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 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
40+ 1.24% |
$9.36K - $9.97K
|
3.26K
$883K
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
39+ 0.5% |
$9.13K - $9.72K
|
7.78K
$2.11M
|
|
|
Jul 28, 2023
Q2 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
38+ 1.79% |
$8.9K - $9.47K
|
2.17K
$586K
|
|
|
Jul 24, 2023
Q2 2023
|
Accel Wealth Management
|
BUY
|
- |
38+ 0.61% |
$8.9K - $9.47K
|
6.26K
$1.69M
|
|
|
Aug 11, 2023
Q2 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
38+ 1.48% |
$8.9K - $9.47K
|
2.6K
$704K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
35+ 0.26% |
$8.19K - $8.73K
|
13.5K
$3.65M
|
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
35New |
$8.19K - $8.73K
|
35
$9.48K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
32New |
$7.49K - $7.98K
|
32
$8.66K
|
|
|
Jul 13, 2023
Q2 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
29+ 2.31% |
$6.79K - $7.23K
|
1.28K
$347K
|
|
|
Aug 30, 2023
Q2 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
29+ 3.18% |
$6.79K - $7.23K
|
940
$255K
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
27New |
$6.32K - $6.73K
|
27
$7.31K
|
|
|
Aug 08, 2023
Q2 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
26+ 0.85% |
$6.09K - $6.48K
|
3.09K
$837K
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
25+ 2.6% |
$5.85K - $6.23K
|
985
$267K
|
|
|
Jul 20, 2023
Q2 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
25+ 0.96% |
$5.85K - $6.23K
|
2.64K
$715K
|
|
|
Aug 01, 2023
Q2 2023
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
24+ 0.44% |
$5.62K - $5.98K
|
5.46K
$1.48M
|
|
|
Aug 16, 2023
Q2 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
24+ 6.86% |
$5.62K - $5.98K
|
374
$101K
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
24+ 2.25% |
$5.62K - $5.98K
|
1.09K
$295K
|
|
|
Aug 14, 2023
Q2 2023
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
23+ 2.29% |
$5.38K - $5.73K
|
1.03K
$278K
|
|
|
Jun 28, 2024
Q2 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
20+ 0.66% |
$4.68K - $4.99K
|
3.03K
$820K
|
|
|
Jul 13, 2023
Q2 2023
|
Triangle Securities Wealth Management
|
BUY
|
- |
20+ 1.38% |
$4.68K - $4.99K
|
1.47K
$399K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
20+ 1.23% |
$4.68K - $4.99K
|
1.65K
$447K
|
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
BUY
|
- |
19+ 9.5% |
$4.45K - $4.74K
|
219
$59.3K
|
|
|
Aug 10, 2023
Q2 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
18+ 20.93% |
$4.21K - $4.49K
|
104
$28.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
17+ 1.09% |
$3.98K - $4.24K
|
1.58K
$428K
|
|
|
Aug 02, 2023
Q2 2023
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
16+ 0.06% |
$3.75K - $3.99K
|
27.1K
$7.34M
|
|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
14+ 0.69% |
$3.28K - $3.49K
|
2.05K
$555K
|
|
|
Jul 19, 2023
Q2 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
12+ 0.25% |
$2.81K - $2.99K
|
4.9K
$1.33M
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
12+ 0.17% |
$2.81K - $2.99K
|
7.17K
$1.94M
|
|
|
Jul 13, 2023
Q2 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
11+ 0.7% |
$2.58K - $2.74K
|
1.58K
$428K
|
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
BUY
|
- |
11+ 0.82% |
$2.58K - $2.74K
|
1.35K
$366K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
11New |
$2.58K - $2.74K
|
11
$2.98K
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
BUY
|
- |
11+ 0.39% |
$2.58K - $2.74K
|
2.83K
$767K
|
|
|
Jul 26, 2023
Q2 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
10New |
$2.34K - $2.49K
|
10
$2.71K
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Adam, LLC
|
BUY
|
- |
10+ 0.83% |
$2.34K - $2.49K
|
1.22K
$330K
|
|
|
Jul 10, 2023
Q2 2023
|
Bts Asset Management, Inc.
|
BUY
|
- |
7+ 0.37% |
$1.64K - $1.75K
|
1.88K
$510K
|
|
|
Aug 14, 2023
Q2 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
7+ 3.23% |
$1.64K - $1.75K
|
224
$60.7K
|
|
|
Jul 12, 2023
Q2 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
6+ 0.71% |
$1.4K - $1.5K
|
855
$232K
|
|
|
Aug 07, 2023
Q2 2023
|
Capital Square, LLC
|
BUY
|
- |
6+ 0.69% |
$1.4K - $1.5K
|
876
$237K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
6+ 1.65% |
$1.4K - $1.5K
|
370
$100K
|
|
|
Aug 02, 2023
Q2 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
5+ 0.06% |
$1.17K - $1.25K
|
8.84K
$2.39M
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
4+ 0.15% |
$936 - $997
|
2.7K
$731K
|
|
|
Aug 01, 2023
Q2 2023
|
Avestar Capital, LLC
|
BUY
|
- |
2+ 0.2% |
$468 - $499
|
987
$267K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
2+ 0.16% |
$468 - $499
|
1.26K
$341K
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2New |
$468 - $499
|
2
$542
|
|
|
Jul 11, 2023
Q2 2023
|
Ignite Planners, LLC
|
BUY
|
- |
1+ 0.12% |
$234 - $249
|
869
$235K
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
1New |
$234 - $249
|
1
$271
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1+ 0.27% |
$234 - $249
|
374
$101K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1+ 0.29% |
$234 - $249
|
345
$93.4K
|
|
|
Jul 21, 2023
Q2 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1+ 0.11% |
$234 - $249
|
936
$253K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|