Rockefeller Financial Services’s Vanguard Health Care ETF VHT Stock Holding History

Rockefeller Financial Services’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	$33K	Buy	+214	New	+$32.8K	﹤0.01%	446

Other funds holding VHT

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

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

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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 $7.77B AUM 9.43% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Rockefeller Financial Services's VHT Position: Q4 2017 in Review

Rockefeller Financial Services opened a new position in Vanguard Health Care ETF (VHT) in Q4 2017: 214 shares worth $33K. The stake represents ﹤0.01% of the portfolio and ranks #446 among its holdings.

386 funds tracked by Wall St. Rank hold VHT as of Q4 2017.

Rockefeller Financial Services held 214 shares of Vanguard Health Care ETF worth $33K as of Q4 2017.
Vanguard Health Care ETF was a new Rockefeller Financial Services position in Q4 2017.
Vanguard Health Care ETF made up ﹤0.01% of Rockefeller Financial Services's portfolio in Q4 2017, its #446 holding.
386 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q4 2017.

Based on Rockefeller Financial Services's 13F filing for Q4 2017, filed 2 Feb 2018.