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Wealthspire Advisors (Maryland)’s Vanguard Health Care ETF VHT Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		$727K Buy
3,564
+744
+26% +$151K 0.03% 218
2020
Q2 		$543K Sell
2,820
-59
-2% -$11.1K 0.04% 242
2020
Q1 		$478K Sell
2,879
-216
-7% -$39.5K 0.04% 237
2019
Q4 		$593K Sell
3,095
-135
-4% -$24.2K 0.04% 247
2019
Q3 		$542K Sell
3,230
-522
-14% -$89.3K 0.04% 247
2019
Q2 		$653K Buy
3,752
+92
+3% +$15.5K 0.05% 210
2019
Q1 		$631K Hold
3,660
– – 0.05% 213
2018
Q4 		$588K Sell
3,660
-49
-1% -$8.3K 0.05% 195
2018
Q3 		$669K Sell
3,709
-190
-5% -$32.7K 0.06% 194
2018
Q2 		$620K Sell
3,899
-15
-0.4% -$2.36K 0.06% 198
2018
Q1 		$601K Sell
3,914
-480
-11% -$76.6K 0.06% 208
2017
Q4 		$677K Sell
4,394
-184
-4% -$28.2K 0.07% 205
2017
Q3 		$697K Sell
4,578
-271
-6% -$40.4K 0.08% 177
2017
Q2 		$715K Buy
4,849
+594
+14% +$83.9K 0.08% 158
2017
Q1 		$586K Hold
4,255
– – 0.08% 158
2016
Q4 		$539K Hold
4,255
– – 0.08% 162
2016
Q3 		$565K Buy
4,255
+55
+1% +$7.41K 0.09% 154
2016
Q2 		$548K Buy
4,200
+1,570
+60% +$201K 0.09% 152
2016
Q1 		$324K Hold
2,630
– – 0.06% 238
2015
Q4 		$349K Buy
+2,630
New +$343K 0.06% 223

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s VHT Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) increased its Vanguard Health Care ETF (VHT) stake by 26% in Q3 2020, buying an estimated $151K and bringing the position to 3,564 shares worth $727K. The position accounts for 0.03% of the portfolio, ranked #218.

Wealthspire Advisors (Maryland) first reported a position in VHT in Q4 2015 and has held it in 20 quarters since. 615 funds tracked by Wall St. Rank hold VHT as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 3,564 shares of Vanguard Health Care ETF worth $727K as of Q3 2020.
  • Wealthspire Advisors (Maryland) bought 744 Vanguard Health Care ETF shares in Q3 2020, an estimated $151K.
  • Vanguard Health Care ETF made up 0.03% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #218 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Vanguard Health Care ETF in Q4 2015 and has held it in 20 quarters since.
  • 615 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.