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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
2024-09-30 $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

More positions owned by UMA Financial Services

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

View all positions for UMA Financial Services

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
Royal Bank of Canada
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
Cetera Investment Advisers
Raymond James Financial Services Advisors
Manufacturers Life Insurance Company
Janney Montgomery Scott

View all funds holding Vanguard Health Care ETF