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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-711- 22.12% |
$178K - $201K
|
2.5K
$674K
|
|
|
Feb 06, 2025
Q4 2024
|
Planning Directions Inc
|
SELL
|
- |
-724- 11.78% |
$182K - $205K
|
5.42K
$1.46M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
SELL
|
- |
-725- 4.37% |
$182K - $205K
|
15.9K
$4.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-733- 6.63% |
$184K - $208K
|
10.3K
$2.78M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-735- 3.56% |
$184K - $208K
|
19.9K
$5.37M
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-766- 79.46% |
$192K - $217K
|
198
$53.3K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-769- 5.52% |
$193K - $218K
|
13.2K
$3.54M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-788- 1.06% |
$198K - $223K
|
73.8K
$19.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-799- 19.23% |
$200K - $226K
|
3.36K
$904K
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-800- 24.24% |
$201K - $227K
|
2.5K
$673K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-805- 6.94% |
$202K - $228K
|
10.8K
$2.91M
|
|
|
Jan 30, 2025
Q4 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-809- 1.69% |
$203K - $229K
|
46.9K
$12.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
SELL
|
- |
-830- 22.19% |
$208K - $235K
|
2.91K
$784K
|
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
SELL
|
- |
-832- 9.91% |
$209K - $236K
|
7.56K
$2.04M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-846- 12.64% |
$212K - $240K
|
5.85K
$1.57M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-874- 18.26% |
$219K - $248K
|
3.91K
$1.05M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-885- 1.7% |
$222K - $251K
|
51.2K
$13.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-894- 5.82% |
$224K - $253K
|
14.5K
$3.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-920- 7.87% |
$231K - $261K
|
10.8K
$2.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-922- 23.67% |
$231K - $261K
|
2.97K
$800K
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-940- 4.61% |
$236K - $266K
|
19.4K
$5.23M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-974- 0.56% |
$244K - $276K
|
172K
$46.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.04K- 86.53% |
$261K - $295K
|
162
$43.6K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-1.1K- 3.07% |
$275K - $311K
|
34.6K
$9.33M
|
|
|
Feb 12, 2025
Q4 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-1.1K- 45.66% |
$276K - $312K
|
1.31K
$352K
|
|
|
Feb 13, 2025
Q4 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-1.1K- 6.4% |
$276K - $312K
|
16.1K
$4.33M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.12K- 50.8% |
$280K - $316K
|
1.08K
$291K
|
|
|
Jan 16, 2025
Q4 2024
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-1.17K- 3.7% |
$293K - $331K
|
30.5K
$8.21M
|
|
|
Jan 21, 2025
Q4 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-1.18K- 8.45% |
$295K - $333K
|
12.7K
$3.43M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.22K- 18.91% |
$305K - $345K
|
5.22K
$1.41M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.28K- 15.36% |
$321K - $362K
|
7.05K
$1.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Hudson Value Partners, LLC
|
SELL
|
- |
-1.3K- 25.16% |
$325K - $367K
|
3.86K
$1.04M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
SELL
|
- |
-1.33K- 4.12% |
$334K - $377K
|
30.9K
$8.33M
|
|
|
Jan 24, 2025
Q4 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-1.33K- 10.53% |
$334K - $378K
|
11.3K
$3.05M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-1.51K- 63.07% |
$378K - $427K
|
883
$238K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.51K- 5.9% |
$379K - $428K
|
24.1K
$6.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.54K- 19.36% |
$385K - $435K
|
6.4K
$1.72M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.57K- 2.15% |
$393K - $444K
|
71.2K
$19.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-1.57K- 46.24% |
$394K - $445K
|
1.83K
$491K
|
|
|
Feb 12, 2025
Q4 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-1.64K- 33.21% |
$411K - $464K
|
3.29K
$887K
|
|
|
Jan 22, 2025
Q4 2024
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-1.68K- 6.96% |
$421K - $475K
|
22.4K
$6.03M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.69K- 25.9% |
$423K - $477K
|
4.82K
$1.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-1.69K- 10.78% |
$424K - $478K
|
14K
$3.76M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.74K- 1.44% |
$436K - $492K
|
119K
$32M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.78K- 8.15% |
$446K - $504K
|
20.1K
$5.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
SELL
|
- |
-1.79K- 29.68% |
$448K - $507K
|
4.24K
$1.14M
|
|
|
Feb 03, 2025
Q4 2024
|
Advantage Trust CO
Salina, KS |
SELL
|
- |
-1.79K- 17.7% |
$449K - $507K
|
8.32K
$2.24M
|
|
|
Jan 27, 2025
Q4 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-1.79K- 16.74% |
$449K - $507K
|
8.91K
$2.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.84K- 0.96% |
$460K - $520K
|
190K
$51.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.84K- 7.97% |
$460K - $520K
|
21.2K
$5.71M
|