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Index Management Solutions’s Vanguard Health Care ETF VHT Stock Holding History

Index Management Solutions’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
Q3 		– Sell
-13,745
Closed -$1.92M – 775
2015
Q2 		$1.92M Sell
13,745
-1,292
-9% -$179K 1.8% 14
2015
Q1 		$2.04M Sell
15,037
-285
-2% -$37.5K 1.53% 17
2014
Q4 		$1.92M Buy
+15,322
New +$1.88M 0.26% 104

Other funds holding VHT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Everett Harris & Co
Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Pinnacle Advisory Group
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
Janney Capital Management
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Index Management Solutions's VHT Position: Q3 2015 in Review

Index Management Solutions sold out of Vanguard Health Care ETF (VHT) in Q3 2015, closing a stake of 13,745 shares — an estimated $1.92M sold.

Index Management Solutions first reported a position in VHT in Q4 2014 and held it in 3 quarters. The position peaked at $2.04M in Q1 2015. 230 funds tracked by Wall St. Rank hold VHT as of Q3 2015.

  • Index Management Solutions reported no remaining Vanguard Health Care ETF position as of Q3 2015 after selling out during the quarter.
  • Index Management Solutions sold 13,745 Vanguard Health Care ETF shares in Q3 2015, an estimated $1.92M.
  • Index Management Solutions first reported a position in Vanguard Health Care ETF in Q4 2014 and held it in 3 quarters.
  • Index Management Solutions's Vanguard Health Care ETF position peaked at $2.04M in Q1 2015.
  • 230 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2015.

Based on Index Management Solutions's 13F filing for Q3 2015, filed 13 Nov 2015.