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 |
---|---|---|---|---|---|---|---|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2+ 0.1% |
$446 - $502
|
2.09K
$504K
|
|
Jan 10, 2024
Q4 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
2+ 0.21% |
$446 - $502
|
938
$226K
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
2+ 0.0% |
$446 - $502
|
42K
$10.1M
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
2+ 1.24% |
$446 - $502
|
163
$39.3K
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2+ 0.94% |
$446 - $502
|
215
$51.8K
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
2+ 0.17% |
$446 - $502
|
1.21K
$292K
|
|
Feb 06, 2024
Q4 2023
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.04% |
$446 - $502
|
5.22K
$1.26M
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
1+ 0.08% |
$223 - $251
|
1.22K
$293K
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1+ 0.72% |
$223 - $251
|
140
$33.8K
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1+ 5.56% |
$223 - $251
|
19
$4.58K
|
|
Jan 18, 2024
Q4 2023
|
Life Steps Financial, Inc.
|
BUY
|
- |
1+ 0.08% |
$223 - $251
|
1.3K
$313K
|
|
Feb 09, 2024
Q4 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
1+ 0.1% |
$223 - $251
|
995
$240K
|
|
Feb 05, 2024
Q4 2023
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
1+ 0.11% |
$223 - $251
|
943
$227K
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.32% |
$223 - $251
|
310
$74.8K
|
|
Jan 17, 2024
Q4 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
1+ 0.07% |
$223 - $251
|
1.5K
$361K
|
|
Jan 22, 2024
Q4 2023
|
Sns Financial Group, LLC
|
BUY
|
- |
1+ 0.11% |
$223 - $251
|
886
$214K
|
|
Jan 23, 2024
Q4 2023
|
Alera Investment Advisors, LLC
|
BUY
|
- |
1+ 0.06% |
$223 - $251
|
1.61K
$387K
|
|
Feb 08, 2024
Q4 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
1+ 0.05% |
$223 - $251
|
1.82K
$439K
|
|
Jan 23, 2024
Q4 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1+ 1.59% |
$223 - $251
|
64
$15.4K
|
|
Jan 23, 2024
Q4 2023
|
Patten & Patten Inc
|
BUY
|
- |
1+ 0.06% |
$223 - $251
|
1.72K
$415K
|
|
Feb 06, 2024
Q4 2023
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
1+ 0.1% |
$223 - $251
|
999
$241K
|
|
Jan 12, 2024
Q4 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
1+ 0.09% |
$223 - $251
|
1.06K
$255K
|
|
Feb 14, 2024
Q4 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
1+ 0.01% |
$223 - $251
|
6.76K
$1.63M
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
SELL
|
- |
-1- 0.73% |
$223 - $251
|
136
$32.8K
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-1- 0.05% |
$223 - $251
|
2.2K
$531K
|
|
Feb 12, 2024
Q4 2023
|
Wms Partners, LLC
|
SELL
|
- |
-2- 0.07% |
$446 - $502
|
2.72K
$655K
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-4- 10.53% |
$892 - $1K
|
34
$8.2K
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-4- 66.67% |
$892 - $1K
|
2
$482
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-6- 0.34% |
$1.34K - $1.51K
|
1.78K
$428K
|
|
Feb 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-6- 0.35% |
$1.34K - $1.51K
|
1.71K
$412K
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-6- 0.53% |
$1.34K - $1.51K
|
1.13K
$273K
|
|
Feb 13, 2024
Q4 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-7- 0.45% |
$1.56K - $1.76K
|
1.55K
$375K
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
SELL
|
- |
-7- 0.57% |
$1.56K - $1.76K
|
1.23K
$296K
|
|
Jan 12, 2024
Q4 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-7- 0.42% |
$1.56K - $1.76K
|
1.68K
$404K
|
|
Jan 11, 2024
Q4 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-8- 0.84% |
$1.78K - $2.01K
|
944
$228K
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-9- 0.36% |
$2.01K - $2.26K
|
2.48K
$599K
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-10- 0.44% |
$2.23K - $2.51K
|
2.28K
$550K
|
|
Feb 05, 2024
Q4 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-11- 0.71% |
$2.45K - $2.76K
|
1.53K
$368K
|
|
Feb 12, 2024
Q4 2023
|
Arrow Financial Corp
|
SELL
|
- |
-12- 23.08% |
$2.68K - $3.01K
|
40
$9.65K
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-12- 1.48% |
$2.68K - $3.01K
|
799
$193K
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-14- 1.4% |
$3.12K - $3.52K
|
984
$237K
|
|
Feb 02, 2024
Q4 2023
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-15- 1.69% |
$3.35K - $3.77K
|
873
$211K
|
|
Feb 07, 2024
Q4 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-15- 0.28% |
$3.35K - $3.77K
|
5.41K
$1.3M
|
|
Feb 01, 2024
Q4 2023
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-15- 0.47% |
$3.35K - $3.77K
|
3.2K
$772K
|
|
Feb 06, 2024
Q4 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-16- 0.42% |
$3.57K - $4.02K
|
3.8K
$917K
|
|
Jan 18, 2024
Q4 2023
|
Accel Wealth Management
|
SELL
|
- |
-17- 0.26% |
$3.79K - $4.27K
|
6.52K
$1.57M
|
|
Jan 31, 2024
Q4 2023
|
Financial Consulate, Inc
|
SELL
|
- |
-17- 1.35% |
$3.79K - $4.27K
|
1.24K
$299K
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-21- 2.04% |
$4.69K - $5.27K
|
1.01K
$243K
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-21- 3.8% |
$4.69K - $5.27K
|
531
$128K
|
|
Feb 16, 2024
Q4 2023
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-21- 1.32% |
$4.69K - $5.27K
|
1.57K
$377K
|