Meristem Family Wealth’s Vanguard Health Care ETF VHT Stock Holding History

Meristem Family Wealth’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 Q1	$1.09M	Hold	4,284	–	–	0.12%	101
2021 Q4	$1.14M	Hold	4,284	–	–	0.1%	118
2021 Q3	$1.06M	Buy	4,284 +200	+5%	+$51.3K	0.1%	121
2021 Q2	$1.01M	Hold	4,084	–	–	0.16%	89
2021 Q1	$934K	Hold	4,084	–	–	0.19%	69
2020 Q4	$914K	Hold	4,084	–	–	0.19%	68
2020 Q3	$833K	Hold	4,084	–	–	0.21%	66
2020 Q2	$787K	Hold	4,084	–	–	0.22%	69
2020 Q1	$678K	Buy	4,084 +715	+21%	+$131K	0.21%	72
2019 Q4	$646K	Hold	3,369	–	–	0.16%	83
2019 Q3	$565K	Hold	3,369	–	–	0.15%	87
2019 Q2	$586K	Hold	3,369	–	–	0.18%	79
2019 Q1	$581K	Hold	3,369	–	–	0.2%	68
2018 Q4	$541K	Hold	3,369	–	–	0.2%	65
2018 Q3	$608K	Hold	3,369	–	–	0.21%	60
2018 Q2	$536K	Buy	3,369 +672	+25%	+$106K	0.19%	61
2018 Q1	$414K	Buy	+2,697	New	+$431K	0.15%	80

Other funds holding VHT

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

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

BCMIO

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Meristem Family Wealth's VHT Position: Q1 2022 in Review

Meristem Family Wealth held its Vanguard Health Care ETF (VHT) position steady in Q1 2022 at 4,284 shares worth $1.09M. The position accounts for 0.12% of the portfolio, ranked #101.

Meristem Family Wealth first reported a position in VHT in Q1 2018 and has held it in 17 quarters since. The position peaked at $1.14M in Q4 2021. 875 funds tracked by Wall St. Rank hold VHT as of Q1 2022.

Meristem Family Wealth held 4,284 shares of Vanguard Health Care ETF worth $1.09M as of Q1 2022.
Meristem Family Wealth left its Vanguard Health Care ETF share count unchanged in Q1 2022.
Vanguard Health Care ETF made up 0.12% of Meristem Family Wealth's portfolio in Q1 2022, its #101 holding.
Meristem Family Wealth first reported a position in Vanguard Health Care ETF in Q1 2018 and has held it in 17 quarters since.
Meristem Family Wealth's Vanguard Health Care ETF position peaked at $1.14M in Q4 2021.
875 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2022.

Based on Meristem Family Wealth's 13F filing for Q1 2022, filed 11 May 2022.