Modern Wealth Management »

Vanguard Health Care ETF shares owned by Modern Wealth Management

Quarter-by-quarter ownership of Vanguard Health Care ETF (VHT) shares owned by Modern Wealth Management from 13F filings

Historical chart of Modern Wealth Management investment in Vanguard Health Care ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Health Care ETF held by Modern Wealth Management 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 Modern Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.6M 5.8k 282.22
2024-03-31 $274k 1.0k 262.11

More positions owned by Modern Wealth Management

Ishares Tr 0-5 Yr Tips Etf (STIP)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr S&p Mc 400gr Etf (IJK)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Apple (AAPL)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Wisdomtree Tr Intrst Rate Hdge (AGZD)
T Rowe Price Etf Cap Appreciation (TCAF)
American Centy Etf Tr Us Sml Cp Valu (AVUV)

View all positions for Modern Wealth Management

Top funds holding Vanguard Health Care ETF

Morgan Stanley
Bank of America Corporation
Green Harvest Asset Management
Wells Fargo & Company
Harel Insurance Investments & Financial Services
Everett Harris & Co
LPL Financial
Beacon Capital Management
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
Royal Bank of Canada
Cetera Investment Advisers
Raymond James Financial Services Advisors
Manufacturers Life Insurance Company
Janney Montgomery Scott

View all funds holding Vanguard Health Care ETF