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
|
Madden Advisory Services, Inc.
|
BUY
|
- |
4.34K+ 28.07% |
$969K - $1.09M
|
19.8K
$5.39M
|
|
|
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
4.3K+ 7.21% |
$958K - $1.08M
|
63.8K
$17.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
4.28KNew |
$955K - $1.07M
|
4.28K
$1.16M
|
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
4.17K+ 128.07% |
$930K - $1.05M
|
7.43K
$2.02M
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.04K+ 232.55% |
$902K - $1.02M
|
5.78K
$1.57M
|
|
|
Jan 25, 2024
Q4 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
3.79K+ 385.93% |
$845K - $951K
|
4.77K
$1.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.64K+ 38.85% |
$811K - $913K
|
13K
$3.54M
|
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
3.32KNew |
$740K - $833K
|
3.32K
$903K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.17K+ 28.07% |
$706K - $795K
|
14.4K
$3.93M
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.16K+ 298.21% |
$706K - $794K
|
4.23K
$1.15M
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
BUY
|
- |
2.86K+ 22.93% |
$639K - $719K
|
15.4K
$4.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.81K+ 4.27% |
$627K - $706K
|
68.6K
$18.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
2.7KNew |
$601K - $677K
|
2.7K
$734K
|
|
|
Jan 09, 2024
Q4 2023
|
Allied Investment Advisors, LLC
|
BUY
|
- |
2.66K+ 2.14% |
$594K - $668K
|
127K
$34.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.65K+ 5.43% |
$591K - $665K
|
51.4K
$14M
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
2.64K+ 5.05% |
$589K - $663K
|
54.9K
$14.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Chai Trust CO LLC
Chicago, IL |
BUY
|
- |
2.55K+ 4.95% |
$570K - $641K
|
54.2K
$14.7M
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
2.52KNew |
$563K - $633K
|
2.52K
$687K
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.21K+ 211.08% |
$493K - $555K
|
3.26K
$887K
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
2.19K+ 0.64% |
$489K - $550K
|
343K
$93.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
2.15KNew |
$480K - $541K
|
2.15K
$586K
|
|
|
Mar 11, 2024
Q4 2023
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
2.12KNew |
$474K - $533K
|
2.12K
$578K
|
|
|
Mar 14, 2024
Q4 2023
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
2.01KNew |
$449K - $505K
|
2.01K
$548K
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
2K+ 25.65% |
$446K - $502K
|
9.8K
$2.67M
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1.95KNew |
$434K - $489K
|
1.95K
$530K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.92K+ 0.59% |
$428K - $481K
|
326K
$88.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
1.89KNew |
$421K - $474K
|
1.89K
$513K
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
BUY
|
- |
1.83K+ 186.28% |
$409K - $460K
|
2.82K
$767K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.83K+ 76.27% |
$409K - $460K
|
4.23K
$1.15M
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.83KNew |
$408K - $459K
|
1.83K
$498K
|
|
|
Apr 08, 2024
Q4 2023
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.81KNew |
$404K - $455K
|
1.81K
$493K
|
|
|
Feb 12, 2024
Q4 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
1.8KNew |
$402K - $452K
|
1.8K
$490K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
1.78KNew |
$398K - $448K
|
1.78K
$485K
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
1.75KNew |
$391K - $440K
|
1.75K
$477K
|
|
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
1.75K+ 35.96% |
$391K - $440K
|
6.62K
$1.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.72K+ 42.99% |
$384K - $432K
|
5.73K
$1.56M
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
BUY
|
- |
1.72K+ 2.29% |
$384K - $432K
|
76.8K
$20.9M
|
|
|
Jan 30, 2024
Q4 2023
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
1.71KNew |
$382K - $430K
|
1.71K
$466K
|
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.71K+ 14.52% |
$382K - $429K
|
13.5K
$3.67M
|
|
|
Feb 14, 2024
Q4 2023
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
1.7KNew |
$380K - $428K
|
1.7K
$464K
|
|
|
Jan 04, 2024
Q4 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
1.67KNew |
$373K - $420K
|
1.67K
$456K
|
|
|
Jan 29, 2024
Q4 2023
|
Highview Capital Management LLC
|
BUY
|
- |
1.66KNew |
$371K - $418K
|
1.66K
$453K
|
|
|
Feb 13, 2024
Q4 2023
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
1.64KNew |
$365K - $411K
|
1.64K
$446K
|
|
|
Jan 31, 2024
Q4 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
1.6K+ 8.62% |
$358K - $403K
|
20.2K
$5.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Exchange Capital Management, Inc.
|
BUY
|
- |
1.6K+ 6.2% |
$356K - $401K
|
27.3K
$7.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.57K+ 83.29% |
$349K - $393K
|
3.44K
$938K
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.53K+ 11.78% |
$342K - $385K
|
14.6K
$3.96M
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
1.53KNew |
$341K - $383K
|
1.53K
$416K
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.5K+ 10.21% |
$334K - $376K
|
16.2K
$4.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
1.49K+ 3.98% |
$332K - $374K
|
39K
$10.6M
|