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Coombe, Bender & Co’s Vanguard Health Care ETF VHT Stock Holding History

Coombe, Bender & Co’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 		$341K Buy
1,280
+252
+25% +$66.1K 0.2% 63
2024
Q1 		$278K Sell
1,028
-66
-6% -$17.3K 0.17% 63
2023
Q4 		$274K Buy
1,094
+61
+6% +$14.4K 0.17% 66
2023
Q3 		$243K Buy
1,033
+4
+0.4% +$975 0.18% 64
2023
Q2 		$252K Buy
1,029
+436
+74% +$106K 0.18% 65
2023
Q1 		$142K Buy
593
+83
+16% +$20K 0.11% 80
2022
Q4 		$127K Buy
+510
New +$124K 0.12% 75

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

Coombe, Bender & Co's VHT Position: Q2 2024 in Review

Coombe, Bender & Co increased its Vanguard Health Care ETF (VHT) stake by 25% in Q2 2024, buying an estimated $66.1K and bringing the position to 1,280 shares worth $341K. The position accounts for 0.2% of the portfolio, ranked #63.

Coombe, Bender & Co first reported a position in VHT in Q4 2022 and has held it in 7 quarters since. 997 funds tracked by Wall St. Rank hold VHT as of Q2 2024.

  • Coombe, Bender & Co held 1,280 shares of Vanguard Health Care ETF worth $341K as of Q2 2024.
  • Coombe, Bender & Co bought 252 Vanguard Health Care ETF shares in Q2 2024, an estimated $66.1K.
  • Vanguard Health Care ETF made up 0.2% of Coombe, Bender & Co's portfolio in Q2 2024, its #63 holding.
  • Coombe, Bender & Co first reported a position in Vanguard Health Care ETF in Q4 2022 and has held it in 7 quarters since.
  • 997 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2024.

Based on Coombe, Bender & Co's 13F filing for Q2 2024, filed 12 Aug 2024.