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
|
Gryphon Financial Partners LLC
|
BUY
|
- |
410+ 13.26% |
$91.5K - $103K
|
3.5K
$953K
|
|
|
Feb 12, 2024
Q4 2023
|
Quaker Wealth Management, LLC
|
BUY
|
- |
406+ 1.69% |
$90.6K - $102K
|
24.4K
$6.64M
|
|
|
Jan 16, 2024
Q4 2023
|
First Financial Corp
|
BUY
|
- |
397+ 2.99% |
$88.6K - $99.7K
|
13.7K
$3.72M
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
396+ 12.37% |
$88.3K - $99.4K
|
3.6K
$980K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
393New |
$87.7K - $98.7K
|
393
$107K
|
|
|
Feb 12, 2024
Q4 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
390New |
$87K - $97.9K
|
390
$106K
|
|
|
Feb 21, 2024
Q4 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
383+ 6.77% |
$85.4K - $96.2K
|
6.04K
$1.64M
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
379+ 22.37% |
$84.6K - $95.2K
|
2.07K
$564K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
373New |
$83.2K - $93.7K
|
373
$102K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
370New |
$82.5K - $92.9K
|
370
$101K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
337New |
$75.2K - $84.6K
|
337
$91.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
335+ 38.77% |
$74.7K - $84.1K
|
1.2K
$326K
|
|
|
Jan 25, 2024
Q4 2023
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
333+ 1.83% |
$74.3K - $83.6K
|
18.5K
$5.04M
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
325New |
$72.5K - $81.6K
|
325
$88.5K
|
|
|
Apr 22, 2024
Q4 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
322+ 26.29% |
$71.8K - $80.9K
|
1.55K
$421K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
315+ 7.46% |
$70.3K - $79.1K
|
4.54K
$1.23M
|
|
|
Jan 29, 2024
Q4 2023
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
312+ 12.41% |
$69.6K - $78.3K
|
2.83K
$770K
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
302+ 24.47% |
$67.4K - $75.8K
|
1.54K
$418K
|
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
300+ 201.34% |
$66.9K - $75.3K
|
449
$122K
|
|
|
Feb 13, 2024
Q4 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
290+ 15.63% |
$64.7K - $72.8K
|
2.15K
$584K
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
273+ 3.59% |
$60.9K - $68.5K
|
7.88K
$2.15M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
271+ 3.49% |
$60.5K - $68K
|
8.04K
$2.19M
|
|
|
Jan 18, 2024
Q4 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
258+ 6.11% |
$57.6K - $64.8K
|
4.48K
$1.22M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
252+ 12.54% |
$56.2K - $63.3K
|
2.26K
$616K
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
251+ 10.54% |
$56K - $63K
|
2.63K
$717K
|
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
249+ 16.23% |
$55.6K - $62.5K
|
1.78K
$485K
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
249New |
$55.6K - $62.5K
|
249
$67.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
245+ 5.78% |
$54.7K - $61.5K
|
4.48K
$1.22M
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
244New |
$54.4K - $61.3K
|
244
$66.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Gables Capital Management Inc.
|
BUY
|
- |
242New |
$54K - $60.8K
|
242
$65.9K
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
BUY
|
- |
238+ 7.17% |
$53.1K - $59.8K
|
3.56K
$969K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
235+ 62.83% |
$52.4K - $59K
|
609
$166K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
233+ 19.24% |
$52K - $58.5K
|
1.44K
$393K
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
227+ 1.91% |
$50.6K - $57K
|
12.1K
$3.31M
|
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
210+ 17.18% |
$46.9K - $52.7K
|
1.43K
$390K
|
|
|
Feb 15, 2024
Q4 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
209+ 7.5% |
$46.6K - $52.5K
|
2.99K
$815K
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
BUY
|
- |
205+ 0.7% |
$45.7K - $51.5K
|
29.6K
$8.07M
|
|
|
Jan 09, 2024
Q4 2023
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
205+ 2.22% |
$45.7K - $51.5K
|
9.43K
$2.57M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
200+ 7.52% |
$44.6K - $50.2K
|
2.86K
$778K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
198+ 404.08% |
$44.2K - $49.7K
|
247
$67.2K
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
183+ 3.28% |
$40.8K - $45.9K
|
5.76K
$1.57M
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
179+ 1.84% |
$39.9K - $44.9K
|
9.91K
$2.7M
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
178New |
$39.7K - $44.7K
|
178
$48.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
178+ 1.27% |
$39.7K - $44.7K
|
14.2K
$3.86M
|
|
|
Jan 26, 2024
Q4 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
178+ 3.13% |
$39.7K - $44.7K
|
5.87K
$1.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
176+ 14.22% |
$39.3K - $44.2K
|
1.41K
$385K
|
|
|
Feb 07, 2024
Q4 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
172+ 0.12% |
$38.4K - $43.2K
|
139K
$37.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
169+ 4.95% |
$37.7K - $42.4K
|
3.58K
$975K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
164+ 138.98% |
$36.6K - $41.2K
|
282
$76.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
157+ 3.99% |
$35K - $39.4K
|
4.09K
$1.11M
|