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

Atticus 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 		– Sell
-739
Closed -$213K – 202
2025
Q4 		$213K Buy
+739
New +$206K 0.05% 192
2025
Q3 		– Sell
-435
Closed -$108K – 623
2025
Q2 		$108K Buy
435
+1
+0.2% +$247 0.03% 237
2025
Q1 		$115K Buy
434
+1
+0.2% +$266 0.04% 149
2024
Q4 		$110K Sell
433
-12
-3% -$3.23K 0.03% 158
2024
Q3 		$126K Buy
445
+1
+0.2% +$278 0.04% 152
2024
Q2 		$118K Sell
444
-75
-14% -$19.7K 0.04% 151
2024
Q1 		$140K Buy
519
+1
+0.2% +$263 0.05% 139
2023
Q4 		$130K Sell
518
-73
-12% -$17.3K 0.05% 146
2023
Q3 		$139K Sell
591
-64
-10% -$15.6K 0.05% 150
2023
Q2 		$160K Buy
655
+80
+14% +$19.5K 0.06% 146
2023
Q1 		$137K Sell
575
-483
-46% -$116K 0.05% 149
2022
Q4 		$262K Buy
1,058
+173
+20% +$41.9K 0.11% 113
2022
Q3 		$208K Hold
885
– – 0.1% 114
2022
Q2 		$208K Buy
885
+368
+71% +$88.7K 0.09% 130
2022
Q1 		$132K Buy
517
+66
+15% +$16.3K 0.05% 173
2021
Q4 		$120K Sell
451
-98
-18% -$25K 0.05% 157
2021
Q3 		$136K Hold
549
– – 0.06% 128
2021
Q2 		$136K Sell
549
-162
-23% -$38.7K 0.06% 142
2021
Q1 		$163K Hold
711
– – 0.08% 119
2020
Q4 		$159K Buy
711
+12
+2% +$2.56K 0.08% 120
2020
Q3 		$143K Sell
699
-544
-44% -$110K 0.09% 107
2020
Q2 		$239K Buy
1,243
+104
+9% +$19.5K 0.16% 78
2020
Q1 		$189K Sell
1,139
-303
-21% -$55.4K 0.15% 80
2019
Q4 		$276K Buy
+1,442
New +$259K 0.18% 72

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

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

Atticus Wealth Management sold out of Vanguard Health Care ETF (VHT) in Q1 2026, closing a stake of 739 shares — an estimated $213K sold.

Atticus Wealth Management first reported a position in VHT in Q4 2019 and held it in 24 quarters. The position peaked at $276K in Q4 2019. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • Atticus Wealth Management reported no remaining Vanguard Health Care ETF position as of Q1 2026 after selling out during the quarter.
  • Atticus Wealth Management sold 739 Vanguard Health Care ETF shares in Q1 2026, an estimated $213K.
  • Atticus Wealth Management first reported a position in Vanguard Health Care ETF in Q4 2019 and held it in 24 quarters.
  • Atticus Wealth Management's Vanguard Health Care ETF position peaked at $276K in Q4 2019.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Atticus Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.