SNC
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Stifel Nicolaus & Co’s Vanguard Health Care ETF VHT Stock Holding History

Stifel Nicolaus & Co’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
2013
Q3 		$1.58M Buy
16,947
+3,603
+27% +$331K 0.03% 520
2013
Q2 		$1.15M Buy
+13,344
New +$1.15M 0.02% 573

Other funds holding VHT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RCYC
Richard C. Young & Co Newport, Rhode Island $1.36B AUM 66.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MM
Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return
RW
Rand Wealth Baltimore, Maryland $893M AUM 9.85% 1-Year Est. Return
MIH
Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return

Stifel Nicolaus & Co's VHT Position: Q3 2013 in Review

Stifel Nicolaus & Co increased its Vanguard Health Care ETF (VHT) stake by 27% in Q3 2013, buying an estimated $331K and bringing the position to 16,947 shares worth $1.58M. The position accounts for 0.03% of the portfolio, ranked #520.

Stifel Nicolaus & Co first reported a position in VHT in Q2 2013 and has held it in 2 quarters since. 124 funds tracked by Wall St. Rank hold VHT as of Q3 2013.

  • Stifel Nicolaus & Co held 16,947 shares of Vanguard Health Care ETF worth $1.58M as of Q3 2013.
  • Stifel Nicolaus & Co bought 3,603 Vanguard Health Care ETF shares in Q3 2013, an estimated $331K.
  • Vanguard Health Care ETF made up 0.03% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #520 holding.
  • Stifel Nicolaus & Co first reported a position in Vanguard Health Care ETF in Q2 2013 and has held it in 2 quarters since.
  • 124 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2013.

Based on Stifel Nicolaus & Co's 13F filing for Q3 2013, filed 13 Nov 2013.