First Trust Direct Indexing’s Vanguard Health Care ETF VHT Stock Holding History

First Trust Direct Indexing’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	–	Sell	-851	Closed	-$240K	–	890
2024 Q3	$240K	Buy	+851	New	+$236K	0.01%	845

Other funds holding VHT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

First Trust Direct Indexing's VHT Position: Q4 2024 in Review

First Trust Direct Indexing sold out of Vanguard Health Care ETF (VHT) in Q4 2024, closing a stake of 851 shares — an estimated $240K sold.

First Trust Direct Indexing first reported a position in VHT in Q3 2024 and held it in 1 quarter. The position peaked at $240K in Q3 2024. 1,057 funds tracked by Wall St. Rank hold VHT as of Q4 2024.

First Trust Direct Indexing reported no remaining Vanguard Health Care ETF position as of Q4 2024 after selling out during the quarter.
First Trust Direct Indexing sold 851 Vanguard Health Care ETF shares in Q4 2024, an estimated $240K.
First Trust Direct Indexing first reported a position in Vanguard Health Care ETF in Q3 2024 and held it in 1 quarter.
First Trust Direct Indexing's Vanguard Health Care ETF position peaked at $240K in Q3 2024.
1,057 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.