Form 13-F position report

VANGUARD HEALTH CARE ETF

Reported by Onyx Bridge Wealth Group LLC

ETF profile Manager portfolio Source filing
VHT CUSIP 92204A504 Manager CIK 0001819476
Latest reported change

Reported 32,075 shares, up 82 (0.3%) from the prior quarter.

Reported value 6.9%; share count 0.3% vs. the prior quarter.

Added
% of reported 13F value 1.62% This manager · Q4 2023
Shares 32,075 Quarter-end amount reported
Reported value $8,041,279 Fair value at quarter end
Consecutive quarters held 10 Through Q4 2023

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Manager history

Quarterly position history

How this manager's reported quarter-end position changed over time.

20 quarters
Quarter Activity Shares Change % of reported 13F Reported value Filed
Q3 2026 Added 16,282 +90 (0.6%) 0.45% $5,146,551 2026-10-16
Q2 2026 Reduced 16,192 -185 (-1.1%) 0.44% $4,841,628 2026-07-23
Q1 2026 Reduced 16,377 -95 (-0.6%) 0.48% $4,460,048 2026-04-22
Q4 2025 Added 16,472 +20 (0.1%) 0.5% $4,741,567 2026-02-18
Q3 2025 Reduced 16,452 -4,198 (-20.3%) 0.46% $4,270,840 2025-11-06
Q2 2025 Reduced 20,650 -5,270 (-20.3%) 0.68% $5,128,273 2025-07-30
Q1 2025 Reduced 25,920 -3,265 (-11.2%) 0.98% $6,861,892 2025-04-29
Q4 2024 Reduced 29,185 -577 (-1.9%) 1.07% $7,404,015 2025-01-27
Q3 2024 Reduced 29,762 -809 (-2.6%) 1.27% $8,398,780 2024-10-17
Q2 2024 Reduced 30,571 -732 (-2.3%) 1.34% $8,131,923 2024-07-22
Q1 2024 Reduced 31,303 -772 (-2.4%) 1.43% $7,992,245 2024-04-29
Q4 2023 Added 32,075 +82 (0.3%) 1.62% $8,041,279 2024-01-31
Q3 2023 Reduced 31,993 -55 (-0.2%) 1.76% $7,521,511 2023-10-16
Q2 2023 Added 32,048 +29,752 (1295.8%) 1.88% $7,846,082 2023-07-25
Q1 2023 Reduced 2,296 -10 (-0.4%) 0.22% $547,592 2023-04-10
Q4 2022 Unchanged 2,306 0 (0.0%) 0.23% $571,787 2023-01-11
Q3 2022 Reduced 2,306 -3 (-0.1%) 0.24% $517,000 2022-10-13
Q2 2022 Added 2,309 +42 (1.9%) 0.25% $554,000 2022-07-25
Q1 2022 Unchanged 2,267 0 (0.0%) 0.21% $550,000 2022-05-09
Q4 2021 Added 2,267 +731 (47.6%) 0.2% $600,000 2022-01-18
Five years are shown. A free account unlocks the complete reported history. Unlock full history
Institutional context

Who else reported the position

1032 managers reported VANGUARD HEALTH CARE ETF for Q4 2023.

Manager Activity Shares Change % of reported 13F Reported value Tenure
Bank of America Corporation Added 1,778,619 +176,092 0.04% $445,899,849 43 qtrs
MORGAN STANLEY Reduced 1,773,466 -7,793 0.04% $444,608,401 43 qtrs
UBS Group AG Reduced 1,289,929 -100,247 0.1% $323,385,200 37 qtrs
PGIM Custom Harvest LLC Added 1,000,899 +66,340 7.45% $250,925,519 5 qtrs
WELLS FARGO & COMPANY MN Reduced 850,546 -46,929 0.06% $213,231,787 43 qtrs
Harel Insurance Investments & Financial Services Ltd Unchanged 759,229 0 3.35% $190,339,000 33 qtrs
EVERETT HARRIS & CO CA Added 754,891 +5,552 2.71% $189,251,161 38 qtrs
LPL Financial LLC Added 673,909 +24,414 0.1% $168,948,900 43 qtrs
AMERIPRISE FINANCIAL INC Added 598,355 +11,768 0.04% $149,700,158 43 qtrs
ROYAL BANK OF CANADA Reduced 506,750 -278,297 0.03% $127,041,000 43 qtrs
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Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
December 31, 2023
Filed
January 31, 2024
Filing type
13F-HR
Position type
HEALTH CAR ETF

Voting authority reported

Sole
0
Shared
0
None
32,075

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.