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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2023
Q3 2023
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
100+ 4.5% |
$23.5K - $25.1K
|
2.32K
$560K
|
|
|
Nov 13, 2023
Q3 2023
|
Goepper Burkhardt LLC
|
BUY
|
- |
96+ 0.28% |
$22.6K - $24.1K
|
34K
$8.19M
|
|
|
Oct 13, 2023
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
96+ 9.27% |
$22.6K - $24.1K
|
1.13K
$273K
|
|
|
Oct 19, 2023
Q3 2023
|
Sol Capital Management CO
|
BUY
|
- |
95+ 1.57% |
$22.3K - $23.8K
|
6.15K
$1.48M
|
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
90+ 2.89% |
$21.2K - $22.6K
|
3.2K
$772K
|
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
85+ 8500.0% |
$20K - $21.3K
|
86
$20.7K
|
|
|
Oct 19, 2023
Q3 2023
|
Progressive Investment Management Corp
|
BUY
|
- |
83+ 13.83% |
$19.5K - $20.8K
|
683
$165K
|
|
|
Nov 02, 2023
Q3 2023
|
Welch & Forbes LLC
|
BUY
|
- |
80+ 4.0% |
$18.8K - $20.1K
|
2.08K
$502K
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
79+ 4.0% |
$18.6K - $19.8K
|
2.05K
$495K
|
|
|
Oct 12, 2023
Q3 2023
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
78+ 5.83% |
$18.3K - $19.6K
|
1.42K
$341K
|
|
|
Oct 11, 2023
Q3 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
75+ 6.42% |
$17.6K - $18.8K
|
1.24K
$300K
|
|
|
Nov 13, 2023
Q3 2023
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
68+ 3.2% |
$16K - $17.1K
|
2.2K
$529K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
67+ 2.05% |
$15.8K - $16.8K
|
3.34K
$806K
|
|
|
Nov 14, 2023
Q3 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
66New |
$15.5K - $16.6K
|
66
$15.9K
|
|
|
Nov 09, 2023
Q3 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
64+ 2.63% |
$15K - $16K
|
2.49K
$601K
|
|
|
Nov 14, 2023
Q3 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
64+ 2.46% |
$15K - $16K
|
2.66K
$642K
|
|
|
Oct 10, 2023
Q3 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
64+ 3.46% |
$15K - $16K
|
1.92K
$462K
|
|
|
Oct 24, 2023
Q3 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
62+ 5.84% |
$14.6K - $15.5K
|
1.12K
$271K
|
|
|
Nov 14, 2023
Q3 2023
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
62+ 6.48% |
$14.6K - $15.5K
|
1.02K
$246K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
62+ 0.33% |
$14.6K - $15.5K
|
19.1K
$4.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
61New |
$14.3K - $15.3K
|
61
$14.7K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
59New |
$13.9K - $14.8K
|
59
$14.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
57+ 6.88% |
$13.4K - $14.3K
|
886
$214K
|
|
|
Oct 30, 2023
Q3 2023
|
Exchange Capital Management, Inc.
|
BUY
|
- |
57+ 0.22% |
$13.4K - $14.3K
|
25.8K
$6.21M
|
|
|
Oct 11, 2023
Q3 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
56+ 6.55% |
$13.2K - $14K
|
911
$220K
|
|
|
Oct 18, 2023
Q3 2023
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
55+ 0.77% |
$12.9K - $13.8K
|
7.2K
$1.74M
|
|
|
Oct 10, 2023
Q3 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
55+ 1.26% |
$12.9K - $13.8K
|
4.42K
$1.07M
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
53+ 1.38% |
$12.5K - $13.3K
|
3.9K
$940K
|
|
|
Nov 14, 2023
Q3 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
52+ 2.39% |
$12.2K - $13K
|
2.22K
$536K
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
51+ 0.22% |
$12K - $12.8K
|
22.9K
$5.53M
|
|
|
Oct 10, 2023
Q3 2023
|
Triangle Securities Wealth Management
|
BUY
|
- |
50+ 3.39% |
$11.8K - $12.5K
|
1.52K
$368K
|
|
|
Oct 25, 2023
Q3 2023
|
Northstar Asset Management LLC
|
BUY
|
- |
50+ 0.58% |
$11.8K - $12.5K
|
8.66K
$2.09M
|
|
|
Nov 15, 2023
Q3 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
50+ 0.57% |
$11.8K - $12.5K
|
8.78K
$2.12M
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
49+ 2.01% |
$11.5K - $12.3K
|
2.49K
$601K
|
|
|
Oct 31, 2023
Q3 2023
|
Mc Adam, LLC
|
BUY
|
- |
49+ 4.03% |
$11.5K - $12.3K
|
1.27K
$305K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
48New |
$11.3K - $12K
|
48
$11.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
47+ 0.23% |
$11K - $11.8K
|
20.1K
$4.86M
|
|
|
Oct 27, 2023
Q3 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
47+ 4.23% |
$11K - $11.8K
|
1.16K
$279K
|
|
|
Nov 14, 2023
Q3 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
47+ 1.65% |
$11K - $11.8K
|
2.89K
$698K
|
|
|
Nov 13, 2023
Q3 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
45New |
$10.6K - $11.3K
|
45
$10.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
43+ 0.02% |
$10.1K - $10.8K
|
214K
$51.6M
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
41+ 3.5% |
$9.64K - $10.3K
|
1.21K
$292K
|
|
|
Nov 08, 2023
Q3 2023
|
Costello Asset Management, Inc
|
BUY
|
- |
40+ 39.6% |
$9.4K - $10K
|
141
$34K
|
|
|
Oct 25, 2023
Q3 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
40+ 3.48% |
$9.4K - $10K
|
1.19K
$287K
|
|
|
Nov 13, 2023
Q3 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
36+ 1.83% |
$8.46K - $9.03K
|
2.01K
$484K
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
36+ 0.34% |
$8.46K - $9.03K
|
10.7K
$2.57M
|
|
|
Oct 31, 2023
Q3 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
33+ 1.65% |
$7.76K - $8.28K
|
2.04K
$492K
|
|
|
Nov 07, 2023
Q3 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
33+ 3.59% |
$7.76K - $8.28K
|
951
$229K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
31New |
$7.29K - $7.77K
|
31
$7.48K
|
|
|
May 24, 2024
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
29+ 2.63% |
$6.82K - $7.27K
|
1.13K
$273K
|