Purchases and Sales Made in Q3 2023 in Vanguard Health Care ETF (VHT)
This table provides information about the institutional ownership of Vanguard Health Care ETF (VHT) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 17, 2023
Q3 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
1.45K+ 4.87% |
$342K - $365K
|
31.3K
$8.35M
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
BUY
|
- |
1.41K+ 25.09% |
$331K - $353K
|
7.02K
$1.87M
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.35K+ 4.9% |
$318K - $339K
|
28.9K
$7.71M
|
|
Nov 08, 2023
Q3 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
1.35K+ 1.28% |
$318K - $339K
|
107K
$28.5M
|
|
Oct 25, 2023
Q3 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.33K+ 61.5% |
$313K - $334K
|
3.5K
$932K
|
|
Oct 31, 2023
Q3 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
1.32K+ 15.41% |
$310K - $331K
|
9.88K
$2.63M
|
|
Nov 06, 2023
Q3 2023
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
1.3K+ 17.56% |
$304K - $325K
|
8.67K
$2.31M
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.27K+ 10.17% |
$298K - $317K
|
13.7K
$3.65M
|
|
Nov 07, 2023
Q3 2023
|
Zevin Asset Management LLC
|
BUY
|
- |
1.2KNew |
$281K - $300K
|
1.2K
$318K
|
|
Nov 15, 2023
Q3 2023
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
1.18KNew |
$277K - $295K
|
1.18K
$314K
|
|
Oct 26, 2023
Q3 2023
|
Detalus Advisors, LLC
|
BUY
|
- |
1.15KNew |
$271K - $289K
|
1.15K
$307K
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
1.14K+ 106.46% |
$267K - $285K
|
2.21K
$588K
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.12K+ 12.42% |
$263K - $281K
|
10.1K
$2.7M
|
|
Oct 27, 2023
Q3 2023
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
1.1K+ 6.44% |
$259K - $276K
|
18.2K
$4.85M
|
|
Nov 14, 2023
Q3 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.09K+ 37.47% |
$257K - $274K
|
4.01K
$1.07M
|
|
Oct 16, 2023
Q3 2023
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
1.09K+ 10.83% |
$255K - $272K
|
11.1K
$2.96M
|
|
Oct 31, 2023
Q3 2023
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
1.06KNew |
$250K - $266K
|
1.06K
$283K
|
|
Nov 14, 2023
Q3 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
1.03KNew |
$242K - $258K
|
1.03K
$274K
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.03KNew |
$242K - $258K
|
1.03K
$274K
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.02KNew |
$240K - $256K
|
1.02K
$272K
|
|
Oct 13, 2023
Q3 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
1.02KNew |
$240K - $256K
|
1.02K
$272K
|
|
Nov 21, 2023
Q3 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
1.01KNew |
$237K - $253K
|
1.01K
$269K
|
|
Nov 08, 2023
Q3 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
1KNew |
$236K - $252K
|
1K
$267K
|
|
Nov 13, 2023
Q3 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
994New |
$234K - $249K
|
994
$265K
|
|
Dec 06, 2023
Q3 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
981New |
$231K - $246K
|
981
$261K
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
972+ 7.31% |
$229K - $244K
|
14.3K
$3.8M
|
|
Oct 10, 2023
Q3 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
964New |
$227K - $242K
|
964
$257K
|
|
Oct 11, 2023
Q3 2023
|
Atlas Financial Advisors, Inc.
|
BUY
|
- |
961+ 88.82% |
$226K - $241K
|
2.04K
$544K
|
|
Nov 14, 2023
Q3 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
902New |
$212K - $226K
|
902
$240K
|
|
Oct 16, 2023
Q3 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
895New |
$210K - $224K
|
895
$238K
|
|
Nov 01, 2023
Q3 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
893New |
$210K - $224K
|
893
$238K
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
873+ 5.45% |
$205K - $219K
|
16.9K
$4.5M
|
|
Nov 14, 2023
Q3 2023
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
BUY
|
- |
853+ 2.22% |
$201K - $214K
|
39.3K
$10.5M
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
846New |
$199K - $212K
|
846
$225K
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
829+ 6.58% |
$195K - $208K
|
13.4K
$3.58M
|
|
Nov 07, 2023
Q3 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
827+ 6.3% |
$194K - $207K
|
14K
$3.72M
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
802New |
$189K - $201K
|
802
$214K
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
798+ 5.92% |
$188K - $200K
|
14.3K
$3.81M
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
798+ 23.91% |
$188K - $200K
|
4.14K
$1.1M
|
|
Nov 14, 2023
Q3 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
794+ 2.18% |
$187K - $199K
|
37.2K
$9.92M
|
|
Oct 16, 2023
Q3 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
764+ 12.45% |
$180K - $192K
|
6.9K
$1.84M
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
760+ 17.72% |
$179K - $191K
|
5.05K
$1.35M
|
|
Nov 01, 2023
Q3 2023
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
750+ 61.22% |
$176K - $188K
|
1.98K
$526K
|
|
Nov 14, 2023
Q3 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
720+ 26.4% |
$169K - $181K
|
3.45K
$918K
|
|
Oct 25, 2023
Q3 2023
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
718+ 39.96% |
$169K - $180K
|
2.52K
$670K
|
|
Dec 06, 2023
Q3 2023
|
Financial Insights, Inc.
|
BUY
|
- |
717+ 27.24% |
$169K - $180K
|
3.35K
$892K
|
|
Nov 03, 2023
Q3 2023
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
716New |
$168K - $180K
|
716
$191K
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
712+ 24.74% |
$167K - $179K
|
3.59K
$957K
|
|
Nov 14, 2023
Q3 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
711+ 5.59% |
$167K - $178K
|
13.4K
$3.58M
|
|
Nov 14, 2023
Q3 2023
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
706+ 3.7% |
$166K - $177K
|
19.8K
$5.27M
|