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Asset Planning Corporation’s Vanguard Health Care ETF VHT Stock Holding History

Asset Planning Corporation’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
Q2 		– Sell
-30,375
Closed -$8.04M – 46
2025
Q1 		$8.04M Sell
30,375
-191
-0.6% -$50.9K 4.74% 6
2024
Q4 		$7.75M Buy
30,566
+1,243
+4% +$335K 4.86% 7
2024
Q3 		$8.27M Buy
29,323
+162
+0.6% +$45K 5.4% 7
2024
Q2 		$7.76M Sell
29,161
-610
-2% -$160K 5.8% 6
2024
Q1 		$8.05M Sell
29,771
-5,220
-15% -$1.37M 5.88% 7
2023
Q4 		$8.77M Buy
34,991
+1,121
+3% +$265K 6.78% 5
2023
Q3 		$7.96M Buy
33,870
+700
+2% +$171K 6.13% 6
2023
Q2 		$8.12M Buy
33,170
+2,124
+7% +$517K 6.17% 6
2023
Q1 		$7.4M Buy
31,046
+186
+0.6% +$44.8K 5.95% 7
2022
Q4 		$7.65M Buy
30,860
+117
+0.4% +$28.4K 6.37% 7
2022
Q3 		$6.88M Sell
30,743
-148
-0.5% -$35.3K 6.44% 7
2022
Q2 		$7.28M Buy
30,891
+718
+2% +$173K 6.32% 7
2022
Q1 		$7.67M Buy
30,173
+1,572
+5% +$388K 6.7% 6
2021
Q4 		$7.62M Buy
28,601
+1,623
+6% +$414K 6.52% 6
2021
Q3 		$6.67M Buy
26,978
+2,220
+9% +$569K 6.17% 6
2021
Q2 		$6.12M Buy
24,758
+1,168
+5% +$279K 5.96% 8
2021
Q1 		$5.4M Buy
+23,590
New +$5.41M 5.61% 8

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

Asset Planning Corporation's VHT Position: Q2 2025 in Review

Asset Planning Corporation sold out of Vanguard Health Care ETF (VHT) in Q2 2025, closing a stake of 30,375 shares — an estimated $8.04M sold.

Asset Planning Corporation first reported a position in VHT in Q1 2021 and held it in 17 quarters. The position peaked at $8.77M in Q4 2023. 1,019 funds tracked by Wall St. Rank hold VHT as of Q2 2025.

  • Asset Planning Corporation reported no remaining Vanguard Health Care ETF position as of Q2 2025 after selling out during the quarter.
  • Asset Planning Corporation sold 30,375 Vanguard Health Care ETF shares in Q2 2025, an estimated $8.04M.
  • Asset Planning Corporation first reported a position in Vanguard Health Care ETF in Q1 2021 and held it in 17 quarters.
  • Asset Planning Corporation's Vanguard Health Care ETF position peaked at $8.77M in Q4 2023.
  • 1,019 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2025.

Based on Asset Planning Corporation's 13F filing for Q2 2025, filed 23 Jul 2025.