Apexium Financial’s Vanguard Health Care ETF VHT Stock Holding History

Apexium Financial’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	$448K	Buy	1,726 +1	+0.1%	+$251	0.02%	206
2025 Q2	$428K	Sell	1,725 -364	-17%	-$90K	0.02%	200
2025 Q1	$553K	Buy	2,089 +1	+0%	+$266	0.03%	163
2024 Q4	$530K	Sell	2,088 -27	-1%	-$7.27K	0.03%	160
2024 Q3	$599K	Hold	2,115	–	–	0.04%	126
2024 Q2	$564K	Buy	2,115 +25	+1%	+$6.55K	0.04%	125
2024 Q1	$565K	Buy	2,090 +1	+0%	+$263	0.04%	125
2023 Q4	$524K	Sell	2,089 -191	-8%	-$45.2K	0.04%	165
2023 Q3	$538K	Sell	2,280 -7	-0.3%	-$1.71K	0.05%	126
2023 Q2	$562K	Sell	2,287 -226	-9%	-$55K	0.05%	128
2023 Q1	$599K	Buy	2,513 +453	+22%	+$109K	0.06%	120
2022 Q4	$511K	Sell	2,060 -324	-14%	-$78.6K	0.05%	132
2022 Q3	$540K	Buy	+2,384	New	+$569K	0.07%	114

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

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

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

EHC

Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Apexium Financial's VHT Position: Q3 2025 in Review

Apexium Financial increased its Vanguard Health Care ETF (VHT) stake by 0.06% in Q3 2025, buying an estimated $251 and bringing the position to 1,726 shares worth $448K. The position accounts for 0.02% of the portfolio, ranked #206.

Apexium Financial first reported a position in VHT in Q3 2022 and has held it in 13 quarters since. The position peaked at $599K in Q1 2023. 1,011 funds tracked by Wall St. Rank hold VHT as of Q3 2025.

Apexium Financial held 1,726 shares of Vanguard Health Care ETF worth $448K as of Q3 2025.
Apexium Financial bought 1 Vanguard Health Care ETF share in Q3 2025, an estimated $251.
Vanguard Health Care ETF made up 0.02% of Apexium Financial's portfolio in Q3 2025, its #206 holding.
Apexium Financial first reported a position in Vanguard Health Care ETF in Q3 2022 and has held it in 13 quarters since.
Apexium Financial's Vanguard Health Care ETF position peaked at $599K in Q1 2023.
1,011 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.