Compass Ion Advisors »

Vanguard Health Care ETF shares owned by Compass Ion Advisors

Quarter-by-quarter ownership of Vanguard Health Care ETF (VHT) shares owned by Compass Ion Advisors from 13F filings

Historical chart of Compass Ion Advisors investment in Vanguard Health Care ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Health Care ETF held by Compass Ion Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Health Care ETF by Compass Ion Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.8M 6.8k 270.53
2023-12-31 $1.5M 6.0k 250.71
2023-09-30 $1.4M 5.9k 235.08

More positions owned by Compass Ion Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Core Div Grwth (DGRO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Etf Ser Solutions Aptus Defined (DRSK)
Microstrategy Cl A New (MSTR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Small Cp Etf (VB)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Sm Cp Val Etf (VBR)

View all positions for Compass Ion Advisors

Top funds holding Vanguard Health Care ETF

Bank of America Corporation
UBS Group
Wells Fargo & Company
Harel Insurance Investments & Financial Services
Everett Harris & Co
Beacon Capital Management
Royal Bank of Canada
Jpmorgan Chase & Co
Commonwealth Equity Services
Raymond James Financial Services Advisors
Janney Montgomery Scott
Advisor Group Holdings
Pnc Financial Services
Armstrong Advisory Group
Stifel Financial

View all funds holding Vanguard Health Care ETF