Purchases and Sales Made in Q4 2024 in Vanguard Health Care ETF (VHT)
This table provides information about the institutional ownership of Vanguard Health Care ETF (VHT) during Q4 2024. 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 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3.18K- 15.48% |
$797K - $900K
|
17.4K
$4.68M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-3.29K- 98.41% |
$825K - $931K
|
53
$14.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-3.41K- 54.03% |
$856K - $967K
|
2.9K
$782K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-3.65K- 43.52% |
$915K - $1.03M
|
4.73K
$1.28M
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-3.86K- 2.93% |
$967K - $1.09M
|
128K
$34.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-3.95K- 7.66% |
$991K - $1.12M
|
47.6K
$12.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-4.05K- 23.5% |
$1.01M - $1.15M
|
13.2K
$3.55M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-4.09K- 30.58% |
$1.02M - $1.16M
|
9.27K
$2.5M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-8.05K- 5.31% |
$2.02M - $2.28M
|
143K
$38.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-8.67K- 26.82% |
$2.17M - $2.46M
|
23.6K
$6.37M
|
|
|
Jan 27, 2025
Q4 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-8.68K- 50.29% |
$2.18M - $2.46M
|
8.57K
$2.31M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-8.82K- 10.27% |
$2.21M - $2.5M
|
77K
$20.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-9.49K- 51.7% |
$2.38M - $2.69M
|
8.87K
$2.39M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-10.9K- 39.0% |
$2.73M - $3.08M
|
17K
$4.58M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-15.7K- 16.58% |
$3.94M - $4.45M
|
79K
$21.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-16.5K- 24.81% |
$4.13M - $4.66M
|
49.9K
$13.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-18.9K- 81.02% |
$4.75M - $5.36M
|
4.43K
$1.19M
|
|
|
Jan 22, 2025
Q4 2024
|
Curran Financial Partners, LLC
|
SELL
|
- |
-19.6K- 90.29% |
$4.93M - $5.56M
|
2.11K
$569K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-21.1K- 7.52% |
$5.3M - $5.99M
|
260K
$70.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-25.4K- 9.12% |
$6.36M - $7.19M
|
253K
$68.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-26.2K- 41.4% |
$6.56M - $7.41M
|
37K
$9.98M
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-46.7K- 93.65% |
$11.7M - $13.2M
|
3.17K
$853K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-63.1K- 89.35% |
$15.8M - $17.9M
|
7.52K
$2.03M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-248K- 99.61% |
$62.2M - $70.3M
|
981
$264K
|