SCA
VHT icon

Spearhead Capital Advisors’s Vanguard Health Care ETF VHT Stock Holding History

Spearhead Capital Advisors’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
Q3 		– Sell
-2,527
Closed -$595K – 169
2022
Q2 		$595K Sell
2,527
-198
-7% -$47.7K 0.09% 77
2022
Q1 		$693K Sell
2,725
-592
-18% -$146K 0.09% 78
2021
Q4 		$884K Buy
3,317
+34
+1% +$8.67K 0.11% 71
2021
Q3 		$811K Sell
3,283
-223
-6% -$57.2K 0.11% 66
2021
Q2 		$867K Sell
3,506
-168
-5% -$40.1K 0.12% 68
2021
Q1 		$840K Buy
3,674
+743
+25% +$170K 0.12% 67
2020
Q4 		$656K Buy
2,931
+95
+3% +$20.3K 0.1% 80
2020
Q3 		$578K Sell
2,836
-362
-11% -$73.3K 0.11% 81
2020
Q2 		$616K Sell
3,198
-1,121
-26% -$210K 0.13% 66
2020
Q1 		$717K Sell
4,319
-1,718
-28% -$314K 0.21% 67
2019
Q4 		$1.16M Buy
6,037
+958
+19% +$172K 0.29% 62
2019
Q3 		$852K Sell
5,079
-47
-0.9% -$8.04K 0.24% 61
2019
Q2 		$892K Buy
5,126
+320
+7% +$54K 0.26% 61
2019
Q1 		$829K Buy
+4,806
New +$814K 0.25% 61
2018
Q4 		– Sell
-3,171
Closed -$562K – 64
2018
Q3 		$562K Buy
3,171
+59
+2% +$10.1K 0.19% 60
2018
Q2 		$495K Buy
3,112
+230
+8% +$36.2K 0.18% 62
2018
Q1 		$443K Buy
+2,882
New +$460K 0.17% 60

Other funds holding VHT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 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 $7.77B AUM 9.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Spearhead Capital Advisors's VHT Position: Q3 2022 in Review

Spearhead Capital Advisors sold out of Vanguard Health Care ETF (VHT) in Q3 2022, closing a stake of 2,527 shares — an estimated $595K sold.

Spearhead Capital Advisors first reported a position in VHT in Q1 2018 and held it in 17 quarters. The position peaked at $1.16M in Q4 2019. 841 funds tracked by Wall St. Rank hold VHT as of Q3 2022.

  • Spearhead Capital Advisors reported no remaining Vanguard Health Care ETF position as of Q3 2022 after selling out during the quarter.
  • Spearhead Capital Advisors sold 2,527 Vanguard Health Care ETF shares in Q3 2022, an estimated $595K.
  • Spearhead Capital Advisors first reported a position in Vanguard Health Care ETF in Q1 2018 and held it in 17 quarters.
  • Spearhead Capital Advisors's Vanguard Health Care ETF position peaked at $1.16M in Q4 2019.
  • 841 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2022.

Based on Spearhead Capital Advisors's 13F filing for Q3 2022, filed 9 Nov 2022.