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Axiom Financial Strategies’s Vanguard Health Care ETF VHT Stock Holding History

Axiom Financial 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 		– Sell
-12,295
Closed -$3.54M – 45
2025
Q4 		$3.54M Sell
12,295
-118
-1% -$33K 1.49% 17
2025
Q3 		$3.22M Sell
12,413
-9,432
-43% -$2.37M 1.39% 20
2025
Q2 		$5.43M Sell
21,845
-332
-1% -$82.1K 3.03% 10
2025
Q1 		$5.87M Sell
22,177
-232
-1% -$61.8K 3.48% 9
2024
Q4 		$5.68M Sell
22,409
-1,677
-7% -$452K 3.17% 11
2024
Q3 		$6.8M Sell
24,086
-2,194
-8% -$609K 3.59% 8
2024
Q2 		$6.99M Buy
26,280
+111
+0.4% +$29.1K 4.54% 8
2024
Q1 		$7.08M Sell
26,169
-1,261
-5% -$331K 4.51% 8
2023
Q4 		$6.88M Buy
27,430
+20
+0.1% +$4.74K 4.46% 8
2023
Q3 		$6.44M Sell
27,410
-4,686
-15% -$1.14M 4.32% 8
2023
Q2 		$7.86M Sell
32,096
-1,500
-4% -$365K 4.51% 8
2023
Q1 		$8.01M Buy
33,596
+685
+2% +$165K 4.45% 6
2022
Q4 		$8.16M Sell
32,911
-75
-0.2% -$18.2K 5.13% 4
2022
Q3 		$7.38M Buy
32,986
+6,036
+22% +$1.44M 3.92% 7
2022
Q2 		$6.35M Buy
26,950
+1,919
+8% +$463K 3.34% 9
2022
Q1 		$5.96M Sell
25,031
-585
-2% -$145K 3% 10
2021
Q4 		$6.83M Buy
25,616
+2,501
+11% +$638K 3.1% 10
2021
Q3 		$5.71M Buy
23,115
+2,351
+11% +$603K 2.69% 12
2021
Q2 		$5.13M Sell
20,764
-3,648
-15% -$872K 2.37% 12
2021
Q1 		$5.58M Sell
24,412
-771
-3% -$177K 2.74% 9
2020
Q4 		$5.14M Hold
25,183
– – 3.09% 12
2020
Q3 		$5.14M Buy
25,183
+840
+3% +$170K 3.09% 12
2020
Q2 		$4.69M Buy
24,343
+5,304
+28% +$995K 3.06% 9
2020
Q1 		$3.16M Buy
+19,039
New +$3.48M 2.55% 12

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Axiom Financial Strategies's VHT Position: Q1 2026 in Review

Axiom Financial Strategies sold out of Vanguard Health Care ETF (VHT) in Q1 2026, closing a stake of 12,295 shares — an estimated $3.54M sold.

Axiom Financial Strategies first reported a position in VHT in Q1 2020 and held it in 24 quarters. The position peaked at $8.16M in Q4 2022. 1,095 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • Axiom Financial Strategies reported no remaining Vanguard Health Care ETF position as of Q1 2026 after selling out during the quarter.
  • Axiom Financial Strategies sold 12,295 Vanguard Health Care ETF shares in Q1 2026, an estimated $3.54M.
  • Axiom Financial Strategies first reported a position in Vanguard Health Care ETF in Q1 2020 and held it in 24 quarters.
  • Axiom Financial Strategies's Vanguard Health Care ETF position peaked at $8.16M in Q4 2022.
  • 1,095 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Axiom Financial Strategies's 13F filing for Q1 2026, filed 21 Apr 2026.