Vanguard Health Care ETFVHTETF

13F holders, Q2 2024 (June 30)
997holders +7
60new positions
55sold out
3famous investors
$265.45avg. 13F price*

At the end of Q2 2024, 997 institutions reported holding Vanguard Health Care ETF (VHT) in their 13F filings, up 7 from Q1 2024. 60 opened new positions and 55 sold out. The largest holders were Morgan Stanley ($446.7M), Bank of America Corp. ($420.9M) and UBS Group AG ($350.7M). 3 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).

Company
Vanguard Health Care ETF
CUSIP
92204A504
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions60$59.8M
Exits55$45.7M

All 13F filers, Q1 2024 → Q2 2024: 673,346 shares bought and 944,470 shares sold, net −271,124 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 997 holders

Morgan Stanley 0.03% Reduce -1.3% 1,679,144 $446.7M
Bank of America Corp. 0.04% Reduce -1.8% 1,582,264 $420.9M
UBS Group AG 0.11% Reduce -1.3% 1,318,535 $350.7M
PGIM Custom Harvest LLC 6.26% Add +2.3% 1,054,252 $280.4M
Wells Fargo & Company 0.06% Reduce -0.8% 904,263 $240.5M
Harel Insurance Investments & Financial Services Ltd. 3.82% No change 759,229 $202.5M
Everett Harris & Co. 2.56% Add +0.1% 751,862 $200.0M
LPL Financial LLC 0.09% Add +4.7% 710,471 $189.0M
Beacon Capital Management, Inc. 6.68% Reduce -3.6% 583,712 $155.3M
Ameriprise Financial Inc. 0.04% Reduce -9.0% 547,456 $145.5M
Envestnet Asset Management Inc. 0.05% Reduce -1.3% 510,037 $135.7M
Northwestern Mutual Wealth Management Co. 0.12% Add +1.9% 473,588 $126.0M
Royal Bank of Canada 0.03% Reduce -18.8% 456,848 $121.5M
Cetera Investment Advisers 0.19% Reduce -0.7% 307,352 $81.8M
Commonwealth Equity Services, LLC 0.13% Reduce -0.9% 305,398 $81.2M
Raymond James Financial Services Advisors, Inc. 0.11% Add +0.4% 303,444 $80.7M
Manufacturers Life Insurance Company, The 0.08% Reduce -1.9% 301,724 $80.3M
Janney Montgomery Scott LLC 0.23% Reduce -3.4% 285,205 $75.9M
Morningstar Investment Management LLC 7.60% Add +0.7% 273,439 $72.7M
JPMorgan Chase & Co. 0.01% Reduce -16.5% 272,892 $72.6M
Osaic Holdings, Inc. 0.13% Reduce -18.9% 208,224 $55.4M
Stifel Financial Corp. 0.06% Add +3.7% 188,086 $50.0M
PNC Financial Services Group, Inc. 0.03% Reduce -4.8% 185,501 $49.3M
Raymond James & Associates 0.03% Add +4.5% 181,661 $48.3M
Armstrong Advisory Group, Inc. 3.85% Reduce -11.1% 163,577 $43.5M
M&T Bank Corp 0.15% Reduce -3.4% 160,788 $42.8M
Cambridge Investment Research Advisors, Inc. 0.15% Reduce -5.6% 154,455 $41.1M
Invictus Private Wealth, LLC 3.30% Add +3.2% 147,955 $39.4M
Allied Investment Advisors, LLC 8.32% Add +1.6% 133,344 $35.5M
Agf Management Ltd. 0.19% Reduce -8.1% 131,051 $34.9M
MML Investors Services, LLC 0.14% Add +1.6% 126,876 $33.7M
Cerity Partners LLC 0.09% Reduce -0.4% 121,246 $32.3M
MAI Capital Management 0.31% Add +27.5% 118,280 $31.5M
KCM Investment Advisors LLC 1.01% Reduce -0.4% 104,725 $27.9M
Peapack Gladstone Financial Corp. 0.42% Reduce -4.1% 103,361 $27.5M
First Manhattan Co. Llc. 0.08% Add +0.0% 98,557 $26.3M
Kestra Advisory Services, LLC 0.15% Add +9.0% 97,513 $25.9M
HighTower Advisors, LLC 0.04% Reduce -14.3% 96,321 $25.6M
Rockefeller Capital Management L.P. 0.07% Add +0.0% 93,151 $24.8M
Capital Advantage, Inc. 4.97% Reduce -0.9% 91,922 $24.2M
Captrust Financial Advisors 0.07% Reduce -6.7% 83,836 $22.3M
Mariner, LLC 0.04% Add +0.8% 83,812 $22.3M
Main Management LLC 1.79% Reduce -1.7% 81,257 $21.6M
Aprio Wealth Management, LLC 3.91% Reduce -2.6% 80,609 $21.4M
CW Advisors, LLC 0.34% New 79,704 $21.2M
Truist Financial Corp. 0.03% Reduce -3.3% 78,780 $21.0M
Stratos Wealth Partners, LTD. 0.33% Add +0.7% 76,744 $20.4M
WBH Advisory Inc. 2.00% Reduce -1.0% 74,472 $19.8M
Avantax Advisory Services, Inc. 0.14% Reduce -9.1% 73,288 $19.5M
Atria Wealth Solutions, Inc. 0.20% Reduce -2.9% 68,579 $18.3M
Marotta Asset Management 3.78% Reduce -1.9% 68,938 $18.3M
Goldman Sachs Group Inc. 0.00% Reduce -3.4% 68,186 $18.1M
EverSource Wealth Advisors, LLC 1.19% Reduce -11.5% 65,240 $17.9M
Creative Planning 0.02% Reduce -0.9% 66,774 $17.8M
Chai Trust Co. LLC 2.43% Add +4.3% 59,328 $15.8M
Full Sail Capital, LLC 1.05% Add +0.5% 58,902 $15.7M
Strategic Point Investment Advisors, LLC 2.68% Reduce -0.3% 56,272 $15.0M
Wheelhouse Advisory Group LLC 10.11% Add +5.3% 54,425 $14.4M
Integrated Wealth Concepts LLC 0.20% Add +1.6% 53,943 $14.3M
Corient Private Wealth LP 0.02% Add +50.7% 53,337 $14.2M
Dakota Wealth Management 0.33% Reduce -3.7% 52,760 $14.0M
Edmond DE Rothschild Holding S.A. 0.24% No change 51,503 $13.7M
Federation des caisses Desjardins du Quebec 0.07% Add +0.8% 49,733 $13.2M
Lido Advisors, LLC 0.11% Add +10.8% 47,694 $12.7M
Bordeaux Wealth Advisors LLC 2.42% New 47,611 $12.7M
Focus Partners Wealth 0.04% Add +721.6% 45,680 $12.2M
Baird Financial Group, Inc. 0.02% Reduce -3.2% 44,643 $11.9M
Private Advisor Group, LLC 0.08% Add +1.0% 42,689 $11.4M
New England Private Wealth Advisors LLC 1.92% Add +0.1% 41,298 $11.0M
Adaptive Financial Consulting, LLC 4.71% Add +3.1% 40,847 $10.9M
Principal Securities, Inc. 0.29% Add +33.1% 39,729 $10.6M
MassMutual Private Wealth & Trust, FSB 0.31% Add +0.1% 38,026 $10.1M
Bank of Nova Scotia 0.02% Reduce -17.3% 37,642 $10.0M
Atlas Capital Advisors Inc. 1.26% Reduce -8.8% 36,369 $9.7M
Focus Financial Network, Inc. 0.41% Add +0.5% 35,025 $9.7M
Consolidated Portfolio Review Corp 2.24% Add +11.0% 36,028 $9.6M
FMR LLC 0.00% Add +3.6% 35,643 $9.5M
Bleakley Financial Group, LLC 0.27% Reduce -0.6% 34,592 $9.2M
Simplicity Wealth,LLC 0.21% Reduce -0.6% 34,592 $9.2M
LM Advisors LLC 1.75% Reduce -3.0% 34,233 $8.8M
Financial Management Network Inc. 2.09% Reduce -0.4% 32,961 $8.7M
Comerica Bank 0.04% Reduce -15.6% 32,555 $8.7M
TD Waterhouse Canada Inc. 0.08% Reduce -0.8% 31,927 $8.5M
Ami Investment Management Inc. 2.91% Reduce -0.8% 31,345 $8.3M
Ballast, Inc. 2.54% Add +1.7% 31,013 $8.2M
Cornerstone Advisory, LLC 1.15% Reduce -0.8% 30,642 $8.2M
Onyx Bridge Wealth Group LLC 1.34% Reduce -2.3% 30,571 $8.1M
Paragon Financial Partners, Inc. 6.29% Add +4.2% 30,330 $8.1M
CVA Family Office, LLC 1.41% Reduce -0.1% 29,442 $7.8M
Evergreen Capital Management LLC 0.28% Reduce -1.6% 29,316 $7.8M
Susquehanna International Group, LLP 0.01% Add +76.9% 29,400 $7.8M
Asset Planning Corporation 5.80% Reduce -2.0% 29,161 $7.8M
Exchange Capital Management, Inc. 1.26% Add +5.7% 29,046 $7.7M
Citigroup Inc. 0.01% Reduce -0.1% 28,932 $7.7M
Envestnet Portfolio Solutions, Inc. 0.03% Reduce -3.8% 28,785 $7.7M
Sharper & Granite LLC 3.64% Add +2.7% 28,716 $7.6M
GYL Financial Synergies, LLC 0.59% Reduce -2.0% 28,708 $7.6M
Callan Capital, LLC 0.61% Reduce -2.1% 28,029 $7.5M
White Lighthouse Investment Management Inc. 1.44% Add +1.7% 28,024 $7.5M
Fifth Third Bancorp 0.03% Reduce -0.5% 26,696 $7.1M

"% of holder's portfolio" is VHT's weight in each manager's 13F, not the share of Vanguard Health Care ETF the manager owns.

Show all 997 holders