Latest Institutional Transactions on Vanguard Health Care ETF (VHT)
This table provides information on the latest institutional transactions involving Vanguard Health Care ETF (VHT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-37- 3.61% |
$8.44K - $9.21K
|
987
$268K
|
|
May 11, 2023
Q1 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-1.33K- 2.51% |
$303K - $330K
|
51.5K
$14M
|
|
May 11, 2023
Q1 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-169- 1.39% |
$38.6K - $42.1K
|
12K
$3.26M
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2+ 0.18% |
$456 - $498
|
1.11K
$303K
|
|
May 10, 2023
Q1 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
131New |
$29.9K - $32.6K
|
131
$35.6K
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
95New |
$21.7K - $23.7K
|
95
$25.8K
|
|
May 10, 2023
Q1 2023
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
2.27KNew |
$517K - $564K
|
2.27K
$616K
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
103New |
$23.5K - $25.6K
|
103
$28K
|
|
May 09, 2023
Q1 2023
|
Colony Family Offices, LLC
|
BUY
|
- |
6.12K+ 121.27% |
$1.4M - $1.52M
|
11.2K
$3.04M
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.4KNew |
$777K - $847K
|
3.4K
$925K
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
BUY
|
- |
419New |
$95.6K - $104K
|
419
$114K
|
|
May 08, 2023
Q1 2023
|
Hilton Capital Management, LLC
|
SELL
|
- |
-455- 16.98% |
$104K - $113K
|
2.23K
$605K
|
|
May 08, 2023
Q1 2023
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
5+ 0.19% |
$1.14K - $1.25K
|
2.59K
$703K
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-12.7K- 34.77% |
$2.9M - $3.17M
|
23.8K
$6.48M
|
|
May 04, 2023
Q1 2023
|
Hardy Reed LLC
|
BUY
|
- |
21+ 2.54% |
$4.79K - $5.23K
|
848
$231K
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
8+ 26.67% |
$1.83K - $1.99K
|
38
$10.3K
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
1+ 0.46% |
$228 - $249
|
217
$59K
|
|
May 03, 2023
Q1 2023
|
Compass Financial Advisors LLC
|
SELL
|
- |
-91- 3.03% |
$20.8K - $22.7K
|
2.91K
$791K
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-10- 0.64% |
$2.28K - $2.49K
|
1.55K
$422K
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-131- 67.53% |
$29.9K - $32.6K
|
63
$17.1K
|
|
May 02, 2023
Q1 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-10.3K- 1.34% |
$2.35M - $2.56M
|
759K
$206M
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
BUY
|
- |
16+ 0.3% |
$3.65K - $3.98K
|
5.28K
$1.43M
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
BUY
|
- |
1.3K+ 269.15% |
$297K - $324K
|
1.78K
$485K
|
|
Apr 24, 2023
Q1 2023
|
First Bancorp, Inc
|
SELL
|
- |
-59- 4.51% |
$13.5K - $14.7K
|
1.25K
$340K
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
122New |
$27.8K - $30.4K
|
122
$33.2K
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
37.1KNew |
$8.46M - $9.23M
|
37.1K
$10.1M
|
|
Apr 21, 2023
Q1 2023
|
Atwood & Palmer Inc
|
SELL
|
- |
-172- 58.7% |
$39.3K - $42.8K
|
121
$32.9K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
146New |
$33.3K - $36.4K
|
146
$39.7K
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
SELL
|
- |
-48- 28.57% |
$11K - $12K
|
120
$32.6K
|
|
Apr 19, 2023
Q1 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
30New |
$6.85K - $7.47K
|
30
$8.16K
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
SELL
|
- |
-53- 13.38% |
$12.1K - $13.2K
|
343
$93.2K
|
|
Apr 17, 2023
Q1 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
6New |
$1.37K - $1.49K
|
6
$1.63K
|
|
Apr 05, 2023
Q1 2023
|
Somerset Trust CO
|
BUY
|
- |
6+ 0.69% |
$1.37K - $1.49K
|
879
$239K
|
|
Apr 04, 2023
Q1 2023
|
Polianta LTD
|
BUY
|
- |
37KNew |
$8.44M - $9.21M
|
37K
$10.1M
|
|
Q4 2022 | |||||||
Feb 11, 2025
Q4 2022
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
271+ 9.15% |
$60.7K - $69.4K
|
3.23K
$879K
|
|
Jan 11, 2024
Q4 2022
|
Whitford Management LLC
New York, NY |
BUY
|
- |
14.2KNew |
$3.18M - $3.63M
|
14.2K
$3.85M
|
|
Nov 17, 2023
Q4 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-268- 20.01% |
$60.1K - $68.6K
|
1.07K
$291K
|
|
Sep 26, 2023
Q4 2022
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
14New |
$3.14K - $3.58K
|
14
$3.81K
|
|
Jun 27, 2023
Q4 2022
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.22KClosed |
$272K - $311K
|
0
$0
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
21New |
$4.71K - $5.38K
|
21
$5.71K
|
|
Feb 14, 2023
Q4 2022
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
6.62KNew |
$1.48M - $1.69M
|
6.62K
$1.8M
|
|
Feb 14, 2023
Q4 2022
|
West Coast Financial LLC
|
BUY
|
- |
820New |
$184K - $210K
|
820
$223K
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
100New |
$22.4K - $25.6K
|
100
$27.2K
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-103- 0.27% |
$23.1K - $26.4K
|
37.9K
$10.3M
|
|
Feb 14, 2023
Q4 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
135New |
$30.3K - $34.6K
|
135
$36.7K
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
12.8KNew |
$2.86M - $3.27M
|
12.8K
$3.47M
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
200New |
$44.8K - $51.2K
|
200
$54.4K
|
|
Feb 14, 2023
Q4 2022
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
643+ 11.8% |
$144K - $165K
|
6.09K
$1.66M
|
|
Feb 14, 2023
Q4 2022
|
Robbie L. Kennerson P.A., Inc.
Port Orange, FL |
BUY
|
- |
25.2KNew |
$5.64M - $6.44M
|
25.2K
$6.84M
|
|
Feb 14, 2023
Q4 2022
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.46KNew |
$326K - $373K
|
1.46K
$396K
|