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Benjamin F. Edwards & Company’s Vanguard Health Care ETF VHT Stock Holding History

Benjamin F. Edwards & Company’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
2024
Q2 		$609K Buy
2,291
+13
+0.6% +$3.41K 0.01% 646
2024
Q1 		$616K Hold
2,278
– – 0.01% 615
2023
Q4 		$571K Buy
2,278
+120
+6% +$28.4K 0.01% 614
2023
Q3 		$507K Hold
2,158
– – 0.02% 513
2023
Q2 		$528K Hold
2,158
– – 0.02% 496
2023
Q1 		$515K Hold
2,158
– – 0.02% 473
2022
Q4 		$535K Hold
2,158
– – 0.02% 449
2022
Q3 		$483K Hold
2,158
– – 0.02% 441
2022
Q2 		$508K Hold
2,158
– – 0.02% 448
2022
Q1 		$549K Hold
2,158
– – 0.02% 447
2021
Q4 		$575K Buy
2,158
+390
+22% +$99.5K 0.03% 443
2021
Q3 		$437K Hold
1,768
– – 0.02% 477
2021
Q2 		$437K Hold
1,768
– – 0.02% 472
2021
Q1 		$404K Sell
1,768
-62
-3% -$14.2K 0.02% 504
2020
Q4 		$409K Buy
1,830
+62
+4% +$13.3K 0.02% 482
2020
Q3 		$361K Hold
1,768
– – 0.02% 466
2020
Q2 		$341K Hold
1,768
– – 0.02% 454
2020
Q1 		$294K Sell
1,768
-95
-5% -$17.4K 0.03% 438
2019
Q4 		$357K Hold
1,863
– – 0.03% 459
2019
Q3 		$312K Buy
1,863
+1,700
+1,043% +$291K 0.02% 463
2019
Q2 		$28K Hold
163
– – ﹤0.01% 1090
2019
Q1 		$28K Hold
163
– – ﹤0.01% 1036
2018
Q4 		$26K Sell
163
-341
-68% -$57.8K ﹤0.01% 1029
2018
Q3 		$91K Buy
504
+436
+641% +$75K 0.01% 703
2018
Q2 		$11K Buy
68
+10
+17% +$1.57K ﹤0.01% 1254
2018
Q1 		$9K Buy
58
+18
+45% +$2.87K ﹤0.01% 1295
2017
Q4 		$6K Buy
40
+20
+100% +$3.07K ﹤0.01% 1330
2017
Q3 		$3K Buy
+20
New +$2.98K ﹤0.01% 1414
2016
Q1 		– Sell
-157
Closed -$21K – 1202
2015
Q4 		$21K Sell
157
-28
-15% -$3.65K ﹤0.01% 684
2015
Q3 		$23K Sell
185
-12
-6% -$1.65K 0.01% 687
2015
Q2 		$28K Sell
197
-2
-1% -$276 0.01% 710
2015
Q1 		$27K Sell
199
-252
-56% -$33.2K 0.01% 694
2014
Q4 		$57K Sell
451
-6
-1% -$737 0.01% 493
2014
Q3 		$53K Buy
457
+11
+2% +$1.26K 0.01% 500
2014
Q2 		$50K Buy
446
+45
+11% +$4.81K 0.01% 474
2014
Q1 		$43K Buy
401
+307
+327% +$32.5K 0.01% 467
2013
Q4 		$10K Buy
94
+76
+422% +$7.45K ﹤0.01% 661
2013
Q3 		$2K Hold
18
– – ﹤0.01% 787
2013
Q2 		$2K Buy
+18
New +$1.55K ﹤0.01% 743

Other funds holding VHT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Benjamin F. Edwards & Company's VHT Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its Vanguard Health Care ETF (VHT) stake by 0.57% in Q2 2024, buying an estimated $3.41K and bringing the position to 2,291 shares worth $609K. The position accounts for 0.01% of the portfolio, ranked #646.

Benjamin F. Edwards & Company first reported a position in VHT in Q2 2013 and has held it in 39 quarters since. The position peaked at $616K in Q1 2024. 997 funds tracked by Wall St. Rank hold VHT as of Q2 2024.

  • Benjamin F. Edwards & Company held 2,291 shares of Vanguard Health Care ETF worth $609K as of Q2 2024.
  • Benjamin F. Edwards & Company bought 13 Vanguard Health Care ETF shares in Q2 2024, an estimated $3.41K.
  • Vanguard Health Care ETF made up 0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #646 holding.
  • Benjamin F. Edwards & Company first reported a position in Vanguard Health Care ETF in Q2 2013 and has held it in 39 quarters since.
  • Benjamin F. Edwards & Company's Vanguard Health Care ETF position peaked at $616K in Q1 2024.
  • 997 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.