Institutional & Family Asset Management’s Vanguard Health Care ETF VHT Stock Holding History

Institutional & Family Asset Management’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 Q2	$135K	Hold	508	–	–	0.02%	171
2024 Q1	$137K	Hold	508	–	–	0.02%	162
2023 Q4	$127K	Hold	508	–	–	0.02%	163
2023 Q3	$119K	Hold	508	–	–	0.02%	163
2023 Q2	$124K	Hold	508	–	–	0.02%	164
2023 Q1	$121K	Hold	508	–	–	0.02%	158
2022 Q4	$126K	Hold	508	–	–	0.02%	155
2022 Q3	$114K	Hold	508	–	–	0.02%	161
2022 Q2	$120K	Hold	508	–	–	0.02%	161
2022 Q1	$129K	Hold	508	–	–	0.02%	174
2021 Q4	$135K	Hold	508	–	–	0.02%	182
2021 Q3	$126K	Hold	508	–	–	0.02%	213
2021 Q2	$126K	Hold	508	–	–	0.02%	213
2021 Q1	$116K	Hold	508	–	–	0.02%	248
2020 Q4	$114K	Hold	508	–	–	0.02%	239
2020 Q3	$104K	Hold	508	–	–	0.02%	225
2020 Q2	$98K	Hold	508	–	–	0.02%	236
2020 Q1	$84K	Hold	508	–	–	0.02%	225
2019 Q4	$97K	Hold	508	–	–	0.02%	237
2019 Q3	$85K	Hold	508	–	–	0.02%	239
2019 Q2	$88K	Hold	508	–	–	0.02%	246
2019 Q1	$88K	Hold	508	–	–	0.02%	258
2018 Q4	$82K	Hold	508	–	–	0.02%	260
2018 Q3	$92K	Hold	508	–	–	0.02%	279
2018 Q2	$81K	Hold	508	–	–	0.02%	305
2018 Q1	$78K	Buy	+508	New	+$81.1K	0.02%	283

Other funds holding VHT

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

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

Institutional & Family Asset Management's VHT Position: Q2 2024 in Review

Institutional & Family Asset Management held its Vanguard Health Care ETF (VHT) position steady in Q2 2024 at 508 shares worth $135K. The position accounts for 0.02% of the portfolio, ranked #171.

Institutional & Family Asset Management first reported a position in VHT in Q1 2018 and has held it in 26 quarters since. The position peaked at $137K in Q1 2024. 998 funds tracked by Wall St. Rank hold VHT as of Q2 2024.

Institutional & Family Asset Management held 508 shares of Vanguard Health Care ETF worth $135K as of Q2 2024.
Institutional & Family Asset Management left its Vanguard Health Care ETF share count unchanged in Q2 2024.
Vanguard Health Care ETF made up 0.02% of Institutional & Family Asset Management's portfolio in Q2 2024, its #171 holding.
Institutional & Family Asset Management first reported a position in Vanguard Health Care ETF in Q1 2018 and has held it in 26 quarters since.
Institutional & Family Asset Management's Vanguard Health Care ETF position peaked at $137K in Q1 2024.
998 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.