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 31, 2023
Q3 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
641+ 32.26% |
$151K - $161K
|
2.63K
$713K
|
|
Nov 01, 2023
Q3 2023
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
636+ 1.14% |
$150K - $159K
|
56.6K
$15.4M
|
|
Oct 11, 2023
Q3 2023
|
Cva Family Office, LLC
|
BUY
|
- |
618+ 2.17% |
$145K - $155K
|
29.1K
$7.91M
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
613+ 1.98% |
$144K - $154K
|
31.6K
$8.58M
|
|
Jun 28, 2024
Q3 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
610+ 20.13% |
$143K - $153K
|
3.64K
$988K
|
|
Nov 14, 2023
Q3 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
603+ 23.27% |
$142K - $151K
|
3.19K
$867K
|
|
Nov 14, 2023
Q3 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
597+ 17.84% |
$140K - $150K
|
3.94K
$1.07M
|
|
Nov 06, 2023
Q3 2023
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
588+ 4.07% |
$138K - $147K
|
15.1K
$4.08M
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
580+ 7.29% |
$136K - $145K
|
8.54K
$2.32M
|
|
Oct 24, 2023
Q3 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
578New |
$136K - $145K
|
578
$157K
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
554New |
$130K - $139K
|
554
$150K
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
540+ 17.27% |
$127K - $135K
|
3.67K
$995K
|
|
Oct 13, 2023
Q3 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
538+ 9.66% |
$126K - $135K
|
6.11K
$1.66M
|
|
Nov 01, 2023
Q3 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
531+ 40.32% |
$125K - $133K
|
1.85K
$502K
|
|
Nov 13, 2023
Q3 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
531+ 6.66% |
$125K - $133K
|
8.5K
$2.31M
|
|
Oct 16, 2023
Q3 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
531+ 27.83% |
$125K - $133K
|
2.44K
$662K
|
|
Nov 13, 2023
Q3 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
525+ 14.14% |
$123K - $132K
|
4.24K
$1.15M
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
513+ 13.33% |
$121K - $129K
|
4.36K
$1.18M
|
|
Nov 15, 2023
Q3 2023
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
510New |
$120K - $128K
|
510
$138K
|
|
Oct 31, 2023
Q3 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
505+ 2.46% |
$119K - $127K
|
21K
$5.71M
|
|
Nov 14, 2023
Q3 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
489+ 36.14% |
$115K - $123K
|
1.84K
$500K
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
489+ 24450.0% |
$115K - $123K
|
491
$133K
|
|
Oct 19, 2023
Q3 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
471+ 3.67% |
$111K - $118K
|
13.3K
$3.61M
|
|
Nov 01, 2023
Q3 2023
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
465+ 38.33% |
$109K - $117K
|
1.68K
$455K
|
|
Nov 06, 2023
Q3 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
455+ 3.14% |
$107K - $114K
|
14.9K
$4.05M
|
|
Oct 26, 2023
Q3 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
448+ 4.88% |
$105K - $112K
|
9.63K
$2.61M
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
445+ 6.92% |
$105K - $112K
|
6.87K
$1.86M
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
417+ 2.39% |
$98K - $105K
|
17.8K
$4.84M
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
399+ 28.3% |
$93.8K - $100K
|
1.81K
$491K
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
385+ 29.23% |
$90.5K - $96.5K
|
1.7K
$462K
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
374+ 3.56% |
$87.9K - $93.8K
|
10.9K
$2.95M
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
349+ 1.04% |
$82K - $87.5K
|
33.9K
$9.2M
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
348+ 16.53% |
$81.8K - $87.3K
|
2.45K
$666K
|
|
Oct 18, 2023
Q3 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
347+ 27.07% |
$81.6K - $87K
|
1.63K
$442K
|
|
Oct 25, 2023
Q3 2023
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
330+ 1.22% |
$77.6K - $82.8K
|
27.4K
$7.45M
|
|
Nov 14, 2023
Q3 2023
|
Scotia Capital Inc.
|
BUY
|
- |
324+ 2.66% |
$76.2K - $81.2K
|
12.5K
$3.39M
|
|
Feb 02, 2024
Q3 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
320+ 11.8% |
$75.2K - $80.2K
|
3.03K
$823K
|
|
Oct 30, 2023
Q3 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
318+ 2.97% |
$74.8K - $79.7K
|
11K
$2.99M
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
318+ 14.65% |
$74.8K - $79.7K
|
2.49K
$675K
|
|
Oct 24, 2023
Q3 2023
|
Retirement Planning Group
|
BUY
|
- |
308+ 9.42% |
$72.4K - $77.2K
|
3.58K
$970K
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
BUY
|
- |
304+ 0.17% |
$71.5K - $76.2K
|
179K
$48.7M
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
301+ 0.71% |
$70.8K - $75.5K
|
42.9K
$11.6M
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
300New |
$70.5K - $75.2K
|
300
$81.4K
|
|
Oct 11, 2023
Q3 2023
|
Marotta Asset Management
|
BUY
|
- |
299+ 0.41% |
$70.3K - $75K
|
72.5K
$19.7M
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
294+ 2.62% |
$69.1K - $73.7K
|
11.5K
$3.12M
|
|
Nov 13, 2023
Q3 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
289New |
$67.9K - $72.5K
|
289
$78.4K
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
288+ 34.62% |
$67.7K - $72.2K
|
1.12K
$304K
|
|
Oct 19, 2023
Q3 2023
|
Accel Wealth Management
|
BUY
|
- |
282+ 4.51% |
$66.3K - $70.7K
|
6.54K
$1.77M
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
278New |
$65.4K - $69.7K
|
278
$75.4K
|
|
Nov 09, 2023
Q3 2023
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
275+ 1.74% |
$64.7K - $69K
|
16.1K
$4.38M
|