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Independence Advisors’s Vanguard Health Care ETF VHT Stock Holding History

Independence Advisors’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
2020
Q3 		$28K Hold
138
– – 0.01% 139
2020
Q2 		$27K Hold
138
– – 0.01% 136
2020
Q1 		$23K Buy
+138
New +$25.2K 0.01% 123

Other funds holding VHT

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Independence Advisors's VHT Position: Q3 2020 in Review

Independence Advisors held its Vanguard Health Care ETF (VHT) position steady in Q3 2020 at 138 shares worth $28K. The position accounts for 0.01% of the portfolio, ranked #139.

Independence Advisors first reported a position in VHT in Q1 2020 and has held it in 3 quarters since. 615 funds tracked by Wall St. Rank hold VHT as of Q3 2020.

  • Independence Advisors held 138 shares of Vanguard Health Care ETF worth $28K as of Q3 2020.
  • Independence Advisors left its Vanguard Health Care ETF share count unchanged in Q3 2020.
  • Vanguard Health Care ETF made up 0.01% of Independence Advisors's portfolio in Q3 2020, its #139 holding.
  • Independence Advisors first reported a position in Vanguard Health Care ETF in Q1 2020 and has held it in 3 quarters since.
  • 615 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2020.

Based on Independence Advisors's 13F filing for Q3 2020, filed 4 Nov 2020.