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Excelsia Inc’s Vanguard Health Care ETF VHT Stock Holding History

Excelsia Inc’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
2015
Q2 		$2.73M Buy
19,534
+7,459
+62% +$1.03M 5.76% 5
2015
Q1 		$1.64M Buy
+12,075
New +$1.59M 3.15% 11

Other funds holding VHT

1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 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
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Excelsia Inc's VHT Position: Q2 2015 in Review

Excelsia Inc increased its Vanguard Health Care ETF (VHT) stake by 62% in Q2 2015, buying an estimated $1.03M and bringing the position to 19,534 shares worth $2.73M. The position accounts for 5.76% of the portfolio, ranked #5.

Excelsia Inc first reported a position in VHT in Q1 2015 and has held it in 2 quarters since. 231 funds tracked by Wall St. Rank hold VHT as of Q2 2015.

  • Excelsia Inc held 19,534 shares of Vanguard Health Care ETF worth $2.73M as of Q2 2015.
  • Excelsia Inc bought 7,459 Vanguard Health Care ETF shares in Q2 2015, an estimated $1.03M.
  • Vanguard Health Care ETF made up 5.76% of Excelsia Inc's portfolio in Q2 2015, its #5 holding.
  • Excelsia Inc first reported a position in Vanguard Health Care ETF in Q1 2015 and has held it in 2 quarters since.
  • 231 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2015.

Based on Excelsia Inc's 13F filing for Q2 2015, filed 29 Jul 2015.