New York Life Investment Management’s Vanguard Health Care ETF VHT Stock Holding History

New York Life Investment 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
2023 Q2	–	Sell	-23,846	Closed	-$5.69M	–	1359
2023 Q1	$5.69M	Sell	23,846 -12,711	-35%	-$3.06M	0.06%	303
2022 Q4	$9.07M	Sell	36,557 -3,065	-8%	-$743K	0.1%	205
2022 Q3	$8.86M	Sell	39,622 -25,290	-39%	-$6.04M	0.11%	200
2022 Q2	$15.3M	Buy	+64,912	New	+$15.6M	0.18%	120

Other funds holding VHT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

New York Life Investment Management's VHT Position: Q2 2023 in Review

New York Life Investment Management sold out of Vanguard Health Care ETF (VHT) in Q2 2023, closing a stake of 23,846 shares — an estimated $5.69M sold.

New York Life Investment Management first reported a position in VHT in Q2 2022 and held it in 4 quarters. The position peaked at $15.3M in Q2 2022. 923 funds tracked by Wall St. Rank hold VHT as of Q2 2023.

New York Life Investment Management reported no remaining Vanguard Health Care ETF position as of Q2 2023 after selling out during the quarter.
New York Life Investment Management sold 23,846 Vanguard Health Care ETF shares in Q2 2023, an estimated $5.69M.
New York Life Investment Management first reported a position in Vanguard Health Care ETF in Q2 2022 and held it in 4 quarters.
New York Life Investment Management's Vanguard Health Care ETF position peaked at $15.3M in Q2 2022.
923 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2023.

Based on New York Life Investment Management's 13F filing for Q2 2023, filed 7 Aug 2023.