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 27, 2023
Q4 2022
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
784+ 2.81% |
$176K - $201K
|
28.7K
$7.81M
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
775New |
$174K - $198K
|
775
$211K
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
735+ 40.9% |
$165K - $188K
|
2.53K
$689K
|
|
Feb 01, 2023
Q4 2022
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
727+ 13.2% |
$163K - $186K
|
6.24K
$1.7M
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
723+ 9.22% |
$162K - $185K
|
8.57K
$2.33M
|
|
Feb 13, 2023
Q4 2022
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
722+ 2.88% |
$162K - $185K
|
25.8K
$7.02M
|
|
Jan 24, 2023
Q4 2022
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
715+ 2.52% |
$160K - $183K
|
29.1K
$7.91M
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
701+ 16.23% |
$157K - $179K
|
5.02K
$1.37M
|
|
Feb 10, 2023
Q4 2022
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
678+ 3.99% |
$152K - $174K
|
17.7K
$4.82M
|
|
Jan 18, 2023
Q4 2022
|
Magnolia Capital Management LTD
|
BUY
|
- |
660New |
$148K - $169K
|
660
$180K
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
658+ 11.65% |
$147K - $168K
|
6.31K
$1.72M
|
|
Feb 14, 2023
Q4 2022
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
643+ 11.8% |
$144K - $165K
|
6.09K
$1.66M
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
636+ 7.06% |
$143K - $163K
|
9.64K
$2.62M
|
|
Jan 18, 2023
Q4 2022
|
Trust CO Of Oklahoma
|
BUY
|
- |
633+ 2.47% |
$142K - $162K
|
26.3K
$7.15M
|
|
Jan 18, 2023
Q4 2022
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
629+ 34.64% |
$141K - $161K
|
2.45K
$666K
|
|
Feb 02, 2023
Q4 2022
|
Penobscot Wealth Management
|
BUY
|
- |
608+ 5.57% |
$136K - $156K
|
11.5K
$3.14M
|
|
Feb 08, 2023
Q4 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
607+ 59.51% |
$136K - $155K
|
1.63K
$443K
|
|
Feb 14, 2023
Q4 2022
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
606+ 2634.78% |
$136K - $155K
|
629
$171K
|
|
Jan 12, 2023
Q4 2022
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
600+ 4.14% |
$134K - $154K
|
15.1K
$4.11M
|
|
Jan 30, 2023
Q4 2022
|
Progressive Investment Management Corp
|
BUY
|
- |
600New |
$134K - $154K
|
600
$163K
|
|
Feb 10, 2023
Q4 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
586+ 33.87% |
$131K - $150K
|
2.32K
$631K
|
|
Feb 14, 2023
Q4 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
586+ 39.59% |
$131K - $150K
|
2.07K
$562K
|
|
Jan 20, 2023
Q4 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
585+ 12.7% |
$131K - $150K
|
5.19K
$1.41M
|
|
Feb 14, 2023
Q4 2022
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
581+ 7.07% |
$130K - $149K
|
8.79K
$2.39M
|
|
Jan 30, 2023
Q4 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
573+ 50.89% |
$128K - $147K
|
1.7K
$463K
|
|
Jan 24, 2023
Q4 2022
|
Sol Capital Management CO
|
BUY
|
- |
560+ 11.29% |
$126K - $143K
|
5.52K
$1.5M
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
550+ 192.31% |
$123K - $141K
|
836
$228K
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
550+ 7.62% |
$123K - $141K
|
7.77K
$2.12M
|
|
Feb 09, 2023
Q4 2022
|
Scotia Capital Inc.
|
BUY
|
- |
537+ 4.72% |
$120K - $137K
|
11.9K
$3.25M
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
535+ 4.23% |
$120K - $137K
|
13.2K
$3.59M
|
|
Feb 09, 2023
Q4 2022
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
534+ 26.24% |
$120K - $137K
|
2.57K
$699K
|
|
Feb 13, 2023
Q4 2022
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
527+ 13.54% |
$118K - $135K
|
4.42K
$1.2M
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
516+ 3.45% |
$116K - $132K
|
15.5K
$4.21M
|
|
Jan 19, 2023
Q4 2022
|
Nvest Financial, LLC
|
BUY
|
- |
514+ 6.7% |
$115K - $132K
|
8.18K
$2.23M
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
512+ 5.26% |
$115K - $131K
|
10.2K
$2.79M
|
|
Feb 08, 2023
Q4 2022
|
Coombe, Bender & CO LLC
|
BUY
|
- |
510New |
$114K - $131K
|
510
$139K
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
507+ 15.5% |
$114K - $130K
|
3.78K
$1.03M
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
BUY
|
- |
506+ 2.05% |
$113K - $130K
|
25.2K
$6.85M
|
|
Jan 20, 2023
Q4 2022
|
Royal Fund Management, LLC
|
BUY
|
- |
506+ 1.78% |
$113K - $130K
|
28.9K
$7.88M
|
|
Feb 09, 2023
Q4 2022
|
Windham Capital Management, LLC
|
BUY
|
- |
498+ 3.14% |
$112K - $127K
|
16.4K
$4.45M
|
|
Feb 13, 2023
Q4 2022
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
484+ 3.37% |
$108K - $124K
|
14.8K
$4.04M
|
|
Jan 19, 2023
Q4 2022
|
Arlington Partners LLC
|
BUY
|
- |
483New |
$108K - $124K
|
483
$131K
|
|
Feb 13, 2023
Q4 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
482+ 2.64% |
$108K - $123K
|
18.7K
$5.09M
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
482+ 3.67% |
$108K - $123K
|
13.6K
$3.71M
|
|
Feb 02, 2023
Q4 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
478+ 0.56% |
$107K - $122K
|
86K
$23.4M
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
450New |
$101K - $115K
|
450
$123K
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
440+ 3.31% |
$98.6K - $113K
|
13.8K
$3.74M
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
431+ 42.17% |
$96.6K - $110K
|
1.45K
$396K
|
|
Jan 26, 2023
Q4 2022
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
429+ 8.69% |
$96.2K - $110K
|
5.36K
$1.46M
|
|
Feb 13, 2023
Q4 2022
|
Cornerstone Advisory, LLC
|
BUY
|
- |
416+ 1.18% |
$93.2K - $106K
|
35.8K
$9.73M
|