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National Planning Corporation’s Vanguard Health Care ETF VHT Stock Holding History

National Planning Corporation’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
2017
Q4 		– Sell
-28,444
Closed -$4.33M – 590
2017
Q3 		$4.33M Sell
28,444
-5,385
-16% -$804K 0.36% 58
2017
Q2 		$5M Sell
33,829
-10,849
-24% -$1.53M 0.38% 57
2017
Q1 		$6.14M Buy
44,678
+2,324
+5% +$313K 0.46% 47
2016
Q4 		$5.56M Buy
42,354
+3,747
+10% +$478K 0.43% 50
2016
Q3 		$4.81M Buy
38,607
+2,728
+8% +$368K 0.38% 58
2016
Q2 		$4.94M Buy
35,879
+5,117
+17% +$656K 0.38% 64
2016
Q1 		$3.86M Sell
30,762
-1,729
-5% -$210K 0.34% 67
2015
Q4 		$3.79M Buy
32,491
+9,341
+40% +$1.22M 0.31% 77
2015
Q3 		$3.09M Buy
23,150
+1,196
+5% +$164K 0.28% 75
2015
Q2 		$3.1M Buy
21,954
+1,263
+6% +$175K 0.28% 80
2015
Q1 		$2.77M Buy
20,691
+268
+1% +$35.3K 0.25% 88
2014
Q4 		$2.61M Buy
20,423
+4,236
+26% +$520K 0.18% 104
2014
Q3 		$1.91M Sell
16,187
-1,683
-9% -$193K 0.15% 137
2014
Q2 		$2M Buy
17,870
+1,148
+7% +$123K 0.16% 131
2014
Q1 		$1.81M Buy
16,722
+1,208
+8% +$128K 0.16% 134
2013
Q4 		$1.56M Buy
15,514
+846
+6% +$82.9K 0.14% 163
2013
Q3 		$1.38M Buy
14,668
+1,925
+15% +$177K 0.13% 167
2013
Q2 		$1.1M Buy
+12,743
New +$1.1M 0.14% 163

Other funds holding VHT

BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

National Planning Corporation's VHT Position: Q4 2017 in Review

National Planning Corporation sold out of Vanguard Health Care ETF (VHT) in Q4 2017, closing a stake of 28,444 shares — an estimated $4.33M sold.

National Planning Corporation first reported a position in VHT in Q2 2013 and held it in 18 quarters. The position peaked at $6.14M in Q1 2017. 386 funds tracked by Wall St. Rank hold VHT as of Q4 2017.

  • National Planning Corporation reported no remaining Vanguard Health Care ETF position as of Q4 2017 after selling out during the quarter.
  • National Planning Corporation sold 28,444 Vanguard Health Care ETF shares in Q4 2017, an estimated $4.33M.
  • National Planning Corporation first reported a position in Vanguard Health Care ETF in Q2 2013 and held it in 18 quarters.
  • National Planning Corporation's Vanguard Health Care ETF position peaked at $6.14M in Q1 2017.
  • 386 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q4 2017.

Based on National Planning Corporation's 13F filing for Q4 2017, filed 14 Feb 2018.