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 |
|---|---|---|---|---|---|---|---|
|
Jun 28, 2024
Q4 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
150+ 4.12% |
$33.5K - $37.7K
|
3.79K
$1.03M
|
|
|
Feb 22, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
144New |
$32.1K - $36.2K
|
144
$39.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
142+ 4.12% |
$31.7K - $35.7K
|
3.59K
$977K
|
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
139+ 15.55% |
$31K - $34.9K
|
1.03K
$281K
|
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
139+ 15.55% |
$31K - $34.9K
|
1.03K
$281K
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
136+ 1.25% |
$30.3K - $34.1K
|
11K
$3M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
133+ 1.23% |
$29.7K - $33.4K
|
10.9K
$2.97M
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
132+ 2.79% |
$29.4K - $33.1K
|
4.86K
$1.32M
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
129+ 5.2% |
$28.8K - $32.4K
|
2.61K
$711K
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
126+ 10.88% |
$28.1K - $31.6K
|
1.28K
$350K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
123+ 49.0% |
$27.4K - $30.9K
|
374
$102K
|
|
|
Feb 13, 2024
Q4 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
121+ 10.72% |
$27K - $30.4K
|
1.25K
$340K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
120+ 5.56% |
$26.8K - $30.1K
|
2.28K
$620K
|
|
|
Feb 06, 2024
Q4 2023
|
Centric Wealth Management
|
BUY
|
- |
117+ 13.03% |
$26.1K - $29.4K
|
1.02K
$276K
|
|
|
Jan 31, 2024
Q4 2023
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
115+ 4.95% |
$25.7K - $28.9K
|
2.44K
$663K
|
|
|
Feb 14, 2024
Q4 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
115+ 11.17% |
$25.7K - $28.9K
|
1.15K
$312K
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
111+ 3.14% |
$24.8K - $27.9K
|
3.65K
$993K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
109+ 7.55% |
$24.3K - $27.4K
|
1.55K
$423K
|
|
|
Jan 29, 2024
Q4 2023
|
Bray Capital Advisors
|
BUY
|
- |
101+ 19.65% |
$22.5K - $25.4K
|
615
$167K
|
|
|
Jan 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
100+ 1.45% |
$22.3K - $25.1K
|
7K
$1.91M
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
99+ 5.77% |
$22.1K - $24.9K
|
1.81K
$494K
|
|
|
Feb 01, 2024
Q4 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
97+ 10.86% |
$21.6K - $24.4K
|
990
$270K
|
|
|
Jan 23, 2024
Q4 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
97+ 1.64% |
$21.6K - $24.4K
|
6.01K
$1.64M
|
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
93+ 3.38% |
$20.7K - $23.4K
|
2.85K
$775K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
93New |
$20.7K - $23.4K
|
93
$25.3K
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
91+ 7.98% |
$20.3K - $22.8K
|
1.23K
$335K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
88+ 2.7% |
$19.6K - $22.1K
|
3.34K
$910K
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
88+ 0.64% |
$19.6K - $22.1K
|
13.8K
$3.75M
|
|
|
Jan 31, 2024
Q4 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
86+ 114.67% |
$19.2K - $21.6K
|
161
$43.8K
|
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
BUY
|
- |
83+ 4.56% |
$18.5K - $20.8K
|
1.9K
$518K
|
|
|
Jan 31, 2024
Q4 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
82+ 0.26% |
$18.3K - $20.6K
|
32.1K
$8.73M
|
|
|
Jan 26, 2024
Q4 2023
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
81+ 1.57% |
$18.1K - $20.3K
|
5.24K
$1.43M
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
80New |
$17.8K - $20.1K
|
80
$21.8K
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
80+ 2.23% |
$17.8K - $20.1K
|
3.67K
$1M
|
|
|
Feb 06, 2024
Q4 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
79+ 1.36% |
$17.6K - $19.8K
|
5.88K
$1.6M
|
|
|
Jan 10, 2024
Q4 2023
|
Triangle Securities Wealth Management
|
BUY
|
- |
75+ 4.92% |
$16.7K - $18.8K
|
1.6K
$435K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
75New |
$16.7K - $18.8K
|
75
$20.4K
|
|
|
Jan 26, 2024
Q4 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
66+ 1.17% |
$14.7K - $16.6K
|
5.69K
$1.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
65+ 0.62% |
$14.5K - $16.3K
|
10.5K
$2.87M
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
BUY
|
- |
65+ 11.93% |
$14.5K - $16.3K
|
610
$166K
|
|
|
Jan 29, 2024
Q4 2023
|
Essex Private Wealth Management, LLC
Topsfield, MA |
BUY
|
- |
64+ 0.81% |
$14.3K - $16.1K
|
8K
$2.18M
|
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
64+ 0.75% |
$14.3K - $16.1K
|
8.57K
$2.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
62+ 0.46% |
$13.8K - $15.6K
|
13.4K
$3.65M
|
|
|
Jan 16, 2024
Q4 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
62+ 0.52% |
$13.8K - $15.6K
|
12K
$3.26M
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
62+ 1.16% |
$13.8K - $15.6K
|
5.41K
$1.47M
|
|
|
Feb 06, 2024
Q4 2023
|
Coombe, Bender & CO LLC
|
BUY
|
- |
61+ 5.91% |
$13.6K - $15.3K
|
1.09K
$298K
|
|
|
Jan 19, 2024
Q4 2023
|
Activest Wealth Management
|
BUY
|
- |
61+ 7.61% |
$13.6K - $15.3K
|
863
$235K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
60+ 8.78% |
$13.4K - $15.1K
|
743
$202K
|
|
|
Feb 13, 2024
Q4 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
60+ 1.98% |
$13.4K - $15.1K
|
3.09K
$842K
|
|
|
Jan 11, 2024
Q4 2023
|
Joule Financial, LLC
|
BUY
|
- |
56+ 1.05% |
$12.5K - $14.1K
|
5.37K
$1.46M
|