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 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
28+ 0.52% |
$6.58K - $7.02K
|
5.37K
$1.3M
|
|
|
Nov 15, 2023
Q3 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
26+ 2.36% |
$6.11K - $6.52K
|
1.13K
$272K
|
|
|
Nov 06, 2023
Q3 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
26+ 1.13% |
$6.11K - $6.52K
|
2.33K
$563K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
25+ 0.61% |
$5.88K - $6.27K
|
4.11K
$992K
|
|
|
Oct 24, 2023
Q3 2023
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
25+ 2.11% |
$5.88K - $6.27K
|
1.21K
$292K
|
|
|
Nov 13, 2023
Q3 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
25+ 0.61% |
$5.88K - $6.27K
|
4.11K
$992K
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
25+ 1.79% |
$5.88K - $6.27K
|
1.42K
$343K
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
24+ 6.43% |
$5.64K - $6.02K
|
397
$95.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
22+ 0.8% |
$5.17K - $5.52K
|
2.79K
$672K
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
BUY
|
- |
21+ 0.98% |
$4.94K - $5.27K
|
2.16K
$520K
|
|
|
Nov 09, 2023
Q3 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
17+ 62.96% |
$4K - $4.26K
|
44
$10.6K
|
|
|
Nov 06, 2023
Q3 2023
|
Forefront Wealth Management Inc.
|
BUY
|
- |
17+ 0.63% |
$4K - $4.26K
|
2.72K
$656K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
16+ 0.7% |
$3.76K - $4.01K
|
2.29K
$553K
|
|
|
Aug 22, 2024
Q3 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
14+ 0.97% |
$3.29K - $3.51K
|
1.46K
$351K
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
11New |
$2.59K - $2.76K
|
11
$2.65K
|
|
|
Oct 13, 2023
Q3 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
10+ 0.2% |
$2.35K - $2.51K
|
5.02K
$1.21M
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
9+ 22.5% |
$2.12K - $2.26K
|
49
$11.8K
|
|
|
Oct 26, 2023
Q3 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
8+ 0.19% |
$1.88K - $2.01K
|
4.23K
$1.02M
|
|
|
Nov 13, 2023
Q3 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
8+ 0.37% |
$1.88K - $2.01K
|
2.16K
$522K
|
|
|
Oct 31, 2023
Q3 2023
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
8+ 0.15% |
$1.88K - $2.01K
|
5.39K
$1.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
8+ 2.33% |
$1.88K - $2.01K
|
352
$84.9K
|
|
|
Oct 19, 2023
Q3 2023
|
Flagship Private Wealth, LLC
|
BUY
|
- |
8+ 0.3% |
$1.88K - $2.01K
|
2.66K
$641K
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
8+ 0.71% |
$1.88K - $2.01K
|
1.13K
$272K
|
|
|
Nov 13, 2023
Q3 2023
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
7+ 0.41% |
$1.65K - $1.76K
|
1.7K
$410K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
7+ 0.51% |
$1.65K - $1.76K
|
1.39K
$335K
|
|
|
Oct 31, 2023
Q3 2023
|
Sierra Capital LLC
|
BUY
|
- |
7+ 0.13% |
$1.65K - $1.76K
|
5.58K
$1.35M
|
|
|
Nov 07, 2023
Q3 2023
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
7+ 0.21% |
$1.65K - $1.76K
|
3.3K
$797K
|
|
|
Oct 23, 2023
Q3 2023
|
Rmr Wealth Builders
|
BUY
|
- |
7+ 0.5% |
$1.65K - $1.76K
|
1.4K
$338K
|
|
|
Oct 16, 2023
Q3 2023
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
7+ 0.36% |
$1.65K - $1.76K
|
1.95K
$470K
|
|
|
Oct 24, 2023
Q3 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
7+ 0.2% |
$1.65K - $1.76K
|
3.52K
$848K
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
6New |
$1.41K - $1.5K
|
6
$1.45K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
6New |
$1.41K - $1.5K
|
6
$1.45K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
5+ 0.41% |
$1.18K - $1.25K
|
1.21K
$293K
|
|
|
Sep 20, 2024
Q3 2023
|
Alm First Financial Advisors, LLC
Dallas, TX |
BUY
|
- |
5+ 0.36% |
$1.18K - $1.25K
|
1.38K
$334K
|
|
|
Oct 18, 2023
Q3 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
5+ 0.34% |
$1.18K - $1.25K
|
1.46K
$353K
|
|
|
Nov 13, 2023
Q3 2023
|
Coombe, Bender & CO LLC
|
BUY
|
- |
4+ 0.39% |
$940 - $1K
|
1.03K
$249K
|
|
|
Nov 09, 2023
Q3 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
4+ 0.42% |
$940 - $1K
|
952
$230K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
4+ 11.76% |
$940 - $1K
|
38
$9.16K
|
|
|
Oct 19, 2023
Q3 2023
|
Family Firm, Inc.
|
BUY
|
- |
4+ 0.38% |
$940 - $1K
|
1.07K
$257K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
4+ 0.37% |
$940 - $1K
|
1.08K
$261K
|
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
4+ 0.17% |
$940 - $1K
|
2.35K
$567K
|
|
|
Nov 09, 2023
Q3 2023
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
3+ 0.28% |
$705 - $752
|
1.09K
$263K
|
|
|
Nov 01, 2023
Q3 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
3+ 0.3% |
$705 - $752
|
1.02K
$245K
|
|
|
Nov 07, 2023
Q3 2023
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
3+ 0.32% |
$705 - $752
|
936
$226K
|
|
|
Nov 13, 2023
Q3 2023
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
3+ 0.0% |
$705 - $752
|
81.8K
$19.7M
|
|
|
Oct 16, 2023
Q3 2023
|
Moller Financial Services
|
BUY
|
- |
3+ 0.29% |
$705 - $752
|
1.02K
$247K
|
|
|
Oct 10, 2023
Q3 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
3+ 0.3% |
$705 - $752
|
1.02K
$246K
|
|
|
Nov 15, 2023
Q3 2023
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
3+ 0.03% |
$705 - $752
|
9.3K
$2.24M
|
|
|
Nov 06, 2023
Q3 2023
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
3+ 0.31% |
$705 - $752
|
967
$233K
|
|
|
Oct 16, 2023
Q3 2023
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
3+ 0.18% |
$705 - $752
|
1.65K
$397K
|