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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
6New |
$1.37K - $1.49K
|
6
$1.63K
|
|
|
May 12, 2023
Q1 2023
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
5+ 0.3% |
$1.14K - $1.25K
|
1.69K
$461K
|
|
|
May 08, 2023
Q1 2023
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
5+ 0.19% |
$1.14K - $1.25K
|
2.59K
$704K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
4+ 7.14% |
$913 - $996
|
60
$16.3K
|
|
|
Apr 17, 2023
Q1 2023
|
Moller Financial Services
|
BUY
|
- |
4+ 0.39% |
$913 - $996
|
1.02K
$278K
|
|
|
May 10, 2023
Q1 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
4New |
$913 - $996
|
4
$1.09K
|
|
|
May 15, 2023
Q1 2023
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
4+ 0.14% |
$913 - $996
|
2.78K
$758K
|
|
|
Apr 17, 2023
Q1 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
3+ 0.2% |
$685 - $747
|
1.48K
$402K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
3+ 0.13% |
$685 - $747
|
2.37K
$646K
|
|
|
Apr 18, 2023
Q1 2023
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
3+ 0.18% |
$685 - $747
|
1.64K
$447K
|
|
|
Apr 20, 2023
Q1 2023
|
Compass Advisory Group LLC
|
BUY
|
- |
3+ 0.35% |
$685 - $747
|
864
$235K
|
|
|
Apr 24, 2023
Q1 2023
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
3+ 0.11% |
$685 - $747
|
2.83K
$769K
|
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
3+ 0.12% |
$685 - $747
|
2.41K
$657K
|
|
|
May 01, 2023
Q1 2023
|
Family Firm, Inc.
|
BUY
|
- |
3+ 0.28% |
$685 - $747
|
1.06K
$289K
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
3+ 0.17% |
$685 - $747
|
1.78K
$483K
|
|
|
Apr 24, 2023
Q1 2023
|
Capital Square, LLC
|
BUY
|
- |
3+ 0.35% |
$685 - $747
|
870
$237K
|
|
|
May 11, 2023
Q1 2023
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
3+ 0.23% |
$685 - $747
|
1.29K
$352K
|
|
|
May 01, 2023
Q1 2023
|
Alera Investment Advisors, LLC
|
BUY
|
- |
3+ 0.17% |
$685 - $747
|
1.78K
$484K
|
|
|
Apr 20, 2023
Q1 2023
|
Avestar Capital, LLC
|
BUY
|
- |
3+ 0.31% |
$685 - $747
|
985
$268K
|
|
|
May 11, 2023
Q1 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2+ 0.16% |
$456 - $498
|
1.26K
$342K
|
|
|
Apr 17, 2023
Q1 2023
|
Ignite Planners, LLC
|
BUY
|
- |
2+ 0.23% |
$456 - $498
|
868
$236K
|
|
|
Apr 12, 2023
Q1 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
2+ 0.18% |
$456 - $498
|
1.09K
$296K
|
|
|
Apr 18, 2023
Q1 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2+ 0.1% |
$456 - $498
|
1.92K
$522K
|
|
|
May 09, 2023
Q1 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2+ 0.05% |
$456 - $498
|
3.83K
$1.04M
|
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
2+ 0.18% |
$456 - $498
|
1.14K
$309K
|
|
|
May 05, 2023
Q1 2023
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
2+ 0.21% |
$456 - $498
|
964
$262K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
2+ 1.03% |
$456 - $498
|
196
$53.4K
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2+ 0.18% |
$456 - $498
|
1.11K
$303K
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
2+ 0.23% |
$456 - $498
|
866
$236K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
2New |
$456 - $498
|
2
$544
|
|
|
May 11, 2023
Q1 2023
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
1+ 0.04% |
$228 - $249
|
2.36K
$642K
|
|
|
Apr 13, 2023
Q1 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1+ 0.09% |
$228 - $249
|
1.17K
$318K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
1+ 0.46% |
$228 - $249
|
217
$59.1K
|
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.14% |
$228 - $249
|
706
$192K
|
|
|
Apr 17, 2023
Q1 2023
|
Financial Consulate, Inc
|
BUY
|
- |
1+ 0.07% |
$228 - $249
|
1.43K
$388K
|
|
|
May 22, 2023
Q1 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
1+ 0.08% |
$228 - $249
|
1.31K
$356K
|
|
|
May 11, 2023
Q1 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
1+ 0.01% |
$228 - $249
|
6.76K
$1.84M
|
|
|
Apr 07, 2023
Q1 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1+ 0.11% |
$228 - $249
|
935
$255K
|
|
|
Apr 21, 2023
Q1 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
1+ 0.02% |
$228 - $249
|
4.24K
$1.15M
|
|
|
May 01, 2023
Q1 2023
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$228 - $249
|
5.02K
$1.37M
|
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 0.1% |
$228 - $249
|
960
$261K
|
|
|
Apr 28, 2023
Q1 2023
|
Bray Capital Advisors
|
BUY
|
- |
1+ 0.19% |
$228 - $249
|
514
$140K
|
|
|
May 05, 2023
Q1 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1+ 0.15% |
$228 - $249
|
672
$183K
|
|
|
Apr 20, 2023
Q1 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-1- 0.02% |
$228 - $249
|
5.93K
$1.61M
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-1- 1.64% |
$228 - $249
|
60
$16.3K
|
|
|
May 04, 2023
Q1 2023
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-1- 0.05% |
$228 - $249
|
1.86K
$506K
|
|
|
May 10, 2023
Q1 2023
|
Athena Investment Management
|
SELL
|
- |
-2- 0.11% |
$456 - $498
|
1.74K
$473K
|
|
|
May 15, 2023
Q1 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-2- 0.09% |
$456 - $498
|
2.31K
$630K
|
|
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-2Closed |
$456 - $498
|
0
$0
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-2- 0.08% |
$456 - $498
|
2.38K
$649K
|