Purchases and Sales Made in Q3 2024 in Vanguard Health Care ETF (VHT)
This table provides information about the institutional ownership of Vanguard Health Care ETF (VHT) during Q3 2024. 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 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
272+ 3.32% |
$71.2K - $78.4K
|
8.47K
$2.31M
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
272+ 2.53% |
$71.2K - $78.4K
|
11K
$3M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
256+ 1.25% |
$67K - $73.8K
|
20.8K
$5.65M
|
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
BUY
|
- |
251+ 11.52% |
$65.7K - $72.3K
|
2.43K
$661K
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
243+ 9.74% |
$63.6K - $70K
|
2.74K
$745K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Capital Management LLC
|
BUY
|
- |
240+ 24.0% |
$62.9K - $69.1K
|
1.24K
$338K
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
238+ 1.54% |
$62.3K - $68.6K
|
15.7K
$4.26M
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Private Wealth Management, LLC
Topsfield, MA |
BUY
|
- |
227+ 2.45% |
$59.4K - $65.4K
|
9.5K
$2.59M
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
217+ 1.53% |
$56.8K - $62.5K
|
14.4K
$3.93M
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
209+ 13.93% |
$54.7K - $60.2K
|
1.71K
$465K
|
|
|
Nov 14, 2024
Q3 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
203+ 8.29% |
$53.2K - $58.5K
|
2.65K
$722K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
203+ 6.95% |
$53.2K - $58.5K
|
3.13K
$851K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
200+ 0.98% |
$52.4K - $57.6K
|
20.7K
$5.63M
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
200New |
$52.4K - $57.6K
|
200
$54.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
200+ 26.21% |
$52.4K - $57.6K
|
963
$262K
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
193+ 13.43% |
$50.5K - $55.6K
|
1.63K
$444K
|
|
|
Nov 05, 2024
Q3 2024
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
190+ 1.12% |
$49.8K - $54.7K
|
17.1K
$4.65M
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
BUY
|
- |
190+ 22.54% |
$49.8K - $54.7K
|
1.03K
$281K
|
|
|
Oct 22, 2024
Q3 2024
|
Financial Insights, Inc.
|
BUY
|
- |
188+ 5.59% |
$49.2K - $54.2K
|
3.55K
$966K
|
|
|
Oct 31, 2024
Q3 2024
|
Hudson Value Partners, LLC
|
BUY
|
- |
186+ 3.74% |
$48.7K - $53.6K
|
5.16K
$1.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
184+ 0.99% |
$48.2K - $53K
|
18.7K
$5.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
BUY
|
- |
184+ 22.17% |
$48.2K - $53K
|
1.01K
$276K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
182+ 7.56% |
$47.7K - $52.4K
|
2.59K
$705K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
179+ 7.74% |
$46.9K - $51.6K
|
2.49K
$678K
|
|
|
Nov 13, 2024
Q3 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
176+ 12.43% |
$46.1K - $50.7K
|
1.59K
$433K
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
175+ 12.06% |
$45.8K - $50.4K
|
1.63K
$443K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
173+ 15.77% |
$45.3K - $49.8K
|
1.27K
$346K
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
169New |
$44.3K - $48.7K
|
169
$46K
|
|
|
Nov 14, 2024
Q3 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
164+ 0.96% |
$42.9K - $47.2K
|
17.2K
$4.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Asset Planning Corporation
|
BUY
|
- |
162+ 0.56% |
$42.4K - $46.7K
|
29.3K
$7.98M
|
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
159+ 13.79% |
$41.6K - $45.8K
|
1.31K
$357K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
157+ 18.71% |
$41.1K - $45.2K
|
996
$271K
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
BUY
|
- |
156+ 31.2% |
$40.9K - $44.9K
|
656
$179K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
153+ 6.16% |
$40.1K - $44.1K
|
2.64K
$718K
|
|
|
Oct 18, 2024
Q3 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
150+ 3.22% |
$39.3K - $43.2K
|
4.81K
$1.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
150+ 0.59% |
$39.3K - $43.2K
|
25.8K
$7.01M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
148+ 6.65% |
$38.8K - $42.6K
|
2.37K
$646K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
144+ 2.13% |
$37.7K - $41.5K
|
6.89K
$1.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
144+ 16.82% |
$37.7K - $41.5K
|
1K
$272K
|
|
|
Oct 28, 2024
Q3 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
142+ 1.4% |
$37.2K - $40.9K
|
10.3K
$2.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
138+ 7.24% |
$36.1K - $39.8K
|
2.04K
$556K
|
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
BUY
|
- |
136+ 1.72% |
$35.6K - $39.2K
|
8.06K
$2.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
136+ 17.02% |
$35.6K - $39.2K
|
935
$255K
|
|
|
Nov 04, 2024
Q3 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
130+ 0.27% |
$34K - $37.5K
|
47.7K
$13M
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
124+ 7.78% |
$32.5K - $35.7K
|
1.72K
$468K
|
|
|
Nov 14, 2024
Q3 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
123+ 2.14% |
$32.2K - $35.4K
|
5.87K
$1.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
BUY
|
- |
120+ 4.96% |
$31.4K - $34.6K
|
2.54K
$692K
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
120+ 7.47% |
$31.4K - $34.6K
|
1.73K
$470K
|
|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
119+ 4.42% |
$31.2K - $34.3K
|
2.81K
$766K
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
118+ 1.74% |
$30.9K - $34K
|
6.91K
$1.88M
|