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Advisor Partners II’s Vanguard Health Care ETF VHT Stock Holding History

Advisor Partners II’s Portfolio VHT Stock Details VHT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$518K Buy
2,205
+1,137
+106% +$277K 0.02% 707
2023
Q2 		$262K Buy
+1,068
New +$260K 0.01% 868

Other funds holding VHT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Advisor Partners II's VHT Position: Q3 2023 in Review

Advisor Partners II increased its Vanguard Health Care ETF (VHT) stake by 106% in Q3 2023, buying an estimated $277K and bringing the position to 2,205 shares worth $518K. The position accounts for 0.02% of the portfolio, ranked #707.

Advisor Partners II first reported a position in VHT in Q2 2023 and has held it in 2 quarters since. 928 funds tracked by Wall St. Rank hold VHT as of Q3 2023.

  • Advisor Partners II held 2,205 shares of Vanguard Health Care ETF worth $518K as of Q3 2023.
  • Advisor Partners II bought 1,137 Vanguard Health Care ETF shares in Q3 2023, an estimated $277K.
  • Vanguard Health Care ETF made up 0.02% of Advisor Partners II's portfolio in Q3 2023, its #707 holding.
  • Advisor Partners II first reported a position in Vanguard Health Care ETF in Q2 2023 and has held it in 2 quarters since.
  • 928 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2023.

Based on Advisor Partners II's 13F filing for Q3 2023, filed 26 Oct 2023.