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 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
42+ 2.9% |
$9.83K - $10.5K
|
1.49K
$359K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
42New |
$9.83K - $10.5K
|
42
$10.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
40+ 1.24% |
$9.36K - $9.97K
|
3.26K
$787K
|
|
|
Aug 07, 2023
Q2 2023
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
40+ 0.63% |
$9.36K - $9.97K
|
6.36K
$1.53M
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
39+ 0.5% |
$9.13K - $9.72K
|
7.78K
$1.88M
|
|
|
Jul 24, 2023
Q2 2023
|
Accel Wealth Management
|
BUY
|
- |
38+ 0.61% |
$8.9K - $9.47K
|
6.26K
$1.51M
|
|
|
Jul 28, 2023
Q2 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
38+ 1.79% |
$8.9K - $9.47K
|
2.17K
$522K
|
|
|
Aug 11, 2023
Q2 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
38+ 1.48% |
$8.9K - $9.47K
|
2.6K
$627K
|
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
35New |
$8.19K - $8.73K
|
35
$8.44K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
35+ 0.26% |
$8.19K - $8.73K
|
13.5K
$3.25M
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
32New |
$7.49K - $7.98K
|
32
$7.72K
|
|
|
Aug 30, 2023
Q2 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
29+ 3.18% |
$6.79K - $7.23K
|
940
$227K
|
|
|
Jul 13, 2023
Q2 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
29+ 2.31% |
$6.79K - $7.23K
|
1.28K
$309K
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
27New |
$6.32K - $6.73K
|
27
$6.51K
|
|
|
Aug 08, 2023
Q2 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
26+ 0.85% |
$6.09K - $6.48K
|
3.09K
$746K
|
|
|
Jul 20, 2023
Q2 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
25+ 0.96% |
$5.85K - $6.23K
|
2.64K
$636K
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
25+ 2.6% |
$5.85K - $6.23K
|
985
$238K
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
24+ 2.25% |
$5.62K - $5.98K
|
1.09K
$263K
|
|
|
Aug 16, 2023
Q2 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
24+ 6.86% |
$5.62K - $5.98K
|
374
$90.2K
|
|
|
Aug 01, 2023
Q2 2023
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
24+ 0.44% |
$5.62K - $5.98K
|
5.46K
$1.32M
|
|
|
Aug 14, 2023
Q2 2023
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
23+ 2.29% |
$5.38K - $5.73K
|
1.03K
$248K
|
|
|
Jun 28, 2024
Q2 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
20+ 0.66% |
$4.68K - $4.99K
|
3.03K
$731K
|
|
|
Jul 13, 2023
Q2 2023
|
Triangle Securities Wealth Management
|
BUY
|
- |
20+ 1.38% |
$4.68K - $4.99K
|
1.47K
$355K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
20+ 1.23% |
$4.68K - $4.99K
|
1.65K
$398K
|
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
BUY
|
- |
19+ 9.5% |
$4.45K - $4.74K
|
219
$52.8K
|
|
|
Aug 10, 2023
Q2 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
18+ 20.93% |
$4.21K - $4.49K
|
104
$25.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
17+ 1.09% |
$3.98K - $4.24K
|
1.58K
$381K
|
|
|
Aug 02, 2023
Q2 2023
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
16+ 0.06% |
$3.75K - $3.99K
|
27.1K
$6.54M
|
|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
14+ 0.69% |
$3.28K - $3.49K
|
2.05K
$494K
|
|
|
Jul 19, 2023
Q2 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
12+ 0.25% |
$2.81K - $2.99K
|
4.9K
$1.18M
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
12+ 0.17% |
$2.81K - $2.99K
|
7.17K
$1.73M
|
|
|
Jul 13, 2023
Q2 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
11+ 0.7% |
$2.58K - $2.74K
|
1.58K
$382K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
11New |
$2.58K - $2.74K
|
11
$2.65K
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
BUY
|
- |
11+ 0.39% |
$2.58K - $2.74K
|
2.83K
$683K
|
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
BUY
|
- |
11+ 0.82% |
$2.58K - $2.74K
|
1.35K
$326K
|
|
|
Jul 26, 2023
Q2 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
10New |
$2.34K - $2.49K
|
10
$2.41K
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Adam, LLC
|
BUY
|
- |
10+ 0.83% |
$2.34K - $2.49K
|
1.22K
$293K
|
|
|
Aug 14, 2023
Q2 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
7+ 3.23% |
$1.64K - $1.75K
|
224
$54K
|
|
|
Jul 10, 2023
Q2 2023
|
Bts Asset Management, Inc.
|
BUY
|
- |
7+ 0.37% |
$1.64K - $1.75K
|
1.88K
$454K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
6+ 1.65% |
$1.4K - $1.5K
|
370
$89.2K
|
|
|
Aug 07, 2023
Q2 2023
|
Capital Square, LLC
|
BUY
|
- |
6+ 0.69% |
$1.4K - $1.5K
|
876
$211K
|
|
|
Jul 12, 2023
Q2 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
6+ 0.71% |
$1.4K - $1.5K
|
855
$206K
|
|
|
Aug 02, 2023
Q2 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
5+ 0.06% |
$1.17K - $1.25K
|
8.84K
$2.13M
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
4+ 0.15% |
$936 - $997
|
2.7K
$651K
|
|
|
Aug 01, 2023
Q2 2023
|
Avestar Capital, LLC
|
BUY
|
- |
2+ 0.2% |
$468 - $499
|
987
$238K
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2New |
$468 - $499
|
2
$482
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
2+ 0.16% |
$468 - $499
|
1.26K
$304K
|
|
|
Jul 21, 2023
Q2 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1+ 0.11% |
$234 - $249
|
936
$226K
|
|
|
Jul 11, 2023
Q2 2023
|
Ignite Planners, LLC
|
BUY
|
- |
1+ 0.12% |
$234 - $249
|
869
$210K
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
1New |
$234 - $249
|
1
$241
|