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Wipfli Financial Advisors’s Vanguard Health Care ETF VHT Stock Holding History

Wipfli Financial 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
2022
Q3 		$322K Buy
+1,432
New +$342K 0.02% 313
2021
Q1 		– Sell
-1,432
Closed -$320K – 41
2020
Q4 		$320K Buy
+1,432
New +$306K 0.19% 27

Other funds holding VHT

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Prudential Financial
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Wipfli Financial Advisors's VHT Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Vanguard Health Care ETF (VHT) in Q3 2022: 1,432 shares worth $322K. The stake represents 0.02% of the portfolio and ranks #313 among its holdings. This is a return to the name: Wipfli Financial Advisors previously reported a position in VHT as recently as Q4 2020.

Wipfli Financial Advisors first reported a position in VHT in Q4 2020 and has held it in 2 quarters since. 841 funds tracked by Wall St. Rank hold VHT as of Q3 2022.

  • Wipfli Financial Advisors held 1,432 shares of Vanguard Health Care ETF worth $322K as of Q3 2022.
  • Vanguard Health Care ETF was a new Wipfli Financial Advisors position in Q3 2022.
  • Vanguard Health Care ETF made up 0.02% of Wipfli Financial Advisors's portfolio in Q3 2022, its #313 holding.
  • Wipfli Financial Advisors first reported a position in Vanguard Health Care ETF in Q4 2020 and has held it in 2 quarters since.
  • 841 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.