Advisors Management Group’s Vanguard Health Care ETF VHT Stock Holding History

Advisors Management Group’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	$331K	Sell	1,216 -139	-10%	-$39.7K	0.06%	130
2025 Q4	$390K	Hold	1,355	–	–	0.07%	114
2025 Q3	$352K	Hold	1,355	–	–	0.06%	120
2025 Q2	$336K	Buy	1,355 +1	+0.1%	+$247	0.06%	116
2025 Q1	$359K	Hold	1,354	–	–	0.08%	115
2024 Q4	$344K	Buy	1,354 +30	+2%	+$8.08K	0.08%	118
2024 Q3	$374K	Hold	1,324	–	–	0.09%	114
2024 Q2	$352K	Hold	1,324	–	–	0.09%	113
2024 Q1	$358K	Hold	1,324	–	–	0.09%	113
2023 Q4	$332K	Hold	1,324	–	–	0.09%	115
2023 Q3	$311K	Hold	1,324	–	–	0.09%	112
2023 Q2	$324K	Hold	1,324	–	–	0.1%	108
2023 Q1	$316K	Sell	1,324 -14	-1%	-$3.37K	0.1%	108
2022 Q4	$332K	Buy	1,338 +14	+1%	+$3.39K	0.13%	95
2022 Q3	$296K	Hold	1,324	–	–	0.12%	100
2022 Q2	$312K	Hold	1,324	–	–	0.11%	102
2022 Q1	$337K	Hold	1,324	–	–	0.11%	96
2021 Q4	$353K	Hold	1,324	–	–	0.11%	91
2021 Q3	$327K	Hold	1,324	–	–	0.1%	98
2021 Q2	$327K	Hold	1,324	–	–	0.1%	99
2021 Q1	$303K	Hold	1,324	–	–	0.1%	96
2020 Q4	$296K	Hold	1,324	–	–	0.12%	81
2020 Q3	$270K	Hold	1,324	–	–	0.11%	81
2020 Q2	$255K	Hold	1,324	–	–	0.11%	80
2020 Q1	$220K	Hold	1,324	–	–	0.11%	81
2019 Q4	$254K	Hold	1,324	–	–	0.1%	79
2019 Q3	$222K	Hold	1,324	–	–	0.09%	85
2019 Q2	$230K	Hold	1,324	–	–	0.1%	83
2019 Q1	$228K	Hold	1,324	–	–	0.1%	82
2018 Q4	$213K	Hold	1,324	–	–	0.11%	78
2018 Q3	$239K	Hold	1,324	–	–	0.11%	80
2018 Q2	$211K	Hold	1,324	–	–	0.1%	79
2018 Q1	$202K	Hold	1,324	–	–	0.1%	80
2017 Q4	$204K	Hold	1,324	–	–	0.1%	82
2017 Q3	$202K	Buy	+1,324	New	+$198K	0.11%	78

Other funds holding VHT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Advisors Management Group's VHT Position: Q1 2026 in Review

Advisors Management Group reduced its Vanguard Health Care ETF (VHT) stake by 10% in Q1 2026, selling an estimated $39.7K and leaving 1,216 shares worth $331K. The position accounts for 0.06% of the portfolio, ranked #130.

Advisors Management Group first reported a position in VHT in Q3 2017 and has held it in 35 quarters since. The position peaked at $390K in Q4 2025. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

Advisors Management Group held 1,216 shares of Vanguard Health Care ETF worth $331K as of Q1 2026.
Advisors Management Group sold 139 Vanguard Health Care ETF shares in Q1 2026, an estimated $39.7K.
Vanguard Health Care ETF made up 0.06% of Advisors Management Group's portfolio in Q1 2026, its #130 holding.
Advisors Management Group first reported a position in Vanguard Health Care ETF in Q3 2017 and has held it in 35 quarters since.
Advisors Management Group's Vanguard Health Care ETF position peaked at $390K in Q4 2025.
1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Advisors Management Group's 13F filing for Q1 2026, filed 1 May 2026.