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 20, 2023
Q3 2023
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-95- 7.43% |
$22.3K - $23.8K
|
1.18K
$321K
|
|
Nov 03, 2023
Q3 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-95- 6.38% |
$22.3K - $23.8K
|
1.39K
$378K
|
|
Nov 06, 2023
Q3 2023
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-96- 4.61% |
$22.6K - $24.1K
|
1.99K
$540K
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-96- 52.75% |
$22.6K - $24.1K
|
86
$23.3K
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-99- 8.62% |
$23.3K - $24.8K
|
1.05K
$285K
|
|
Oct 24, 2023
Q3 2023
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-100- 5.49% |
$23.5K - $25.1K
|
1.72K
$467K
|
|
Nov 20, 2023
Q3 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-100- 11.81% |
$23.5K - $25.1K
|
747
$203K
|
|
Oct 19, 2023
Q3 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-100- 3.94% |
$23.5K - $25.1K
|
2.44K
$661K
|
|
Nov 08, 2023
Q3 2023
|
Mcintyre Freedman & Flynn Investment Advisers Inc
Orleans, MA |
SELL
|
- |
-100- 2.01% |
$23.5K - $25.1K
|
4.88K
$1.32M
|
|
Nov 06, 2023
Q3 2023
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-102- 7.12% |
$24K - $25.6K
|
1.33K
$361K
|
|
Oct 10, 2023
Q3 2023
|
Founders Capital Management
|
SELL
|
- |
-102- 17.03% |
$24K - $25.6K
|
497
$135K
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-102- 5.15% |
$24K - $25.6K
|
1.88K
$510K
|
|
Oct 19, 2023
Q3 2023
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-102- 0.62% |
$24K - $25.6K
|
16.5K
$4.47M
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-104- 1.09% |
$24.5K - $26.1K
|
9.4K
$2.55M
|
|
Oct 13, 2023
Q3 2023
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-106- 3.19% |
$24.9K - $26.6K
|
3.22K
$873K
|
|
Nov 08, 2023
Q3 2023
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-110- 5.41% |
$25.9K - $27.6K
|
1.93K
$522K
|
|
Oct 18, 2023
Q3 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-110- 10.36% |
$25.9K - $27.6K
|
952
$258K
|
|
Oct 13, 2023
Q3 2023
|
City Holding CO
|
SELL
|
- |
-115- 27.78% |
$27K - $28.8K
|
299
$81.1K
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-118- 2.69% |
$27.7K - $29.6K
|
4.27K
$1.16M
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-119- 38.51% |
$28K - $29.8K
|
190
$51.6K
|
|
Oct 23, 2023
Q3 2023
|
Financial Consulate, Inc
|
SELL
|
- |
-132- 9.51% |
$31K - $33.1K
|
1.26K
$341K
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-132- 1.74% |
$31K - $33.1K
|
7.47K
$2.03M
|
|
Oct 10, 2023
Q3 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-133- 0.69% |
$31.3K - $33.4K
|
19.1K
$5.17M
|
|
Oct 19, 2023
Q3 2023
|
Rba Wealth Management, LLC
|
SELL
|
- |
-135- 3.18% |
$31.7K - $33.9K
|
4.12K
$1.12M
|
|
Nov 01, 2023
Q3 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-140- 1.33% |
$32.9K - $35.1K
|
10.4K
$2.82M
|
|
Oct 10, 2023
Q3 2023
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-140- 3.66% |
$32.9K - $35.1K
|
3.69K
$1M
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-140- 3.75% |
$32.9K - $35.1K
|
3.59K
$975K
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
SELL
|
- |
-142- 3.48% |
$33.4K - $35.6K
|
3.94K
$1.07M
|
|
Nov 13, 2023
Q3 2023
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-143- 1.45% |
$33.6K - $35.9K
|
9.7K
$2.63M
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-143- 2.61% |
$33.6K - $35.9K
|
5.35K
$1.45M
|
|
Oct 20, 2023
Q3 2023
|
Pds Planning, Inc
|
SELL
|
- |
-143- 11.48% |
$33.6K - $35.9K
|
1.1K
$299K
|
|
Oct 24, 2023
Q3 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-147- 9.09% |
$34.6K - $36.9K
|
1.47K
$399K
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
SELL
|
- |
-148- 22.22% |
$34.8K - $37.1K
|
518
$141K
|
|
Nov 13, 2023
Q3 2023
|
Sargent Investment Group, LLC
|
SELL
|
- |
-150- 14.08% |
$35.3K - $37.6K
|
915
$248K
|
|
Nov 02, 2023
Q3 2023
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-150- 93.75% |
$35.3K - $37.6K
|
10
$2.71K
|
|
Oct 25, 2023
Q3 2023
|
Regis Management CO LLC
|
SELL
|
- |
-150- 4.72% |
$35.3K - $37.6K
|
3.03K
$821K
|
|
Oct 25, 2023
Q3 2023
|
Calamos Wealth Management LLC
|
SELL
|
- |
-150- 12.62% |
$35.3K - $37.6K
|
1.04K
$282K
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-154- 8.14% |
$36.2K - $38.6K
|
1.74K
$472K
|
|
Nov 09, 2023
Q3 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-155- 4.47% |
$36.4K - $38.9K
|
3.32K
$900K
|
|
Nov 02, 2023
Q3 2023
|
Hudson Value Partners, LLC
|
SELL
|
- |
-155- 3.21% |
$36.4K - $38.9K
|
4.67K
$1.27M
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
SELL
|
- |
-156- 11.91% |
$36.7K - $39.1K
|
1.15K
$313K
|
|
Nov 13, 2023
Q3 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-163- 15.87% |
$38.3K - $40.9K
|
864
$234K
|
|
Oct 27, 2023
Q3 2023
|
Planning Directions Inc
|
SELL
|
- |
-163- 2.26% |
$38.3K - $40.9K
|
7.04K
$1.91M
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-169- 2.01% |
$39.7K - $42.4K
|
8.25K
$2.24M
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-170- 12.98% |
$40K - $42.6K
|
1.14K
$309K
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-175- 4.9% |
$41.1K - $43.9K
|
3.4K
$921K
|
|
Oct 31, 2023
Q3 2023
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-177- 3.24% |
$41.6K - $44.4K
|
5.29K
$1.44M
|
|
Oct 10, 2023
Q3 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-180- 5.84% |
$42.3K - $45.1K
|
2.9K
$787K
|
|
Nov 13, 2023
Q3 2023
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-180- 16.67% |
$42.3K - $45.1K
|
900
$244K
|
|
Jun 03, 2024
Q3 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-180- 5.84% |
$42.3K - $45.1K
|
2.9K
$787K
|