Purchases and Sales Made in Q3 2023 in Vanguard Health Care ETF (VHT)
This table provides information about the institutional ownership of Vanguard Health Care ETF (VHT) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 30, 2023
Q3 2023
|
First Purpose Wealth LLC
|
SELL
|
- |
-85- 6.49% |
$20K - $21.3K
|
1.23K
$295K
|
|
Nov 08, 2023
Q3 2023
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-86- 2.97% |
$20.2K - $21.6K
|
2.81K
$677K
|
|
Oct 25, 2023
Q3 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-90- 1.84% |
$21.2K - $22.6K
|
4.81K
$1.16M
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-91- 1.96% |
$21.4K - $22.8K
|
4.56K
$1.1M
|
|
Feb 13, 2025
Q3 2023
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-92- 0.81% |
$21.6K - $23.1K
|
11.2K
$2.71M
|
|
Oct 16, 2023
Q3 2023
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-92- 3.18% |
$21.6K - $23.1K
|
2.8K
$675K
|
|
Nov 03, 2023
Q3 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-95- 6.38% |
$22.3K - $23.8K
|
1.39K
$336K
|
|
Oct 20, 2023
Q3 2023
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-95- 7.43% |
$22.3K - $23.8K
|
1.18K
$286K
|
|
Nov 06, 2023
Q3 2023
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-96- 4.61% |
$22.6K - $24.1K
|
1.99K
$479K
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-96- 52.75% |
$22.6K - $24.1K
|
86
$20.7K
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-99- 8.62% |
$23.3K - $24.8K
|
1.05K
$253K
|
|
Oct 24, 2023
Q3 2023
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-100- 5.49% |
$23.5K - $25.1K
|
1.72K
$415K
|
|
Nov 20, 2023
Q3 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-100- 11.81% |
$23.5K - $25.1K
|
747
$180K
|
|
Nov 08, 2023
Q3 2023
|
Mcintyre Freedman & Flynn Investment Advisers Inc
Orleans, MA |
SELL
|
- |
-100- 2.01% |
$23.5K - $25.1K
|
4.88K
$1.18M
|
|
Oct 19, 2023
Q3 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-100- 3.94% |
$23.5K - $25.1K
|
2.44K
$587K
|
|
Oct 10, 2023
Q3 2023
|
Founders Capital Management
|
SELL
|
- |
-102- 17.03% |
$24K - $25.6K
|
497
$120K
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-102- 5.15% |
$24K - $25.6K
|
1.88K
$453K
|
|
Oct 19, 2023
Q3 2023
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-102- 0.62% |
$24K - $25.6K
|
16.5K
$3.97M
|
|
Nov 06, 2023
Q3 2023
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-102- 7.12% |
$24K - $25.6K
|
1.33K
$321K
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-104- 1.09% |
$24.5K - $26.1K
|
9.4K
$2.27M
|
|
Oct 13, 2023
Q3 2023
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-106- 3.19% |
$24.9K - $26.6K
|
3.22K
$776K
|
|
Oct 18, 2023
Q3 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-110- 10.36% |
$25.9K - $27.6K
|
952
$230K
|
|
Nov 08, 2023
Q3 2023
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-110- 5.41% |
$25.9K - $27.6K
|
1.93K
$464K
|
|
Oct 13, 2023
Q3 2023
|
City Holding CO
|
SELL
|
- |
-115- 27.78% |
$27K - $28.8K
|
299
$72.1K
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-118- 2.69% |
$27.7K - $29.6K
|
4.27K
$1.03M
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-119- 38.51% |
$28K - $29.8K
|
190
$45.8K
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-132- 1.74% |
$31K - $33.1K
|
7.47K
$1.8M
|
|
Oct 23, 2023
Q3 2023
|
Financial Consulate, Inc
|
SELL
|
- |
-132- 9.51% |
$31K - $33.1K
|
1.26K
$303K
|
|
Oct 10, 2023
Q3 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-133- 0.69% |
$31.3K - $33.4K
|
19.1K
$4.6M
|
|
Oct 19, 2023
Q3 2023
|
Rba Wealth Management, LLC
|
SELL
|
- |
-135- 3.18% |
$31.7K - $33.9K
|
4.12K
$992K
|
|
Nov 01, 2023
Q3 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-140- 1.33% |
$32.9K - $35.1K
|
10.4K
$2.51M
|
|
Oct 10, 2023
Q3 2023
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-140- 3.66% |
$32.9K - $35.1K
|
3.69K
$889K
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-140- 3.75% |
$32.9K - $35.1K
|
3.59K
$866K
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
SELL
|
- |
-142- 3.48% |
$33.4K - $35.6K
|
3.94K
$949K
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-143- 2.61% |
$33.6K - $35.9K
|
5.35K
$1.29M
|
|
Nov 13, 2023
Q3 2023
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-143- 1.45% |
$33.6K - $35.9K
|
9.7K
$2.34M
|
|
Oct 20, 2023
Q3 2023
|
Pds Planning, Inc
|
SELL
|
- |
-143- 11.48% |
$33.6K - $35.9K
|
1.1K
$266K
|
|
Oct 24, 2023
Q3 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-147- 9.09% |
$34.6K - $36.9K
|
1.47K
$355K
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
SELL
|
- |
-148- 22.22% |
$34.8K - $37.1K
|
518
$125K
|
|
Oct 25, 2023
Q3 2023
|
Calamos Wealth Management LLC
|
SELL
|
- |
-150- 12.62% |
$35.3K - $37.6K
|
1.04K
$251K
|
|
Nov 13, 2023
Q3 2023
|
Sargent Investment Group, LLC
|
SELL
|
- |
-150- 14.08% |
$35.3K - $37.6K
|
915
$221K
|
|
Nov 02, 2023
Q3 2023
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-150- 93.75% |
$35.3K - $37.6K
|
10
$2.41K
|
|
Oct 25, 2023
Q3 2023
|
Regis Management CO LLC
|
SELL
|
- |
-150- 4.72% |
$35.3K - $37.6K
|
3.03K
$730K
|
|
Feb 13, 2025
Q3 2023
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-150- 14.34% |
$35.3K - $37.6K
|
896
$216K
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-154- 8.14% |
$36.2K - $38.6K
|
1.74K
$419K
|
|
Nov 09, 2023
Q3 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-155- 4.47% |
$36.4K - $38.9K
|
3.32K
$799K
|
|
Nov 02, 2023
Q3 2023
|
Hudson Value Partners, LLC
|
SELL
|
- |
-155- 3.21% |
$36.4K - $38.9K
|
4.67K
$1.13M
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
SELL
|
- |
-156- 11.91% |
$36.7K - $39.1K
|
1.15K
$278K
|
|
Nov 13, 2023
Q3 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-163- 15.87% |
$38.3K - $40.9K
|
864
$208K
|
|
Oct 27, 2023
Q3 2023
|
Planning Directions Inc
|
SELL
|
- |
-163- 2.26% |
$38.3K - $40.9K
|
7.04K
$1.7M
|