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 08, 2024
Q1 2024
|
Advisor Os, LLC
|
BUY
|
- |
849New |
$215K - $230K
|
849
$231K
|
|
May 20, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
832New |
$211K - $225K
|
832
$227K
|
|
May 08, 2024
Q1 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
827+ 2.05% |
$210K - $224K
|
41.3K
$11.2M
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
821+ 4.1% |
$208K - $222K
|
20.8K
$5.67M
|
|
May 15, 2024
Q1 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
813+ 683.19% |
$206K - $220K
|
932
$254K
|
|
May 14, 2024
Q1 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
809+ 57.66% |
$205K - $219K
|
2.21K
$602K
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
808New |
$205K - $219K
|
808
$220K
|
|
Apr 29, 2024
Q1 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
806New |
$204K - $218K
|
806
$219K
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
805New |
$204K - $218K
|
805
$219K
|
|
Apr 12, 2024
Q1 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
804+ 83.49% |
$204K - $218K
|
1.77K
$481K
|
|
Apr 15, 2024
Q1 2024
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
799New |
$203K - $216K
|
799
$218K
|
|
Jun 28, 2024
Q1 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
790+ 20.84% |
$200K - $214K
|
4.58K
$1.25M
|
|
May 07, 2024
Q1 2024
|
Capital Square, LLC
|
BUY
|
- |
789New |
$200K - $213K
|
789
$215K
|
|
May 07, 2024
Q1 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
787New |
$200K - $213K
|
787
$214K
|
|
Oct 22, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
785+ 2.82% |
$199K - $212K
|
28.6K
$7.79M
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
784New |
$199K - $212K
|
784
$213K
|
|
Apr 17, 2024
Q1 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
784+ 13.05% |
$199K - $212K
|
6.79K
$1.85M
|
|
Aug 13, 2024
Q1 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
774New |
$196K - $209K
|
774
$211K
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
BUY
|
- |
771+ 23.34% |
$196K - $209K
|
4.07K
$1.11M
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
767+ 38.62% |
$195K - $208K
|
2.75K
$749K
|
|
May 13, 2024
Q1 2024
|
Sawgrass Asset Management LLC
|
BUY
|
- |
765New |
$194K - $207K
|
765
$208K
|
|
May 01, 2024
Q1 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
761New |
$193K - $206K
|
761
$207K
|
|
Apr 26, 2024
Q1 2024
|
First National Trust CO
|
BUY
|
- |
761New |
$193K - $206K
|
761
$207K
|
|
Apr 12, 2024
Q1 2024
|
A. D. Beadell Investment Counsel, Inc.
|
BUY
|
- |
760New |
$193K - $206K
|
760
$207K
|
|
Apr 16, 2024
Q1 2024
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
747New |
$189K - $202K
|
747
$203K
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
744+ 6.91% |
$189K - $201K
|
11.5K
$3.13M
|
|
May 08, 2024
Q1 2024
|
Private Management Group Inc
|
BUY
|
- |
741New |
$188K - $200K
|
741
$202K
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
BUY
|
- |
740New |
$188K - $200K
|
740
$201K
|
|
Apr 11, 2024
Q1 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
723+ 2.26% |
$183K - $196K
|
32.7K
$8.9M
|
|
May 03, 2024
Q1 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
716New |
$182K - $194K
|
716
$195K
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
707+ 11.95% |
$179K - $191K
|
6.62K
$1.8M
|
|
May 15, 2024
Q1 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
701+ 89.64% |
$178K - $190K
|
1.48K
$404K
|
|
May 01, 2024
Q1 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
690+ 3.09% |
$175K - $187K
|
23K
$6.27M
|
|
May 13, 2024
Q1 2024
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
670+ 1.63% |
$170K - $181K
|
41.8K
$11.4M
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
656+ 19.77% |
$166K - $177K
|
3.97K
$1.08M
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
638+ 1.22% |
$162K - $173K
|
53.1K
$14.5M
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
615+ 2.55% |
$156K - $166K
|
24.8K
$6.74M
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
604+ 17.54% |
$153K - $163K
|
4.05K
$1.1M
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
600+ 28.94% |
$152K - $162K
|
2.67K
$728K
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
598+ 6.23% |
$152K - $162K
|
10.2K
$2.78M
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
598+ 12.37% |
$152K - $162K
|
5.43K
$1.48M
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
585New |
$148K - $158K
|
585
$159K
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
578+ 0.54% |
$147K - $156K
|
108K
$29.3M
|
|
May 01, 2024
Q1 2024
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
575+ 3.59% |
$146K - $156K
|
16.6K
$4.52M
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
570+ 65.37% |
$145K - $154K
|
1.44K
$393K
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
569+ 27.21% |
$144K - $154K
|
2.66K
$724K
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
565+ 1.93% |
$143K - $153K
|
29.8K
$8.12M
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
BUY
|
- |
560+ 49.51% |
$142K - $152K
|
1.69K
$460K
|
|
Apr 23, 2024
Q1 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
546+ 4.66% |
$138K - $148K
|
12.3K
$3.34M
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
544+ 35.16% |
$138K - $147K
|
2.09K
$569K
|