Purchases and Sales Made in Q1 2024 in Vanguard Health Care ETF (VHT)
This table provides information about the institutional ownership of Vanguard Health Care ETF (VHT) during Q1 2024. 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 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.74K+ 79.14% |
$442K - $471K
|
3.94K
$1.07M
|
|
|
May 10, 2024
Q1 2024
|
Patten & Patten Inc
|
BUY
|
- |
1.72KNew |
$436K - $466K
|
1.72K
$469K
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.63K+ 26.43% |
$414K - $442K
|
7.81K
$2.13M
|
|
|
May 01, 2024
Q1 2024
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
1.59K+ 93.32% |
$404K - $431K
|
3.3K
$898K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.55KNew |
$393K - $419K
|
1.55K
$422K
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
1.5K+ 1.55% |
$380K - $406K
|
98.5K
$26.8M
|
|
|
May 01, 2024
Q1 2024
|
Quaker Wealth Management, LLC
|
BUY
|
- |
1.45K+ 5.94% |
$367K - $392K
|
25.8K
$7.03M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.39K+ 6.02% |
$353K - $376K
|
24.5K
$6.67M
|
|
|
May 07, 2024
Q1 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
1.33K+ 1.28% |
$338K - $360K
|
105K
$28.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.31K+ 38.08% |
$332K - $354K
|
4.75K
$1.29M
|
|
|
May 15, 2024
Q1 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
1.31KNew |
$331K - $354K
|
1.31K
$356K
|
|
|
Apr 19, 2024
Q1 2024
|
Accel Wealth Management
|
BUY
|
- |
1.31K+ 20.01% |
$331K - $353K
|
7.83K
$2.13M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
1.3K+ 155.93% |
$330K - $352K
|
2.14K
$582K
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.29K+ 47.26% |
$326K - $348K
|
4.01K
$1.09M
|
|
|
May 14, 2024
Q1 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
1.27KNew |
$323K - $345K
|
1.27K
$347K
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.26KNew |
$320K - $341K
|
1.26K
$343K
|
|
|
Apr 18, 2024
Q1 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
1.26KNew |
$320K - $341K
|
1.26K
$343K
|
|
|
May 03, 2024
Q1 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
1.26KNew |
$319K - $340K
|
1.26K
$342K
|
|
|
Apr 22, 2024
Q1 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.26KNew |
$319K - $340K
|
1.26K
$342K
|
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.19K+ 104.68% |
$301K - $321K
|
2.32K
$631K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.17K+ 6.38% |
$296K - $315K
|
19.4K
$5.29M
|
|
|
May 15, 2024
Q1 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
1.15KNew |
$293K - $312K
|
1.15K
$314K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
1.14KNew |
$290K - $309K
|
1.14K
$311K
|
|
|
May 10, 2024
Q1 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
1.14KNew |
$288K - $307K
|
1.14K
$309K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.13K+ 8.61% |
$287K - $306K
|
14.3K
$3.89M
|
|
|
May 03, 2024
Q1 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
1.11K+ 22.12% |
$282K - $301K
|
6.14K
$1.67M
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.1K+ 5.67% |
$278K - $296K
|
20.4K
$5.56M
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.09K+ 18.93% |
$277K - $295K
|
6.85K
$1.87M
|
|
|
May 02, 2024
Q1 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
1.08K+ 5.34% |
$273K - $292K
|
21.3K
$5.79M
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
1.08K+ 10.03% |
$273K - $292K
|
11.8K
$3.22M
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.06K+ 6.58% |
$268K - $285K
|
17.1K
$4.66M
|
|
|
May 14, 2024
Q1 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
1.05K+ 23.36% |
$267K - $285K
|
5.57K
$1.52M
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
1.05K+ 15.01% |
$267K - $284K
|
8.05K
$2.19M
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
1.05K+ 11.14% |
$266K - $284K
|
10.5K
$2.85M
|
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.05KNew |
$265K - $283K
|
1.05K
$284K
|
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1.04KNew |
$263K - $281K
|
1.04K
$283K
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.01K+ 31.9% |
$256K - $274K
|
4.18K
$1.14M
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
976New |
$248K - $264K
|
976
$266K
|
|
|
May 13, 2024
Q1 2024
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
969+ 5.19% |
$246K - $262K
|
19.6K
$5.35M
|
|
|
May 13, 2024
Q1 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
965New |
$245K - $261K
|
965
$263K
|
|
|
Apr 22, 2024
Q1 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
936+ 46.52% |
$237K - $253K
|
2.95K
$803K
|
|
|
May 03, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
932+ 96.88% |
$236K - $252K
|
1.89K
$516K
|
|
|
May 01, 2024
Q1 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
932New |
$236K - $252K
|
932
$254K
|
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
906New |
$230K - $245K
|
906
$247K
|
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
904New |
$229K - $245K
|
904
$246K
|
|
|
May 08, 2024
Q1 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
900+ 58.29% |
$228K - $243K
|
2.44K
$665K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
896+ 38.97% |
$227K - $242K
|
3.2K
$870K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
883+ 0.3% |
$224K - $239K
|
295K
$80.4M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
880+ 57.29% |
$223K - $238K
|
2.42K
$658K
|
|
|
Apr 26, 2024
Q1 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
879+ 6.1% |
$223K - $238K
|
15.3K
$4.16M
|