AFM
VHT icon

Abbot Financial Management’s Vanguard Health Care ETF VHT Stock Holding History

Abbot Financial Management’s Portfolio VHT Stock Details VHT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.25M Sell
4,597
-15
-0.3% -$4.29K 0.52% 55
2025
Q4 		$1.33M Sell
4,612
-335
-7% -$93.6K 0.55% 47
2025
Q3 		$1.28M Sell
4,947
-92
-2% -$23.1K 0.55% 46
2025
Q2 		$1.25M Buy
5,039
+62
+1% +$15.3K 0.58% 48
2025
Q1 		$1.32M Buy
4,977
+321
+7% +$85.5K 0.68% 43
2024
Q4 		$1.18M Buy
4,656
+115
+3% +$31K 0.59% 43
2024
Q3 		$1.28M Sell
4,541
-30
-0.7% -$8.33K 0.64% 41
2024
Q2 		$1.22M Buy
4,571
+91
+2% +$23.9K 0.65% 40
2024
Q1 		$1.21M Sell
4,480
-4
-0.1% -$1.05K 0.67% 43
2023
Q4 		$1.12M Buy
4,484
+245
+6% +$58K 0.68% 43
2023
Q3 		$997K Buy
4,239
+525
+14% +$128K 0.67% 45
2023
Q2 		$909K Sell
3,714
-31
-0.8% -$7.54K 0.58% 52
2023
Q1 		$893K Sell
3,745
-19
-0.5% -$4.57K 0.6% 51
2022
Q4 		$934K Buy
3,764
+92
+3% +$22.3K 0.64% 52
2022
Q3 		$821K Buy
3,672
+113
+3% +$27K 0.58% 54
2022
Q2 		$838K Sell
3,559
-89
-2% -$21.5K 0.51% 61
2022
Q1 		$928K Buy
3,648
+89
+3% +$22K 0.45% 66
2021
Q4 		$948K Buy
3,559
+567
+19% +$145K 0.42% 64
2021
Q3 		$740K Sell
2,992
-12
-0.4% -$3.08K 0.34% 70
2021
Q2 		$742K Buy
3,004
+161
+6% +$38.5K 0.32% 72
2021
Q1 		$650K Buy
2,843
+210
+8% +$48.2K 0.29% 72
2020
Q4 		$589K Sell
2,633
-140
-5% -$29.9K 0.34% 73
2020
Q3 		$566K Buy
2,773
+176
+7% +$35.6K 0.37% 70
2020
Q2 		$500K Buy
2,597
+175
+7% +$32.8K 0.34% 70
2020
Q1 		$402K Buy
2,422
+6
+0.2% +$1.1K 0.33% 73
2019
Q4 		$463K Buy
2,416
+55
+2% +$9.86K 0.29% 78
2019
Q3 		$396K Buy
2,361
+599
+34% +$103K 0.28% 86
2019
Q2 		$306K Buy
+1,762
New +$297K 0.22% 94

Other funds holding VHT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Abbot Financial Management's VHT Position: Q1 2026 in Review

Abbot Financial Management reduced its Vanguard Health Care ETF (VHT) stake by 0.33% in Q1 2026, selling an estimated $4.29K and leaving 4,597 shares worth $1.25M. The position accounts for 0.52% of the portfolio, ranked #55.

Abbot Financial Management first reported a position in VHT in Q2 2019 and has held it in 28 quarters since. The position peaked at $1.33M in Q4 2025. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • Abbot Financial Management held 4,597 shares of Vanguard Health Care ETF worth $1.25M as of Q1 2026.
  • Abbot Financial Management sold 15 Vanguard Health Care ETF shares in Q1 2026, an estimated $4.29K.
  • Vanguard Health Care ETF made up 0.52% of Abbot Financial Management's portfolio in Q1 2026, its #55 holding.
  • Abbot Financial Management first reported a position in Vanguard Health Care ETF in Q2 2019 and has held it in 28 quarters since.
  • Abbot Financial Management's Vanguard Health Care ETF position peaked at $1.33M in Q4 2025.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Abbot Financial Management's 13F filing for Q1 2026, filed 13 May 2026.