Vault-13

VANGUARD HEALTH CARE INV VGHCX

EQUITY FUNDS · Open-End Fund · CUSIP 921908307

3 institutional holders +0 vs Q4 2024
7,8957.9k shares reported held*
$1.5mreported value*
0 new 2 added 1 reduced 0 sold out net sold ≈ $552.0k (-3.1k 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 ≈ $195.40.

Trends to Q1 2025

Institutional holders

Managers reporting a position, each quarter

024Q3 22: 1Q4 22: 2Q1 23: 3Q2 23: 4Q3 23: 2Q4 23: 3Q1 24: 2Q2 24: 3Q3 24: 3Q4 24: 3Q1 25: 33Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 20221
Q4 20222
Q1 20233
Q2 20234
Q3 20232
Q4 20233
Q1 20242
Q2 20243
Q3 20243
Q4 20243
Q1 20253

Buyers vs sellers

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

Bought or addedCut or sold out
404Q2 23: 1 bought or addedQ2 23: 1 cut or sold outQ3 23: 0 bought or addedQ3 23: 3 cut or sold outQ3 23Q4 23: 1 bought or addedQ4 23: 1 cut or sold outQ1 24: 2 bought or addedQ1 24: 1 cut or sold outQ1 24Q2 24: 0 bought or addedQ2 24: 0 cut or sold outQ3 24: 1 bought or addedQ3 24: 1 cut or sold outQ3 24Q4 24: 1 bought or addedQ4 24: 2 cut or sold outQ1 25: 2 bought or addedQ1 25: 1 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 202311
Q3 202303
Q4 202311
Q1 202421
Q2 202400
Q3 202411
Q4 202412
Q1 202521

Biggest buyers

Brick & Kyle, Associates Added +115+115
Jackson Wealth Management, LLC Added +24+24

Biggest sellers

Fairfield Financial Advisors, LTD Reduced -3,205-3.2k

Holders, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Fairfield Financial Advisors, LTD 0.35% of their portfolio WELLESLEY, MA 5,1145.1k $920.7k $920.7k 0.35% Reduced -3.2k -3,205
2 Brick & Kyle, Associates 0.18% of their portfolio NEWTOWN, PA 1,5071.5k $393.0k $393.0k 0.18% Added +115 +115
3 Jackson Wealth Management, LLC 0.03% of their portfolio LAKE MARY, FL 1,2741.3k $229.0k $229.0k 0.03% Added +24 +24