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Aspen Wealth Strategies’s Vanguard Health Care ETF VHT Stock Holding History

Aspen Wealth Strategies’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 		$2.99M Buy
10,979
+363
+3% +$104K 1.6% 14
2025
Q4 		$3.06M Buy
10,616
+8,623
+433% +$2.41M 1.67% 15
2025
Q3 		$517K Buy
1,993
+137
+7% +$34.4K 0.29% 50
2025
Q2 		$461K Buy
1,856
+125
+7% +$30.9K 0.28% 53
2025
Q1 		$458K Buy
1,731
+115
+7% +$30.6K 0.3% 52
2024
Q4 		$410K Sell
1,616
-19
-1% -$5.12K 0.26% 52
2024
Q3 		$462K Sell
1,635
-104
-6% -$28.9K 0.3% 48
2024
Q2 		$480K Sell
1,739
-105
-6% -$27.5K 0.33% 47
2024
Q1 		$499K Sell
1,844
-11
-0.6% -$2.89K 0.34% 47
2023
Q4 		$465K Buy
1,855
+7
+0.4% +$1.66K 0.34% 47
2023
Q3 		$434K Buy
1,848
+531
+40% +$129K 0.34% 38
2023
Q2 		$322K Buy
+1,317
New +$320K 0.24% 50

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

Aspen Wealth Strategies's VHT Position: Q1 2026 in Review

Aspen Wealth Strategies increased its Vanguard Health Care ETF (VHT) stake by 3.4% in Q1 2026, buying an estimated $104K and bringing the position to 10,979 shares worth $2.99M. The position accounts for 1.6% of the portfolio, ranked #14.

Aspen Wealth Strategies first reported a position in VHT in Q2 2023 and has held it in 12 quarters since. The position peaked at $3.06M in Q4 2025. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • Aspen Wealth Strategies held 10,979 shares of Vanguard Health Care ETF worth $2.99M as of Q1 2026.
  • Aspen Wealth Strategies bought 363 Vanguard Health Care ETF shares in Q1 2026, an estimated $104K.
  • Vanguard Health Care ETF made up 1.6% of Aspen Wealth Strategies's portfolio in Q1 2026, its #14 holding.
  • Aspen Wealth Strategies first reported a position in Vanguard Health Care ETF in Q2 2023 and has held it in 12 quarters since.
  • Aspen Wealth Strategies's Vanguard Health Care ETF position peaked at $3.06M in Q4 2025.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Aspen Wealth Strategies's 13F filing for Q1 2026, filed 8 May 2026.