Zurich Insurance Group’s Vanguard Health Care ETF VHT Stock Holding History

Zurich Insurance Group’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 Q3	–	Sell	-15,883	Closed	-$4.16M	–	248
2024 Q2	$4.16M	Sell	15,883 -23,080	-59%	-$6.05M	0.04%	130
2024 Q1	$10.2M	Hold	38,963	–	–	0.09%	122
2023 Q4	$10M	Buy	38,963 +1,490	+4%	+$353K	0.1%	125
2023 Q3	$8.85M	Hold	37,473	–	–	0.09%	126
2023 Q2	$9.09M	Hold	37,473	–	–	0.09%	109
2023 Q1	$9.18M	Sell	37,473 -1,600	-4%	-$385K	0.12%	108
2022 Q4	$8.76M	Buy	39,073 +5,000	+15%	+$1.21M	0.13%	93
2022 Q3	$7.64M	Hold	34,073	–	–	0.12%	95
2022 Q2	$8.02M	Buy	34,073 +1,990	+6%	+$480K	0.12%	110
2022 Q1	$8.16M	Hold	32,083	–	–	0.1%	91
2021 Q4	$8.58M	Hold	32,083	–	–	0.1%	81
2021 Q3	$7.73M	Sell	32,083 -4,150	-11%	-$1.06M	0.09%	89
2021 Q2	$8.73M	Hold	36,233	–	–	0.11%	89
2021 Q1	$8.73M	Hold	36,233	–	–	0.13%	74
2020 Q4	$8.41M	Hold	36,233	–	–	0.12%	77
2020 Q3	$7.39M	Sell	36,233 -820	-2%	-$166K	0.13%	68
2020 Q2	$6.18M	Buy	37,053 +1,580	+4%	+$296K	0.1%	72
2020 Q1	$5.92M	Buy	+35,473	New	+$6.48M	0.13%	78
2019 Q1	–	Sell	-38,758	Closed	-$6.22M	–	486
2018 Q4	$6.22M	Buy	+38,758	New	+$6.57M	0.15%	182

Other funds holding VHT

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

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

Zurich Insurance Group's VHT Position: Q3 2024 in Review

Zurich Insurance Group sold out of Vanguard Health Care ETF (VHT) in Q3 2024, closing a stake of 15,883 shares — an estimated $4.16M sold.

Zurich Insurance Group first reported a position in VHT in Q4 2018 and held it in 19 quarters. The position peaked at $10.2M in Q1 2024. 1,031 funds tracked by Wall St. Rank hold VHT as of Q3 2024.

Zurich Insurance Group reported no remaining Vanguard Health Care ETF position as of Q3 2024 after selling out during the quarter.
Zurich Insurance Group sold 15,883 Vanguard Health Care ETF shares in Q3 2024, an estimated $4.16M.
Zurich Insurance Group first reported a position in Vanguard Health Care ETF in Q4 2018 and held it in 19 quarters.
Zurich Insurance Group's Vanguard Health Care ETF position peaked at $10.2M in Q1 2024.
1,031 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2024.

Based on Zurich Insurance Group's 13F filing for Q3 2024, filed 14 Nov 2024.