Purchases and Sales Made in Q4 2023 in Vanguard Health Care ETF (VHT)
This table provides information about the institutional ownership of Vanguard Health Care ETF (VHT) during Q4 2023. 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 06, 2024
Q4 2023
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-83- 0.51% |
$18.5K - $20.8K
|
16K
$4.37M
|
|
|
Jan 24, 2024
Q4 2023
|
Progressive Investment Management Corp
|
SELL
|
- |
-83- 12.15% |
$18.5K - $20.8K
|
600
$163K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-84- 16.22% |
$18.7K - $21.1K
|
434
$118K
|
|
|
Feb 14, 2024
Q4 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-85- 11.13% |
$19K - $21.3K
|
679
$185K
|
|
|
Feb 06, 2024
Q4 2023
|
Rmr Wealth Builders
|
SELL
|
- |
-85- 6.07% |
$19K - $21.3K
|
1.32K
$358K
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-85- 98.84% |
$19K - $21.3K
|
1
$272
|
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-88- 22.06% |
$19.6K - $22.1K
|
311
$84.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-89- 9.87% |
$19.9K - $22.3K
|
813
$221K
|
|
|
Feb 05, 2024
Q4 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-95- 9.98% |
$21.2K - $23.9K
|
857
$233K
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-99- 10.04% |
$22.1K - $24.9K
|
887
$241K
|
|
|
Feb 12, 2024
Q4 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-100- 4.96% |
$22.3K - $25.1K
|
1.92K
$522K
|
|
|
Feb 14, 2024
Q4 2023
|
Amundi
Paris, I0 |
SELL
|
- |
-100- 9.15% |
$22.3K - $25.1K
|
993
$270K
|
|
|
Jan 12, 2024
Q4 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-101- 6.58% |
$22.5K - $25.4K
|
1.43K
$390K
|
|
|
Feb 16, 2024
Q4 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-108- 10.0% |
$24.1K - $27.1K
|
972
$265K
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-117- 4.38% |
$26.1K - $29.4K
|
2.55K
$695K
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-120- 2.68% |
$26.8K - $30.1K
|
4.36K
$1.19M
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-120- 12.1% |
$26.8K - $30.1K
|
872
$237K
|
|
|
Feb 12, 2024
Q4 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-120- 4.93% |
$26.8K - $30.1K
|
2.32K
$631K
|
|
|
Jan 31, 2024
Q4 2023
|
Planning Directions Inc
|
SELL
|
- |
-122- 1.73% |
$27.2K - $30.6K
|
6.91K
$1.88M
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-123- 32.89% |
$27.4K - $30.9K
|
251
$68.3K
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-125- 9.06% |
$27.9K - $31.4K
|
1.25K
$341K
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-125- 6.99% |
$27.9K - $31.4K
|
1.66K
$453K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-127- 9.14% |
$28.3K - $31.9K
|
1.26K
$344K
|
|
|
Feb 13, 2024
Q4 2023
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-127- 7.38% |
$28.3K - $31.9K
|
1.59K
$434K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-129- 15.25% |
$28.8K - $32.4K
|
717
$195K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-129- 0.66% |
$28.8K - $32.4K
|
19.3K
$5.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-130- 4.49% |
$29K - $32.6K
|
2.76K
$752K
|
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-131- 10.23% |
$29.2K - $32.9K
|
1.15K
$313K
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-132- 0.66% |
$29.4K - $33.1K
|
20K
$5.45M
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-134- 2.94% |
$29.9K - $33.6K
|
4.42K
$1.2M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-135- 5.76% |
$30.1K - $33.9K
|
2.21K
$602K
|
|
|
Feb 09, 2024
Q4 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-137- 5.38% |
$30.6K - $34.4K
|
2.41K
$656K
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-138- 3.86% |
$30.8K - $34.7K
|
3.44K
$937K
|
|
|
Feb 14, 2024
Q4 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-140- 7.62% |
$31.2K - $35.2K
|
1.7K
$462K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-140- 22.88% |
$31.2K - $35.2K
|
472
$128K
|
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
SELL
|
- |
-140- 10.35% |
$31.2K - $35.2K
|
1.21K
$330K
|
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-141- 12.62% |
$31.5K - $35.4K
|
976
$266K
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-142- 5.82% |
$31.7K - $35.7K
|
2.3K
$625K
|
|
|
Feb 06, 2024
Q4 2023
|
Petix & Botte CO
|
SELL
|
- |
-144- 1.71% |
$32.1K - $36.2K
|
8.25K
$2.25M
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-153- 6.82% |
$34.1K - $38.4K
|
2.09K
$569K
|
|
|
Feb 02, 2024
Q4 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-161- 0.4% |
$35.9K - $40.4K
|
40.4K
$11M
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-162- 5.59% |
$36.1K - $40.7K
|
2.74K
$745K
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-163- 1.16% |
$36.4K - $40.9K
|
13.9K
$3.78M
|
|
|
Feb 07, 2024
Q4 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-175- 7.19% |
$39K - $43.9K
|
2.26K
$615K
|
|
|
Jan 12, 2024
Q4 2023
|
Rda Financial Network
|
SELL
|
- |
-175- 2.46% |
$39K - $43.9K
|
6.95K
$1.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-178- 14.21% |
$39.7K - $44.7K
|
1.08K
$293K
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-183- 1.81% |
$40.8K - $45.9K
|
9.94K
$2.71M
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-190- 18.65% |
$42.4K - $47.7K
|
829
$226K
|
|
|
Jan 29, 2024
Q4 2023
|
Capital Advisors Inc
|
SELL
|
- |
-191- 4.97% |
$42.6K - $48K
|
3.65K
$995K
|
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
SELL
|
- |
-191- 8.38% |
$42.6K - $48K
|
2.09K
$569K
|