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Anchor Investment Management’s Vanguard Health Care ETF VHT Stock Holding History

Anchor Investment 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 		$4.95M Buy
18,159
+809
+5% +$231K 0.41% 63
2025
Q4 		$4.99M Buy
17,350
+817
+5% +$228K 0.41% 62
2025
Q3 		$4.29M Buy
16,533
+629
+4% +$158K 0.36% 74
2025
Q2 		$3.95M Buy
15,904
+174
+1% +$43K 0.35% 76
2025
Q1 		$4.16M Buy
15,730
+955
+6% +$254K 0.39% 68
2024
Q4 		$3.75M Buy
14,775
+346
+2% +$93.2K 0.35% 74
2024
Q3 		$4.07M Buy
14,429
+217
+2% +$60.3K 0.38% 69
2024
Q2 		$3.78M Sell
14,212
-932
-6% -$244K 0.39% 66
2024
Q1 		$4.1M Buy
15,144
+183
+1% +$48.1K 0.43% 61
2023
Q4 		$3.75M Sell
14,961
-39
-0.3% -$9.24K 0.43% 64
2023
Q3 		$3.53M Sell
15,000
-219
-1% -$53.4K 0.46% 60
2023
Q2 		$3.73M Sell
15,219
-239
-2% -$58.1K 0.48% 57
2023
Q1 		$3.69M Sell
15,458
-19
-0.1% -$4.57K 0.5% 57
2022
Q4 		$3.84M Buy
15,477
+502
+3% +$122K 0.55% 50
2022
Q3 		$3.35M Buy
14,975
+46
+0.3% +$11K 0.52% 52
2022
Q2 		$3.52M Sell
14,929
-1,402
-9% -$338K 0.51% 53
2022
Q1 		$4.15M Sell
16,331
-1,737
-10% -$429K 0.52% 51
2021
Q4 		$4.81M Buy
18,068
+834
+5% +$213K 0.6% 44
2021
Q3 		$4.26M Buy
17,234
+610
+4% +$156K 0.59% 49
2021
Q2 		$4.11M Buy
16,624
+480
+3% +$115K 0.57% 49
2021
Q1 		$3.69M Buy
16,144
+1,053
+7% +$242K 0.56% 52
2020
Q4 		$3.38M Buy
15,091
+909
+6% +$194K 0.61% 47
2020
Q3 		$2.89M Buy
14,182
+1,235
+10% +$250K 0.59% 50
2020
Q2 		$2.49M Buy
12,947
+159
+1% +$29.8K 0.56% 53
2020
Q1 		$2.12M Sell
12,788
-606
-5% -$111K 0.55% 54
2019
Q4 		$2.57M Buy
13,394
+1,638
+14% +$294K 0.55% 53
2019
Q3 		$1.97M Sell
11,756
-395
-3% -$67.6K 0.45% 71
2019
Q2 		$2.11M Buy
12,151
+677
+6% +$114K 0.5% 59
2019
Q1 		$1.98M Sell
11,474
-72
-0.6% -$12.2K 0.49% 55
2018
Q4 		$1.85M Buy
11,546
+384
+3% +$65.1K 0.53% 52
2018
Q3 		$2.01M Buy
11,162
+272
+2% +$46.8K 0.46% 58
2018
Q2 		$1.73M Buy
10,890
+862
+9% +$136K 0.43% 68
2018
Q1 		$1.54M Buy
10,028
+1,870
+23% +$299K 0.4% 71
2017
Q4 		$1.26M Buy
8,158
+1,642
+25% +$252K 0.33% 86
2017
Q3 		$992K Buy
6,516
+4,641
+248% +$693K 0.29% 95
2017
Q2 		$276K Buy
1,875
+335
+22% +$47.3K 0.09% 200
2017
Q1 		$212K Buy
1,540
+130
+9% +$17.5K 0.07% 229
2016
Q4 		$179K Buy
1,410
+1,210
+605% +$154K 0.07% 233
2016
Q3 		$26.6K Hold
200
– – 0.01% 417
2016
Q2 		$26.1K Hold
200
– – 0.01% 413
2016
Q1 		$24.7K Buy
+200
New +$24.3K 0.01% 404

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

Anchor Investment Management's VHT Position: Q1 2026 in Review

Anchor Investment Management increased its Vanguard Health Care ETF (VHT) stake by 4.7% in Q1 2026, buying an estimated $231K and bringing the position to 18,159 shares worth $4.95M. The position accounts for 0.41% of the portfolio, ranked #63.

Anchor Investment Management first reported a position in VHT in Q1 2016 and has held it in 41 quarters since. The position peaked at $4.99M in Q4 2025. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • Anchor Investment Management held 18,159 shares of Vanguard Health Care ETF worth $4.95M as of Q1 2026.
  • Anchor Investment Management bought 809 Vanguard Health Care ETF shares in Q1 2026, an estimated $231K.
  • Vanguard Health Care ETF made up 0.41% of Anchor Investment Management's portfolio in Q1 2026, its #63 holding.
  • Anchor Investment Management first reported a position in Vanguard Health Care ETF in Q1 2016 and has held it in 41 quarters since.
  • Anchor Investment Management's Vanguard Health Care ETF position peaked at $4.99M in Q4 2025.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

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