Surevest’s Vanguard Health Care ETF VHT Stock Holding History

Surevest’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	$10K	Buy	+45	New	+$10.7K	﹤0.01%	287
2019 Q2	–	Sell	-1,496	Closed	-$258K	–	139
2019 Q1	$258K	Sell	1,496 -1,165	-44%	-$197K	0.16%	110
2018 Q4	$427K	Buy	+2,661	New	+$451K	0.34%	59

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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

EHC

Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

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

Surevest's VHT Position: Q3 2022 in Review

Surevest opened a new position in Vanguard Health Care ETF (VHT) in Q3 2022: 45 shares worth $10K. The stake represents ﹤0.01% of the portfolio and ranks #287 among its holdings. This is a return to the name: Surevest previously reported a position in VHT as recently as Q1 2019.

Surevest first reported a position in VHT in Q4 2018 and has held it in 3 quarters since. The position peaked at $427K in Q4 2018. 841 funds tracked by Wall St. Rank hold VHT as of Q3 2022.

Surevest held 45 shares of Vanguard Health Care ETF worth $10K as of Q3 2022.
Vanguard Health Care ETF was a new Surevest position in Q3 2022.
Vanguard Health Care ETF made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #287 holding.
Surevest first reported a position in Vanguard Health Care ETF in Q4 2018 and has held it in 3 quarters since.
Surevest's Vanguard Health Care ETF position peaked at $427K in Q4 2018.
841 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.