AIA
VHT icon

Avalon Investment & Advisory’s Vanguard Health Care ETF VHT Stock Holding History

Avalon Investment & Advisory’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
Q1 		$756K Buy
3,169
+225
+8% +$54.1K 0.02% 225
2022
Q4 		$730K Buy
+2,944
New +$714K 0.02% 224

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Avalon Investment & Advisory's VHT Position: Q1 2023 in Review

Avalon Investment & Advisory increased its Vanguard Health Care ETF (VHT) stake by 7.6% in Q1 2023, buying an estimated $54.1K and bringing the position to 3,169 shares worth $756K. The position accounts for 0.02% of the portfolio, ranked #225.

Avalon Investment & Advisory first reported a position in VHT in Q4 2022 and has held it in 2 quarters since. 903 funds tracked by Wall St. Rank hold VHT as of Q1 2023.

  • Avalon Investment & Advisory held 3,169 shares of Vanguard Health Care ETF worth $756K as of Q1 2023.
  • Avalon Investment & Advisory bought 225 Vanguard Health Care ETF shares in Q1 2023, an estimated $54.1K.
  • Vanguard Health Care ETF made up 0.02% of Avalon Investment & Advisory's portfolio in Q1 2023, its #225 holding.
  • Avalon Investment & Advisory first reported a position in Vanguard Health Care ETF in Q4 2022 and has held it in 2 quarters since.
  • 903 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2023.

Based on Avalon Investment & Advisory's 13F filing for Q1 2023, filed 15 May 2023.