TA
VHT icon

Tiedemann Advisors’s Vanguard Health Care ETF VHT Stock Holding History

Tiedemann 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
2019
Q4 		– Sell
-1,540
Closed -$259K – 322
2019
Q3 		$259K Buy
+1,540
New +$264K 0.01% 271

Other funds holding VHT

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
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
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Tiedemann Advisors's VHT Position: Q4 2019 in Review

Tiedemann Advisors sold out of Vanguard Health Care ETF (VHT) in Q4 2019, closing a stake of 1,540 shares — an estimated $259K sold.

Tiedemann Advisors first reported a position in VHT in Q3 2019 and held it in 1 quarter. The position peaked at $259K in Q3 2019. 571 funds tracked by Wall St. Rank hold VHT as of Q4 2019.

  • Tiedemann Advisors reported no remaining Vanguard Health Care ETF position as of Q4 2019 after selling out during the quarter.
  • Tiedemann Advisors sold 1,540 Vanguard Health Care ETF shares in Q4 2019, an estimated $259K.
  • Tiedemann Advisors first reported a position in Vanguard Health Care ETF in Q3 2019 and held it in 1 quarter.
  • Tiedemann Advisors's Vanguard Health Care ETF position peaked at $259K in Q3 2019.
  • 571 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q4 2019.

Based on Tiedemann Advisors's 13F filing for Q4 2019, filed 12 Feb 2020.