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 05, 2024
Q4 2023
|
Trinity Financial Advisors LLC
|
BUY
|
- |
844New |
$188K - $212K
|
844
$230K
|
|
|
Jan 26, 2024
Q4 2023
|
Aspiriant, LLC
|
BUY
|
- |
843New |
$188K - $212K
|
843
$229K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
837New |
$187K - $210K
|
837
$228K
|
|
|
Jan 17, 2024
Q4 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
837+ 11.48% |
$187K - $210K
|
8.13K
$2.21M
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
835New |
$186K - $210K
|
835
$227K
|
|
|
Jan 23, 2024
Q4 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
834New |
$186K - $209K
|
834
$227K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Insights, Inc.
|
BUY
|
- |
829+ 29.29% |
$185K - $208K
|
3.66K
$996K
|
|
|
Jan 22, 2024
Q4 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
825New |
$184K - $207K
|
825
$225K
|
|
|
Feb 06, 2024
Q4 2023
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
824New |
$184K - $207K
|
824
$224K
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
819+ 9.33% |
$183K - $206K
|
9.6K
$2.61M
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
811New |
$181K - $204K
|
811
$221K
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
808New |
$180K - $203K
|
808
$220K
|
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
804New |
$179K - $202K
|
804
$219K
|
|
|
Feb 12, 2024
Q4 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
802New |
$179K - $201K
|
802
$218K
|
|
|
Jan 18, 2024
Q4 2023
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
800New |
$178K - $201K
|
800
$218K
|
|
|
Jan 25, 2024
Q4 2023
|
Trust CO Of Virginia
|
BUY
|
- |
800New |
$178K - $201K
|
800
$218K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
799+ 4.47% |
$178K - $201K
|
18.7K
$5.09M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
793+ 1.14% |
$177K - $199K
|
70.7K
$19.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Resolute Advisors LLC
|
BUY
|
- |
789New |
$176K - $198K
|
789
$215K
|
|
|
Jan 26, 2024
Q4 2023
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
780+ 3.95% |
$174K - $196K
|
20.5K
$5.59M
|
|
|
Jan 12, 2024
Q4 2023
|
Oak Harvest Investment Services
|
BUY
|
- |
749+ 38.39% |
$167K - $188K
|
2.7K
$735K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
747+ 8.75% |
$167K - $188K
|
9.29K
$2.53M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
732+ 9.76% |
$163K - $184K
|
8.24K
$2.24M
|
|
|
Jan 18, 2024
Q4 2023
|
Ballast, Inc.
|
BUY
|
- |
727+ 2.47% |
$162K - $183K
|
30.2K
$8.21M
|
|
|
Jan 19, 2024
Q4 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
718+ 48.81% |
$160K - $180K
|
2.19K
$596K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
678+ 7.68% |
$151K - $170K
|
9.51K
$2.59M
|
|
|
Jan 08, 2024
Q4 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
659+ 12.31% |
$147K - $165K
|
6.01K
$1.64M
|
|
|
Feb 06, 2024
Q4 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
644+ 2.06% |
$144K - $162K
|
32K
$8.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
629+ 4.18% |
$140K - $158K
|
15.7K
$4.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
618+ 1.82% |
$138K - $155K
|
34.5K
$9.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
617+ 5.55% |
$138K - $155K
|
11.7K
$3.19M
|
|
|
Jan 22, 2024
Q4 2023
|
Trust CO Of Oklahoma
|
BUY
|
- |
612+ 2.41% |
$137K - $154K
|
26K
$7.08M
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
576+ 1.54% |
$129K - $145K
|
38K
$10.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
560+ 13.54% |
$125K - $141K
|
4.7K
$1.28M
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
556+ 24.15% |
$124K - $140K
|
2.86K
$778K
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
548+ 4.77% |
$122K - $138K
|
12K
$3.28M
|
|
|
Feb 13, 2024
Q4 2023
|
360 Financial, Inc.
|
BUY
|
- |
548+ 54.64% |
$122K - $138K
|
1.55K
$422K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
544+ 2.31% |
$121K - $137K
|
24.1K
$6.57M
|
|
|
Feb 08, 2024
Q4 2023
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
530+ 27.18% |
$118K - $133K
|
2.48K
$675K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
525+ 7.78% |
$117K - $132K
|
7.27K
$1.98M
|
|
|
Jan 12, 2024
Q4 2023
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
517+ 36.51% |
$115K - $130K
|
1.93K
$526K
|
|
|
Feb 02, 2024
Q4 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
500+ 4.53% |
$112K - $126K
|
11.5K
$3.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
495+ 4.86% |
$110K - $124K
|
10.7K
$2.91M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
474+ 6.48% |
$106K - $119K
|
7.79K
$2.12M
|
|
|
Feb 07, 2024
Q4 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
458+ 3.28% |
$102K - $115K
|
14.4K
$3.92M
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
445+ 3.96% |
$99.3K - $112K
|
11.7K
$3.18M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
440+ 4.26% |
$98.2K - $110K
|
10.8K
$2.93M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
434+ 2.43% |
$96.8K - $109K
|
18.3K
$4.98M
|
|
|
Jan 29, 2024
Q4 2023
|
Round Rock Advisors, LLC
|
BUY
|
- |
433+ 34.39% |
$96.6K - $109K
|
1.69K
$461K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
416+ 1664.0% |
$92.8K - $104K
|
441
$120K
|