Latest Institutional Sells of Vanguard Health Care ETF (VHT)
This list provides information on the latest institutional transactions involving Vanguard Health Care ETF (VHT) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 27, 2023
Q3 2023
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-50- 0.54% |
$11.8K - $12.5K
|
9.25K
$2.52M
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
SELL
|
- |
-19- 8.68% |
$4.47K - $4.76K
|
200
$54.4K
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-9- 0.17% |
$2.12K - $2.26K
|
5.41K
$1.47M
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-9- 0.17% |
$2.12K - $2.26K
|
5.41K
$1.47M
|
|
Nov 13, 2023
Q3 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-4- 8.89% |
$940 - $1K
|
41
$11.1K
|
|
Oct 19, 2023
Q3 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-2- 0.05% |
$470 - $502
|
4.21K
$1.14M
|
|
Oct 31, 2023
Q3 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-1- 0.5% |
$235 - $251
|
199
$54.1K
|
|
Q2 2023 | |||||||
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-6.34K- 11.7% |
$1.48M - $1.58M
|
47.8K
$13M
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-1.61K- 5.77% |
$377K - $402K
|
26.3K
$7.15M
|
|
Sep 15, 2023
Q2 2023
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-1.21KClosed |
$284K - $302K
|
0
$0
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-823- 39.85% |
$193K - $205K
|
1.24K
$338K
|
|
Aug 14, 2023
Q2 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-465- 1.0% |
$109K - $116K
|
45.9K
$12.5M
|
|
Aug 14, 2023
Q2 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-408- 25.89% |
$95.5K - $102K
|
1.17K
$318K
|
|
Aug 11, 2023
Q2 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-400- 24.98% |
$93.6K - $99.7K
|
1.2K
$326K
|
|
Aug 03, 2023
Q2 2023
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-200- 72.73% |
$46.8K - $49.9K
|
75
$20.4K
|
|
Sep 21, 2023
Q2 2023
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-162- 61.83% |
$37.9K - $40.4K
|
100
$27.2K
|
|
Aug 02, 2023
Q2 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-150- 12.08% |
$35.1K - $37.4K
|
1.09K
$297K
|
|
Jul 19, 2023
Q2 2023
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
SELL
|
- |
-52- 2.19% |
$12.2K - $13K
|
2.32K
$631K
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-40- 4.02% |
$9.36K - $9.97K
|
956
$260K
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-36- 0.34% |
$8.43K - $8.97K
|
10.6K
$2.89M
|
|
Jul 19, 2023
Q2 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-34- 6.13% |
$7.96K - $8.48K
|
521
$142K
|
|
Aug 10, 2023
Q2 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-17- 13.82% |
$3.98K - $4.24K
|
106
$28.8K
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-6- 0.34% |
$1.4K - $1.5K
|
1.75K
$477K
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
SELL
|
- |
-4- 6.67% |
$936 - $997
|
56
$15.2K
|
|
Q1 2023 | |||||||
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 02, 2023
Q1 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-10.3K- 1.34% |
$2.35M - $2.56M
|
759K
$206M
|
|
May 11, 2023
Q1 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-1.33K- 2.51% |
$303K - $330K
|
51.5K
$14M
|
|
Jun 14, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
CALL |
-813Closed |
$186K - $202K
|
0
$0
|
|
May 08, 2023
Q1 2023
|
Hilton Capital Management, LLC
|
SELL
|
- |
-455- 16.98% |
$104K - $113K
|
2.23K
$605K
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-233- 18.12% |
$53.2K - $58K
|
1.05K
$286K
|
|
Jun 13, 2023
Q1 2023
|
Windsor Advisory Group, LLC
Columbus, OH |
SELL
|
- |
-180- 14.29% |
$41.1K - $44.8K
|
1.08K
$294K
|
|
Apr 21, 2023
Q1 2023
|
Atwood & Palmer Inc
|
SELL
|
- |
-172- 58.7% |
$39.3K - $42.8K
|
121
$32.9K
|
|
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 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-131- 67.53% |
$29.9K - $32.6K
|
63
$17.1K
|
|
May 03, 2023
Q1 2023
|
Compass Financial Advisors LLC
|
SELL
|
- |
-91- 3.03% |
$20.8K - $22.7K
|
2.91K
$791K
|
|
Apr 24, 2023
Q1 2023
|
First Bancorp, Inc
|
SELL
|
- |
-59- 4.51% |
$13.5K - $14.7K
|
1.25K
$340K
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
SELL
|
- |
-53- 13.38% |
$12.1K - $13.2K
|
343
$93.2K
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
SELL
|
- |
-48- 28.57% |
$11K - $12K
|
120
$32.6K
|
|
May 11, 2023
Q1 2023
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-40- 25.81% |
$9.13K - $9.96K
|
115
$31.3K
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-37- 3.61% |
$8.44K - $9.21K
|
987
$268K
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-10- 0.64% |
$2.28K - $2.49K
|
1.55K
$422K
|
|
May 12, 2023
Q1 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-9- 0.97% |
$2.05K - $2.24K
|
917
$249K
|
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-2Closed |
$456 - $498
|
0
$0
|
|
Q4 2022 | |||||||
Feb 02, 2023
Q4 2022
|
Concorde Asset Management, LLC
|
SELL
|
- |
-1.5K- 29.22% |
$335K - $383K
|
3.62K
$984K
|
|
Jun 27, 2023
Q4 2022
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.22KClosed |
$272K - $311K
|
0
$0
|
|
Feb 06, 2023
Q4 2022
|
Wolf Group Capital Advisors
|
SELL
|
- |
-794- 47.35% |
$178K - $203K
|
883
$240K
|
|
Jan 11, 2023
Q4 2022
|
Old Port Advisors
|
SELL
|
- |
-448- 24.43% |
$100K - $115K
|
1.39K
$377K
|
|
Feb 10, 2023
Q4 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-283- 25.45% |
$63.4K - $72.4K
|
829
$225K
|
|
Nov 17, 2023
Q4 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-268- 20.01% |
$60.1K - $68.6K
|
1.07K
$291K
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-175- 2.36% |
$39.2K - $44.8K
|
7.25K
$1.97M
|