Vault-13

VANGUARD HEALTH CARE INV VGHCX

EQUITY FUNDS · Open-End Fund · CUSIP 921908307

3 institutional holders +1 vs Q1 2024
15,06115.1k shares reported held*
$3.4mreported value*
0 new 0 added 0 reduced 0 sold out net bought ≈ $0

* 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 ≈ $223.52.

Trends to Q2 2024

Institutional holders

Managers reporting a position, each quarter

024Q3 22: 1Q4 22: 2Q1 23: 3Q2 23: 4Q3 23: 2Q4 23: 3Q1 24: 2Q2 24: 33Q3 22Q1 23Q3 23Q1 24Q2 24
Numbers
QuarterHolders
Q3 20221
Q4 20222
Q1 20233
Q2 20234
Q3 20232
Q4 20233
Q1 20242
Q2 20243

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 outQ2 23: 1 bought or addedQ2 23: 1 cut or sold outQ2 23Q3 23: 0 bought or addedQ3 23: 3 cut or sold outQ4 23: 1 bought or addedQ4 23: 1 cut or sold outQ4 23Q1 24: 2 bought or addedQ1 24: 1 cut or sold outQ2 24: 0 bought or addedQ2 24: 0 cut or sold outQ2 24
Numbers
QuarterBought or addedCut or sold out
Q4 202201
Q1 202330
Q2 202311
Q3 202303
Q4 202311
Q1 202421
Q2 202400

Holders, Q2 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Fairfield Financial Advisors, LTD 0.83% of their portfolio WELLESLEY, MA 12,80612.8k $2.8m $2.8m 0.83% First filing
2 Jackson Wealth Management, LLC 0.05% of their portfolio LAKE MARY, FL 1,1391.1k $251.0k $251.0k 0.05% Unchanged
3 Brick & Kyle, Associates 0.12% of their portfolio NEWTOWN, PA 1,1161.1k $297.0k $297.0k 0.12% Unchanged