Vontobel Holding’s Vanguard Health Care ETF VHT Stock Holding History

Vontobel Holding’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
2024 Q4	–	Sell	-1,830	Closed	-$516K	–	1180
2024 Q3	$516K	Sell	1,830 -870	-32%	-$242K	﹤0.01%	777
2024 Q2	$718K	Hold	2,700	–	–	﹤0.01%	670
2024 Q1	$730K	Hold	2,700	–	–	0.01%	668
2023 Q4	$677K	Sell	2,700 -200	-7%	-$47.4K	0.01%	705
2023 Q3	$682K	Sell	2,900 -180	-6%	-$43.9K	0.01%	677
2023 Q2	$754K	Buy	3,080 +151	+5%	+$36.7K	0.01%	677
2023 Q1	$698K	Buy	2,929 +209	+8%	+$50.3K	0.01%	693
2022 Q4	$675K	Buy	2,720 +20	+0.7%	+$4.85K	0.01%	672
2022 Q3	$604K	Hold	2,700	–	–	0.01%	659
2022 Q2	$636K	Hold	2,700	–	–	0.01%	649
2022 Q1	$687K	Buy	+2,700	New	+$667K	0.01%	713

Other funds holding VHT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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 $8.14B AUM 14.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Vontobel Holding's VHT Position: Q4 2024 in Review

Vontobel Holding sold out of Vanguard Health Care ETF (VHT) in Q4 2024, closing a stake of 1,830 shares — an estimated $516K sold.

Vontobel Holding first reported a position in VHT in Q1 2022 and held it in 11 quarters. The position peaked at $754K in Q2 2023. 1,058 funds tracked by Wall St. Rank hold VHT as of Q4 2024.

Vontobel Holding reported no remaining Vanguard Health Care ETF position as of Q4 2024 after selling out during the quarter.
Vontobel Holding sold 1,830 Vanguard Health Care ETF shares in Q4 2024, an estimated $516K.
Vontobel Holding first reported a position in Vanguard Health Care ETF in Q1 2022 and held it in 11 quarters.
Vontobel Holding's Vanguard Health Care ETF position peaked at $754K in Q2 2023.
1,058 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q4 2024.

Based on Vontobel Holding's 13F filing for Q4 2024, filed 30 Jan 2025.