Purchases and Sales Made in Q2 2025 in Vanguard Health Care ETF (VHT)
This table provides information about the institutional ownership of Vanguard Health Care ETF (VHT) during Q2 2025. 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, 2025
Q2 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
3.45K+ 140.35% |
$818K - $905K
|
5.92K
$1.43M
|
|
|
Jul 18, 2025
Q2 2025
|
Dmkc Advisory Services, LLC
Des Moines, IA |
BUY
|
- |
3.22K+ 14.31% |
$762K - $843K
|
25.7K
$6.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
3.08KNew |
$729K - $807K
|
3.08K
$743K
|
|
|
Aug 07, 2025
Q2 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
3.03KNew |
$718K - $794K
|
3.03K
$731K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.98K+ 4.04% |
$706K - $781K
|
76.9K
$18.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.84K+ 8.09% |
$673K - $745K
|
38K
$9.16M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
2.83K+ 111.43% |
$669K - $741K
|
5.37K
$1.29M
|
|
|
Jul 23, 2025
Q2 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
2.81K+ 109.77% |
$665K - $736K
|
5.37K
$1.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Elm Partners Management LLC
|
BUY
|
- |
2.75K+ 146.74% |
$650K - $719K
|
4.62K
$1.11M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
2.68K+ 91.29% |
$635K - $703K
|
5.62K
$1.36M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
2.63K+ 183.54% |
$623K - $689K
|
4.07K
$981K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
2.58K+ 29.61% |
$612K - $677K
|
11.3K
$2.73M
|
|
|
Aug 11, 2025
Q2 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
2.55KNew |
$604K - $668K
|
2.55K
$615K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.47K+ 10.34% |
$585K - $647K
|
26.4K
$6.36M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.46K+ 10.68% |
$583K - $645K
|
25.5K
$6.15M
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
BUY
|
- |
2.42K+ 28.48% |
$572K - $633K
|
10.9K
$2.63M
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
BUY
|
- |
2.34K+ 15.97% |
$555K - $614K
|
17K
$4.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
2.33K+ 41.57% |
$552K - $610K
|
7.94K
$1.91M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
2.25K+ 106.49% |
$532K - $589K
|
4.36K
$1.05M
|
|
|
Aug 07, 2025
Q2 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
2.24K+ 31.2% |
$530K - $586K
|
9.41K
$2.27M
|
|
|
Jul 14, 2025
Q2 2025
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
2.18K+ 4.23% |
$515K - $570K
|
53.7K
$12.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
2.17KNew |
$513K - $568K
|
2.17K
$523K
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
2.16K+ 90.83% |
$511K - $565K
|
4.54K
$1.09M
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
BUY
|
- |
2.16K+ 8.43% |
$511K - $565K
|
27.8K
$6.69M
|
|
|
Aug 12, 2025
Q2 2025
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
1.9K+ 52.44% |
$450K - $497K
|
5.52K
$1.33M
|
|
|
Aug 04, 2025
Q2 2025
|
One Day In July LLC
|
BUY
|
- |
1.89K+ 21.5% |
$447K - $495K
|
10.7K
$2.57M
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.83K+ 17.63% |
$433K - $480K
|
12.2K
$2.95M
|
|
|
Aug 07, 2025
Q2 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
1.83KNew |
$432K - $478K
|
1.83K
$440K
|
|
|
Aug 14, 2025
Q2 2025
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
1.8K+ 83.92% |
$426K - $472K
|
3.95K
$952K
|
|
|
Jul 30, 2025
Q2 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.79KNew |
$424K - $470K
|
1.79K
$432K
|
|
|
Aug 12, 2025
Q2 2025
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
1.71K+ 254.48% |
$404K - $447K
|
2.38K
$573K
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
1.67K+ 35.79% |
$395K - $437K
|
6.33K
$1.53M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.59K+ 2.72% |
$375K - $415K
|
59.8K
$14.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
1.55KNew |
$368K - $407K
|
1.55K
$375K
|
|
|
Aug 01, 2025
Q2 2025
|
Penobscot Wealth Management
|
BUY
|
- |
1.53K+ 13.9% |
$362K - $401K
|
12.5K
$3.02M
|
|
|
Jul 11, 2025
Q2 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
1.51KNew |
$356K - $394K
|
1.51K
$363K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.47K+ 13.61% |
$349K - $386K
|
12.3K
$2.97M
|
|
|
Jul 21, 2025
Q2 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
1.47K+ 8.45% |
$347K - $384K
|
18.8K
$4.53M
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
1.43KNew |
$338K - $374K
|
1.43K
$345K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.41KNew |
$334K - $369K
|
1.41K
$340K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.39K+ 5.8% |
$329K - $364K
|
25.4K
$6.12M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.38K+ 3.39% |
$326K - $360K
|
41.9K
$10.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.37K+ 11.22% |
$324K - $358K
|
13.6K
$3.27M
|
|
|
Aug 13, 2025
Q2 2025
|
Independent Family Office, LLC
|
BUY
|
- |
1.35KNew |
$320K - $354K
|
1.35K
$326K
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
1.31K+ 142.78% |
$309K - $342K
|
2.22K
$535K
|
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
BUY
|
- |
1.3K+ 53.81% |
$307K - $340K
|
3.71K
$895K
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
1.23KNew |
$291K - $322K
|
1.23K
$297K
|
|
|
Aug 14, 2025
Q2 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
1.19KNew |
$282K - $312K
|
1.19K
$288K
|
|
|
Jul 28, 2025
Q2 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
1.17K+ 4.79% |
$278K - $307K
|
25.7K
$6.19M
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.17KNew |
$278K - $307K
|
1.17K
$283K
|