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

WFG 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
2017
Q2 		$316K Buy
2,141
+553
+35% +$78.2K 0.07% 279
2017
Q1 		$219K Sell
1,588
-594
-27% -$80K 0.06% 316
2016
Q4 		$277K Sell
2,182
-136
-6% -$17.4K 0.07% 298
2016
Q3 		$308K Buy
2,318
+70
+3% +$9.43K 0.08% 268
2016
Q2 		$293K Buy
2,248
+266
+13% +$34.1K 0.08% 249
2016
Q1 		$244K Sell
1,982
-1,252
-39% -$152K 0.07% 264
2015
Q4 		$430K Buy
3,234
+1,360
+73% +$177K 0.13% 182
2015
Q3 		$230K Buy
1,874
+329
+21% +$45.1K 0.07% 261
2015
Q2 		$216K Buy
1,545
+76
+5% +$10.5K 0.06% 325
2015
Q1 		$199K Buy
1,469
+297
+25% +$39.1K 0.06% 352
2014
Q4 		$147K Buy
1,172
+888
+313% +$109K 0.03% 533
2014
Q3 		$33K Sell
284
-29
-9% -$3.32K 0.01% 1077
2014
Q2 		$35K Sell
313
-24
-7% -$2.57K 0.01% 1052
2014
Q1 		$36K Sell
337
-93
-22% -$9.84K 0.01% 1035
2013
Q4 		$43K Hold
430
– – 0.01% 1056
2013
Q3 		$40K Sell
430
-683
-61% -$62.7K 0.01% 1012
2013
Q2 		$96K Buy
+1,113
New +$96K 0.02% 680

Other funds holding VHT

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return

WFG Advisors's VHT Position: Q2 2017 in Review

WFG Advisors increased its Vanguard Health Care ETF (VHT) stake by 35% in Q2 2017, buying an estimated $78.2K and bringing the position to 2,141 shares worth $316K. The position accounts for 0.07% of the portfolio, ranked #279.

WFG Advisors first reported a position in VHT in Q2 2013 and has held it in 17 quarters since. The position peaked at $430K in Q4 2015. 327 funds tracked by Wall St. Rank hold VHT as of Q2 2017.

  • WFG Advisors held 2,141 shares of Vanguard Health Care ETF worth $316K as of Q2 2017.
  • WFG Advisors bought 553 Vanguard Health Care ETF shares in Q2 2017, an estimated $78.2K.
  • Vanguard Health Care ETF made up 0.07% of WFG Advisors's portfolio in Q2 2017, its #279 holding.
  • WFG Advisors first reported a position in Vanguard Health Care ETF in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's Vanguard Health Care ETF position peaked at $430K in Q4 2015.
  • 327 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.