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

Athena 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 		$763K Sell
2,803
-1
-0% -$286 0.4% 64
2025
Q4 		$807K Buy
2,804
+14
+0.5% +$3.91K 0.41% 61
2025
Q3 		$724K Buy
2,790
+96
+4% +$24.1K 0.38% 64
2025
Q2 		$669K Buy
2,694
+17
+0.6% +$4.2K 0.37% 69
2025
Q1 		$709K Hold
2,677
– – 0.43% 54
2024
Q4 		$679K Buy
2,677
+1,000
+60% +$269K 0.39% 61
2024
Q3 		$473K Buy
1,677
+23
+1% +$6.39K 0.27% 91
2024
Q2 		$440K Sell
1,654
-84
-5% -$22K 0.27% 88
2024
Q1 		$470K Hold
1,738
– – 0.28% 82
2023
Q4 		$436K Hold
1,738
– – 0.28% 82
2023
Q3 		$409K Hold
1,738
– – 0.29% 83
2023
Q2 		$425K Hold
1,738
– – 0.29% 78
2023
Q1 		$414K Sell
1,738
-2
-0.1% -$481 0.3% 77
2022
Q4 		$432K Hold
1,740
– – 0.32% 74
2022
Q3 		$389K Buy
1,740
+185
+12% +$44.2K 0.33% 76
2022
Q2 		$366K Sell
1,555
-710
-31% -$171K 0.29% 84
2022
Q1 		$580K Buy
+2,265
New +$560K 0.45% 54

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

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

Athena Investment Management reduced its Vanguard Health Care ETF (VHT) stake by 0.04% in Q1 2026, selling an estimated $286 and leaving 2,803 shares worth $763K. The position accounts for 0.4% of the portfolio, ranked #64.

Athena Investment Management first reported a position in VHT in Q1 2022 and has held it in 17 quarters since. The position peaked at $807K in Q4 2025. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • Athena Investment Management held 2,803 shares of Vanguard Health Care ETF worth $763K as of Q1 2026.
  • Athena Investment Management sold 1 Vanguard Health Care ETF share in Q1 2026, an estimated $286.
  • Vanguard Health Care ETF made up 0.4% of Athena Investment Management's portfolio in Q1 2026, its #64 holding.
  • Athena Investment Management first reported a position in Vanguard Health Care ETF in Q1 2022 and has held it in 17 quarters since.
  • Athena Investment Management's Vanguard Health Care ETF position peaked at $807K in Q4 2025.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Athena Investment Management's 13F filing for Q1 2026, filed 12 May 2026.