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Mariner Independent Advisor Network’s Vanguard Health Care ETF VHT Stock Holding History

Mariner Independent Advisor Network’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
2022
Q3 		$12.4M Sell
55,278
-1,023
-2% -$244K 0.53% 40
2022
Q2 		$13.6M Buy
56,301
+5,744
+11% +$1.38M 0.57% 34
2022
Q1 		$12.9M Buy
50,557
+10,852
+27% +$2.68M 0.5% 45
2021
Q4 		$10.5M Sell
39,705
-7,575
-16% -$1.93M 0.49% 43
2021
Q3 		$11.7M Buy
47,280
+2,865
+6% +$735K 0.57% 34
2021
Q2 		$11M Buy
44,415
+3,745
+9% +$895K 0.5% 36
2021
Q1 		$9.3M Sell
40,670
-373
-0.9% -$85.5K 0.49% 43
2020
Q4 		$9.18M Buy
41,043
+4,127
+11% +$882K 0.49% 37
2020
Q3 		$7.53M Buy
36,916
+831
+2% +$168K 0.62% 35
2020
Q2 		$7.03M Sell
36,085
-496
-1% -$93.1K 0.65% 33
2020
Q1 		$5.84M Sell
36,581
-1,232
-3% -$225K 0.53% 45
2019
Q4 		$7.25M Sell
37,813
-385
-1% -$69K 0.52% 46
2019
Q3 		$6.33M Sell
38,198
-1,977
-5% -$338K 0.48% 56
2019
Q2 		$7.01M Buy
40,175
+613
+2% +$103K 0.53% 45
2019
Q1 		$6.83M Buy
39,562
+279
+0.7% +$47.3K 0.58% 39
2018
Q4 		$6.45M Sell
39,283
-98
-0.2% -$16.6K 0.57% 42
2018
Q3 		$7.1M Buy
+39,381
New +$6.77M 0.89% 26
2018
Q2 		– Sell
-23,395
Closed -$3.59M – 307
2018
Q1 		$3.59M Buy
23,395
+801
+4% +$128K 0.22% 97
2017
Q4 		$3.61M Buy
+22,594
New +$3.47M 0.38% 72
2017
Q3 		– Sell
-36,417
Closed -$5.37M – 202
2017
Q2 		$5.37M Buy
+36,417
New +$5.15M 0.77% 34
2017
Q1 		– Sell
-34,006
Closed -$4.31M – 350
2016
Q4 		$4.31M Buy
+34,006
New +$4.34M 0.7% 44

Other funds holding VHT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Mariner Independent Advisor Network's VHT Position: Q3 2022 in Review

Mariner Independent Advisor Network reduced its Vanguard Health Care ETF (VHT) stake by 1.8% in Q3 2022, selling an estimated $244K and leaving 55,278 shares worth $12.4M. The position accounts for 0.53% of the portfolio, ranked #40.

Mariner Independent Advisor Network first reported a position in VHT in Q4 2016 and has held it in 21 quarters since. The position peaked at $13.6M in Q2 2022. 841 funds tracked by Wall St. Rank hold VHT as of Q3 2022.

  • Mariner Independent Advisor Network held 55,278 shares of Vanguard Health Care ETF worth $12.4M as of Q3 2022.
  • Mariner Independent Advisor Network sold 1,023 Vanguard Health Care ETF shares in Q3 2022, an estimated $244K.
  • Vanguard Health Care ETF made up 0.53% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #40 holding.
  • Mariner Independent Advisor Network first reported a position in Vanguard Health Care ETF in Q4 2016 and has held it in 21 quarters since.
  • Mariner Independent Advisor Network's Vanguard Health Care ETF position peaked at $13.6M in Q2 2022.
  • 841 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.