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 |
---|---|---|---|---|---|---|---|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
12+ 54.55% |
$2.69K - $3.07K
|
34
$9.26K
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
10New |
$2.24K - $2.56K
|
10
$2.72K
|
|
Jan 13, 2023
Q4 2022
|
Cooper Financial Group
|
BUY
|
- |
10+ 1.1% |
$2.24K - $2.56K
|
916
$249K
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
10+ 0.31% |
$2.24K - $2.56K
|
3.22K
$878K
|
|
Jan 20, 2023
Q4 2022
|
Secure Asset Management, LLC
|
BUY
|
- |
9+ 0.7% |
$2.02K - $2.3K
|
1.29K
$351K
|
|
Jan 12, 2023
Q4 2022
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
8+ 0.69% |
$1.79K - $2.05K
|
1.17K
$317K
|
|
Jan 19, 2023
Q4 2022
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
8+ 0.49% |
$1.79K - $2.05K
|
1.64K
$446K
|
|
Feb 07, 2023
Q4 2022
|
Family Firm, Inc.
|
BUY
|
- |
8+ 0.76% |
$1.79K - $2.05K
|
1.06K
$288K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
8New |
$1.79K - $2.05K
|
8
$2.18K
|
|
Feb 02, 2023
Q4 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
7+ 0.69% |
$1.57K - $1.79K
|
1.03K
$280K
|
|
Jan 25, 2023
Q4 2022
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
6+ 0.08% |
$1.34K - $1.54K
|
7.3K
$1.99M
|
|
Jan 25, 2023
Q4 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
6+ 0.63% |
$1.34K - $1.54K
|
959
$261K
|
|
Feb 10, 2023
Q4 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
6+ 0.54% |
$1.34K - $1.54K
|
1.13K
$307K
|
|
Feb 07, 2023
Q4 2022
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
6+ 0.63% |
$1.34K - $1.54K
|
962
$262K
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
5+ 83.33% |
$1.12K - $1.28K
|
11
$2.99K
|
|
Feb 13, 2023
Q4 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
5+ 0.33% |
$1.12K - $1.28K
|
1.52K
$413K
|
|
Feb 14, 2023
Q4 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
5+ 0.21% |
$1.12K - $1.28K
|
2.41K
$656K
|
|
Feb 14, 2023
Q4 2022
|
Pacific Sun Financial Corp
|
BUY
|
- |
5+ 0.23% |
$1.12K - $1.28K
|
2.17K
$592K
|
|
Feb 13, 2023
Q4 2022
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
5+ 0.39% |
$1.12K - $1.28K
|
1.29K
$351K
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
5+ 0.75% |
$1.12K - $1.28K
|
671
$183K
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
5+ 2.42% |
$1.12K - $1.28K
|
212
$57.7K
|
|
Jan 11, 2023
Q4 2022
|
Financial Consulate, Inc
|
BUY
|
- |
5+ 0.35% |
$1.12K - $1.28K
|
1.43K
$388K
|
|
Jan 23, 2023
Q4 2022
|
Jb Capital LLC
|
BUY
|
- |
5+ 0.48% |
$1.12K - $1.28K
|
1.05K
$287K
|
|
Feb 13, 2023
Q4 2022
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
4+ 0.07% |
$897 - $1.02K
|
5.7K
$1.55M
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
4+ 0.36% |
$897 - $1.02K
|
1.11K
$302K
|
|
Jan 25, 2023
Q4 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
4+ 0.37% |
$897 - $1.02K
|
1.09K
$296K
|
|
Feb 13, 2023
Q4 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
4+ 0.14% |
$897 - $1.02K
|
2.94K
$801K
|
|
Jan 26, 2023
Q4 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
4+ 0.42% |
$897 - $1.02K
|
948
$258K
|
|
Feb 09, 2023
Q4 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
3+ 0.08% |
$672 - $768
|
3.65K
$993K
|
|
Feb 01, 2023
Q4 2022
|
Slate Stone Wealth, LLC
|
BUY
|
- |
3+ 0.04% |
$672 - $768
|
7.5K
$2.04M
|
|
Jan 18, 2023
Q4 2022
|
Activest Wealth Management
|
BUY
|
- |
3+ 0.16% |
$672 - $768
|
1.83K
$498K
|
|
Dec 18, 2023
Q4 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
2New |
$448 - $512
|
2
$544
|
|
Jan 19, 2023
Q4 2022
|
Round Rock Advisors, LLC
|
BUY
|
- |
2+ 0.16% |
$448 - $512
|
1.26K
$343K
|
|
Jan 30, 2023
Q4 2022
|
James Investment Research Inc
|
BUY
|
- |
2+ 18.18% |
$448 - $512
|
13
$3.54K
|
|
Jan 25, 2023
Q4 2022
|
Northstar Group, Inc.
|
BUY
|
- |
2+ 0.03% |
$448 - $512
|
6.3K
$1.71M
|
|
Feb 14, 2023
Q4 2022
|
Cmg Global Holdings, LLC
|
BUY
|
- |
2+ 0.13% |
$448 - $512
|
1.59K
$432K
|
|
Feb 02, 2023
Q4 2022
|
Alera Investment Advisors, LLC
|
BUY
|
- |
2+ 0.11% |
$448 - $512
|
1.78K
$483K
|
|
Jan 23, 2023
Q4 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2+ 0.08% |
$448 - $512
|
2.45K
$668K
|
|
Feb 21, 2023
Q4 2022
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
2+ 0.22% |
$448 - $512
|
926
$252K
|
|
Jan 23, 2023
Q4 2022
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.04% |
$448 - $512
|
5.02K
$1.37M
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
2+ 0.03% |
$448 - $512
|
5.93K
$1.61M
|
|
Feb 07, 2023
Q4 2022
|
Zeit Capital LLC
|
BUY
|
- |
1+ 5.0% |
$224 - $256
|
21
$5.72K
|
|
Feb 14, 2023
Q4 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
1+ 0.1% |
$224 - $256
|
1.05K
$286K
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1+ 0.04% |
$224 - $256
|
2.45K
$668K
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.36% |
$224 - $256
|
280
$76.2K
|
|
Feb 09, 2023
Q4 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
1+ 0.08% |
$224 - $256
|
1.28K
$350K
|
|
Jan 20, 2023
Q4 2022
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
1+ 0.09% |
$224 - $256
|
1.06K
$287K
|
|
Feb 06, 2023
Q4 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
1+ 0.47% |
$224 - $256
|
216
$58.8K
|
|
Jan 23, 2023
Q4 2022
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1+ 0.09% |
$224 - $256
|
1.11K
$303K
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1+ 1.67% |
$224 - $256
|
61
$16.6K
|