Vault-13

VANGUARD HEALTH CARE INV VGHCX

EQUITY FUNDS · Open-End Fund · CUSIP 921908307

4 institutional holders +1 vs Q1 2023
21,47021.5k shares reported held*
$4.6mreported value*
1 new 0 added 1 reduced 0 sold out net bought ≈ $185.8k (+869 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 ≈ $213.68.

Trends to Q2 2023

Institutional holders

Managers reporting a position, each quarter

024Q3 22: 1Q4 22: 2Q1 23: 3Q2 23: 44Q3 22Q4 22Q1 23Q2 23
Numbers
QuarterHolders
Q3 20221
Q4 20222
Q1 20233
Q2 20234

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 23Q2 23: 1 bought or addedQ2 23: 1 cut or sold outQ2 23
Numbers
QuarterBought or addedCut or sold out
Q4 202201
Q1 202330
Q2 202311

Biggest buyers

WOODSTOCK CORP New +970+970

Biggest sellers

Fairfield Financial Advisors, LTD Reduced -101-101

Holders, Q2 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Fairfield Financial Advisors, LTD 1.57% of their portfolio WELLESLEY, MA 18,37718.4k $3.9m $3.9m 1.57% Reduced -101 -101
2 Jackson Wealth Management, LLC 0.03% of their portfolio LAKE MARY, FL 1,0661.1k $228.0k $228.0k 0.03% Unchanged
3 RNC CAPITAL MANAGEMENT LLC 0.01% of their portfolio LOS ANGELES, CA 1,0571.1k $226.0k $226.0k 0.01% Unchanged
4 WOODSTOCK CORP 0.02% of their portfolio BOSTON, MA 970970 $207.3k $207.3k 0.02% New