Vanguard Health Care Fund Selling Update

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The updated portfolio of the Vanguard Health Care Fund lists 92 stocks, four of them new, a total value at $29.45 billion, and a quarter-over-quarter turnover of 4%. The portfolio is weighted with two sectors: health care at 91.5% and consumer defensive at 2.9%. Vanguard Health Care Fund has averaged a return of 24.96% over 12 months and 9.5% over 10 years, according to the GuruFocus Score Board of Gurus .

Vanguard Health Care Fund 's third quarter highest-impact reductions and sell outs include:

United Therapeutics Corporation ( UTHR ): Sold Out

Portfolio Impact: -0.32%

Up 89% over 12 months, United Therapeutics Corporation has a market cap of $4.31 billion; its shares were traded at around $86.35 with a P/E ratio of 15.10. The company does not pay a dividend.

Incorporated in 1996, United Therapeutics Corporation is a biotechnology company, focused on the development and commercialization of products to address the medical needs of patients with chronic and life-threatening conditions. The company operates two business segments: pharmaceuticals and telemedicine. The pharmaceutical segment includes all activities associated with the research, development, manufacturing and commercialization of its therapeutic products. The telemedicine segment includes all activities associated with the development and manufacturing of patient cardiac monitoring products and services.

Guru Action: As of Sept. 30, 2013, Vanguard Health Care Fund sold out its position, unloading 1,320,000 shares at an average price of $73.09, for a gain of 18.4%.

Over a five-year trading history of all gaining quarters, Vanguard Health Care Fund has gained double digits in every quarter, except for the fourth quarter of 2008 when it made 131.3% on a new buy of 222,000 shares at an average price of $37.41 per share.

After the Vanguard sell out, there are five remaining gurus holding UTHR as of June 30, 2013, and very active insider selling.

Track historical pricing, revenue and net income:




Pfizer Inc. ( PFE ): Reduced

Portfolio Impact: -0.27%

Up 25% over 12 months, Pfizer Inc. has a market cap of $205.23 billion; its shares were traded at around $31.00 with a P/E ratio of 8.40. The dividend yield is 3.10%.

Founded in 1849, Pfizer Inc. is a global pharmaceutical firm which develops and produces medicines and vaccines for a range of conditions in the fields of immunology, inflammation, oncology, cardiovascular and metabolic diseases, neuroscience and pain. Pfizer's businesses include five prescription-only biopharmaceutical businesses and Pfizer Consumer Healthcare.

Guru Action: As of Sept. 30, 2013, Vanguard Health Care Fund reduced its position by 10.74%, selling 2,574,901 shares at an average price of $28.68, for a gain of 8.1%.

Over a five-year history of remarkable gains, Vanguard Health Care Fund has averaged a gain of 89% buying 31,048,218 shares at an average price of $16.42 per share. The firm has also averaged a gain of 22% selling 23,566,366 shares at an average price of $25.31 per share.

Current shares are 21,393,422.

Check out the numerous gurus holding PFE, and the six gurus selling out in the second quarter of 2013. There is very active insider selling.

Track historical pricing, revenue and net income:



Boston Scientific Inc. ( BSX ): Reduced

Portfolio Impact: -0.24%

Up 126% over 12 months, Boston Scientific Inc. has a market cap of $15.62 billion; its shares were traded at around $11.61 with a P/B ratio of 2.40. The company does not pay a dividend.

Boston Scientific Inc. develops, makes and markets medical devices used in interventional medicine. The company's products are sold through seven core businesses: Interventional Cardiology, CRM, Endoscopy, Peripheral Interventions, Urology/Women's Health, Neuromodulation, and Electrophysiology.

Guru Action: As of Sept. 30, 2013, Vanguard Health Care Fund reduced its position by 15.74%, selling 7,144,500 shares at an average price of $10.82, for a gain of 7.5%.

Over another remarkable five-year history, Vanguard Health Care Fund has averaged a gain of 66% buying 47,600,000 shares at an average price of $7.00 per share. The firm has also averaged a gain of 18% selling 9,359,300 shares at an average price of $9.89 per share.

Current shares are 38,240,700.

Check out the numerous gurus holding BSX and the active insider trading.

Track historical pricing, revenue and net income:



UnitedHealth Group Inc. ( UNH )

Portfolio Impact: -0.23%

Up 21% over 12 months, UnitedHealth Group Inc. has a market cap of $69.14 billion; its shares were traded at around $68.00 with a P/E ratio of 12.90. The dividend yield is 1.50%.

UnitedHealth Group Incorporated was incorporated in 1977. The health care plan company helps individual's access quality care at an affordable cost. The company simplifies health care administration and delivery.

Guru Action: As of Sept. 30, 2013, Vanguard Health Care Fund reduced its position by 4.81%, selling 959,100 shares at an average price of $71.57, for a loss of 4.3%.

Vanguard Health Care Fund has averaged a gain of 103% buying 14,499,200 shares at an average price of $33.78 per share. The firm has averaged a gain of 49% selling 2,459,100 shares at an average price of $45.99 per share.

Current shares are 19,001,100.

Check out the numerous gurus holding UNH and the recent insider trading.

Track historical pricing, revenue and net income:






Be sure to read the complete portfolio of the Vanguard Health Care Fund.



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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of The NASDAQ OMX Group, Inc.



This article appears in: Investing , Stocks

Referenced Stocks: BSX , PFE , UNH , UTHR

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