Purchases and Sales Made in Q4 2022 in Vanguard Health Care ETF (VHT)
This table provides information about the institutional ownership of Vanguard Health Care ETF (VHT) during Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Sep 26, 2023
Q4 2022
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
14New |
$3.14K - $3.58K
|
14
$3.46K
|
|
Feb 03, 2023
Q4 2022
|
Advisors Management Group Inc
|
BUY
|
- |
14+ 1.06% |
$3.14K - $3.58K
|
1.34K
$331K
|
|
Feb 06, 2023
Q4 2022
|
Compass Financial Advisors LLC
|
BUY
|
- |
13+ 0.44% |
$2.91K - $3.33K
|
3K
$742K
|
|
Jan 23, 2023
Q4 2022
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
13+ 0.61% |
$2.91K - $3.33K
|
2.14K
$530K
|
|
Feb 10, 2023
Q4 2022
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
12+ 0.72% |
$2.69K - $3.07K
|
1.69K
$417K
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
12+ 54.55% |
$2.69K - $3.07K
|
34
$8.41K
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
10+ 0.31% |
$2.24K - $2.56K
|
3.22K
$798K
|
|
Jan 13, 2023
Q4 2022
|
Cooper Financial Group
|
BUY
|
- |
10+ 1.1% |
$2.24K - $2.56K
|
916
$227K
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
10New |
$2.24K - $2.56K
|
10
$2.47K
|
|
Jan 20, 2023
Q4 2022
|
Secure Asset Management, LLC
|
BUY
|
- |
9+ 0.7% |
$2.02K - $2.3K
|
1.29K
$319K
|
|
Feb 07, 2023
Q4 2022
|
Family Firm, Inc.
|
BUY
|
- |
8+ 0.76% |
$1.79K - $2.05K
|
1.06K
$262K
|
|
Jan 19, 2023
Q4 2022
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
8+ 0.49% |
$1.79K - $2.05K
|
1.64K
$405K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
8New |
$1.79K - $2.05K
|
8
$1.98K
|
|
Jan 12, 2023
Q4 2022
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
8+ 0.69% |
$1.79K - $2.05K
|
1.17K
$288K
|
|
Feb 02, 2023
Q4 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
7+ 0.69% |
$1.57K - $1.79K
|
1.03K
$254K
|
|
Jan 25, 2023
Q4 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
6+ 0.63% |
$1.34K - $1.54K
|
959
$237K
|
|
Feb 07, 2023
Q4 2022
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
6+ 0.63% |
$1.34K - $1.54K
|
962
$238K
|
|
Feb 10, 2023
Q4 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
6+ 0.54% |
$1.34K - $1.54K
|
1.13K
$279K
|
|
Jan 25, 2023
Q4 2022
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
6+ 0.08% |
$1.34K - $1.54K
|
7.3K
$1.81M
|
|
Jan 23, 2023
Q4 2022
|
Jb Capital LLC
|
BUY
|
- |
5+ 0.48% |
$1.12K - $1.28K
|
1.05K
$261K
|
|
Feb 14, 2023
Q4 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
5+ 0.21% |
$1.12K - $1.28K
|
2.41K
$596K
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
5+ 83.33% |
$1.12K - $1.28K
|
11
$2.72K
|
|
Feb 13, 2023
Q4 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
5+ 0.33% |
$1.12K - $1.28K
|
1.52K
$375K
|
|
Feb 14, 2023
Q4 2022
|
Pacific Sun Financial Corp
|
BUY
|
- |
5+ 0.23% |
$1.12K - $1.28K
|
2.17K
$538K
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
5+ 2.42% |
$1.12K - $1.28K
|
212
$52.4K
|
|
Feb 13, 2023
Q4 2022
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
5+ 0.39% |
$1.12K - $1.28K
|
1.29K
$319K
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
5+ 0.75% |
$1.12K - $1.28K
|
671
$166K
|
|
Jan 11, 2023
Q4 2022
|
Financial Consulate, Inc
|
BUY
|
- |
5+ 0.35% |
$1.12K - $1.28K
|
1.43K
$353K
|
|
Feb 13, 2023
Q4 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
4+ 0.14% |
$897 - $1.02K
|
2.94K
$728K
|
|
Feb 13, 2023
Q4 2022
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
4+ 0.07% |
$897 - $1.02K
|
5.7K
$1.41M
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
4+ 0.36% |
$897 - $1.02K
|
1.11K
$275K
|
|
Jan 26, 2023
Q4 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
4+ 0.42% |
$897 - $1.02K
|
948
$235K
|
|
Jan 25, 2023
Q4 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
4+ 0.37% |
$897 - $1.02K
|
1.09K
$269K
|
|
Feb 09, 2023
Q4 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
3+ 0.08% |
$672 - $768
|
3.65K
$903K
|
|
Feb 01, 2023
Q4 2022
|
Slate Stone Wealth, LLC
|
BUY
|
- |
3+ 0.04% |
$672 - $768
|
7.5K
$1.86M
|
|
Jan 18, 2023
Q4 2022
|
Activest Wealth Management
|
BUY
|
- |
3+ 0.16% |
$672 - $768
|
1.83K
$452K
|
|
Jan 25, 2023
Q4 2022
|
Northstar Group, Inc.
|
BUY
|
- |
2+ 0.03% |
$448 - $512
|
6.3K
$1.56M
|
|
Jan 30, 2023
Q4 2022
|
James Investment Research Inc
|
BUY
|
- |
2+ 18.18% |
$448 - $512
|
13
$3.22K
|
|
Feb 21, 2023
Q4 2022
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
2+ 0.22% |
$448 - $512
|
926
$229K
|
|
Dec 18, 2023
Q4 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
2New |
$448 - $512
|
2
$495
|
|
Jan 23, 2023
Q4 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2+ 0.08% |
$448 - $512
|
2.45K
$607K
|
|
Jan 19, 2023
Q4 2022
|
Round Rock Advisors, LLC
|
BUY
|
- |
2+ 0.16% |
$448 - $512
|
1.26K
$311K
|
|
Feb 02, 2023
Q4 2022
|
Alera Investment Advisors, LLC
|
BUY
|
- |
2+ 0.11% |
$448 - $512
|
1.78K
$439K
|
|
Jan 23, 2023
Q4 2022
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.04% |
$448 - $512
|
5.02K
$1.24M
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
2+ 0.03% |
$448 - $512
|
5.93K
$1.47M
|
|
Feb 14, 2023
Q4 2022
|
Cmg Global Holdings, LLC
|
BUY
|
- |
2+ 0.13% |
$448 - $512
|
1.59K
$392K
|
|
Mar 28, 2023
Q4 2022
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
1+ 0.08% |
$224 - $256
|
1.31K
$323K
|
|
Feb 09, 2023
Q4 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
1+ 0.08% |
$224 - $256
|
1.28K
$318K
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1+ 1.67% |
$224 - $256
|
61
$15.1K
|
|
Jan 18, 2023
Q4 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1+ 0.11% |
$224 - $256
|
934
$231K
|