
$59.3K - $64.7K
|
11.1K
$3.01M
|
|
Apr 06, 2023
Q1 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
251+ 4.23% |
$57.3K - $62.5K
|
6.18K
$1.68M
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
251+ 3.98% |
$57.3K - $62.5K
|
6.56K
$1.79M
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
248+ 3.27% |
$56.6K - $61.8K
|
7.83K
$2.13M
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
246+ 0.58% |
$56.1K - $61.3K
|
42.4K
$11.5M
|
|
May 12, 2023
Q1 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
246+ 22.22% |
$56.1K - $61.3K
|
1.35K
$368K
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
245+ 6.16% |
$55.9K - $61K
|
4.22K
$1.15M
|
|
May 11, 2023
Q1 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
240+ 72.73% |
$54.8K - $59.8K
|
570
$155K
|
|
May 09, 2023
Q1 2023
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
237+ 5.16% |
$54.1K - $59K
|
4.83K
$1.31M
|