Vanguard Health Care ETFVHTETF

13F holders, Q4 2024 (December 31)
1,057holders +27
51new positions
84sold out
5famous investors
$253.07avg. 13F price*

At the end of Q4 2024, 1,057 institutions reported holding Vanguard Health Care ETF (VHT) in their 13F filings, up 27 from Q3 2024. 51 opened new positions and 84 sold out. The largest holders were Bank of America Corp. ($456.2M), Morgan Stanley ($402.7M) and UBS Group AG ($323.7M). 5 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions51$89.7M
Exits84$108.6M

All 13F filers, Q3 2024 → Q4 2024: 1,444,624 shares bought and 1,716,579 shares sold, net −271,955 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,057 holders

Bank of America Corp. 0.04% Add +14.8% 1,798,164 $456.2M
Morgan Stanley 0.03% Reduce -1.2% 1,587,371 $402.7M
UBS Group AG 0.07% Reduce -5.4% 1,275,903 $323.7M
PGIM Custom Harvest LLC 4.98% Reduce -5.9% 1,004,136 $254.7M
Wells Fargo & Company 0.06% Add +7.0% 954,123 $242.1M
Harel Insurance Investments & Financial Services Ltd. 3.16% No change 759,229 $192.6M
Everett Harris & Co. 2.40% Add +0.4% 747,876 $189.7M
LPL Financial LLC 0.08% Add +7.0% 743,629 $188.7M
Ameriprise Financial Inc. 0.03% Reduce -5.9% 522,047 $132.4M
Raymond James Financial Inc. 0.05% — 481,695 $122.2M
Royal Bank of Canada 0.03% Reduce -10.7% 463,020 $117.5M
Northwestern Mutual Wealth Management Co. 0.09% Reduce -16.1% 410,536 $104.1M
Beacon Capital Management, Inc. 4.47% Reduce -27.3% 406,783 $103.2M
Envestnet Asset Management Inc. 0.03% Reduce -18.6% 377,559 $95.8M
Cetera Investment Advisers 0.16% Reduce -5.1% 299,717 $76.0M
Manufacturers Life Insurance Company, The 0.07% Add +10.8% 292,448 $74.2M
Morningstar Investment Management LLC 5.50% Add +4.1% 274,766 $69.7M
Janney Montgomery Scott LLC 0.18% Reduce -7.5% 260,075 $66.0M
JPMorgan Chase & Co. 0.01% Add +2.6% 254,843 $64.7M
Commonwealth Equity Services, LLC 0.09% Reduce -9.1% 252,907 $64.2M
Stifel Financial Corp. 0.05% Reduce -1.0% 189,876 $48.2M
Osaic Holdings, Inc. 0.10% Add +23.3% 243,581 $46.3M
PNC Financial Services Group, Inc. 0.03% Reduce -0.6% 171,797 $43.6M
Invictus Private Wealth, LLC 3.05% Add +4.9% 158,173 $40.1M
MAI Capital Management 0.29% Add +19.8% 151,111 $38.3M
Essential Planning, LLC. 0.25% Add +5832.7% 140,248 $37.8M
M&T Bank Corp 0.12% Reduce -5.3% 143,464 $36.4M
Allied Investment Advisors, LLC 7.01% Add +1.8% 137,107 $34.8M
Armstrong Advisory Group, Inc. 2.69% Add +2.6% 132,711 $33.7M
Cambridge Investment Research Advisors, Inc. 0.11% Reduce -33.1% 128,666 $32.6M
Agf Management Ltd. 0.16% Reduce -2.9% 127,944 $32.5M
MML Investors Services, LLC 0.11% Reduce -2.9% 127,699 $32.4M
Cerity Partners LLC 0.07% Reduce -1.4% 118,941 $30.2M
Two Sigma Investments, LP 0.07% Add +255.6% 117,700 $29.9M
Rockefeller Capital Management L.P. 0.08% Add +18.4% 116,894 $29.6M
KCM Investment Advisors LLC 0.92% Reduce -0.4% 104,835 $26.6M
Quadrature Capital Ltd 0.52% New 101,461 $25.7M
Captrust Financial Advisors 0.07% Add +5.4% 94,727 $24.0M
Peapack Gladstone Financial Corp. 0.35% Add +0.9% 94,203 $23.9M
First Manhattan Co. Llc. 0.07% No change 92,057 $23.4M
Truist Financial Corp. 0.04% Add +2.5% 88,684 $22.5M
Capital Advantage, Inc. 4.08% Reduce -2.9% 88,320 $22.4M
HighTower Advisors, LLC 0.03% Reduce -16.6% 79,016 $20.0M
Janus Henderson Group PLC 0.01% New 78,335 $19.9M
Focus Partners Wealth 0.05% Add +746.3% 77,578 $19.7M
Stratos Wealth Partners, LTD. 0.28% Add +2.2% 77,561 $19.7M
CW Advisors, LLC 0.27% Reduce -2.5% 77,086 $19.6M
Kestra Advisory Services, LLC 0.11% Reduce -10.3% 77,034 $19.5M
Mariner, LLC 0.03% Reduce -1.1% 73,845 $18.7M
WBH Advisory Inc. 1.71% Add +0.6% 72,503 $18.4M
Avantax Advisory Services, Inc. 0.11% Reduce -2.1% 71,205 $18.1M
Creative Planning 0.02% Reduce -7.0% 67,073 $17.0M
Marotta Asset Management 3.55% Add +1.6% 66,832 $17.0M
Main Management LLC 1.37% Reduce -6.7% 66,236 $16.8M
Chai Trust Co. LLC 0.83% Add +1.9% 63,033 $16.0M
Wheelhouse Advisory Group LLC 9.25% Add +9.5% 61,448 $15.6M
Full Sail Capital, LLC 0.95% Add +2.1% 59,011 $15.0M
Goldman Sachs Group Inc. 0.00% Reduce -52.3% 55,347 $14.0M
Royal Fund Management, LLC 1.51% Add +4.6% 54,252 $13.9M
Lido Advisors, LLC 0.09% Add +6.8% 53,399 $13.5M
Integrated Wealth Concepts LLC 0.16% Add +2.1% 52,978 $13.4M
Estate Counselors, LLC 1.44% New 52,970 $13.4M
Edmond DE Rothschild Holding S.A. 0.22% No change 51,503 $13.1M
Dakota Wealth Management 0.30% Reduce -1.7% 51,151 $13.0M
Atria Wealth Solutions, Inc. 0.14% Reduce -24.8% 49,868 $12.7M
Cedar Mountain Advisors, LLC 2.65% Reduce -4.4% 47,541 $12.1M
Baird Financial Group, Inc. 0.02% Add +5.6% 47,506 $12.1M
Bordeaux Wealth Advisors LLC 1.91% Reduce -1.7% 46,932 $11.9M
Corient Private Wealth LP 0.02% Reduce -7.7% 47,623 $11.7M
Private Advisor Group, LLC 0.07% Reduce -1.5% 45,802 $11.6M
Adaptive Financial Consulting, LLC 4.29% Reduce -0.3% 40,804 $10.4M
FMR LLC 0.00% Reduce -0.8% 40,737 $10.3M
Atlas Capital Advisors Inc. 1.28% Reduce -7.6% 39,619 $10.1M
Principal Securities, Inc. 0.23% Add +0.3% 39,572 $10.0M
New England Private Wealth Advisors LLC 1.59% Reduce -4.6% 39,492 $10.0M
MassMutual Private Wealth & Trust, FSB 0.28% Add +0.5% 39,038 $9.9M
Wealth Enhancement Advisory Services, LLC 0.02% Add +48.5% 38,644 $9.8M
Atlas Legacy Advisors, LLC 2.33% — 37,917 $9.6M
Bank of Nova Scotia 0.02% Add +0.9% 37,642 $9.5M
EverSource Wealth Advisors, LLC 0.53% Reduce -41.4% 37,042 $9.4M
TD Waterhouse Canada Inc. 0.07% Add +3.1% 35,896 $9.1M
Exchange Capital Management, Inc. 1.43% Add +19.1% 35,611 $9.0M
Federation des caisses Desjardins du Quebec 0.05% Reduce -33.7% 35,202 $8.9M
Consolidated Portfolio Review Corp 1.39% Reduce -3.1% 34,636 $8.8M
Trust Co. of Vermont 0.43% New 34,511 $8.8M
Bleakley Financial Group, LLC 0.26% Reduce -1.1% 33,990 $8.6M
LM Advisors LLC 1.51% Add +17.6% 32,990 $8.4M
Ballast, Inc. 2.36% Add +3.5% 32,560 $8.3M
Financial Management Network Inc. 1.65% Reduce -4.1% 30,931 $7.9M
D. E. Shaw & Co. 0.01% Add +584.8% 30,917 $7.8M
Cornerstone Advisory, LLC 0.88% Reduce -3.7% 29,168 $7.8M
Asset Planning Corporation 4.86% Add +4.2% 30,566 $7.8M
Ami Investment Management Inc. 2.51% Reduce -3.7% 30,477 $7.7M
Ameritas Advisory Services, LLC 0.26% Add +35.5% 29,672 $7.5M
Circle Wealth Management, LLC 0.16% Add +32.1% 29,460 $7.5M
Sharper & Granite LLC 3.28% Add +5.7% 29,378 $7.5M
Onyx Bridge Wealth Group LLC 1.07% Reduce -1.9% 29,185 $7.4M
Comerica Bank 0.03% Reduce -9.2% 28,951 $7.3M
Paragon Financial Partners, Inc. 5.49% Reduce -2.2% 28,760 $7.3M
Jones Financial Companies LLLP 0.01% Add +80.1% 28,604 $7.3M

"% 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 1,057 holders