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 12, 2024
Q4 2023
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-1.03K- 14.23% |
$229K - $257K
|
6.18K
$1.68M
|
|
|
Feb 07, 2024
Q4 2023
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-1.03K- 16.33% |
$230K - $258K
|
5.27K
$1.44M
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.03K- 0.95% |
$230K - $259K
|
107K
$29.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Atlas Financial Advisors, Inc.
|
SELL
|
- |
-1.04K- 50.81% |
$232K - $261K
|
1.01K
$274K
|
|
|
Jan 09, 2024
Q4 2023
|
Collective Family Office LLC
|
SELL
|
- |
-1.05K- 22.77% |
$233K - $262K
|
3.55K
$965K
|
|
|
Feb 09, 2024
Q4 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-1.05K- 40.36% |
$233K - $262K
|
1.54K
$420K
|
|
|
Feb 14, 2024
Q4 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-1.05K- 18.94% |
$235K - $265K
|
4.51K
$1.23M
|
|
|
Aug 05, 2024
Q4 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-1.05K- 18.94% |
$235K - $265K
|
4.51K
$1.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-1.06K- 57.55% |
$236K - $266K
|
782
$213K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.13K- 7.92% |
$253K - $284K
|
13.2K
$3.58M
|
|
|
Feb 09, 2024
Q4 2023
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-1.2K- 11.61% |
$267K - $301K
|
9.12K
$2.48M
|
|
|
Jan 10, 2024
Q4 2023
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-1.22K- 44.42% |
$272K - $306K
|
1.52K
$415K
|
|
|
Jan 10, 2024
Q4 2023
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-1.23K- 50.47% |
$275K - $310K
|
1.21K
$330K
|
|
|
Jan 31, 2024
Q4 2023
|
Curran Financial Partners, LLC
|
SELL
|
- |
-1.29K- 5.25% |
$287K - $323K
|
23.2K
$6.31M
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.29K- 75.37% |
$287K - $323K
|
421
$115K
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.29K- 38.97% |
$288K - $324K
|
2.02K
$551K
|
|
|
Jan 23, 2024
Q4 2023
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-1.34K- 4.68% |
$300K - $337K
|
27.4K
$7.46M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.35K- 0.7% |
$300K - $338K
|
190K
$51.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-1.37K- 39.17% |
$306K - $344K
|
2.13K
$579K
|
|
|
Feb 13, 2024
Q4 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-1.38K- 54.98% |
$308K - $347K
|
1.13K
$308K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.4K- 17.74% |
$312K - $351K
|
6.49K
$1.77M
|
|
|
Feb 14, 2024
Q4 2023
|
Pariax, LLC
|
SELL
|
- |
-1.4K- 9.55% |
$313K - $353K
|
13.3K
$3.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-1.47K- 51.11% |
$327K - $368K
|
1.4K
$382K
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-1.49K- 5.91% |
$331K - $373K
|
23.6K
$6.43M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.49K- 7.57% |
$332K - $374K
|
18.2K
$4.95M
|
|
|
Jan 22, 2024
Q4 2023
|
Financial Management Network Inc
|
SELL
|
- |
-1.54K- 4.38% |
$343K - $386K
|
33.5K
$9.12M
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.55K- 36.27% |
$345K - $388K
|
2.72K
$740K
|
|
|
Feb 14, 2024
Q4 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-1.59K- 40.42% |
$356K - $400K
|
2.35K
$640K
|
|
|
Feb 13, 2024
Q4 2023
|
Lansing Street Advisors
|
SELL
|
- |
-1.66K- 36.71% |
$369K - $416K
|
2.86K
$777K
|
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-1.67K- 16.02% |
$371K - $418K
|
8.73K
$2.38M
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.7K- 24.45% |
$380K - $428K
|
5.26K
$1.43M
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.77K- 46.45% |
$395K - $445K
|
2.04K
$556K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.81K- 14.61% |
$403K - $453K
|
10.6K
$2.87M
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
SELL
|
- |
-1.87K- 7.43% |
$418K - $470K
|
23.3K
$6.35M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-1.89K- 6.16% |
$423K - $476K
|
28.8K
$7.85M
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-1.97K- 48.29% |
$440K - $495K
|
2.11K
$575K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.05K- 7.79% |
$457K - $514K
|
24.2K
$6.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-2.08K- 40.61% |
$464K - $522K
|
3.04K
$828K
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-2.08K- 1.12% |
$465K - $523K
|
184K
$50.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-2.09K- 28.41% |
$465K - $524K
|
5.26K
$1.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-2.12K- 9.71% |
$472K - $531K
|
19.7K
$5.36M
|
|
|
Feb 05, 2024
Q4 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-2.12K- 8.4% |
$473K - $532K
|
23.1K
$6.29M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.14K- 26.39% |
$476K - $536K
|
5.96K
$1.62M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-2.19K- 43.95% |
$487K - $549K
|
2.79K
$758K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.22K- 3.06% |
$496K - $558K
|
70.3K
$19.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.35K- 13.25% |
$525K - $591K
|
15.4K
$4.2M
|
|
|
Jan 08, 2024
Q4 2023
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-2.44K- 70.46% |
$544K - $613K
|
1.02K
$279K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.44K- 56.26% |
$545K - $614K
|
1.9K
$517K
|
|
|
Jun 10, 2024
Q4 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-2.48K- 26.74% |
$554K - $623K
|
6.8K
$1.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-2.56K- 65.88% |
$572K - $643K
|
1.33K
$361K
|