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 14, 2024
Q4 2023
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
1.48K+ 17.12% |
$331K - $373K
|
10.2K
$2.76M
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
BUY
|
- |
1.45K+ 13.05% |
$323K - $364K
|
12.6K
$3.42M
|
|
Jan 26, 2024
Q4 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
1.41K+ 10.61% |
$315K - $355K
|
14.7K
$4.01M
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.4K+ 1.94% |
$313K - $353K
|
73.9K
$20.1M
|
|
Jan 19, 2024
Q4 2023
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
1.4K+ 5.34% |
$313K - $352K
|
27.6K
$7.53M
|
|
Jan 10, 2024
Q4 2023
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
1.38KNew |
$309K - $347K
|
1.38K
$377K
|
|
Jan 29, 2024
Q4 2023
|
Elm Partners Management LLC
|
BUY
|
- |
1.33KNew |
$296K - $333K
|
1.33K
$361K
|
|
Jan 31, 2024
Q4 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
1.32K+ 8.81% |
$293K - $330K
|
16.2K
$4.42M
|
|
Jan 30, 2024
Q4 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
1.3K+ 6.2% |
$291K - $327K
|
22.3K
$6.08M
|
|
Jan 22, 2024
Q4 2023
|
Nvest Financial, LLC
|
BUY
|
- |
1.3K+ 11.25% |
$290K - $327K
|
12.9K
$3.5M
|
|
Feb 06, 2024
Q4 2023
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
1.28K+ 58.18% |
$285K - $321K
|
3.47K
$945K
|
|
Feb 07, 2024
Q4 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
1.27K+ 439.1% |
$283K - $319K
|
1.56K
$424K
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.27KNew |
$282K - $318K
|
1.27K
$345K
|
|
Jan 25, 2024
Q4 2023
|
Sol Capital Management CO
|
BUY
|
- |
1.24K+ 20.07% |
$276K - $310K
|
7.39K
$2.01M
|
|
Feb 14, 2024
Q4 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
1.22K+ 23.0% |
$272K - $306K
|
6.51K
$1.77M
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1.21K+ 27.69% |
$270K - $303K
|
5.57K
$1.52M
|
|
Feb 12, 2024
Q4 2023
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
1.21KNew |
$269K - $303K
|
1.21K
$328K
|
|
Feb 05, 2024
Q4 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
1.19KNew |
$266K - $300K
|
1.19K
$325K
|
|
Feb 14, 2024
Q4 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
1.19K+ 8.86% |
$266K - $299K
|
14.6K
$3.98M
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.16K+ 14.73% |
$258K - $291K
|
9.01K
$2.45M
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
1.15K+ 3.47% |
$257K - $290K
|
34.4K
$9.36M
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.15KNew |
$257K - $289K
|
1.15K
$313K
|
|
May 03, 2024
Q4 2023
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
1.12KNew |
$250K - $282K
|
1.12K
$305K
|
|
Jan 18, 2024
Q4 2023
|
Asset Planning Corporation
|
BUY
|
- |
1.12K+ 3.31% |
$250K - $281K
|
35K
$9.53M
|
|
Feb 12, 2024
Q4 2023
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.1KNew |
$245K - $276K
|
1.1K
$299K
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.08K+ 4.68% |
$240K - $270K
|
24K
$6.54M
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
1.04K+ 31.11% |
$232K - $261K
|
4.38K
$1.19M
|
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.02K+ 21.72% |
$228K - $257K
|
5.73K
$1.56M
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.02KNew |
$227K - $255K
|
1.02K
$277K
|
|
Feb 09, 2024
Q4 2023
|
Hudson Value Partners, LLC
|
BUY
|
- |
1.01K+ 21.52% |
$224K - $253K
|
5.68K
$1.55M
|
|
Jan 08, 2024
Q4 2023
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
999New |
$223K - $251K
|
999
$272K
|
|
Feb 14, 2024
Q4 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
982+ 3.58% |
$219K - $247K
|
28.4K
$7.74M
|
|
Feb 14, 2024
Q4 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
975New |
$218K - $245K
|
975
$265K
|
|
Jan 30, 2024
Q4 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
973New |
$217K - $244K
|
973
$265K
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
971New |
$217K - $244K
|
971
$264K
|
|
Jan 08, 2024
Q4 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
963New |
$215K - $242K
|
963
$262K
|
|
Feb 13, 2024
Q4 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
954+ 13.93% |
$213K - $240K
|
7.8K
$2.12M
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
943+ 8.89% |
$210K - $237K
|
11.6K
$3.15M
|
|
Feb 01, 2024
Q4 2023
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
936New |
$209K - $235K
|
936
$255K
|
|
Feb 05, 2024
Q4 2023
|
Triumph Capital Management
|
BUY
|
- |
928New |
$207K - $233K
|
928
$253K
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
BUY
|
- |
913New |
$204K - $229K
|
913
$249K
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
901+ 17.97% |
$201K - $226K
|
5.92K
$1.61M
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
891+ 0.71% |
$199K - $224K
|
127K
$34.5M
|
|
Feb 15, 2024
Q4 2023
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
880+ 1.08% |
$196K - $221K
|
82.7K
$22.5M
|
|
Jan 29, 2024
Q4 2023
|
Mayport, LLC
|
BUY
|
- |
875New |
$195K - $220K
|
875
$238K
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
872New |
$195K - $219K
|
872
$237K
|
|
Jan 18, 2024
Q4 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
868+ 8.78% |
$194K - $218K
|
10.7K
$2.93M
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
864New |
$193K - $217K
|
864
$235K
|
|
Jan 23, 2024
Q4 2023
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
855New |
$191K - $215K
|
855
$233K
|
|
Jan 24, 2024
Q4 2023
|
Smith, Salley & Associates
|
BUY
|
- |
845New |
$189K - $212K
|
845
$230K
|