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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
1.26KNew |
$295K - $314K
|
1.26K
$341K
|
|
|
Jul 18, 2023
Q2 2023
|
Rothschild Investment Corp
|
BUY
|
- |
1.21KNew |
$283K - $301K
|
1.21K
$327K
|
|
|
Aug 02, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.15KNew |
$269K - $287K
|
1.15K
$312K
|
|
|
Jul 06, 2023
Q2 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1.11K+ 0.57% |
$261K - $277K
|
197K
$53.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.1K+ 6.72% |
$257K - $274K
|
17.4K
$4.72M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
1.07KNew |
$250K - $266K
|
1.07K
$289K
|
|
|
Jul 31, 2023
Q2 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
1.07KNew |
$249K - $266K
|
1.07K
$288K
|
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.06K+ 95.5% |
$248K - $264K
|
2.17K
$588K
|
|
|
Aug 04, 2023
Q2 2023
|
Adviser Investments LLC
|
BUY
|
- |
1.04K+ 12.16% |
$243K - $259K
|
9.57K
$2.59M
|
|
|
Jul 07, 2023
Q2 2023
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
1.01KNew |
$237K - $253K
|
1.01K
$275K
|
|
|
Aug 09, 2023
Q2 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
1.01KNew |
$236K - $251K
|
1.01K
$272K
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Management Solutions, LLC
|
BUY
|
- |
994+ 2.07% |
$233K - $248K
|
49K
$13.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
988New |
$231K - $246K
|
988
$268K
|
|
|
Aug 11, 2023
Q2 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
971+ 3.69% |
$227K - $242K
|
27.3K
$7.4M
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
970New |
$227K - $242K
|
970
$263K
|
|
|
Jul 20, 2023
Q2 2023
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
933New |
$218K - $233K
|
933
$253K
|
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
922New |
$216K - $230K
|
922
$250K
|
|
|
Aug 03, 2023
Q2 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
911+ 12.15% |
$213K - $227K
|
8.41K
$2.28M
|
|
|
Jul 19, 2023
Q2 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
909+ 7.82% |
$213K - $227K
|
12.5K
$3.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
900+ 4.21% |
$211K - $224K
|
22.3K
$6.03M
|
|
|
Aug 08, 2023
Q2 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
894New |
$209K - $223K
|
894
$242K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
889+ 7.29% |
$208K - $222K
|
13.1K
$3.54M
|
|
|
Aug 16, 2023
Q2 2023
|
Goepper Burkhardt LLC
|
BUY
|
- |
860+ 2.61% |
$201K - $214K
|
33.9K
$9.17M
|
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
BUY
|
- |
852+ 3.52% |
$199K - $212K
|
25.1K
$6.78M
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
839+ 5.52% |
$196K - $209K
|
16K
$4.34M
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
832New |
$195K - $207K
|
832
$225K
|
|
|
Jul 24, 2023
Q2 2023
|
Augustine Asset Management Inc
|
BUY
|
- |
826New |
$193K - $206K
|
826
$224K
|
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
825New |
$193K - $206K
|
825
$223K
|
|
|
Aug 14, 2023
Q2 2023
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
824New |
$193K - $205K
|
824
$223K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
812+ 11.36% |
$190K - $202K
|
7.96K
$2.16M
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
807+ 33.64% |
$189K - $201K
|
3.21K
$868K
|
|
|
Jul 25, 2023
Q2 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
800+ 23.38% |
$187K - $199K
|
4.22K
$1.14M
|
|
|
Aug 08, 2023
Q2 2023
|
Rice Partnership, LLC
|
BUY
|
- |
787New |
$184K - $196K
|
787
$213K
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
774+ 5.18% |
$181K - $193K
|
15.7K
$4.25M
|
|
|
Aug 02, 2023
Q2 2023
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
759+ 5.03% |
$178K - $189K
|
15.8K
$4.29M
|
|
|
Jul 12, 2023
Q2 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
746+ 2.56% |
$175K - $186K
|
29.9K
$8.09M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
736+ 1.82% |
$172K - $183K
|
41.3K
$11.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
729+ 1215.0% |
$171K - $182K
|
789
$214K
|
|
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
729+ 1215.0% |
$171K - $182K
|
789
$214K
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
722+ 7.87% |
$169K - $180K
|
9.89K
$2.68M
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
710+ 2.55% |
$166K - $177K
|
28.5K
$7.73M
|
|
|
Aug 14, 2023
Q2 2023
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
696+ 10.42% |
$163K - $174K
|
7.38K
$2M
|
|
|
Jul 28, 2023
Q2 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
693+ 6.87% |
$162K - $173K
|
10.8K
$2.92M
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
684+ 5.74% |
$160K - $171K
|
12.6K
$3.41M
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
680+ 6.36% |
$159K - $170K
|
11.4K
$3.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
677+ 7.19% |
$158K - $169K
|
10.1K
$2.73M
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
626+ 6.43% |
$147K - $156K
|
10.4K
$2.81M
|
|
|
Jul 24, 2023
Q2 2023
|
Exchange Capital Management, Inc.
|
BUY
|
- |
623+ 2.49% |
$146K - $155K
|
25.7K
$6.96M
|
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
615+ 5.88% |
$144K - $153K
|
11.1K
$3M
|
|
|
Aug 01, 2023
Q2 2023
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
608+ 3.3% |
$142K - $152K
|
19.1K
$5.16M
|