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 04, 2023
Q1 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
231+ 7.24% |
$52.7K - $57.5K
|
3.42K
$931K
|
|
|
May 15, 2023
Q1 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
230+ 36.57% |
$52.5K - $57.3K
|
859
$234K
|
|
|
Jun 03, 2024
Q1 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
229+ 8.48% |
$52.3K - $57K
|
2.93K
$797K
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
225+ 7.64% |
$51.4K - $56K
|
3.17K
$863K
|
|
|
Apr 19, 2023
Q1 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
225+ 9.96% |
$51.4K - $56K
|
2.49K
$677K
|
|
|
May 04, 2023
Q1 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
224+ 12.49% |
$51.1K - $55.8K
|
2.02K
$549K
|
|
|
May 03, 2023
Q1 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
218+ 2.48% |
$49.8K - $54.3K
|
9K
$2.45M
|
|
|
Apr 14, 2023
Q1 2023
|
Dakota Wealth Management
|
BUY
|
- |
218+ 3.0% |
$49.8K - $54.3K
|
7.48K
$2.04M
|
|
|
May 02, 2023
Q1 2023
|
One Day In July LLC
|
BUY
|
- |
215+ 5.51% |
$49.1K - $53.5K
|
4.12K
$1.12M
|
|
|
Apr 11, 2023
Q1 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
213+ 23.8% |
$48.6K - $53K
|
1.11K
$302K
|
|
|
May 02, 2023
Q1 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
213New |
$48.6K - $53K
|
213
$58K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
212+ 2.22% |
$48.4K - $52.8K
|
9.76K
$2.66M
|
|
|
Apr 12, 2023
Q1 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
209+ 7.68% |
$47.7K - $52K
|
2.93K
$797K
|
|
|
Apr 24, 2023
Q1 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
204+ 7.94% |
$46.6K - $50.8K
|
2.77K
$755K
|
|
|
May 11, 2023
Q1 2023
|
True Private Wealth Advisors
|
BUY
|
- |
204+ 1.21% |
$46.6K - $50.8K
|
17.1K
$4.66M
|
|
|
Apr 10, 2023
Q1 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
203+ 0.7% |
$46.3K - $50.5K
|
29.1K
$7.93M
|
|
|
May 09, 2023
Q1 2023
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
203+ 2.31% |
$46.3K - $50.5K
|
9K
$2.45M
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
201+ 2.89% |
$45.9K - $50K
|
7.15K
$1.95M
|
|
|
May 04, 2023
Q1 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
200+ 19.19% |
$45.6K - $49.8K
|
1.24K
$338K
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
197+ 0.33% |
$45K - $49.1K
|
59.4K
$16.2M
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
197+ 20.98% |
$45K - $49.1K
|
1.14K
$309K
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
197+ 0.33% |
$45K - $49.1K
|
59.4K
$16.2M
|
|
|
May 02, 2023
Q1 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
192+ 1.3% |
$43.8K - $47.8K
|
14.9K
$4.06M
|
|
|
Apr 24, 2023
Q1 2023
|
Rockland Trust CO
|
BUY
|
- |
188+ 21.03% |
$42.9K - $46.8K
|
1.08K
$295K
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Planning Corporation
|
BUY
|
- |
186+ 0.6% |
$42.5K - $46.3K
|
31K
$8.45M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
181+ 6.45% |
$41.3K - $45.1K
|
2.99K
$813K
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
172+ 0.44% |
$39.3K - $42.8K
|
39.3K
$10.7M
|
|
|
May 09, 2023
Q1 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
163+ 3.51% |
$37.2K - $40.6K
|
4.81K
$1.31M
|
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
161New |
$36.7K - $40.1K
|
161
$43.8K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
159New |
$36.3K - $39.6K
|
159
$43.3K
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
152+ 16.65% |
$34.7K - $37.8K
|
1.07K
$290K
|
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
149New |
$34K - $37.1K
|
149
$40.6K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
146New |
$33.3K - $36.4K
|
146
$39.7K
|
|
|
Apr 19, 2023
Q1 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
146+ 0.83% |
$33.3K - $36.4K
|
17.7K
$4.82M
|
|
|
Apr 21, 2023
Q1 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
145+ 10.41% |
$33.1K - $36.1K
|
1.54K
$419K
|
|
|
May 31, 2023
Q1 2023
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
140+ 9.67% |
$32K - $34.9K
|
1.59K
$432K
|
|
|
May 08, 2023
Q1 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
135+ 5.45% |
$30.8K - $33.6K
|
2.61K
$712K
|
|
|
Apr 17, 2023
Q1 2023
|
Rba Wealth Management, LLC
|
BUY
|
- |
132+ 3.13% |
$30.1K - $32.9K
|
4.35K
$1.18M
|
|
|
May 10, 2023
Q1 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
131New |
$29.9K - $32.6K
|
131
$35.7K
|
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
124+ 1.47% |
$28.3K - $30.9K
|
8.55K
$2.33M
|
|
|
Apr 20, 2023
Q1 2023
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
124+ 11.84% |
$28.3K - $30.9K
|
1.17K
$319K
|
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
122New |
$27.8K - $30.4K
|
122
$33.2K
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
121New |
$27.6K - $30.1K
|
121
$32.9K
|
|
|
Apr 19, 2023
Q1 2023
|
Sol Capital Management CO
|
BUY
|
- |
118+ 2.14% |
$26.9K - $29.4K
|
5.64K
$1.54M
|
|
|
May 15, 2023
Q1 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
117+ 117.0% |
$26.7K - $29.1K
|
217
$59.1K
|
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
117+ 4.58% |
$26.7K - $29.1K
|
2.67K
$727K
|
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
116New |
$26.5K - $28.9K
|
116
$31.6K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
112+ 1.16% |
$25.6K - $27.9K
|
9.75K
$2.65M
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
111+ 9.16% |
$25.3K - $27.6K
|
1.32K
$360K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
107+ 3.27% |
$24.4K - $26.6K
|
3.38K
$921K
|