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Vanguard Health Care ETF shares owned by Monterey Private Wealth

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

Historical chart of Monterey Private Wealth investment in Vanguard Health Care ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Health Care ETF held by Monterey Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Health Care ETF by Monterey Private Wealth

Quarter filed Position value Share count Share price at filing
2025-03-31 $215k 812 264.66
2024-12-31 $206k 811 253.78
2024-09-30 $251k 890 282.28

More positions owned by Monterey Private Wealth

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)
Vanguard Index Fds Small Cp Etf (VB)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Msci Emrg Chn (EMXC)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Ishares Tr Msci Usa Min Vol (USMV)

View all positions for Monterey Private Wealth

Top funds holding Vanguard Health Care ETF

Green Harvest Asset Management
UBS Group
Wells Fargo & Company
Harel Insurance Investments & Financial Services
LPL Financial
Everett Harris & Co
Royal Bank of Canada
Raymond James Financial
Envestnet Asset Management
Cetera Investment Advisers
Ameriprise Financial
Northwestern Mutual Wealth Management Company
Beacon Capital Management
Advisor Group Holdings
Jpmorgan Chase & Co

View all funds holding Vanguard Health Care ETF