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Vanguard Health Care ETF shares owned by UMA Financial Services

Quarter-by-quarter ownership of Vanguard Health Care ETF (VHT) shares owned by UMA Financial Services from 13F filings

Historical chart of UMA Financial Services investment in Vanguard Health Care ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Health Care ETF held by UMA Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Health Care ETF by UMA Financial Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $201k 791 253.76
2023-12-31 $214k 834 256.68

More positions owned by UMA Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr S&p 500 Grwt Etf (IVW)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Eafe Grwth Etf (EFG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for UMA Financial Services

Top funds holding Vanguard Health Care ETF

Bank of America Corporation
UBS Group
Wells Fargo & Company
Harel Insurance Investments & Financial Services
Everett Harris & Co
LPL Financial
Beacon Capital Management
Envestnet Asset Management
Royal Bank of Canada
Jpmorgan Chase & Co
Commonwealth Equity Services
Raymond James Financial Services Advisors
Janney Montgomery Scott
Morningstar Investment Management
Advisor Group Holdings

View all funds holding Vanguard Health Care ETF