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Apollon Wealth Management’s Vanguard Health Care ETF VHT Stock Holding History

Apollon Wealth 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 		$2.01M Sell
7,399
-2,013
-21% -$575K 0.03% 388
2025
Q4 		$2.71M Sell
9,412
-360
-4% -$101K 0.05% 310
2025
Q3 		$2.54M Sell
9,772
-606
-6% -$152K 0.05% 333
2025
Q2 		$2.58M Buy
10,378
+336
+3% +$83K 0.05% 308
2025
Q1 		$2.66M Buy
10,042
+342
+4% +$91.1K 0.06% 275
2024
Q4 		$2.46M Buy
9,700
+7,586
+359% +$2.04M 0.06% 300
2024
Q3 		$597K Sell
2,114
-10
-0.5% -$2.78K 0.02% 643
2024
Q2 		$565K Sell
2,124
-549
-21% -$144K 0.02% 633
2024
Q1 		$723K Buy
2,673
+600
+29% +$158K 0.02% 564
2023
Q4 		$520K Buy
2,073
+379
+22% +$89.8K 0.02% 635
2023
Q3 		$398K Sell
1,694
-29,522
-95% -$7.2M 0.02% 603
2023
Q2 		$7.64M Buy
31,216
+29,492
+1,711% +$7.17M 0.37% 53
2023
Q1 		$411K Buy
1,724
+66
+4% +$15.9K 0.03% 588
2022
Q4 		$411K Sell
1,658
-393
-19% -$95.3K 0.03% 574
2022
Q3 		$459K Buy
2,051
+248
+14% +$59.2K 0.04% 474
2022
Q2 		$425K Sell
1,803
-756
-30% -$182K 0.04% 468
2022
Q1 		$651K Sell
2,559
-217
-8% -$53.6K 0.05% 390
2021
Q4 		$740K Buy
2,776
+709
+34% +$181K 0.06% 367
2021
Q3 		$511K Buy
2,067
+1,026
+99% +$263K 0.07% 264
2021
Q2 		$257K Sell
1,041
-100
-9% -$23.9K 0.05% 309
2021
Q1 		$261K Sell
1,141
-9,851
-90% -$2.26M 0.05% 290
2020
Q4 		$2.46M Buy
+10,992
New +$2.35M 0.67% 36
2020
Q3 		– Sell
-120
Closed -$23K – 662
2020
Q2 		$23K Buy
+120
New +$22.5K 0.01% 350

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

Apollon Wealth Management's VHT Position: Q1 2026 in Review

Apollon Wealth Management reduced its Vanguard Health Care ETF (VHT) stake by 21% in Q1 2026, selling an estimated $575K and leaving 7,399 shares worth $2.01M. The position accounts for 0.03% of the portfolio, ranked #388.

Apollon Wealth Management first reported a position in VHT in Q2 2020 and has held it in 23 quarters since. The position peaked at $7.64M in Q2 2023. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • Apollon Wealth Management held 7,399 shares of Vanguard Health Care ETF worth $2.01M as of Q1 2026.
  • Apollon Wealth Management sold 2,013 Vanguard Health Care ETF shares in Q1 2026, an estimated $575K.
  • Vanguard Health Care ETF made up 0.03% of Apollon Wealth Management's portfolio in Q1 2026, its #388 holding.
  • Apollon Wealth Management first reported a position in Vanguard Health Care ETF in Q2 2020 and has held it in 23 quarters since.
  • Apollon Wealth Management's Vanguard Health Care ETF position peaked at $7.64M in Q2 2023.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Apollon Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.