BFS
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Bare Financial Services’s Vanguard Health Care ETF VHT Stock Holding History

Bare Financial Services’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 		$706K Buy
2,592
+75
+3% +$21.4K 0.19% 33
2025
Q4 		$724K Buy
2,517
+27
+1% +$7.54K 0.2% 34
2025
Q3 		$646K Buy
2,490
+356
+17% +$89.3K 0.19% 33
2025
Q2 		$530K Buy
2,134
+124
+6% +$30.6K 0.18% 31
2025
Q1 		$532K Buy
2,010
+58
+3% +$15.5K 0.2% 28
2024
Q4 		$495K Buy
1,952
+81
+4% +$21.8K 0.2% 29
2024
Q3 		$528K Buy
1,871
+62
+3% +$17.2K 0.22% 30
2024
Q2 		$497K Buy
1,809
+844
+87% +$221K 0.26% 28
2024
Q1 		$247K Buy
+965
New +$254K 0.24% 26

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

Bare Financial Services's VHT Position: Q1 2026 in Review

Bare Financial Services increased its Vanguard Health Care ETF (VHT) stake by 3% in Q1 2026, buying an estimated $21.4K and bringing the position to 2,592 shares worth $706K. The position accounts for 0.19% of the portfolio, ranked #33.

Bare Financial Services first reported a position in VHT in Q1 2024 and has held it in 9 quarters since. The position peaked at $724K in Q4 2025. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • Bare Financial Services held 2,592 shares of Vanguard Health Care ETF worth $706K as of Q1 2026.
  • Bare Financial Services bought 75 Vanguard Health Care ETF shares in Q1 2026, an estimated $21.4K.
  • Vanguard Health Care ETF made up 0.19% of Bare Financial Services's portfolio in Q1 2026, its #33 holding.
  • Bare Financial Services first reported a position in Vanguard Health Care ETF in Q1 2024 and has held it in 9 quarters since.
  • Bare Financial Services's Vanguard Health Care ETF position peaked at $724K in Q4 2025.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Bare Financial Services's 13F filing for Q1 2026, filed 14 May 2026.