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Cornerstone Planning’s Vanguard Health Care ETF VHT Stock Holding History

Cornerstone Planning’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
Q4 		$1.53M Buy
+6,025
New +$1.62M 0.58% 67

Other funds holding VHT

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cornerstone Planning's VHT Position: Q4 2024 in Review

Cornerstone Planning opened a new position in Vanguard Health Care ETF (VHT) in Q4 2024: 6,025 shares worth $1.53M. The stake represents 0.58% of the portfolio and ranks #67 among its holdings.

1,055 funds tracked by Wall St. Rank hold VHT as of Q4 2024.

  • Cornerstone Planning held 6,025 shares of Vanguard Health Care ETF worth $1.53M as of Q4 2024.
  • Vanguard Health Care ETF was a new Cornerstone Planning position in Q4 2024.
  • Vanguard Health Care ETF made up 0.58% of Cornerstone Planning's portfolio in Q4 2024, its #67 holding.
  • 1,055 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q4 2024.

Based on Cornerstone Planning's 13F filing for Q4 2024, filed 1 Apr 2025.