Purchases and Sales Made in Q2 2023 in Vanguard Health Care ETF (VHT)
This table provides information about the institutional ownership of Vanguard Health Care ETF (VHT) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 19, 2023
Q2 2023
|
Bcs Wealth Management
|
BUY
|
- |
3.58KNew |
$839K - $893K
|
3.58K
$970K
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.4K+ 14.82% |
$795K - $847K
|
26.3K
$7.13M
|
|
Jul 10, 2023
Q2 2023
|
Allied Investment Advisors, LLC
|
BUY
|
- |
3.35K+ 2.84% |
$785K - $835K
|
121K
$32.8M
|
|
Jul 24, 2023
Q2 2023
|
Retirement Planning Group
|
BUY
|
- |
3.27KNew |
$765K - $815K
|
3.27K
$885K
|
|
Aug 14, 2023
Q2 2023
|
Banco Santander, S.A.
|
BUY
|
- |
3.15K+ 9.29% |
$737K - $784K
|
37K
$10M
|
|
Jul 10, 2023
Q2 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
3.05K+ 55.22% |
$713K - $759K
|
8.56K
$2.32M
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
3.04K+ 7.69% |
$712K - $759K
|
42.6K
$11.5M
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
2.88K+ 6.79% |
$674K - $717K
|
45.3K
$12.3M
|
|
Aug 14, 2023
Q2 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
2.74KNew |
$641K - $683K
|
2.74K
$742K
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.73K+ 2.68% |
$638K - $680K
|
104K
$28.3M
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.7K+ 0.54% |
$631K - $672K
|
505K
$137M
|
|
Jul 20, 2023
Q2 2023
|
Nvest Financial, LLC
|
BUY
|
- |
2.66K+ 30.63% |
$623K - $664K
|
11.4K
$3.07M
|
|
Jul 31, 2023
Q2 2023
|
Meritage Portfolio Management
|
BUY
|
- |
2.65KNew |
$620K - $660K
|
2.65K
$717K
|
|
Aug 07, 2023
Q2 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
2.55KNew |
$597K - $636K
|
2.55K
$690K
|
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
2.53KNew |
$593K - $631K
|
2.53K
$685K
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
2.51KNew |
$588K - $626K
|
2.51K
$680K
|
|
Jul 17, 2023
Q2 2023
|
Oak Harvest Investment Services
|
BUY
|
- |
2.48KNew |
$580K - $617K
|
2.48K
$670K
|
|
Aug 09, 2023
Q2 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
2.39K+ 2.32% |
$560K - $596K
|
106K
$28.6M
|
|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
2.37K+ 73.96% |
$555K - $591K
|
5.57K
$1.51M
|
|
Aug 03, 2023
Q2 2023
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
2.14K+ 38.64% |
$501K - $534K
|
7.68K
$2.08M
|
|
Aug 14, 2023
Q2 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2.13K+ 139.86% |
$499K - $531K
|
3.65K
$989K
|
|
Jul 12, 2023
Q2 2023
|
Asset Planning Corporation
|
BUY
|
- |
2.12K+ 6.84% |
$497K - $530K
|
33.2K
$8.98M
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2.09K+ 6.63% |
$489K - $520K
|
33.6K
$9.09M
|
|
Aug 03, 2023
Q2 2023
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
2.07K+ 13.75% |
$484K - $515K
|
17.1K
$4.63M
|
|
Aug 09, 2023
Q2 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.02KNew |
$472K - $502K
|
2.02K
$546K
|
|
Jul 24, 2023
Q2 2023
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
2.01KNew |
$471K - $502K
|
2.01K
$545K
|
|
Aug 03, 2023
Q2 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
1.89K+ 18.0% |
$441K - $470K
|
12.4K
$3.35M
|
|
Aug 14, 2023
Q2 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
1.87K+ 217.46% |
$437K - $466K
|
2.73K
$738K
|
|
Jul 25, 2023
Q2 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1.85KNew |
$433K - $461K
|
1.85K
$501K
|
|
Aug 11, 2023
Q2 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
1.82K+ 16.68% |
$426K - $453K
|
12.7K
$3.45M
|
|
Aug 04, 2023
Q2 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
1.76K+ 5.67% |
$412K - $439K
|
32.8K
$8.88M
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
1.73K+ 26.72% |
$406K - $432K
|
8.22K
$2.23M
|
|
Aug 09, 2023
Q2 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
1.7K+ 617.45% |
$398K - $423K
|
1.97K
$534K
|
|
Aug 11, 2023
Q2 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
1.68KNew |
$394K - $420K
|
1.68K
$456K
|
|
Jul 21, 2023
Q2 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.64K+ 25.89% |
$384K - $409K
|
7.97K
$2.16M
|
|
Aug 14, 2023
Q2 2023
|
Chai Trust CO LLC
Chicago, IL |
BUY
|
- |
1.63K+ 3.43% |
$382K - $407K
|
49.1K
$13.3M
|
|
Jul 20, 2023
Q2 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
1.62KNew |
$379K - $403K
|
1.62K
$438K
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.6KNew |
$375K - $399K
|
1.6K
$434K
|
|
Jul 12, 2023
Q2 2023
|
Collective Family Office LLC
|
BUY
|
- |
1.52K+ 43.76% |
$356K - $379K
|
4.99K
$1.35M
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.52K+ 23.79% |
$355K - $378K
|
7.9K
$2.14M
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.48K+ 0.51% |
$347K - $369K
|
290K
$78.5M
|
|
Jul 17, 2023
Q2 2023
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
1.46K+ 16.98% |
$341K - $363K
|
10K
$2.71M
|
|
Jul 11, 2023
Q2 2023
|
Life Pro Asset Management
|
BUY
|
- |
1.42KNew |
$332K - $354K
|
1.42K
$384K
|
|
Aug 14, 2023
Q2 2023
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
1.41KNew |
$329K - $351K
|
1.41K
$381K
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.39K+ 7.42% |
$325K - $346K
|
20.1K
$5.44M
|
|
Jul 05, 2023
Q2 2023
|
Marotta Asset Management
|
BUY
|
- |
1.38K+ 1.95% |
$324K - $345K
|
72.2K
$19.5M
|
|
Sep 20, 2024
Q2 2023
|
Alm First Financial Advisors, LLC
Dallas, TX |
BUY
|
- |
1.38KNew |
$323K - $344K
|
1.38K
$373K
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1.38KNew |
$323K - $344K
|
1.38K
$373K
|
|
Jul 19, 2023
Q2 2023
|
Grant
|
BUY
|
- |
1.33KNew |
$310K - $330K
|
1.33K
$359K
|
|
Aug 02, 2023
Q2 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
1.32KNew |
$308K - $328K
|
1.32K
$357K
|