Purchases and Sales Made in Q4 2021 in Vanguard Health Care ETF (VHT)
This table provides information about the institutional ownership of Vanguard Health Care ETF (VHT) during Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Feb 15, 2022
Q4 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
3.21K+ 18.97% |
$781K - $857K
|
20.1K
$5.46M
|
|
Feb 15, 2022
Q4 2021
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
3.19KNew |
$777K - $853K
|
3.19K
$865K
|
|
Jan 31, 2022
Q4 2021
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
3.09KNew |
$754K - $827K
|
3.09K
$839K
|
|
Feb 10, 2022
Q4 2021
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
3.05KNew |
$744K - $817K
|
3.05K
$829K
|
|
Feb 04, 2022
Q4 2021
|
Forefront Wealth Management Inc.
|
BUY
|
- |
2.94KNew |
$717K - $786K
|
2.94K
$798K
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.85K+ 6.74% |
$695K - $762K
|
45.1K
$12.2M
|
|
Jan 12, 2022
Q4 2021
|
Hikari Power LTD
|
BUY
|
- |
2.79K+ 63.12% |
$680K - $746K
|
7.21K
$1.96M
|
|
Jan 20, 2022
Q4 2021
|
Caliber Wealth Management, LLC
|
BUY
|
- |
2.78K+ 57.5% |
$677K - $743K
|
7.6K
$2.06M
|
|
Mar 24, 2023
Q4 2021
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
2.71K+ 5.03% |
$660K - $724K
|
56.5K
$15.3M
|
|
Feb 01, 2022
Q4 2021
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
2.66K+ 22.1% |
$648K - $712K
|
14.7K
$3.99M
|
|
Feb 14, 2022
Q4 2021
|
Chai Trust CO LLC
Chicago, IL |
BUY
|
- |
2.59K+ 9.14% |
$632K - $694K
|
31K
$8.4M
|
|
Feb 04, 2022
Q4 2021
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
2.5K+ 10.82% |
$610K - $669K
|
25.6K
$6.95M
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.49K+ 1.36% |
$607K - $666K
|
185K
$50.3M
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.48KNew |
$604K - $663K
|
2.48K
$672K
|
|
Feb 11, 2022
Q4 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.46K+ 213.0% |
$599K - $658K
|
3.61K
$980K
|
|
Feb 24, 2022
Q4 2021
|
Compass Financial Advisors LLC
|
BUY
|
- |
2.35KNew |
$572K - $628K
|
2.35K
$637K
|
|
Feb 10, 2022
Q4 2021
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
2.34K+ 15.77% |
$569K - $625K
|
17.1K
$4.65M
|
|
Feb 01, 2022
Q4 2021
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
2.29K+ 13.23% |
$559K - $613K
|
19.6K
$5.33M
|
|
Jan 26, 2022
Q4 2021
|
Shelton Wealth Management, LLC
|
BUY
|
- |
2.23KNew |
$544K - $598K
|
2.23K
$606K
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
2.18K+ 2.24% |
$531K - $583K
|
99.4K
$27M
|
|
Jan 27, 2022
Q4 2021
|
Smart Money Group LLC
|
BUY
|
- |
2.14K+ 167.97% |
$522K - $572K
|
3.41K
$926K
|
|
Jun 28, 2024
Q4 2021
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
2.1KNew |
$511K - $560K
|
2.1K
$569K
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
2.06KNew |
$503K - $552K
|
2.06K
$560K
|
|
Mar 11, 2022
Q4 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2.05K+ 133.12% |
$501K - $549K
|
3.6K
$976K
|
|
Feb 11, 2022
Q4 2021
|
Royal Fund Management, LLC
|
BUY
|
- |
2K+ 7.21% |
$487K - $534K
|
29.7K
$8.06M
|
|
Feb 11, 2022
Q4 2021
|
Sawtooth Solutions, LLC
|
BUY
|
- |
1.97K+ 100.2% |
$480K - $527K
|
3.94K
$1.07M
|
|
May 05, 2022
Q4 2021
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
1.95KNew |
$475K - $522K
|
1.95K
$529K
|
|
Jan 21, 2022
Q4 2021
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.93K+ 30.78% |
$469K - $515K
|
8.18K
$2.22M
|
|
Feb 10, 2022
Q4 2021
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
1.85KNew |
$451K - $495K
|
1.85K
$502K
|
|
Feb 11, 2022
Q4 2021
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
1.83KNew |
$446K - $489K
|
1.83K
$496K
|
|
Feb 14, 2022
Q4 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1.8K+ 15.07% |
$439K - $482K
|
13.8K
$3.73M
|
|
Sep 15, 2023
Q4 2021
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
1.8KNew |
$437K - $480K
|
1.8K
$487K
|
|
Jan 21, 2022
Q4 2021
|
Capital Advantage, Inc.
|
BUY
|
- |
1.77K+ 1.7% |
$432K - $475K
|
106K
$28.8M
|
|
Jan 19, 2022
Q4 2021
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
1.7KNew |
$414K - $455K
|
1.7K
$461K
|
|
Feb 08, 2022
Q4 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.7K+ 11.05% |
$414K - $454K
|
17.1K
$4.63M
|
|
Feb 10, 2022
Q4 2021
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
1.66K+ 5.64% |
$406K - $445K
|
31.2K
$8.46M
|
|
Feb 08, 2022
Q4 2021
|
Asset Planning Corporation
|
BUY
|
- |
1.62K+ 6.02% |
$396K - $434K
|
28.6K
$7.76M
|
|
Jan 18, 2022
Q4 2021
|
Ballast, Inc.
|
BUY
|
- |
1.62K+ 4.98% |
$394K - $432K
|
34K
$9.23M
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.59K+ 70.0% |
$388K - $426K
|
3.86K
$1.05M
|
|
Feb 03, 2022
Q4 2021
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
1.58K+ 12.99% |
$386K - $423K
|
13.8K
$3.73M
|
|
Feb 14, 2022
Q4 2021
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
1.58KNew |
$386K - $423K
|
1.58K
$429K
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.58K+ 4.19% |
$384K - $422K
|
39.2K
$10.6M
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.56K+ 12.06% |
$379K - $417K
|
14.5K
$3.93M
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.54K+ 58.11% |
$376K - $413K
|
4.2K
$1.14M
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.51K+ 17.38% |
$369K - $405K
|
10.2K
$2.77M
|
|
Feb 23, 2022
Q4 2021
|
Simplex Trading, LLC
|
BUY
|
- |
1.5KNew |
$366K - $402K
|
1.5K
$408K
|
|
Feb 14, 2022
Q4 2021
|
Amundi
Paris, I0 |
BUY
|
- |
1.49KNew |
$364K - $399K
|
1.49K
$405K
|
|
Jan 21, 2022
Q4 2021
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
1.49K+ 5.42% |
$363K - $398K
|
29K
$7.86M
|
|
Jan 28, 2022
Q4 2021
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
1.49KNew |
$362K - $398K
|
1.49K
$404K
|
|
Feb 14, 2022
Q4 2021
|
Merit Financial Group, LLC
|
BUY
|
- |
1.47KNew |
$359K - $394K
|
1.47K
$399K
|