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 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
103New |
$23.5K - $25.6K
|
103
$28K
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
101+ 594.12% |
$23.1K - $25.1K
|
118
$32.1K
|
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
BUY
|
- |
100+ 9.54% |
$22.8K - $24.9K
|
1.15K
$313K
|
|
|
May 12, 2023
Q1 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
100New |
$22.8K - $24.9K
|
100
$27.2K
|
|
|
May 16, 2023
Q1 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
99+ 7.98% |
$22.6K - $24.7K
|
1.34K
$365K
|
|
|
Apr 12, 2023
Q1 2023
|
Rda Financial Network
|
BUY
|
- |
98+ 1.51% |
$22.4K - $24.4K
|
6.6K
$1.8M
|
|
|
May 03, 2023
Q1 2023
|
Moseley Investment Management Inc
|
BUY
|
- |
98+ 7.19% |
$22.4K - $24.4K
|
1.46K
$398K
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
BUY
|
- |
98+ 3.6% |
$22.4K - $24.4K
|
2.82K
$769K
|
|
|
Apr 25, 2023
Q1 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
96+ 1.54% |
$21.9K - $23.9K
|
6.33K
$1.72M
|
|
|
May 12, 2023
Q1 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
95+ 7.47% |
$21.7K - $23.7K
|
1.37K
$372K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
95New |
$21.7K - $23.7K
|
95
$25.9K
|
|
|
Apr 25, 2023
Q1 2023
|
Patten & Patten Inc
|
BUY
|
- |
91+ 5.34% |
$20.8K - $22.7K
|
1.79K
$488K
|
|
|
Mar 12, 2024
Q1 2023
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
87+ 0.17% |
$19.9K - $21.7K
|
50.8K
$13.8M
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
BUY
|
- |
86+ 12.93% |
$19.6K - $21.4K
|
751
$204K
|
|
|
May 12, 2023
Q1 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
86New |
$19.6K - $21.4K
|
86
$23.4K
|
|
|
Apr 10, 2023
Q1 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
85+ 1.36% |
$19.4K - $21.2K
|
6.35K
$1.73M
|
|
|
Apr 19, 2023
Q1 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
84+ 8.39% |
$19.2K - $20.9K
|
1.09K
$295K
|
|
|
May 05, 2023
Q1 2023
|
Coombe, Bender & CO LLC
|
BUY
|
- |
83+ 16.27% |
$18.9K - $20.7K
|
593
$161K
|
|
|
May 04, 2023
Q1 2023
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
77+ 1.44% |
$17.6K - $19.2K
|
5.44K
$1.48M
|
|
|
Apr 10, 2023
Q1 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
75New |
$17.1K - $18.7K
|
75
$20.4K
|
|
|
Jun 28, 2024
Q1 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
75+ 2.56% |
$17.1K - $18.7K
|
3.01K
$819K
|
|
|
May 10, 2023
Q1 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
73+ 7.76% |
$16.7K - $18.2K
|
1.01K
$276K
|
|
|
Apr 18, 2023
Q1 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
72+ 4.8% |
$16.4K - $17.9K
|
1.57K
$428K
|
|
|
May 15, 2023
Q1 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
72+ 1.27% |
$16.4K - $17.9K
|
5.73K
$1.56M
|
|
|
Apr 20, 2023
Q1 2023
|
Triangle Securities Wealth Management
|
BUY
|
- |
70+ 5.06% |
$16K - $17.4K
|
1.45K
$396K
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
66+ 3.98% |
$15.1K - $16.4K
|
1.72K
$469K
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
66+ 1.75% |
$15.1K - $16.4K
|
3.85K
$1.05M
|
|
|
Oct 13, 2023
Q1 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
65+ 7.41% |
$14.8K - $16.2K
|
942
$256K
|
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
BUY
|
- |
64+ 6.5% |
$14.6K - $15.9K
|
1.05K
$285K
|
|
|
May 03, 2023
Q1 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
63+ 6.65% |
$14.4K - $15.7K
|
1.01K
$275K
|
|
|
May 15, 2023
Q1 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
63+ 0.87% |
$14.4K - $15.7K
|
7.3K
$1.99M
|
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
60+ 2.42% |
$13.7K - $14.9K
|
2.54K
$692K
|
|
|
May 11, 2023
Q1 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
56+ 1.7% |
$12.8K - $13.9K
|
3.36K
$914K
|
|
|
Apr 24, 2023
Q1 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
55+ 3.53% |
$12.6K - $13.7K
|
1.61K
$439K
|
|
|
Apr 27, 2023
Q1 2023
|
Northstar Group, Inc.
|
BUY
|
- |
54+ 0.86% |
$12.3K - $13.4K
|
6.35K
$1.73M
|
|
|
May 12, 2023
Q1 2023
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
53+ 2.63% |
$12.1K - $13.2K
|
2.07K
$564K
|
|
|
Apr 10, 2023
Q1 2023
|
360 Financial, Inc.
|
BUY
|
- |
53+ 3.46% |
$12.1K - $13.2K
|
1.58K
$431K
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
52+ 1.99% |
$11.9K - $12.9K
|
2.67K
$726K
|
|
|
May 11, 2023
Q1 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
50+ 3.42% |
$11.4K - $12.5K
|
1.51K
$411K
|
|
|
Apr 25, 2023
Q1 2023
|
Atlas Financial Advisors, Inc.
|
BUY
|
- |
49+ 4.74% |
$11.2K - $12.2K
|
1.08K
$295K
|
|
|
Apr 24, 2023
Q1 2023
|
Montecito Bank & Trust
|
BUY
|
- |
49+ 4.12% |
$11.2K - $12.2K
|
1.24K
$337K
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
49+ 2.4% |
$11.2K - $12.2K
|
2.09K
$568K
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
47+ 0.66% |
$10.7K - $11.7K
|
7.16K
$1.95M
|
|
|
Apr 04, 2023
Q1 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
44+ 2.96% |
$10K - $11K
|
1.53K
$417K
|
|
|
Apr 26, 2023
Q1 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
43+ 4.4% |
$9.81K - $10.7K
|
1.02K
$278K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
42+ 0.68% |
$9.59K - $10.5K
|
6.22K
$1.69M
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
38+ 0.46% |
$8.67K - $9.46K
|
8.24K
$2.24M
|
|
|
Apr 10, 2023
Q1 2023
|
First Premier Bank
|
BUY
|
- |
37+ 0.17% |
$8.44K - $9.21K
|
21.8K
$5.95M
|
|
|
May 10, 2023
Q1 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
36+ 0.69% |
$8.22K - $8.96K
|
5.22K
$1.42M
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
34+ 2.56% |
$7.76K - $8.47K
|
1.36K
$370K
|