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 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
3.86K+ 28.18% |
$865K - $988K
|
17.6K
$4.78M
|
|
|
Feb 08, 2023
Q4 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
3.83K+ 10.58% |
$858K - $980K
|
40K
$10.9M
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Management Network Inc
|
BUY
|
- |
3.75K+ 11.67% |
$841K - $960K
|
35.9K
$9.77M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.73K+ 23.33% |
$835K - $953K
|
19.7K
$5.36M
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
BUY
|
- |
3.59K+ 15.66% |
$804K - $918K
|
26.5K
$7.21M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.36K+ 1.76% |
$754K - $861K
|
195K
$53M
|
|
|
Feb 13, 2023
Q4 2022
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
3.12KNew |
$698K - $798K
|
3.12K
$848K
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
3.09K+ 111.4% |
$692K - $790K
|
5.86K
$1.6M
|
|
|
Feb 14, 2023
Q4 2022
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
3.03KNew |
$678K - $774K
|
3.03K
$824K
|
|
|
Feb 13, 2023
Q4 2022
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
2.94KNew |
$660K - $754K
|
2.94K
$801K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.89K+ 6.34% |
$648K - $740K
|
48.6K
$13.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
2.88K+ 24.78% |
$645K - $737K
|
14.5K
$3.94M
|
|
|
Jan 20, 2023
Q4 2022
|
Alta Wealth Advisors LLC
|
BUY
|
- |
2.86KNew |
$641K - $732K
|
2.86K
$779K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
2.86K+ 6.56% |
$641K - $732K
|
46.4K
$12.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Chai Trust CO LLC
Chicago, IL |
BUY
|
- |
2.84K+ 6.72% |
$636K - $726K
|
45K
$12.3M
|
|
|
Jan 17, 2023
Q4 2022
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
2.82KNew |
$633K - $723K
|
2.82K
$769K
|
|
|
Jan 02, 2024
Q4 2022
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
2.7KNew |
$606K - $692K
|
2.7K
$736K
|
|
|
Jan 12, 2023
Q4 2022
|
Allied Investment Advisors, LLC
|
BUY
|
- |
2.7K+ 2.41% |
$605K - $691K
|
115K
$31.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.67K+ 4.16% |
$597K - $682K
|
66.8K
$18.2M
|
|
|
Jan 31, 2023
Q4 2022
|
Exchange Capital Management, Inc.
|
BUY
|
- |
2.5K+ 10.74% |
$561K - $641K
|
25.8K
$7.03M
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
2.5K+ 263.12% |
$560K - $639K
|
3.45K
$938K
|
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
2.5K+ 263.12% |
$560K - $639K
|
3.45K
$938K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.5K+ 38.87% |
$559K - $639K
|
8.92K
$2.43M
|
|
|
Jan 20, 2023
Q4 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
2.44KNew |
$547K - $625K
|
2.44K
$665K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
2.43K+ 5.41% |
$545K - $623K
|
47.4K
$12.9M
|
|
|
Mar 22, 2024
Q4 2022
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
2.42KNew |
$542K - $619K
|
2.42K
$659K
|
|
|
Mar 28, 2023
Q4 2022
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
2.38KNew |
$534K - $610K
|
2.38K
$649K
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.31K+ 48.16% |
$518K - $592K
|
7.11K
$1.94M
|
|
|
Feb 07, 2023
Q4 2022
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
2.26KNew |
$507K - $578K
|
2.26K
$615K
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.24K+ 23.71% |
$503K - $574K
|
11.7K
$3.19M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.2K+ 14.43% |
$492K - $562K
|
17.4K
$4.74M
|
|
|
Feb 10, 2023
Q4 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
2.16K+ 86.59% |
$483K - $552K
|
4.65K
$1.26M
|
|
|
Jan 25, 2023
Q4 2022
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
2.12K+ 38.6% |
$476K - $544K
|
7.63K
$2.08M
|
|
|
Feb 14, 2023
Q4 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
2.07KNew |
$463K - $529K
|
2.07K
$562K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.06K+ 2.44% |
$461K - $527K
|
86.3K
$23.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
2.02KNew |
$452K - $517K
|
2.02K
$549K
|
|
|
Feb 02, 2023
Q4 2022
|
Welch & Forbes LLC
|
BUY
|
- |
2KNew |
$448K - $512K
|
2K
$544K
|
|
|
Feb 08, 2023
Q4 2022
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
1.98KNew |
$444K - $507K
|
1.98K
$539K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.95K+ 13.6% |
$438K - $500K
|
16.3K
$4.44M
|
|
|
Feb 02, 2023
Q4 2022
|
Bts Asset Management, Inc.
|
BUY
|
- |
1.95KNew |
$438K - $500K
|
1.95K
$531K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.95K+ 227.8% |
$437K - $499K
|
2.81K
$764K
|
|
|
Mar 24, 2023
Q4 2022
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
1.88K+ 3.05% |
$422K - $482K
|
63.6K
$17.3M
|
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.87K+ 16.58% |
$419K - $479K
|
13.1K
$3.58M
|
|
|
Feb 14, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
1.86KNew |
$416K - $475K
|
1.86K
$505K
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.76K+ 14.67% |
$394K - $450K
|
13.7K
$3.74M
|
|
|
Feb 13, 2023
Q4 2022
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.73KNew |
$387K - $442K
|
1.73K
$470K
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
BUY
|
- |
1.73KNew |
$387K - $442K
|
1.73K
$470K
|
|
|
Feb 13, 2023
Q4 2022
|
Financial Partners Capital Management LLC
New York, NY |
BUY
|
- |
1.72K+ 61.45% |
$384K - $439K
|
4.51K
$1.23M
|
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
1.7K+ 33.62% |
$380K - $434K
|
6.74K
$1.84M
|
|
|
Jan 11, 2023
Q4 2022
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
1.66K+ 5.97% |
$371K - $424K
|
29.4K
$8.01M
|