Principal Financial Group
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Principal Financial Group’s Vanguard Health Care ETF VHT Stock Holding History

Principal Financial Group’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
2021
Q4 		– Sell
-3,548
Closed -$877K – 2641
2021
Q3 		$877K Sell
3,548
-50
-1% -$12.8K ﹤0.01% 2039
2021
Q2 		$889K Buy
3,598
+467
+15% +$112K ﹤0.01% 2069
2021
Q1 		$716K Buy
3,131
+58
+2% +$13.3K ﹤0.01% 2063
2020
Q4 		$688K Buy
3,073
+165
+6% +$35.3K ﹤0.01% 2031
2020
Q3 		$593K Sell
2,908
-417
-13% -$84.4K ﹤0.01% 1982
2020
Q2 		$641K Sell
3,325
-13
-0.4% -$2.44K ﹤0.01% 1913
2020
Q1 		$554K Sell
3,338
-29
-0.9% -$5.3K ﹤0.01% 1845
2019
Q4 		$646K Sell
3,367
-56
-2% -$10K ﹤0.01% 1900
2019
Q3 		$574K Buy
3,423
+125
+4% +$21.4K ﹤0.01% 1919
2019
Q2 		$574K Buy
3,298
+209
+7% +$35.3K ﹤0.01% 1936
2019
Q1 		$533K Buy
3,089
+269
+10% +$45.6K ﹤0.01% 1921
2018
Q4 		$453K Buy
+2,820
New +$478K ﹤0.01% 1936

Other funds holding VHT

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Principal Financial Group's VHT Position: Q4 2021 in Review

Principal Financial Group sold out of Vanguard Health Care ETF (VHT) in Q4 2021, closing a stake of 3,548 shares — an estimated $877K sold.

Principal Financial Group first reported a position in VHT in Q4 2018 and held it in 12 quarters. The position peaked at $889K in Q2 2021. 868 funds tracked by Wall St. Rank hold VHT as of Q4 2021.

  • Principal Financial Group reported no remaining Vanguard Health Care ETF position as of Q4 2021 after selling out during the quarter.
  • Principal Financial Group sold 3,548 Vanguard Health Care ETF shares in Q4 2021, an estimated $877K.
  • Principal Financial Group first reported a position in Vanguard Health Care ETF in Q4 2018 and held it in 12 quarters.
  • Principal Financial Group's Vanguard Health Care ETF position peaked at $889K in Q2 2021.
  • 868 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q4 2021.

Based on Principal Financial Group's 13F filing for Q4 2021, filed 9 Feb 2022.