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
Download as csvQuarterly reported holdings in Vanguard Health Care ETF by UMA Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $217k | 837 | 259.52 |
| 2025-06-30 | $208k | 836 | 248.34 |
| 2025-03-31 | $221k | 835 | 264.84 |
| 2024-12-31 | $209k | 823 | 253.62 |
| 2024-09-30 | $222k | 792 | 280.53 |
| 2024-06-30 | $218k | 791 | 275.89 |
| 2024-03-31 | $201k | 791 | 253.76 |
| 2023-12-31 | $214k | 834 | 256.68 |