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 02, 2023
Q2 2023
|
One Day In July LLC
|
BUY
|
- |
119+ 2.89% |
$27.9K - $29.7K
|
4.24K
$1.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
116+ 1.63% |
$27.2K - $28.9K
|
7.22K
$1.87M
|
|
|
Jul 14, 2023
Q2 2023
|
Joule Financial, LLC
|
BUY
|
- |
115+ 1.45% |
$26.9K - $28.7K
|
8.04K
$2.08M
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
112+ 6.68% |
$26.2K - $27.9K
|
1.79K
$462K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
111+ 56.06% |
$26K - $27.7K
|
309
$79.9K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
111+ 8.39% |
$26K - $27.7K
|
1.43K
$371K
|
|
|
Jul 17, 2023
Q2 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
109+ 5.75% |
$25.5K - $27.2K
|
2.01K
$519K
|
|
|
Jul 21, 2023
Q2 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
104+ 3.63% |
$24.3K - $25.9K
|
2.97K
$767K
|
|
|
Aug 14, 2023
Q2 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
100+ 4.14% |
$23.4K - $24.9K
|
2.51K
$650K
|
|
|
Jul 13, 2023
Q2 2023
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
100+ 1.43% |
$23.4K - $24.9K
|
7.1K
$1.83M
|
|
|
Jul 31, 2023
Q2 2023
|
Dakota Wealth Management
|
BUY
|
- |
100+ 1.34% |
$23.4K - $24.9K
|
7.58K
$1.96M
|
|
|
May 23, 2024
Q2 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
98+ 10.77% |
$22.9K - $24.4K
|
1.01K
$261K
|
|
|
Aug 07, 2023
Q2 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
96+ 8.53% |
$22.5K - $23.9K
|
1.22K
$316K
|
|
|
Aug 14, 2023
Q2 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
95+ 8.88% |
$22.2K - $23.7K
|
1.17K
$301K
|
|
|
Oct 13, 2023
Q2 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
94+ 9.98% |
$22K - $23.4K
|
1.04K
$268K
|
|
|
Aug 08, 2023
Q2 2023
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
89+ 1.86% |
$20.8K - $22.2K
|
4.88K
$1.26M
|
|
|
Aug 14, 2023
Q2 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
87+ 0.87% |
$20.4K - $21.7K
|
10.1K
$2.61M
|
|
|
Jul 25, 2023
Q2 2023
|
Smart Money Group LLC
|
BUY
|
- |
82+ 0.48% |
$19.2K - $20.4K
|
17.3K
$4.47M
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
81+ 0.86% |
$19K - $20.2K
|
9.5K
$2.46M
|
|
|
Aug 15, 2023
Q2 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
81+ 7.93% |
$19K - $20.2K
|
1.1K
$285K
|
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
80+ 13.91% |
$18.7K - $19.9K
|
655
$169K
|
|
|
Aug 04, 2023
Q2 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
78+ 2.81% |
$18.3K - $19.4K
|
2.85K
$737K
|
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
77+ 4.87% |
$18K - $19.2K
|
1.66K
$429K
|
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
76+ 4.45% |
$17.8K - $18.9K
|
1.78K
$461K
|
|
|
Aug 07, 2023
Q2 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
75+ 0.83% |
$17.6K - $18.7K
|
9.07K
$2.35M
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
71+ 39.89% |
$16.6K - $17.7K
|
249
$64.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Bison Wealth, LLC
|
BUY
|
- |
70+ 8.5% |
$16.4K - $17.5K
|
894
$231K
|
|
|
Jul 25, 2023
Q2 2023
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
68+ 0.96% |
$15.9K - $17K
|
7.15K
$1.85M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
65New |
$15.2K - $16.2K
|
65
$16.8K
|
|
|
Jul 21, 2023
Q2 2023
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
65+ 2.3% |
$15.2K - $16.2K
|
2.89K
$747K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
64+ 3.53% |
$15K - $16K
|
1.88K
$485K
|
|
|
Aug 09, 2023
Q2 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
63+ 6.01% |
$14.7K - $15.7K
|
1.11K
$287K
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
62+ 2.79% |
$14.5K - $15.5K
|
2.28K
$590K
|
|
|
Jul 10, 2023
Q2 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
60+ 5.42% |
$14K - $15K
|
1.17K
$302K
|
|
|
Aug 09, 2023
Q2 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
60+ 3.14% |
$14K - $15K
|
1.97K
$510K
|
|
|
Jul 18, 2023
Q2 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
60+ 1.74% |
$14K - $15K
|
3.51K
$907K
|
|
|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
BUY
|
- |
56+ 4.91% |
$13.1K - $14K
|
1.2K
$309K
|
|
|
Dec 12, 2024
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
54+ 4.28% |
$12.6K - $13.5K
|
1.32K
$340K
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
54+ 1.18% |
$12.6K - $13.5K
|
4.65K
$1.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
53+ 8.95% |
$12.4K - $13.2K
|
645
$167K
|
|
|
Aug 02, 2023
Q2 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
53+ 0.45% |
$12.4K - $13.2K
|
11.7K
$3.03M
|
|
|
Jul 18, 2023
Q2 2023
|
Compass Advisory Group LLC
|
BUY
|
- |
52+ 6.02% |
$12.2K - $13K
|
916
$237K
|
|
|
Jul 18, 2023
Q2 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
46+ 2.67% |
$10.8K - $11.5K
|
1.77K
$457K
|
|
|
Jul 13, 2023
Q2 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
45+ 4.15% |
$10.5K - $11.2K
|
1.13K
$292K
|
|
|
Jul 28, 2023
Q2 2023
|
Northstar Asset Management LLC
|
BUY
|
- |
45+ 0.53% |
$10.5K - $11.2K
|
8.61K
$2.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
45New |
$10.5K - $11.2K
|
45
$11.6K
|
|
|
Aug 08, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
43+ 2.73% |
$10.1K - $10.7K
|
1.62K
$419K
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
42+ 2.9% |
$9.83K - $10.5K
|
1.49K
$385K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
42New |
$9.83K - $10.5K
|
42
$10.9K
|
|
|
Aug 07, 2023
Q2 2023
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
40+ 0.63% |
$9.36K - $9.97K
|
6.36K
$1.65M
|