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 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
7+ 0.66% |
$1.76K - $1.98K
|
1.07K
$288K
|
|
|
Jan 22, 2025
Q4 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
6+ 0.75% |
$1.5K - $1.7K
|
809
$218K
|
|
|
Jan 30, 2025
Q4 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
6+ 0.6% |
$1.5K - $1.7K
|
1.01K
$272K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
6+ 0.32% |
$1.5K - $1.7K
|
1.91K
$513K
|
|
|
Feb 04, 2025
Q4 2024
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
6+ 0.61% |
$1.5K - $1.7K
|
983
$265K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
5+ 0.21% |
$1.25K - $1.42K
|
2.42K
$653K
|
|
|
Jan 24, 2025
Q4 2024
|
Compass Advisory Group LLC
|
BUY
|
- |
5+ 0.44% |
$1.25K - $1.42K
|
1.14K
$306K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
5+ 0.14% |
$1.25K - $1.42K
|
3.61K
$972K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
4+ 12.5% |
$1K - $1.13K
|
36
$9.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
4+ 0.11% |
$1K - $1.13K
|
3.77K
$1.02M
|
|
|
Jan 23, 2025
Q4 2024
|
Cmg Global Holdings, LLC
|
BUY
|
- |
4+ 0.26% |
$1K - $1.13K
|
1.57K
$422K
|
|
|
Jan 21, 2025
Q4 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
3+ 0.13% |
$752 - $850
|
2.37K
$637K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
3+ 0.36% |
$752 - $850
|
827
$223K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
2+ 0.12% |
$502 - $567
|
1.71K
$461K
|
|
|
Jan 15, 2025
Q4 2024
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
2+ 0.21% |
$502 - $567
|
937
$252K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
2+ 0.82% |
$502 - $567
|
247
$66.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
2+ 0.17% |
$502 - $567
|
1.17K
$315K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1New |
$251 - $283
|
1
$269
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
1+ 0.09% |
$251 - $283
|
1.1K
$296K
|
|
|
Feb 07, 2025
Q4 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
1+ 0.03% |
$251 - $283
|
2.98K
$803K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1+ 0.07% |
$251 - $283
|
1.43K
$385K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 0.4% |
$251 - $283
|
250
$67.4K
|
|
|
Jan 14, 2025
Q4 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.11% |
$251 - $283
|
919
$248K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.24% |
$251 - $283
|
416
$112K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.1% |
$251 - $283
|
957
$258K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.32% |
$251 - $283
|
311
$83.8K
|
|
|
Feb 03, 2025
Q4 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
1+ 0.09% |
$251 - $283
|
1.09K
$293K
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
1+ 0.11% |
$251 - $283
|
887
$239K
|
|
|
Feb 03, 2025
Q4 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-1- 1.35% |
$251 - $283
|
73
$19.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-1- 0.15% |
$251 - $283
|
655
$176K
|
|
|
Feb 10, 2025
Q4 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-2- 0.06% |
$502 - $567
|
3.43K
$924K
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-3- 0.1% |
$752 - $850
|
2.96K
$797K
|
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-5- 0.34% |
$1.25K - $1.42K
|
1.46K
$393K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-5- 0.48% |
$1.25K - $1.42K
|
1.03K
$278K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-6- 0.16% |
$1.5K - $1.7K
|
3.8K
$1.02M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-8- 0.28% |
$2.01K - $2.27K
|
2.82K
$761K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-8- 0.14% |
$2.01K - $2.27K
|
5.63K
$1.52M
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-8- 2.81% |
$2.01K - $2.27K
|
277
$74.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-9- 1.11% |
$2.26K - $2.55K
|
802
$216K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-10- 3.4% |
$2.51K - $2.83K
|
284
$76.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-10- 4.81% |
$2.51K - $2.83K
|
198
$53.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-11- 0.84% |
$2.76K - $3.12K
|
1.29K
$348K
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-11- 0.93% |
$2.76K - $3.12K
|
1.17K
$315K
|
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-12- 0.7% |
$3.01K - $3.4K
|
1.71K
$460K
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-12- 2.7% |
$3.01K - $3.4K
|
433
$117K
|
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-14- 0.63% |
$3.51K - $3.97K
|
2.2K
$592K
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
SELL
|
- |
-14- 10.29% |
$3.51K - $3.97K
|
122
$32.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-15- 0.77% |
$3.76K - $4.25K
|
1.92K
$518K
|
|
|
Feb 07, 2025
Q4 2024
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-17- 0.85% |
$4.26K - $4.82K
|
1.99K
$535K
|
|
|
Jan 14, 2025
Q4 2024
|
Moseley Investment Management Inc
|
SELL
|
- |
-17- 1.5% |
$4.26K - $4.82K
|
1.11K
$300K
|