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Aegis Wealth Management (Maryland)’s Vanguard Health Care ETF VHT Stock Holding History

Aegis Wealth Management (Maryland)’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
2025
Q3 		– Sell
-1,100
Closed -$291K – 131
2025
Q2 		$291K Hold
1,100
– – 0.17% 92
2025
Q1 		$291K Hold
1,100
– – 0.17% 96
2024
Q4 		$279K Buy
+1,100
New +$296K 0.19% 87

Other funds holding VHT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Aegis Wealth Management (Maryland)'s VHT Position: Q3 2025 in Review

Aegis Wealth Management (Maryland) sold out of Vanguard Health Care ETF (VHT) in Q3 2025, closing a stake of 1,100 shares — an estimated $291K sold.

Aegis Wealth Management (Maryland) first reported a position in VHT in Q4 2024 and held it in 3 quarters. The position peaked at $291K in Q2 2025. 1,014 funds tracked by Wall St. Rank hold VHT as of Q3 2025.

  • Aegis Wealth Management (Maryland) reported no remaining Vanguard Health Care ETF position as of Q3 2025 after selling out during the quarter.
  • Aegis Wealth Management (Maryland) sold 1,100 Vanguard Health Care ETF shares in Q3 2025, an estimated $291K.
  • Aegis Wealth Management (Maryland) first reported a position in Vanguard Health Care ETF in Q4 2024 and held it in 3 quarters.
  • Aegis Wealth Management (Maryland)'s Vanguard Health Care ETF position peaked at $291K in Q2 2025.
  • 1,014 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2025.

Based on Aegis Wealth Management (Maryland)'s 13F filing for Q3 2025, filed 6 Nov 2025.