Purchases and Sales Made in Q1 2025 in Vanguard Health Care ETF (VHT)
This table provides information about the institutional ownership of Vanguard Health Care ETF (VHT) during Q1 2025. 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, 2025
Q1 2025
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
788New |
$200K - $216K
|
788
$190K
|
|
May 02, 2025
Q1 2025
|
Richmond Brothers, Inc.
Jackson, MI |
BUY
|
- |
785+ 5.81% |
$199K - $215K
|
14.3K
$3.45M
|
|
May 01, 2025
Q1 2025
|
Weatherly Asset Management L. P.
|
BUY
|
- |
784New |
$199K - $215K
|
784
$189K
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
783New |
$199K - $214K
|
783
$189K
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
783+ 45.1% |
$199K - $214K
|
2.52K
$607K
|
|
May 05, 2025
Q1 2025
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
783New |
$199K - $214K
|
783
$189K
|
|
Aug 15, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
782New |
$199K - $214K
|
782
$189K
|
|
May 15, 2025
Q1 2025
|
Tumwater Wealth Management, LLC
Boise, ID |
BUY
|
- |
780New |
$198K - $214K
|
780
$188K
|
|
Apr 21, 2025
Q1 2025
|
Dmkc Advisory Services, LLC
Des Moines, IA |
BUY
|
- |
778+ 3.58% |
$198K - $213K
|
22.5K
$5.43M
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
777+ 3.0% |
$197K - $213K
|
26.7K
$6.43M
|
|
Apr 25, 2025
Q1 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
774New |
$197K - $212K
|
774
$187K
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
768New |
$195K - $210K
|
768
$185K
|
|
Apr 22, 2025
Q1 2025
|
Sawgrass Asset Management LLC
|
BUY
|
- |
765New |
$194K - $209K
|
765
$184K
|
|
Apr 11, 2025
Q1 2025
|
A. D. Beadell Investment Counsel, Inc.
|
BUY
|
- |
760New |
$193K - $208K
|
760
$183K
|
|
May 14, 2025
Q1 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
760+ 36.68% |
$193K - $208K
|
2.83K
$683K
|
|
May 15, 2025
Q1 2025
|
Centric Wealth Management
|
BUY
|
- |
757New |
$192K - $207K
|
757
$183K
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
BUY
|
- |
756New |
$192K - $207K
|
756
$182K
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
754+ 19.43% |
$192K - $206K
|
4.64K
$1.12M
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
743+ 12.7% |
$189K - $203K
|
6.59K
$1.59M
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
733+ 78.4% |
$186K - $201K
|
1.67K
$402K
|
|
Apr 10, 2025
Q1 2025
|
Eclectic Associates Inc
|
BUY
|
- |
724+ 20.51% |
$184K - $198K
|
4.25K
$1.03M
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
BUY
|
- |
710+ 3.78% |
$180K - $194K
|
19.5K
$4.7M
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
678+ 10.28% |
$172K - $186K
|
7.27K
$1.75M
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
659+ 2.81% |
$167K - $180K
|
24.1K
$5.82M
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
644+ 57.3% |
$164K - $176K
|
1.77K
$426K
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
643New |
$163K - $176K
|
643
$155K
|
|
Apr 14, 2025
Q1 2025
|
Trust CO Of Oklahoma
|
BUY
|
- |
636+ 2.23% |
$162K - $174K
|
29.2K
$7.04M
|
|
Aug 13, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
627+ 77.7% |
$159K - $172K
|
1.43K
$346K
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
626New |
$159K - $171K
|
626
$151K
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
618+ 20.2% |
$157K - $169K
|
3.68K
$887K
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
600+ 365.85% |
$152K - $164K
|
764
$184K
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
594+ 7.18% |
$151K - $163K
|
8.87K
$2.14M
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
588+ 237.1% |
$149K - $161K
|
836
$202K
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
582+ 13.29% |
$148K - $159K
|
4.96K
$1.2M
|
|
May 14, 2025
Q1 2025
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
566+ 3.04% |
$144K - $155K
|
19.2K
$4.63M
|
|
May 12, 2025
Q1 2025
|
Ballast, Inc.
|
BUY
|
- |
561+ 1.72% |
$143K - $154K
|
33.1K
$7.99M
|
|
May 12, 2025
Q1 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
528+ 6.16% |
$134K - $145K
|
9.1K
$2.2M
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
507+ 2.92% |
$129K - $139K
|
17.9K
$4.31M
|
|
May 14, 2025
Q1 2025
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
504+ 9.61% |
$128K - $138K
|
5.75K
$1.39M
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
504+ 11.07% |
$128K - $138K
|
5.06K
$1.22M
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
502+ 22.09% |
$128K - $137K
|
2.78K
$669K
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
495+ 139.44% |
$126K - $136K
|
850
$205K
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
483+ 43.01% |
$123K - $132K
|
1.61K
$387K
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
479+ 208.26% |
$122K - $131K
|
709
$171K
|
|
May 05, 2025
Q1 2025
|
Dahring | Cusmano LLC
Novi, MI |
BUY
|
- |
468+ 9.89% |
$119K - $128K
|
5.2K
$1.25M
|
|
May 14, 2025
Q1 2025
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
464+ 5.68% |
$118K - $127K
|
8.63K
$2.08M
|
|
Apr 23, 2025
Q1 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
462+ 4.7% |
$117K - $127K
|
10.3K
$2.48M
|
|
May 15, 2025
Q1 2025
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
453+ 1.71% |
$115K - $124K
|
27K
$6.51M
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
438+ 17.61% |
$111K - $120K
|
2.93K
$705K
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
437+ 6.47% |
$111K - $120K
|
7.19K
$1.73M
|