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Cadence Bank’s Vanguard Health Care ETF VHT Stock Holding History

Cadence Bank’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
2021
Q1 		– Sell
-1,296
Closed -$290K – 220
2020
Q4 		$290K Sell
1,296
-1,050
-45% -$224K 0.05% 187
2020
Q3 		$479K Hold
2,346
– – 0.09% 125
2020
Q2 		$452K Buy
+2,346
New +$440K 0.09% 129

Other funds holding VHT

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cadence Bank's VHT Position: Q1 2021 in Review

Cadence Bank sold out of Vanguard Health Care ETF (VHT) in Q1 2021, closing a stake of 1,296 shares — an estimated $290K sold.

Cadence Bank first reported a position in VHT in Q2 2020 and held it in 3 quarters. The position peaked at $479K in Q3 2020. 731 funds tracked by Wall St. Rank hold VHT as of Q1 2021.

  • Cadence Bank reported no remaining Vanguard Health Care ETF position as of Q1 2021 after selling out during the quarter.
  • Cadence Bank sold 1,296 Vanguard Health Care ETF shares in Q1 2021, an estimated $290K.
  • Cadence Bank first reported a position in Vanguard Health Care ETF in Q2 2020 and held it in 3 quarters.
  • Cadence Bank's Vanguard Health Care ETF position peaked at $479K in Q3 2020.
  • 731 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2021.

Based on Cadence Bank's 13F filing for Q1 2021, filed 11 May 2021.