Vault-13

VANGUARD HEALTH CARE INV VGHCX

EQUITY FUNDS · Open-End Fund · CUSIP 921908307

3 institutional holders +1 vs Q4 2022
20,60120.6k shares reported held*
$4.2mreported value*
1 new 2 added 0 reduced 0 sold out net bought ≈ $309.9k (+1.5k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $203.32.

Trends to Q1 2023

Institutional holders

Managers reporting a position, each quarter

0123Q3 22: 1Q4 22: 2Q1 23: 33Q3 22Q4 22Q1 23
Numbers
QuarterHolders
Q3 20221
Q4 20222
Q1 20233

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
404Q4 22: 0 bought or addedQ4 22: 1 cut or sold outQ4 22Q1 23: 3 bought or addedQ1 23: 0 cut or sold outQ1 23
Numbers
QuarterBought or addedCut or sold out
Q4 202201
Q1 202330

Biggest buyers

Jackson Wealth Management, LLC New +1,066+1.1k
Fairfield Financial Advisors, LTD Added +394+394
RNC CAPITAL MANAGEMENT LLC Added +53+53

Biggest sellers

None

Holders, Q1 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Fairfield Financial Advisors, LTD 1.63% of their portfolio WELLESLEY, MA 18,47818.5k $3.8m $3.8m 1.63% Added +394 +394
2 Jackson Wealth Management, LLC 0.16% of their portfolio LAKE MARY, FL 1,0661.1k $218.4k $218.4k 0.16% New
3 RNC CAPITAL MANAGEMENT LLC 0.01% of their portfolio LOS ANGELES, CA 1,0571.1k $217.0k $217.0k 0.01% Added +53 +53